The Individuals with Disabilities Education Act was supposed to have been reauthorized this past session of Congress, but irreconcilable differences remained on policy changes to be made. As background material for the reauthorization to occur next year, I am distributing the most recent annual report on IDEA implementation by the U.S. Department of Education. Jamal Mazrui National Council on Disability Email: 74444.1076@compuserve.com ---------- To Assure the Free Appropriate Public Education of all Children with Disabilities Individuals with Disabilities Education Act, Section 618 Seventeenth Annual Report to Congress on the Implementation of The Individuals with Disabilities Education Act U.S. Department of Education 1995 _________________________________________________________________ Discrimination Prohibited No person in the United States shall, on the ground of race, color, or national origin, be excluded from participating in, be denied the benefits of, or be subject to discrimination under any program or activity receiving Federal financial assistance, or be so treated on the basis of sex under most education programs or activities receiving Federal assistance. No otherwise qualified individual with disabilities in the United States shall, solely by reason of his disability be excluded from the participation in, be denied the benefit of, or be subjected to discrimination under any program or activity receiving Federal financial assistance. _________________________________________________________________ ---------- Preface Each year, the Office of Special Education Programs (OSEP) collects and analyzes information to assess the extent to which all students with disabilities are receiving a free, appropriate public education, as ensured by the Individuals with Disabilities Education Act (IDEA). This Seventeenth Annual Report to Congress is designed to consolidate and communicate the results of those information collections and analyses. It contains seven chapters and a number of appendices. Two topics that are discussed in this year's Annual Report are the provision of services to students with disabilities in inclusive settings and the educational results of students with disabilities. Key aspects of these issues are included in the Executive Summary. Chapter 1 begins with a brief description of IDEA. Then, the Formula Grants Program section describes the financial assistance provided to States educating children and youth with disabilities under two Federal programs, Part B and Chapter 1 (SOP), during the 1993-94 school year. The chapter also includes data on the numbers of students receiving special education and related services, the types of disabilities they have, the settings in which they are educated and some of the benefits of serving students in inclusive environments, and the bases by which they leave special education. The results of the pilot test of the Performance Assessment for Self-Sufficiency (PASS) instrument and expert system for reporting data on anticipated service needs is also included. Finally, the number of staff who provide special education and related services, and the number of additional personnel needed, is reported. Chapter 2 provides information on the role of the IDEA, Part H and Preschool Grants Program in meeting the needs of infants and toddlers and their families and preschoolers with disabilities. The chapter has three main sections. First, the implementation of the Part H program for infants and toddlers with disabilities is described. Included in this section is information about State allocations, the number of eligible infants and toddlers served, the settings utilized, and the number of personnel employed and needed. Implementation issues related to refining data collection systems and a wide range of coordination efforts are also discussed. Second, the number of children age 3 through 5 served by the Preschool Grants Program, the number of personnel employed and needed, and the educational placements used are reported. Several implementation issues are also highlighted. Third, the discretionary programs and research projects sponsored by OSEP to address the needs of young children and their families, including the Early Education Program for Children with Disabilities (EEPCD), are described. Chapter 3 examines the relationship between the secondary school experiences of students with disabilities and their accomplishments in the three years after leaving secondary school. The chapter is based on the congressionally mandated National Longitudinal Transition Study (NLTS) that was completed for OSEP by SRI International. The chapter begins with a description of the secondary school experiences of these students and policy suggestions that support inclusion, and concludes with a description of four post-school results for these students: participation in postsecondary programs, employment, independent living, and participation in their communities. Chapter 4 is based on activities completed by the National Center on Educational Outcomes (NCEO). It focuses on NCEO's ongoing analyses of current State and national assessment practices for students with disabilities. The chapter describes recent developments in State assessments of students with disabilities, the 1992 National Adult Literary Survey (NALS) data collection efforts, and the plans of the National Center for Education Statistics to improve the inclusion of students with disabilities in national education data collection efforts. Chapter 5 reports on the work of the Center for Special Education Finance (CSEF), which is one of several research centers funded by OSERS. The chapter summarizes some of CSEF's research during its first two years of operations (FY 1993 and FY 1994). The three sections in this chapter focuses on: (1) Federal funding for special education services, including a historical overview of Federal legislation; (2) State special education funding, with an emphasis on State finance reform efforts that include fiscal policies that foster inclusion; and (3) a case study of a State-level cost analysis project. Chapter 6 describes OSEP efforts to assist States and local school districts in educating students with disabilities. The chapter describes the three-year staggered State plan review process and the ongoing implementation of State Plan Academies to provide training to key staff members from SEAs that are to submit plans. The chapter also reports the results of compliance reviews. Chapter 7 contains a review of the literature on the provision of services to students with disabilities in rural areas. This chapter is one of a series of reviews addressing the unique needs of special populations with disabilities, begun in the Fourteenth Annual Report to Congress. Information from several data sources was used to describe the number and characteristics of students with disabilities in rural areas, the factors affecting the provision of special education to these students, and the types of services that were offered. In addition to the report's seven chapters, a series of appendices are included. Appendix A is composed of data tables on child count, educational environment, personnel, exiting, population and enrollment, and fiscal awards. Tables presenting data on the number of individuals trained by OSEP-funded personnel training projects constitute Appendix B. Appendices C and D contain summaries and abstracts of studies conducted under the State Agency/Federal Evaluation Studies (SAFES) program. Appendix E contains data on services for children and youth with deaf-blindness. Appendix F provides profiles of OSEP's program agenda. Appendix G contains a summary of Regional Resource Center activities. Appendix H contains a summary of the activities and results reported by the grantees from the State Systems Change Transition Grants. Appendix I describes the activities of the Parent Training and Information Centers. Appendix J reports on the activities of three OSEP-funded information clearinghouses. Finally, Appendix K describes a Knowledge Utilization Plan to promote and facilitate the use of information for program improvement. ---------- List of Acronyms _ADD_ - attention deficit disorder _AFDC_ - Aid to Families with Dependent Children _APPE_ - average per pupil expenditure _BIA_ - Bureau of Indian Affairs _CAP_ - corrective action plan _CCD_ - Common Core of Data _CSEF_ - Center for Special Education Finance _CEC_ - Council for Exceptional Children _DANS_ - Data Analysis System _DID_ - Division of Innovation and Development _DPP_ - Division of Personnel Preparation _ECLS_ - Early Childhood Longitudinal Study _EEPCD_ - Early Education Program for Children with Disabilities _EDGAR_ - Education Department General Administrative Regulations _EHA_ - Education of the Handicapped Act _EPSDT_ - Early Periodic Screening, Diagnosis, and Treatment _ESEA_ - Elementary and Secondary Education Act _FAPE_ - free appropriate public education _FTE_ - full-time equivalent _GEPA_ - General Education Provisions Act _GLARRC_ - Great Lakes Area Regional Resource Center _HCEEP_ - Handicapped Children's Early Education Program _HIV_ - human immunodeficiency virus _ICC_ - interagency coordinating council _IDEA_ - Individuals with Disabilities Education Act _IEP_ - individualized education plan _IEU_ - intermediate educational unit _IFSP_ - individualized family service plan _ILC_ - independent living centers _KERA_ - Kentucky Educational Reform Act _LEA_ - local educational agency _LEP_ - limited English proficiency _LM_ - language minority _LRE_ - least restrictive environment _MPRRC_ - Mountain Plains Regional Resource Center _MSRRC_ - Mid South Regional Resource Center _NAEP_ - National Assessment of Educational Progress _NAEYC_ - National Association for the Education of Young Children _NALS_ - National Adult Literacy Survey _NASBE_ - National Association of State Boards of Education _NASDSE_ - National Association of State Directors of Special Education _NCEO_ - National Center on Educational Outcomes _NCERI_ - National Center on Educational Restructuring and Inclusion _NCES_ - National Center for Education Statistics _NEC*TAS_ - National Early Childhood Technical Assistance System _NERRC_ - Northeast Regional Resource Center _NLTS_ - National Longitudinal Transition Study of Special Education Students _NTN_ - National Transition Network _OCR_ - Office for Civil Rights _OMB_ - Office of Management and Budget _OSEP_ - Office of Special Education Programs _OSERS_ - Office of Special Education and Rehabilitative Services _PASS_ - Performance Assessment for Self-Sufficiency _PTI_ - parent training information center _SAFES_ - State Agency/Federal Evaluations Studies _SARRC_ - South Atlantic Regional Resource Center _SASS_ - Schools and Staffing Survey _SEA_ - State Educational Agency _SEAP_ - State Special Education Advisory Panel _SOP_ - State Operated Programs _WRRC_ - Western Regional Resource Center ---------- Executive Summary The Seventeenth _Annual Report to Congress_ examines the progress being made toward implementing the requirements of the Individuals with Disabilities Education Act (IDEA). The purposes of the Act are summarized below. 1. To provide assistance to States to develop early intervention services for infants and toddlers with disabilities and their families, and to assure a free appropriate public education to all children and youth with disabilities. 2. To assure that the rights of children and youth with disabilities from birth to age 21 and their families are protected. 3. To assist States and localities to provide for early intervention services and the education of all children with disabilities. 4. To assess and assure the effectiveness of efforts to provide early intervention services and educate children with disabilities. This Report provides a description of the activities undertaken to implement the Act and an assessment of the impact and effectiveness of its requirements. The following brief summaries provide highlights of the information presented in the chapters of the Report. _Chapter 1:_ Students with Disabilities Served, Placement and Exiting Patterns, and Personnel Who Provide Special Education and Related Services National statistics and analyses generated from State-reported data submitted annually to the Office of Special Education Programs (OSEP) are provided. A brief retrospective analysis of Federal funding patterns for special education is also included. * OSEP's Division of Innovation and Development and the Severe Disabilities Branch in the Division of Education Services have funded a number of projects over the last decade that support inclusive school practices. Some of these projects have focused on specific research issues, while others have been demonstration projects or institutes. * During the last five years, regular classroom placements for students age 6 through 21 have increased by almost 10 percent. The use of resource rooms has decreased, and all other placement settings have remained stable. In part, these changes may be attributed to improved data collection and reporting methods in several States. * In 1992-93, 95 percent of students with disabilities were served in regular school buildings. Students age 6 through 11 are most likely to be served in regular classroom settings. This continues the trend of placing more children in inclusive settings. * During FY 1994, $2.149 billion was distributed to States for the provision of special education to children with disabilities through IDEA, Part B. The average per-child allocation has remained relatively stable over the past three years, and was $413 in FY 1994. * The Chapter 1 (SOP) program was not reauthorized under the Improving America's Schools Act that reauthorized ESEA. Beginning July 1, 1995, funding for services to all eligible children and youth age 3 through 21 will be provided under IDEA, Part B. In FY 1994, the average per pupil Chapter 1 (SOP) allocation was $387. * Combined Chapter 1 (SOP) and Part B funding increased by $87.4 million, or 4 percent, in FY 1994. However, the rise in appropriations has been offset by increases in the number of students served in these programs. * A total of 5,373,077 infants, toddlers, children, and youth with disabilities from birth through age 21 were served under Part B and Chapter 1 (SOP) during the 1993-94 school year. This figure represents an increase of 4.2 percent, the largest yearly increase since the inception of IDEA in 1976. * Students with learning disabilities continue to account for more than half of all students with disabilities (51.1 percent). Students with speech or language impairments, mental retardation, and serious emotional disturbance account for an additional 41.4 percent of all students age 6 through 21 with disabilities. * Although students with traumatic brain injuries, other health impairments and autism still account for less than 3 percent of all students with disabilities, these are the most rapidly growing categories. The size of the increase in the number of students with traumatic brain injury and autism is probably related to the fact that these reporting categories were only recently established. The increase in the number of students with other health impairments appears to be the result of growth in the service population. Specifically, the number of students identified as having attention deficit disorder (ADD) appears to be increasing. * In 1992, OSEP revised the form used to collect information about students exiting educational programs. The new form collects data on the number of students age 14 and older exiting the special education system, rather than the number of those students exiting the educational system in general. Data on students 14 and older exiting with a diploma or certificate of completion show little change over the past five years. This trend is consistent across disability categories. * The results of the PASS (Performance Assessment for Self-Sufficiency) system pilot study, which examined the anticipated service needs of students exiting the school system, found that the service in highest demand in a sample of States was case management. Alternative education and recreation and leisure services were also high in demand. * The number of teachers employed to serve children and youth with disabilities age 6 through 21 from 1991-92 to 1992-93 increased 0. 7 percent. The largest special education teacher category in school year 1992-93 was the specific learning disabilities category. * Teacher aides accounted for over half (55. 7 percent) of all staff other than special education teachers employed to serve students with disabilities age 3 through 21. However, States also reported that the area of greatest need was teacher aides. States reported needing an additional 5,000 full-time equivalent (FTE) teacher aides to fill vacancies and to replace personnel who were not fully certified or licensed. _Chapter 2:_ Meeting the Needs of Infants, Toddlers, and Preschool Children with Disabilities The chapter provides an update on the implementation of the Early Intervention Program for Infants and Toddlers (Part H) and the Preschool Grants Program (Section 619 of Part B). It includes a detailed analysis of the State-reported data and OSEP-funded projects related to serving children with disabilities ages birth through 5. * FY 1993 marked the first year all States and jurisdictions were required to assure full implementation of the Part H program in order to receive funding. Appropriations for the program rose by 23 percent from $172. 8 million to $213. 2 million. * States reported that the number of eligible infants and toddlers served under all programs on December 1, 1993 rose to 154,065 (1. 3 percent of the total birth through 2 population). However, despite numerous changes in the data collection systems within States, the percentage of the total birth through 2 population served has remained fairly stable over the past 3 years. * Among all eligible infants and toddlers, the home remains the most frequent service site, followed by outpatient services and early intervention classroom settings. The 1992-93 data shows that (1) family training, counseling, and home visits, (2) special instruction, and (3) speech and language pathology were the services most often provided. * Information on personnel employed and needed to serve infants and toddlers with disabilities and their families has been difficult for States to collect. Therefore, new personnel data collection forms have been developed, and underwent field tests in early 1995. However, in general, the largest category of personnel employed to serve this population is paraprofessionals, followed by special educators, "other" personnel, and speech and language pathologists. Speech and language pathologists were the personnel in greatest demand. * Implementation issues in the Part H program still persist. Revisions in State data collection systems are underway. In addition, States are struggling to coordinate the wide range of multiple funding sources, legislation, and programs that serve infants and toddlers with disabilities and their families. * In FY 1994, $339 million was appropriated for the Preschool Grants Program, 4 percent more than in the $326 million appropriated in FY 1993. However, during the 1993-94 school year, 493,525 preschoolers with disabilities received services, 8. 3 percent more than in 1992-93. * During the 1992-93 school year, nearly 19,000 FTE special education teachers were employed to serve children with disabilities age 3 through 5. An additional 2,209 FTE teachers were needed. * States report that coordination between preschool programs and other programs continues to increase. According to a NEC*TAS survey, 15 States and jurisdictions reported that the focus of their Part H Interagency Coordinating Council (ICC) is programs for children from birth through age 5. Interagency agreements with Head Start also continue to strengthen. Although transition from Part H to preschool programs continues to be a concern, many States are developing policies or new transition agreements to meet their specific needs. * In FY 1994, the Early Education Program for Children with Disabilities (EEPCD) supported 116 projects: 34 demonstration projects, 45 outreach projects, 21 inservice training projects, 4 experimental projects, 6 research institutes, 5 statewide data system projects, and 1 national technical assistance center. * The Department has sponsored studies of specific issues related to the Part H program. Two studies, "The Feasibility of Determining the Cost of Providing Early Intervention Services," and "The Use of Family Payment Systems in the Part H Program," analyze the cost issues related to providing Part H services in selected States. _Chapter 3:_ The Relationship of Secondary School Experiences to the Early Post-School Outcomes of Youth with Disabilities This chapter presents highlights of findings from the National Longitudinal Transition Study (NLTS) regarding selected aspects of the programs, performance, and post-school results of students with disabilities who attended regular secondary school. * NLTS data were used to describe secondary school programs attended by students with disabilities between 1985 and 1990, and the level of supports offered within schools that had inclusion programs at that time needs to be considered. * The relationship between more time in regular education and positive results as a young adult needs to be studied further. The data suggest that frequently students with less significant disabilities spent more time in regular education. The data also suggest that increased time in regular education enhanced students overall intellectual and social competence by providing better preparation for postsecondary experiences. * Thirty percent of students with disabilities who had been enrolled in ninth through twelfth grades left school by dropping out. An additional 8 percent left school before ninth grade. As might be expected, students who dropped out were less likely to enroll in postsecondary vocational programs. * The NLTS found that almost all youth with disabilities had access to some form of vocational education in secondary school. The data indicated that vocational training contributed significantly to the probability of competitive employment. * The amount of attention currently devoted to school reform at multiple levels within the educational system is an indicator that change is desired. Information on how to offer supports to students in inclusive settings is increasing. * The American Council on Education reported that the number of freshmen with disabilities entering college tripled between 1978 and 1991 (from 2.2 percent to 8.8 percent of all freshmen). However, the NLTS data suggests that, among youth with disabilities out of secondary school up to 3 years, 16.5 percent enrolled in academic programs and 14.7 enrolled in vocational postsecondary programs. * Among students with disabilities who did participate in postsecondary academic programs, a large majority (70 percent) spent 75 percent or more of their time in high school regular education. * Students with disabilities who spent more time in regular education in high school were more likely to be employed and to make higher salaries in the 3 years after high school than students who had taken fewer regular education courses. However, youth with disabilities as a group were employed at rates well below those of their peers in the general population. * Fewer youth with disabilities were living independently shortly after high school than were their peers in the general population. The NLTS found that 28 percent of youth with disabilities who had been out of high school up to three years were living independently. Individuals with visual impairments were the highest percentage of youth living independently. Individuals with multiple disabilities, mental retardation, orthopedic impairments or other health impairments had low independent living rates. Two-thirds of those living independently after high school had participated in regular education 75 percent or more of their time in high school. * Youth who had spent more time in regular education were more likely to be fully participating in their communities. Over 50 percent of students with disabilities who spent 75 percent or more of their time in regular education were employed or in school, not socially isolated, and either married or engaged. _Chapter 4:_ Results for Students with Disabilities There is concern nationally about the educational performance of all students. The specific concern about educational results for students with disabilities is also growing because, in part, there has been very little information about the educational results of this group of students. This chapter describes some of the work of the National Center on Educational Outcomes (NCEO), which has been funded by OSEP since 1990 to address the issues related to educational results for students with disabilities. This chapter focuses on NCEO's ongoing analysis of current State and national assessment practices for students with disabilities. * States are making progress in several aspects of the State-level assessment of educational results for students with disabilities. Three critical areas in which progress is evident are: identifying students with disabilities participating in assessments, developing guidelines for participation of students with disabilities, and developing guidelines for accommodations. * Of the 59 States and Outlying Areas surveyed in 1993, all but six included students with disabilities in their State-level assessments, or else did not have a State-level assessment. In States and Outlying Areas where students with disabilities do participate in assessments, 26 reported that less than 50 percent of their students with disabilities participated in their statewide assessments, and 13 reported that more than 50 percent of their students with disabilities participated in statewide assessments. The remaining 14 States reported that they were unable to determine what percentage of their students with disabilities are included in statewide assessments. * In 1993, 34 States and 4 Outlying Areas indicated they had written guidelines about the participation of students with disabilities in statewide assessments. Most States and Outlying Areas used more than one criterion when deciding who should participate in statewide assessments. The two most common criteria used were the characteristics of the student's program/curriculum and recommendations previously stipulated in the student's IEP. * The number of States that provide accommodations or modifications during statewide assessments has increased over each of the past three years. NCEO has identified four broad areas of typical accommodations. They are accommodations in timing/scheduling, presentation format, setting, and response format. Alterations in presentation format and in timing/scheduling were the two most frequent accommodations made. * In 1994, NCEO developed a set of recommendations for State guidelines on participation in and accommodations for statewide assessments NCEO made recommendations in three areas: participation, accommodations and adaptations, and implementation checks. * In 1992, the National Adult Literacy Survey (NALS) included individuals with disabilities. Although methodological inadequacies may have affected the reliability of the results, the NALS report included the results of the literacy assessment of individuals in ten self-reported disability condition categories. The results showed that overall individuals with disabilities were more likely than individuals without disabilities who participated in the survey to perform at lower literacy levels. However, within almost every disability group, in each literacy category, there were some individuals with disabilities who performed at the top two levels of literacy. _Chapter 5:_ Financing Services for Students with Disabilities This chapter provides an overview and summary of the work completed by the Center for Special Education Finance (CSEF) during its first two years of operation (FY 1993 and FY 1994). CSEF has been funded by OSEP to provide policy makers and administrators at the Federal, State, and local levels with data, analyses, expertise, and opportunities to share information about special education finance issues. CSEF has completed the following projects: A survey of State educational funding reform trends, formulation of a set of fiscal policy guidelines that promote inclusion, and a case study of a State-level cost analysis project since its inception. * In 1994, CSEF surveyed State special education personnel in all 50 States concerning special education reforms that might be taking place in their States. CSEF learned that during the last 5 years, 18 States had implemented some type of fiscal reform, and 28 States were considering major changes. Twenty States were undecided about carrying out any specific reforms at the time of the survey. Respondents identified five major issues driving reform:(1) the need for more flexible ways to provide special education; (2) the need to eliminate incentives that lead to restrictive placements; (3) the fact that reforms are driven by fiscal accountability; (4) rising special education costs and enrollments; and (5) the influence of support for more inclusive educational practices. * Several States now provide funds to districts based on some form of a census-based funding system, in an attempt to break the link between funding and local policies that determine how students with disabilities are identified and placed in special education programs. Other States are adopting a single funding weight for all special education students. * CSEF has developed a set of guidelines that show how policy makers can develop fiscal policies that promote inclusion. They are: (1) remove fiscal incentives that favor restrictive and separate placements, (2) make decisions about the extent to which the State wishes to encourage private special education placements, (3) develop funding systems in which funds follow students as they move to less restrictive placements, (4) enhance fiscal support for district training, and (5) fund and encourage the use of appropriate interventions for all students. * CSEF conducted a special education cost study of Kentucky's approach to special education funding. According to the study's best overall estimate, the State and federal revenues were apparently adequate to support current levels of special education across the State. The study also showed that, despite a high degree of parity between special education revenues and costs statewide, considerable differences in the relative degree of alignment across individual types of districts were found. On average, the ratio of expenditures to revenues for special education were lowest in districts serving the poorest students and those showing the highest special education identification rates. Finally, the study showed that the funding weights currently in use in the State were not aligned with the costs of educating some categories of special education students. _Chapter 6:_ Assisting States and Localities in Educating all Children with Disabilities This chapter describes the efforts OSEP undertakes to assist State and local educational agencies in educating all children and youth with disabilities and the refinements OSEP has made to its monitoring system. * Each State must meet a number of statutory and regulatory requirements in order to receive Federal financial assistance under the Part B program. To ensure that SEAs are accomplishing their responsibilities consistent with the Part B and Education Department General Administrative Regulations (EDGAR) requirements, OSEP uses a multifaceted program review process. * Recognizing that an effective accountability system is critical to ensure continuous progress in achieving educational results for children with disabilities, OSEP and its customers have worked over the past two years to strengthen the system so that it will--in conjunction with OSEP's research, innovation, and technical assistance efforts--serve as an effective vehicle to support systemic reform that will produce better results for students with disabilities, while recognizing the need to continue to look at procedural compliance. * OSEP recognizes that while all IDEA requirements are important, some of its requirements have a more direct relationship to student results than others. OSEP appreciates the importance of focusing monitoring activities on the requirements with the most direct relationship with student results, and on emphasizing those requirements in the corrective action process. OSEP understands that primary responsibility for each State's compliance with IDEA lies with the State, rather than with OSEP, and that parents must have access to effective systems for ensuring compliance. It is, therefore, critical that OSEP's monitoring system also focus on each State's systems for general supervision. * In the 1994-95 school year, OSEP refocused its monitoring procedures to place emphasis on those requirements that relate most directly to improving student results. Further, OSEP has sought and used broad public input in the monitoring process, has worked closely with States to ensure corrective action that results in legal compliance and improved results for students, and has continued to provide extensive technical assistance to States to assist them in meeting the requirements of Part B in a manner that supports improved results for students. _Chapter 7:_ Serving Students with Disabilities in Rural Areas This chapter discusses the unique challenges that rural special educators and administrators face in providing a free appropriate public education to students with disabilities living in rural areas. * Multiple definitions of the term rural exist. For the purposes of this Report, the Common Core of Data (CCD) Public School Universe file and the Schools and Staffing Survey (SASS) were used as primary data sources. Based on data from the CCD Public Universe file for the 1989-90 school year, approximately 28 percent of regular public schools were located in rural areas. Data from SASS for the school year 1990-91 suggest that 27 percent of all public schools were located in rural areas. * Rural districts serve a greater percentage of students with disabilities in regular classrooms than do non-rural districts. In rural areas, only 14.6 percent of students with disabilities were in full-time special education programs, while in non-rural areas 25.3 percent of students with disabilities were in full-time special education programs. The data also indicates that both rural and non-rural districts serve 5.5 percent of students with disabilities outside of their home districts. * During the 1990-91 school-year, rural (10.8 percent) and non-rural (10.0 percent) districts served very similar percentages of students with disabilities. Percentages within each disability category were also similar. * Rural districts face many challenges in meeting the needs of all their students, including those with disabilities. Rural districts serve a larger percentage of children living in poverty (22.9 percent) than non-rural populations (20.6 percent), and rural districts are more likely to serve children who live in poverty for long periods of time. The geographic isolation common to rural districts can impede every aspect of the special education process (identification and assessment, service delivery, and availability of adequate personnel). * Recruiting and retaining staff qualified to serve students with disabilities is particularly difficult in rural areas. Many professionals feel socially, culturally, and professionally isolated. Several innovative OSEP-funded programs have been developed to increase personnel recruitment and retention rates. * The NLTS provides a great deal of information on the transition of youth with disabilities from secondary school to early adulthood. It also provides information on secondary students with disabilities in rural areas. This data indicates that secondary students with disabilities in rural areas spend over half of their class time in academic subjects, and that 53.5 percent received job training during their most recent school year. Similarly, 50.6 percent of students in urban setting received job training. In addition, 62 percent of secondary students with disabilities in rural schools took some type of vocational education during their most recent year of schooling, while 58.9 percent of students in urban settings enrolled in vocational education courses. Secondary students with disabilities in rural areas were most likely to study construction trades (32 percent), office occupations (22 percent), and agriculture (20 percent). ---------- Chapter 1 _______________________________________________________________________ School-Age Students with Disabilities Served, Placement and Exiting Patterns, and Personnel Who Provide Special Education and Related Services The Individuals with Disabilities Education Act (IDEA) requires that all children and youth with disabilities within certain age ranges1 be provided a free, appropriate public education (FAPE). IDEA requires the Secretary of Education to determine how well the States are fulfilling this requirement. Several data sources are used. One of those sources is the State-reported data required by Congress under Section 618(b) of IDEA. States provide annual data to the Office of Special Education Programs (OSEP) on the number of children and youth with disabilities served under Part B of IDEA and Chapter 1 of the Elementary and Secondary Education Act (ESEA), State Operated Programs (SOP).2 States also provide data on educational placements and exit status for students with disabilities, as well as data on the number of personnel employed and needed to serve students with disabilities. This report includes data for children served under the Chapter 1 (SOP) Handicapped Program for Federal fiscal year 1994 (school year 1993-94). In October 1994, Congress passed the Improving America's Schools Act that reauthorized ESEA and eliminated the Chapter 1 (SOP) Handicapped Program. IDEA was amended so that, beginning in fiscal year 1995, funding for special education and related services for all eligible students with disabilities will be provided under the IDEA Grants to States (Part B) and Early Intervention for Infants and Toddlers with Disabilities (Part H) programs. Hold harmless provisions were added to the allocation formulas for these programs to ensure that States do not lose funding because of this change. The fiscal year 1994 allocations for the Chapter 1 (SOP), Grants to States, and Early Intervention for Infants and Toddlers with Disabilities programs are the basis for the hold harmless provisions. In addition, for fiscal year 1995, the number of children aged birth through 2 who would have been eligible for the former Chapter 1 (SOP) Handicapped Program will be used to distribute $34,000,000 of the funds appropriated for Part H. The December 1, 1994 count will be presented in the 18th Annual Report to Congress. This chapter consists of the six sections summarized below. * _Formula Grant Programs_ describes the financial assistance provided to States in educating children and youth with disabilities under two Federal programs, Part B and Chapter 1 (SOP) during the 1993-94 school year. * _Number of Children and Youth Served under Part B and Chapter 1 (SOP)_ reports the number of children and youth with disabilities from birth through age 21 receiving services under these two programs during the 1993-94 school year and describes trends over time. * _Educational Placements of Students with Disabilities_ describes students' educational placements during the 1992-93 school year. * _Students with Disabilities Exiting Educational Programs_ reports the status of students age 14 through 21 who exited educational programs in 1992-93. * _Services Anticipated to be Needed by Exiting Students with Disabilities: Results of the PASS Pilot Test_ reports the results of the pilot test of the Performance Assessment for Self-Sufficiency (PASS) instrument and expert system for reporting data on anticipated service needs. * _Personnel Employed and Needed to Serve Students with Disabilities_ reports the number of teachers and other personnel employed and needed to serve students with disabilities during the 1992-93 school year. Revisions to the collection of data on personnel employed and needed are discussed. _______________________ 1 See table 2.6 for a State by State listing of the age at which children are eligible for FAPE. 2 For simplicity, these two laws will be referred to as Part B and Chapter 1 (SOP) throughout this report. ---------- Formula Grant Programs This section provides a brief overview of two major Federal programs that have provided States with financial assistance to educate school-age children and youth with disabilities--the IDEA, Part B State Grant Program, and Chapter 1 of ESEA (SOP). Two other formula grant programs authorized under IDEA--the Early Intervention Program for Infants and Toddlers (Part H), and the Part B, Section 619 Preschool Grants Program--are described in Chapter 2.3 The Part B State Grant Program The Part B program distributes funds to the States according to the total number of students with disabilities aged 3-21 reported by the States as receiving special education and related services. Each State educational agency (SEA) conducts an annual child count on December 1 of each year and submits it to OSEP. The State's Part B grant for the next fiscal year is based on that count. Although States must serve all eligible children with disabilities, in general funds are provided only for up to 12 percent of the State's total school-age population. Table 1.1 summarizes the amount of Part B funding appropriated to States for FY 1977 through FY 1994. Funds appropriated under Part B have increased steadily from $251,770,000 in FY 1977 to $2,149,686,000 in FY 1994. During the same period, the average per child Part B allocation increased from $71 to $413. ___________________________________ _TABLE 1.1 Part B State Grant Program: Funds Appropriated, 1977-94_ _Appropriation Part B Per child Year State Grants a/ Allocation_ 1977 $ 251,770,000 $ 71 1978 566,030,000 156 1979 804,000,000 215 1980 874,190,000 227 1981 874,500,000 219 1982 931,008,000 230 1983 1,017,900,000 248 1984 1,068,875,000 258 1985 1,135,145,000 272 1986 1,163,282,000 279 1987 1,338,000,000 316 1988 1,431,737,000 332 1989 1,475,449,000 336 1990 1,542,610,000 343 1991 1,854,186,000 400 1992 1,976,095,000 410 1993 2,052,730,000 411 1994 2,149,686,000 413 _a_/These figures include amounts appropriated to Micronesia and the Marshall Islands. The data in Appendix Table AG1 do not include these figures. Source: U. S. Department of Education, Office of Special Education Programs, Data Analysis System (DANS). ___________________________________ At least 75 percent of a State's Part B funds must be distributed to local educational agencies (LEAs) and intermediate educational units (IEUs) to assist in the education of students with disabilities (34 CFR 300. 706). The LEAs and IEUs are required to ensure that these funds do not supplant State and local expenditures, and that they are used for the excess costs of providing special education and related services to students with disabilities. SEAs are permitted to set aside up to 25 percent of the Part B grant for their own use. Of these set-aside funds, States may use up to 5 percent of the grant, or $450,000, whichever is greater, for administrative costs. States may use the remaining 20 percent of the set-aside funds for two purposes: providing direct and support services for children and youth with disabilities or paying the administrative costs for monitoring and compliance investigations, to the extent that such administrative costs exceed the costs of administration incurred during FY 1985. Chapter 1 (SOP) Program for Children with Disabilities Chapter 1 of the Elementary and Secondary Education Act (ESEA) had provided funds to the States to assist in the education of children with disabilities in State-operated or State-supported programs (SOPs) since 1965. A 1975 amendment allowed States to count children who had transferred from SOP programs to LEA programs. Table 1.2 shows the total amount of funds distributed and the average per child allocation for Chapter 1 (SOP) and its predecessor programs for FY 1966-94. ___________________________________ _TABLE 1.2 Chapter 1 (SOP) State Formula Grant: Funds Appropriated, FY 1966-94_ _Fiscal Year Chapter 1 (SOP) National Average State Grants Per child Allocation_ _a_/ 1966 $ 12,467,000 $ 243 1967 15,078,000 182 1968 24,747,000 283 1969 29,781,000 309 1970 37,483,000 339 1971 46,130,000 379 1972 56,381,000 428 1973 75,962,000 481 1974 85,778,000 515 1975_b_/ 183,733,000 1,028 1976 111,433,000 592 1977 121,591,000 604 1978 132,492,000 592 1979 143,353,000 635 1980 145,000,000 620 1981 152,625,000 626 1982 146,520,000 604 1983 146,520,000 596 1984 146,520,000 593 1985 150,170,000 587 1986 143,713,000 572 1987 150,170,000 588 1988 151,269,000 578 1989 148,200,000 557 1990 146,389,000 545 1991 148,859,000 561 1992 143,000,000 524 1993 126,393,696 432 1994 116,878,000 387 _a_/Actual per child allocations vary from State to State. _b_/The Chapter 1 (SOP) funds for FY 1966-74 were for use in the fiscal year of appropriation. However, beginning in FY 1975, funds were to be used in the next fiscal year. As a result, the appropriation in FY 1975 was for funds to be used in both FY 1975 and FY 1976. Source: U. S. Department of Education, Office of Special Education Programs, Data Analysis System (DANS). ___________________________________ This program was not reauthorized under the Improving America's Schools Act that reauthorized ESEA. Beginning July 1, 1995, funding for services to all eligible children and youth age 3 through 21 will be provided under IDEA, Part B. Funding Levels for Part B and Chapter 1 (SOP) Overall, combined Chapter 1 (SOP) and Part B funding increased by $87,440,304, or 4.0 percent, in FY 1994. Part B funding increased by $96,956,000, or 4.7 percent. Chapter 1 (SOP) funding decreased by $9,515,696, or 7.5 percent. The Chapter 1 (SOP) average per child allocation reached its peak in 1979 ($635). In 1994, the per child amounts for the States ranged from $317 (n=11 States) to $475 (n=9 States). The FY 1994 average per child allocation of $387 represents the third and final consecutive year of the phase-out of Chapter 1 (SOP) funding. State Educational Agency Use of IDEA, Part B Set-Aside Funds The National Association of State Directors of Special Education (NASDSE) validated the results of a July 1991 NASDSE study that examined SEAs use of IDEA, Part B State set-aside funds for support and direct services. In November 1994, NASDSE sent a survey to State directors of special education in all 50 States. The first part of the survey listed the direct and support activities States reported funding with set-aside monies in the 1991 study. Space was available to add additional funding categories, if appropriate. Respondents were asked to indicate which of these activities were funded with the 1992 Part B grant award and to estimate the percentage of set-aside funds used for each activity. Six general questions were asked in the second part of the survey. These questions were related to the use of set-aside funds for reform and restructuring activities and to their use as "flow through" funds for local school systems. Of the 50 directors surveyed, 42 (84 percent) responded to NASDSE's request for information. An analysis of the responses to the first part of the survey showed that SEAs continue to use set-aside funds to maintain the 23 direct and/or support activities identified in the 1991 study. Nine categories were reported as being used by at least half of the SEAs responding. These nine categories were: * staff development/training, conducted statewide or by LEA application; * parent training projects; * funding for resource centers, established regionally or statewide; * programs or services for low incidence populations; * model program/service development; * materials, development, reproduction, distribution (e. g., guidelines, curricula, Braille texts); * SEA technical assistance efforts to LEAs or residential schools; * consultants for technical assistance; and * other (miscellaneous). An analysis of responses to the six general questions indicated little change in the use of Part B set-aside funds for reform activities. Twenty States reported that in 1992 they used set-aside funds for reform and restructuring, while 22 States reported no use of Part B set-aside funds for these purposes. This compared to 16 States reporting such use prior to 1992, and 23 reporting no such use of set-aside funds for those purposes prior to 1992. Regarding the use of Part B set-aside monies as "flow through" funds, most of the States responding (31 of 42) indicated "flowing through" more than the required 75 percent of Part B dollars to local school systems. However, of the 31 States that have increased their "flow through," only 5 were mandated by State law or regulations to do so. In summary, States report using Part B set-aside funds in a variety of ways that support the implementation of Part B. Both the ways that States use funds and the proportion of funds used for any particular activity vary considerably. Based on the results of the survey, SEAs appear to be using Part B set-aside funds to assist local school systems in providing services required by Part B. _______________________ 3 These two programs will be referred to a Part H and the Preschool Grants Program throughout this report. ---------- Number of Children and Youth with Disabilities Served Under Part B and Chapter 1 (SOP) Total Number of Children and Youth Served A total of 5,373,077 infants, toddlers, children, and youth with disabilities from birth through age 21 were served under Part B and Chapter 1 (SOP) during the 1993-94 school year, 217,127 (4.2 percent) more than 1992-93 (see table 1.3). This is the largest yearly increase since the inception of the two programs in 1976. The rate of growth in the number of children and youth receiving special education continues to exceed the rate of growth in the number of the birth through age 21 population (which in 1993-94 increased by 517,301, or 0.6 percent). It also continues to exceed the rate of growth in the number of children and youth enrolled in school (which in 1993-94 increased by 1,154,074, or 2.69 percent). The percentage of children from birth through age 21 in the resident population served under Part B and Chapter 1 (SOP) increased from 6.4 percent in 1992-93 to 6.6 percent in 1993-94. ___________________________________ _TABLE 1.3 Children and Youth Served Under Part B and Chapter 1 (SOP):a/ Percentage Change and Number Served, School Years 1976-77 through 1993-94_ _Change in Total Number Served from Chapter 1 School Year Previous Year Total Served Part B (SOP) (%)_ ------------------------------------------------------------------- 1976-77 -- 3,708,601 3,484,756 223,832 1977-78 1.8 3,777,286 3,484,756 222,732 1978-79 3.8 3,919,073 3,554,554 225,480 1979-80 3.0 4,036,219 3,693,593 233,744 1980-81 3.5 4,177,689 3,802,475 243,708 1981-82 1.3 4,233,282 3,933,981 242,936 1982-83 1.5 4,298,327 4,052,595 245,732 1983-84 1.0 4,341,399 4,094,108 247,291 1984-85b/ 0.5 4,363,031 4,113,312 249,719 1985-86 0.2 4,370,244 4,121,104 249,140 1986-87 1.2 4,421,601 4,166,692 254,909 1987-88 1.4 4,485,702 4,226,504 259,198 1988-89 1.8 4,568,063 4,305,690 262,373 1989-90 2.4 4,675,619 4,411,681 263,938 1990-91 2.8 4,807,441 4,547,368 260,073 1991-92 3.7 4,986,043 4,714,087 271,956 1992-93 3.4 5,155,950 4,886,411 269,509 1993-94 4.2 5,373,077 5,095,514 277,563 _a_/ From 1988-89 to the present, these numbers include children 3 through 21 years of age counted under Part B and children from birth to age 21 counted under Chapter 1 (SOP).Prior to 1988-89, children from birth through age 20 were served under Chapter 1 (SOP). The totals do not include infants and toddlers from birth through age 2 served under Part H who were not served under the Chapter 1 (SOP) program. _b_/ Beginning in 1984-85, the number of children with disabilities reported for the most recent year reflects revisions to State data received by the Office of Special Education Programs between the July 1 grant award date and October 1. Updates received from States for previous years are included, so totals may not match those reported in previous Annual Reports to Congress. Before 1984-85, Reports provided data as of the grant award date. Source: U.S. Department of Education, Office of Special Education Programs, Data Analysis System (DANS). ___________________________________ Respectively, Part B and Chapter 1 (SOP) programs served 209,073 and 8,054 more children and youth in 1993-94. The Chapter 1 (SOP) increase contrasts with the 2,447 decrease that occurred between 1991-92 and 1992-93. However, this increase represents the sum of two very different trends that occurred within the Chapter 1 (SOP) program--namely, a significant increase in the number of birth through age 2 children served and a decrease in the number of those served in all other age groups.The number of birth through age 2 children served in Chapter 1 (SOP) programs increased by 25.1 percent (18,757) from 74,830 to 93,587. The number of students age 3 through 21 decreased by 10,703 or 5.5 percent, from 194,679 to 183,976 (see table 1.4). ___________________________________ _TABLE 1.4 Number of Children Served Under Chapter 1 (SOP) by Age Group: School Years 1992-93 through 1993-94_ _Percent of Number of Children Change Total Birth Age 1992-93 1993-94 Number Percent through 21_ ------------------------------------------------------------------ 0-2 74,830 93,587 18,757 25.1 33.7 3-5 16,372 16,246 -126 -0.8 5.9 6-11 71,727 66,265 -5,462 -7.6 23.9 12-17 81,501 78,351 -3,150 -3.9 28.2 18-21 25,079 23,114 -1,965 -7.8 8.3 0-21 269,509 277,563 8,054 3.0 100.0 Source: U.S. Department of Education, Office of Special Education Programs, Data Analysis System (DANS). ___________________________________ The Part B and Chapter 1 (SOP) programs differed with regard to the number of students served and the relative proportions of students served across the various disability categories. Of the total number of children and youth from birth through age 21 served during the 1993-94 school year, 5,095,514 (94.8 percent) were served under Part B and 277,563 (5.2 percent) were served under Chapter 1 (SOP). Although over 96 percent of all students age 6 through 21 were served under Part B, there is considerable variation in the distribution of students by disability category across the two programs. On one hand, almost all students (over 90 percent) with speech or language impairments, learning disabilities, other health impairments, serious emotional impairments, mental retardation, and orthopedic impairments were served under Part B. On the other hand, a relatively large percentage of students with deaf-blindness (38.7 percent), hearing impairments (25.1 percent), visual impairments (21.4 percent), traumatic brain injury (20.7 percent), and autism (20.6 percent) were served in Chapter 1 (SOP). This difference may be attributed to the relatively larger percentage of students with moderate and severe disabilities that have historically been served under the Chapter 1 (SOP) program. Age Groups of Students Served under Part B and Chapter 1 (SOP) The two largest age groups served by the two programs in 1993-94 were age 6 through 11 (2,464,237) and 12 through 17 (2,079,475) (see table 1.5). Analyzing the growth in the number of children by age range provides some insights into the dynamics of the 4.2 percent increase in the number of children served under the two programs. Students age 6 through 21 were the largest portion (89.1 percent) of the special education population. However, that age group increased only 3.5 percent (from 4,625,591 to 4,786,065). The largest growth rates were 25.1 percent for children from birth through age 2 (from 74,830 to 93,587) and 8.3 percent for children age 3 through 5 (from 455,529 to 493,425). Although children from birth through age 5 are only 10.9 percent of all children receiving special education, they accounted for 33.4 percent of the growth of the special education population (see table 1.5). ___________________________________ _TABLE 1.5 Number of Children Served Under Part B and Chapter 1 (SOP) by Age Group: School Years 1992-93 through 1993-94_ _Percent of Number of Children Change Total Birth Age 1992-93 1993-94 Number Percent through 21_ ------------------------------------------------------------------- 0-2_a_/ 4,830 93,587 18,757 25.1 1.7 3-5 455,529 493,425 37,896 8.3 9.2 6-11 2,399,917 2,464,237 64,320 2.7 45.9 12-17 1,990,096 2,079,475 89,379 4.5 38.7 18-21 235,578 242,353 6,775 2.9 4.5 0-21 5,155,950 5,373,077 217,127 4.2 100.0 _a_/ All of the infants and toddlers age birth through two were served under Chapter 1 (SOP). Source: U.S. Department of Education, Office of Special Education Programs, Data Analysis System (DANS). ___________________________________ The increase in the number of children served from birth through age 2 can be attributed partly to the expansion of early intervention programs. One reason for the decrease in the number of school-age children served under Chapter 1 (SOP) is that more States were serving students under Part B. States maintain that the funding differential between the two programs was no longer significant enough to justify separate administrative programs. Another reason that States may have served more students under Part B is that they anticipated the merger of the Part B and Chapter 1 (SOP) programs. Disabilities of Students Served under IDEA, Part B and Chapter 1 (SOP) Part B and Chapter 1 (SOP) served 4,786,065 students age 6 through 21 during the 1993-94 school year. The number of students in each disability category is reported in table 1.6.4 Because the 1986 Amendments to EHA (now IDEA), P.L. 99-457, ended the practice of collecting data on children from birth through age 5 by disability, the information in this section refers only to children age 6 through 21. Students with specific learning disabilities continue to account for more than half of all students with disabilities (51.1 percent). During the 1993-94 school year, 2,444,020 students with specific learning disabilities were served under Part B and Chapter 1 (SOP), 3.3 percent (77,526) more than in 1992-93. Students with speech or language impairments (21.1 percent), mental retardation (11.6 percent), and serious emotional disturbance (8.7 percent) make up an additional 41.4 percent of all students with disabilities age 6 through 21. The increases within several disability categories were proportionately greater than the 3.5 percent increase across all categories (see table 1.6). The largest increase occurred in the students with traumatic brain injury category, which increased from 3,960 to 5,295 (33.7 percent). Significant increases also occurred in the categories of students with other health impairments (from 66,063 to 83,279, or 26.1 percent) and autism (from 15,580 to 18,903, or 21.3 percent). Increases also occurred in other categories:orthopedic impairments (4,028, or 7.7 percent), multiple disabilities (6,467, or 6.3 percent), hearing impairments (3,633 or 6.0 percent), and visual impairments (1,391, or 5.9 percent). ___________________________________ _TABLE 1.6 Number and Percentage Change of Students Age 6 through 21 Served Under Part B and Chapter 1 (SOP): School Years 1992-93 through 1993-94_ _Total Change Disability 1992-93 1993-94 Number Percent_ ------------------------------------------------------------------- Specific learning disabilities 2,366,494 2,444,020 77,526 3.3 Speech or language impairments 998,049 1,009,379 11,330 1.1 Mental retardation 532,365 553,992 21,627 4.1 Serious emotional disturbance 401,659 414,279 12,620 3.1 Multiple disabilities 103,279 109,746 6,467 6.3 Hearing impairments 60,616 64,249 3,633 6.0 Orthopedic impairments 52,588 56,616 4,028 7.7 Other health impairments 66,063 83,279 17,216 26.1 Visual impairments 23,544 24,935 1,391 5.9 Autism 15,580 18,903 3,323 21.3 Deaf-blindness_a_/ 1,394 1,372 -22 -1.6 Traumatic brain injury 3,960 5,295 1,335 33.7 All disabilities 4,625,591 4,786,065 160,474 3.5 _a_/ 9,783 persons between the ages of birth to 21 have been identified by coordinators of the State and Multi-State Services for Children with Deaf-Blindness as required under [20 U.S.C 1422(c)(1) and (2)].See Appendix E. Source: U.S. Department of Education, Office of Special Education Programs, Data Analysis System (DANS). ___________________________________ The size of the increases in the number of students with autism or traumatic brain injury is probably related to the fact that these reporting categories were only recently established.The 1993-94 school year was only the second year States were required to report the student count in these categories. Also, many States reported that these increases occurred because enhanced technical assistance enabled districts to improve their ability to report students in these two Federal disability categories. Impact of Students with ADD on the Number of Students with Other Health Impairments The increase in the number of students with other health impairments appears to be the result of growth in the service population. Specifically, the number of students with attention deficit disorder (ADD) appears to be increasing. Representatives of the National Association of State Directors of Special Education (NASDSE) conducted telephone interviews with personnel from special education offices in eight States that had experienced significant increases in the number of students with other health impairments to determine if this increase was attributable to the identification of more students with ADD. Respondents in seven States reported that increased identification of students with ADD was a major factor in the increase in the number of students served with other health impairments. These respondents reported that dissemination of the Federal memorandum clarifying the Federal policy regarding service to students with ADD greatly influenced the identification of students with ADD in their States. The respondents further reported that there were no significant changes in diagnostic or identification procedures that would account for these increases. One respondent reported that the number of students in all disability categories was increasing in that State, and that the increase in the number of students with other health impairments could not be attributed to any one factor. The study also assessed the extent to which changes in classification criteria, either in other disability categories or within the other health impairments category, affected the increases in the other health impairments category. The majority of the respondents reported that their State did not experience a decrease in another disability category that could have been attributed to a shift in classification of students into the other health impairments category. Only two respondents reported increases in other specific health impairments (such as students with medically fragile conditions, fetal alcohol syndrome, respiratory problems, or students that abused drugs or alcohol) that could have contributed to the increase. Finally, the eight respondents were asked if recent increases in the number of students with other health impairments were due to changes in the State or local service configurations. Only four respondents indicated that there had been substantive changes in their State's service configurations at either the State or local level. The only change specifically related to students with ADD was the distribution of improved instructions to local districts on how to better serve students with ADD. The most common service configuration change reported was the increased use of Medicaid funding, which has resulted in some increases in health service provision. Increase in the Number of Students Served with Learning Disabilities Since IDEA was enacted, the percentage of the special education enrollment served by Part B and Chapter 1 (SOP) and identified as having learning disabilities has increased.Between 1976 and 1994, this group increased from 23.8 percent to 51.1 percent of all students with disabilities. As previously mentioned, 3.3 percent more students with specific learning disabilities were served in 1993-94 than in 1992-93. Researchers and practitioners have heatedly debated the causes for these increases. Hallahan (1992) speculates that two primary factors contribute to the documented increases in the number of students with specific learning disabilities. First, the field of learning disabilities is relatively new, and with each successive year, school personnel and parents become more adept at recognizing children with specific learning disabilities. It follows that the number of students identified will level off as nearly all students are identified. Second, Hallahan cites changes in social/cultural supports over the past 20 years as well as higher levels of poverty and substance abuse among pregnant women, coupled with diminishing social support, as causes for the increased prevalence of specific learning disabilities. Hallahan notes that "of all the disability categories, learning disabilities is one of the most sensitive barometers of the biomedical status of children and the psychosocial climate in which they live" (p. 524). Variations in assessment practices may also contribute to State-to-State and year-to-year fluctuations in the rate at which students are identified with specific learning disabilities. _______________________ 4 Students are reported by the following 12 Federal disability categories: specific learning disabilities, speech or language impairments, mental retardation, serious emotional disturbance, multiple disabilities, hearing impairments, orthopedic impairments, other health impairments, visual impairments, autism, deaf-blindness, and traumatic brain injury. ---------- Educational Placements of Students with Disabilities Part B of IDEA and its implementing regulations require "that, to the maximum extent appropriate, children with disabilities, including children in public and private institutions and other care facilities, should be educated with children who are not disabled; and that special classes, separate schooling, or other removal of children with disabilities from the regular educational environment occurs only when the nature and severity of the disability is such that education in regular classes with the use of supplementary aids and services cannot be achieved satisfactorily" (34 CFR 300.550). The Part B regulations further specify that "a continuum of alternative placements is available to meet the needs of children with disabilities for special education and related services" (34 CFR 300.551). Each year, OSEP collects data from States and Outlying Areas on the number of students with disabilities served in each of six different educational environments: regular class, resource room, separate class, public or private separate school, public or private residential facility, and homebound/hospital placements. The data are collected by age group for students age 3 through 21 and by disability for students age 6 through 21. * _Regular class_ includes students who receive the majority of their education program in a regular classroom and receive special education and related services outside the regular classroom for less than 21 percent of the school day. It includes children placed in a regular class and receiving special education within the regular class, as well as children placed in a regular class and receiving special education outside the regular class. * _Resource room_ includes students who receive special education and related services outside the regular classroom for at least 21 percent but not more than 60 percent of the school day. This may include students placed in resource rooms with part-time instruction in a regular class. * _Separate class_ includes students who receive special education and related services outside the regular classroom for more than 60 percent of the school day. Students may be placed in self-contained special classrooms with part-time instruction in regular classes or placed in self-contained classes full-time on a regular school campus. * _Separate school_ includes students who receive special education and related services in separate day schools for students with disabilities for more than 50 percent of the school day. * _Residential facility_ includes students who receive education in a public or private residential facility, at public expense, for more than 50 percent of the school day. * _Homebound/hospital environment_ includes students placed in and receiving special education in hospital or homebound programs. During the last five years, the percentage of regular classroom placements reported by States increased by almost 10 percentage points (see figure 1.1). The use of resource rooms has decreased and all other placement settings have remained stable. The increase in the number of students placed in regular classrooms may be attributed to changes in placements in California, Indiana, New York, and Minnesota. The number of students in California reportedly served in regular classes increased almost 100 percent from 1991-92 to 1992-93, with similarly large decreases in resource room placements. State officials in California believe the shift is due primarily to improved data collection and reporting that better conforms to OSEP data collection requirements. Indiana, Minnesota, and New York all reported similar shifts in placement data and also attributed the shifts to improved data collection and reporting procedures that more accurately reflect Federal guidelines. Figure 1.1 Percentage of Students Age 6 through 21 with Disabilities Served in Different Educational Environments: School Years 1988-89 through 1992-93 1988-89: Regular Class: 30 percent Resource Room: 39 percent Separate Class: 24 percent Separate Facilities: 6 percent 1989-90: Regular Class: 31 percent Resource Room: 38 percent Separate Class: 25 percent Separate Facilities: 6 percent 1990-91: Regular Class: 32 percent Resource Room: 36 percent Separate Class: 25 percent Separate Facilities: 5 percent 1991-92: Regular Class: 35 percent Resource Room: 36 percent Separate Class: 23 percent Separate Facilities: 5 percent 1992-93 Regular Class: 39.8 percent Resource Room: 31.7 percent Separate Class: 23.5 percent Separate Facilities: 5 percent In 1992-93, 39.8 percent of students with disabilities age 6 through 21 were served in regular classroom placements under Part B and Chapter 1 (SOP). An additional 31.7 percent were served in resource rooms, and 23.5 percent were served in separate classes in regular school buildings. Fully 95 percent of students with disabilities were served in regular school buildings. Of those students served in separate facilities, 3.7 percent were served in separate day schools for students with disabilities, 0.8 percent were served in residential facilities, and 0.5 percent were served in homebound/hospital settings. Placement Patterns by Age Group Educational placements for students with disabilities vary a great deal by age group. Students age 6 through 11 are most likely to be served in regular classroom settings. As shown in figure 1.2, almost 50 percent of students with disabilities age 6 through Figure 1.1 Percentage of Students Age 6 through 11 are served in regular classroom placements, compared to 30 percent for students age 12 through 17, and 23 percent for students age 18 through 21. These percentages may occur because overall, the environments and curriculums used in elementary schools are less complex. In elementary school students tend to stay in one classroom with one teacher for most of the day. Therefore, adaptive equipment has to be moved less frequently and guidance on inclusive practices can focus on fewer environments and variations in instructional practices. The relatively large percentage of students age 18 through 21 served in separate classes and schools may reflect placements in specialized vocational programs or other transition programs located outside the regular school building. Figure 1.2 Percentage of Students with Disabilities, by Age Group, Served in Different Educational Environments: School Year 1992-93 Age 6-11 Regular Class: 50 percent Resource Room: 26 percent Separate Class: 20 percent Separate School: 2.5 percent Residential Facility: Less than 1 percent Home/Hospital: Less than 1 percent Age 12-17 Regular Class: 30 percent Resource Room: 38 percent Separate Class: 26 percent Separate School: 4 percent Residential Facility: 1 percent Home/Hospital: Less than 1 percent Age 18-21 Regular Class: 23 percent Resource Room: 32 percent Separate Class: 29 percent Separate School: 10.5 percent Residential Facility: 2.5 percent Home/Hospital: 1 percent Placement Patterns by Disability Placement patterns differ considerably by disability, as shown in table 1.7. Data for 1992-93 indicate that students with speech or language impairments were served almost exclusively in regular classroom settings (81.8 percent) and resource rooms (10.7 percent). ___________________________________ _TABLE 1.7 Percentage of Students with Disabilities Age 6 through 21 Served in Different Educational Environments, by Disability: School Year 1992-93._ _Regular Resource Separate Separate Residen. Home/ DISABILITY Class Room Class School Facility Hospital_ ---------------------------------------------------------------------------- Specific learning 34.8 43.9 20.1 0.8 0.2 0.2 disabilities Speech or language 81.8 10.7 6.0 1.4 0.1 0.1 impairments Mental retardation 7.1 26.8 56.8 7.9 0.9 0.5 Serious emotional 19.6 26.7 35.2 13.7 3.5 1.3 disturbance Multiple 7.6 19.1 44.6 23.6 3.4 1.8 disabilities Hearing 29.5 19.7 28.1 8.3 14.0 0.4 impairments Orthopedic 35.1 20.0 34.1 6.7 0.6 3.5 impairments Other health 40.0 27.4 20.6 2.5 0.5 9.1 impairments Visual 45.5 21.1 18.0 5.6 9.4 0.5 impairments Autism 9.0 9.6 50.0 27.6 3.2 0.6 Deaf-blindness 12.3 9.7 31.4 21.2 24.6 1.0 Traumatic 16.4 19.8 28.4 28.4 4.4 2.6 brain injury ---------------------------------------------------------------------------- All disabilities 39.8 31.7 23.5 3.7 0.8 0.5 Source: U.S. Department of Education, Office of Special Education, Data Analysis System (DANS) ___________________________________ Students with specific learning disabilities, other health impairments, orthopedic impairments, and serious emotional disturbance were generally served in regular schools, regular classes, resource rooms, and separate classes.Students with mental retardation continued to be served primarily in resource rooms and separate classrooms. Students with hearing or visual impairments were served in a wide variety of settings.Twenty-nine percent of students with hearing impairments and 45 percent of students with visual impairments were served in regular classrooms.Twenty-three percent of students with hearing impairments and 15 percent of students with visual impairments were served in separate schools, residential facilities, and homebound/hospital settings. Students with multiple disabilities, autism, deaf-blindness, and traumatic brain injury were typically served in more restrictive settings than other students with disabilities.Separate class and separate day school placements were most common for students with multiple disabilities, autism, and traumatic brain injury.The majority of students with deaf-blindness were served in separate classes, separate schools, or residential facilities. Findings Related to Inclusive School Practices Providing individualized and appropriate education for all children and youth with disabilities in general education classrooms requires substantial commitment and support from a variety of levels. Recognizing this reality, OSEP has funded a number of projects over the last decade that have focused on specific research issues (such as promoting academic achievement of students with learning disabilities, and promoting physical and social integration of students with severe disabilities), demonstration projects that assist LEAs in implementing inclusive schooling practices, institutes (such as the California Research Institute and the Consortium on Inclusive Schooling Practices) to help schools include students with significant disabilities in general education classrooms, or State capacity-building activities that promote inclusive schooling (for example, 29 States have received Statewide Systems Change Project Grants). From these and other efforts, several conditions have been identified as supporting inclusive schooling practices.They are described below. * Commitment to using a team of professionals with various levels of expertise to plan and implement the IEPs of children and youth with disabilities (Rainforth, York, and MacDonald, 1992). * Leadership demonstrated by individuals within school buildings, districts, and at the State level that helps educators build a vision of inclusive services and supports actions to achieve realization of that vision (Janney, Snell, Beers, and Raynes, 1995; Salisbury, 1991). * Active involvement and support from families of children with disabilities for inclusive education (Nesbit, 1992). * Ongoing and vigilant support and training of the front-line general and special education teachers as the general education curriculum is adapted to ensure IEPs are implemented for the children and youth with disabilities (Fuchs, Fuchs, Hamlett, Phillips, and Karns, 1995). Positive learning results are attainable for students with disabilities served in inclusive contexts. These, and other benefits, can be attained when staff perceive themselves and their students as adequately supported, and when programs provide the supports necessary for students with disabilities to learn effectively and efficiently.Many of these supports require redeployment of existing resources, rather than procurement of new services and personnel.Given these parameters, table 1.8 gives an overview of some of the trends and findings that have been reported in the literature. Most are grounded in the work of research and demonstration projects funded by OSEP. Factors Affecting Attainment of Positive Results Research has shown that several factors affect the school environment.The National Center on Educational Restructuring and Inclusion (NCERI) (Lipsky and Gardner, 1994) found that successful inclusion programs had strong leadership, collaboration, and supports for students; refocused use of assessments and funding; and effective parental and family support.Two of the factors, strong leadership and collaboration, can take different forms.For example, the perceived availability of administrative, technical, and collegial support affected how the teachers rated their experiences in inclusive settings (Wolery, Werts, Caldwell, Snyder, and Lisowski, 1995; Karasoff, Alwell, and Halvorsen, 1992).Other factors that affect the school environment are student and classroom accommodations (Hamilton, Welkowitz, Mandeville, Prue and Fox, 1995; Peters, 1990), building a sense of community in the classroom (Salisbury, Gallucci, Polombaro, and Peck, in press) and involvement of and support provided to parents (Nisbet, 1992). _CAPTION:_ _TABLE 1.8 Positive Learning and Social Results Using Inclusive School Practices_ _Skill Area: Academic/learning_ _Results:_ * Higher quality IEPs compared to those in special classes (Hunt, Farron-Davis, Curtis, & Goetz, 1994). * Higher levels of engaged time in general education compared to students in special education (Hunt, Farron-Davis, Curtis, & Goetz, 1994). * Higher levels of engaged time for elementary students with and without disabilities in classrooms in which there are students with more significant disabilities (Hollowood, Salisbury, Rainforth, & Palombaro, 1994). * Disruptions to classroom learning time not associated with students with significant disabilities (Hollowood, Salisbury, Rainforth, & Palombaro, 1994). * Students with disabilities learn targeted skills in general education classrooms (Wolery, Werts, Caldwell, & Snyder, 1994; Hunt, Staub, Alwell, & Goetz 1994). * No decline in academic or behavioral performance of nondisabled classmates on standardized test and report card measures (Sharpe, York, & Knight, 1994). _Skill Area: Social_ _Results:_ * High school students report that interactions with students with disabilities produced positive attitudes, increased responsiveness to needs of people, and increased appreciation for diversity (Helmstetter, Peck, & Giangreco, 1994). * Students with disabilities in general education settings are alone less often and display more social contact than students in special classes (Hunt, Farron-Davis, Curtis, & Goetz, 1994; Kennedy & Itkonen, 1994; Romer & Haring, 1994). * Demonstrated gains in social competence for students in inclusive settings compared to that of students in segregated placements (Cole & Meyer, 1991). * Social acceptance and opportunity for interactions not uniquely associated with child's level of functioning (Evans, Salisbury, Palombaro, Berryman, Hollowood, 1992). * Regular class participation is an important factor in determining the composition and stability of social networks for high school students with disabilities (Kennedy & Itkonen, 1994). Implications for the Future Despite advances in understanding the conditions associated with positive social and academic results for students with disabilities in general education classrooms, substantial gaps continue to exist in our knowledge of inclusive schooling. Substantial gaps also continue to exist between what is known and what occurs in many public schools. In addition to these and other areas of clear research need, continued efforts are needed to ensure that the findings and innovations from research projects become widely adopted and used in the majority of the nation's schools. Support should continue for projects such as those described below: * _demonstration projects_ to build a cadre of model schools that engage in inclusive schooling practices; * _outreach projects_ to assist schools in addressing particular problems they face when implementing inclusive schooling practices; * _State-level projects_ for addressing policy barriers to inclusive schooling and for identifying and addressing State needs related to inclusion; * _State and regional projects_ to address the training and support needs of teachers employed in schools engaged in inclusive schooling; and * _systematic projects_ designed to synthesize the existing knowledge on inclusive schooling and to evaluate means for ensuring its utilization in schools and representing diverse demographic characteristics. ---------- Students with Disabilities Exiting Educational Programs In 1992, OSEP began changing the way it collected data on students with disabilities exiting educational programs. Since 1984-85, OSEP had collected data from States on the number of students age 14 and older exiting the educational system by age and disability. In 1992, OSEP distributed to the States a revised data format along with the format used since 1984-85. States and Outlying Areas were allowed to choose which format to complete. Twenty-two States used the new form in 1992-93. The 1992-93 exiting data are reported in this section. For the 1993-94 exiting data, which will be reported in the 18th Annual Report to Congress, the new format will be mandatory for all States. The revised format collects data on students exiting special education, not the educational system. Exit categories in the revised format include: * returned to regular education; * graduated with diploma; * graduated with certificate; * reached maximum age; * died; * moved, known to be continuing; * moved, not known to be continuing; and * dropped out. Data on three of these categories--returned to regular education, died, and moved--were not collected in the past.The definition of the "dropped out" category was revised.Twenty-eight States and Outlying Areas reported data using the new format.5 In addition to introducing new exit categories, OSEP will also analyze exit data differently. Rather than basing percentages on the total number of students with disabilities exiting the educational system as in past years, percentages will be based on the total Part B and Chapter 1 (SOP) child count for students 14 and older. For example, in the past the total number of students with disabilities graduating with a diploma would be divided by the total number of students with disabilities exiting the educational system. Now, the total number of students with disabilities graduating with a diploma will be divided by the total number of students with disabilities age 14 or older. The annual rates at which students with disabilities 14 and older exit through particular bases (e.g., an annual graduation rate or annual dropout rate) will also be reported. Because some States used the optional new format to report exiting data, and some used the old format, national totals could be computed only for those categories that remained unchanged from previous years. These include graduation with a diploma, graduation with a certificate, and reached maximum age for services.As shown in table 1.9, in 1992-93, 7.2 percent of all students with disabilities age 14 and older graduated with a diploma.Students with deaf-blindness (11.8 percent), visual impairments (10.2 percent), or traumatic brain injury (9.7 percent) were most likely to graduate with a diploma. Students with autism (2.3 percent) and multiple disabilities (4.1 percent) were least likely to graduate.While these percentages are based on all students with disabilities age 14 and older served under IDEA and Chapter 1 (SOP), the number of students with traumatic brain injuries, autism, and multiple disabilities is quite small. As a result, percentages may be subject to frequent change as the exit status of a few students can alter the national percentage of students with these low incidence disabilities in each exit category. ___________________________________ _TABLE 1.9 Number and Percentage of Students 14 and Older Exiting Educational Programs, by Disability: School Year 1992-93a/_ _Graduated Graduated Reached Child with with Maximum Count Diploma Certificate Age 14+_ ---------------------------------------------------------------------------- Specific learning disabilities 8.0 2.0 0.1 869,769 (69,309) (17,156) (746) Speech or language impairments 7.8 1.1 0.3 45,297 (3,516) (514) (116) Mental retardation 5.4 4.8 1.1 234,676 (12,718) (11,305) (2,662) Serious emotional disturbance 5.8 1.4 0.3 181,031 (10,411) (2,474) (583) Multiple disabilities 4.1 3.1 1.8 36,416 (1,494) (1,116) (642) Hearing impairments 8.7 3.1 0.2 21,245 (1,851) (660) (41) Orthopedic impairments 9.0 2.6 0.7 16,094 (1,451) (421) (117) Other health impairments 8.2 2.8 0.3 22,207 (1,815) (627) (65) Visual impairments 10.2 3.0 0.4 8,504 (872) (260) (31) Autism 2.3 2.2 1.2 4,947 (114) (110) (62) Deaf-blindness 11.8 11.1 3.1 575 (68) (64) (18) Traumatic brain injury 9.7 1.3 0.7 1,886 (182) (25) (13) ---------------------------------------------------------------------------- All disabilities 7.2 2.4 0.4 (103,801) (34,732) (5,096) 1,442,647 _a_/Percentages presented in this table are calculated based on the total number of students with disabilities age 14 and older. They are not comparable to percentages presented in previous Annual Reports to Congress. Source: U.S. Department of Education, Office of Special Education, Data Analysis System (DANS). ___________________________________ Certificates of completion or modified diplomas were earned by 2.4 percent of students with disabilities age 14 and older exiting the special education system.Certificates of completion or modified diplomas were most prevalent among students with deaf-blindness (11.1 percent) and those with mental retardation (4.8 percent).Relatively few students with disabilities--5,096 or .4 percent--exited by reaching 22, the maximum age for services. Table 1.10 shows the percentage of students with disabilities 14 and older (based on the IDEA child count) graduating with a diploma or certificate each year for the past five years. The graduation rate for students with disabilities as a whole has been essentially unchanged over the past five years. Rates for students with mental retardation are slightly higher than those for students with learning disabilities or serious emotional disturbance. ___________________________________ _TABLE 1.10 Percentage of Students with Disabilities 14 and Older Graduating with a Diploma or Certificate: School Years 1988-89 to 1992-93_ _1988-89 1989-90 1990-91 1991-92 1992-93_ ---------------------------------------------------------------------------- All Disabilities 10.66 10.61 10.38 9.99 10.16 Specific Learning 10.20 10.44 10.03 9.94 10.11 Disabilities Speech or Language 13.05 9.91 13.42 8.44 9.12 Impairments Mental Retardation 11.73 12.09 11.66 11.29 11.31 Serious Emotional 8.82 8.22 7.95 7.49 7.94 Disturbance Other Disabilities 13.58 12.79 12.96 12.64 12.59 Source: Department of Education, Office of Special Education Programs, Data Analysis System (DANS) ___________________________________ For those bases of exit that appear on only one of the two formats, State estimates are included in the appendices, but no national totals are reported.In addition, because the old and revised formats use different definitions for the category "dropout," national dropout rate estimates could not be reported this year. _______________________ 5 Palau did not submit data on students exiting educational programs. ---------- Services Anticipated to be Needed by Exiting Students with Disabilities: Results of the Pass Pilot Test IDEA specifies that OSEP collect data on those services anticipated to be needed for students age 12 through 21 exiting the educational system.In the past, anticipated services data were collected annually. Because of changes in the law, these data are now collected every three years. Data on anticipated services data are intended to improve transition planning by informing State agencies, such as Vocational Rehabilitation and Developmental Disabilities, of the service needs of students exiting the educational system. Initially, OSEP collected the data from States on an aggregate basis. However, at least two problems with this data were identified.In some cases, State personnel based service needs estimates on the student's type of disability.In other cases, data were gathered by school and district personnel who may have been inexperienced in judging the adult service needs of students leaving the educational system. The PASS System OSEP began investigating alternative ways to collect anticipated services data in 1988. The PASS (Performance Assessment for Self-Sufficiency) system was designed to provide a better way to collect, synthesize, and report anticipated service needs data. The PASS system consists of two distinct components. The first component is the PASS instrument, which provides information about the functional performance of students that service providers complete on the basis of their knowledge of the student. The second component is an expert system that translates the assessments into useful information that special education and adult services agencies at all levels can use to anticipate service needs and plan services for young persons with disabilities. The PASS instrument was developed in collaboration with well-known transition experts, State and local administrators, and special education and adult services providers. The specific skills and behaviors targeted on the PASS instrument are ones that are typically required for adult life and that have service implications. For example, very low performance ratings on several specific indicators--such as "moves self about in immediate neighborhood (e.g., walking, bicycling)," "uses public transportation if available (e.g., bus, taxi)," "uses maps and bus schedules when appropriate," etc.--suggest that the student will need assistance with the mobility and transportation aspects of daily living. The PASS instrument also provides information about the student's training, education, and employment, as well as any major behavior problems. No special assessment training is required. Service providers may complete the PASS based on what they already know about the student from direct observation or other reliable sources. The second component of this new approach uses expert system technology for projecting service estimates in 16 categories, for individuals and service populations, based on data from the PASS instrument.6 The PASS expert system converts service providers' ratings of students on the PASS instrument into case-by-case and aggregate projections of adult service needs. The PASS expert system was constructed with input from a professionally and geographically diverse and representative group of over 30 experts knowledgeable in the full spectrum of disability categories and adult service areas. Results of the PASS Pilot Test A 10-State field test of the administrative feasibility of States and school districts using the PASS instrument to collect data was conducted in 1991-92. The 10 States represented the range of all States on three factors: 1) complexity of intrastate education data collection pathways; 2) availability of pupil-based data at the State level; and 3) per pupil expenditures in special education. They were also nationally representative of various demographic characteristics, such as number of urban centers and population size. The participating States were Illinois, Louisiana, Massachusetts, Michigan, Minnesota, Mississippi, New Jersey, North Carolina, North Dakota, and Ohio. Table 1.11 shows the percentage of students anticipated to have a _primary_ need in one of the 16 service categories in the 1991-92, as determined by the PASS expert system technology. The four PASS system need categories are: * _primary need_ - those needs judged to be essential for the student, demanding attention irrespective of budgetary and other pressures; * _secondary need_ - those needs considered warranted, but which experts felt were not critical and could be left to the discretion of service providers; * _no need_ - those needs for which the student required no additional services; and * _unknown_ - those needs for which information was not present, or marked unknown by the rater, such that the expert system could not make a valid decision on the need requirements. ___________________________________ _TABLE 1-11. Percentagea/ of Students with Disabilities Exiting the Educational System in the 1991-92 School Year Anticipated to Have a Primary Need for Services Beyond High School_ _ANTICIPATED ILL LA MASS MICH MINN MISS NJ NC ND OH TOTAL SERVICES (114) (91) (53) (74) (100) (76) (105) (104) (202) (119)(1038)_ ---------------------------------------------------------------------------- Mobility 30 25 26 22 11 39 18 24 18 22 23 Specialized Transport. 15 12 8 7 6 14 9 9 4 8 9 Technological Aids 36 25 21 45 19 14 29 25 30 28 28 Medical and Medically- 18 15 15 24 20 18 21 17 13 13 17 Related Communication 55 38 43 59 39 25 34 34 51 42 43 Independent Living 47 34 26 31 21 53 35 38 36 33 36 Residential Living 18 13 4 26 22 14 13 19 28 17 19 Social Skills Training 37 32 53 30 27 47 38 32 25 40 34 Mental Health 12 14 25 20 13 14 30 13 17 20 18 Vocational Training and 1 0 4 3 3 5 4 0 5 3 3 Job Placement Ongoing Employment- 22 14 30 9 10 21 14 13 13 24 16 Related Alternative Education 55 36 62 36 38 66 39 59 53 55 50 Services to Support Post 36 26 34 53 67 25 37 41 58 47 45 Secondary Ed. Recreation/ Leisure 54 42 51 49 32 53 57 44 40 47 46 Family Services 25 22 13 15 6 21 9 12 9 15 14 Case Management 83 60 79 82 81 80 70 80 89 86 80 No goods or spec. services 5 7 2 0 5 0 4 1 3 5 3 anticipated _a/_ Percentages based on the number of students with disabilities exiting the educational system. Note: The numbers in parentheses indicate the sample size in each state. Source: American Institutes for Research, Palo Alto, "Project PASS System Output" October 3, 1994. ___________________________________ Across the 10 States, case management was the primary need in most demand (required by 80 percent of the exiting students). Louisiana had the lowest demand for case management (60 percent), and North Dakota the highest (89 percent). The PASS expert system projected that in six States--Illinois, Massachusetts, Mississippi, North Carolina, North Dakota, and Ohio--alternative education services were a primary need for over half of their exiting students. In nine States, recreation and leisure services were a primary need for over 40 percent of the students.The PASS expert system projected that only a small percentage of students had a primary need for vocational training and job placement. In all 10 States, only 3 percent of the students had that need. Exiting students with disabilities in two States--Louisiana and North Carolina--did not require vocational services. It is interesting to note that few students had no primary needs. In fact, the PASS expert system results for Michigan and Mississippi showed that all exiting students had a primary need for a least one post-school service. In all 10 States, the PASS expert system projected that few exiting students had secondary needs. No students were indicated as having secondary needs for services in the specialized transportation, medical and medically related, independent living, recreation and leisure, and case management categories. A secondary need for services to support postsecondary education was indicated for 13.5 percent of the students in the sample. A secondary need was indicated for 10 percent of the students in the sample in each of the areas of alternative education, communication, and technological aids. OSEP Activities on Anticipated Services Data PASS uses a very different mode of data collection than any other OSEP collections. To discuss the value and the administrative feasibility of the PASS system, OSEP convened a task force in March 1994. The task force included representatives from advocacy organizations and Regional Resource Centers, State directors of special education, State vocational rehabilitation agencies, State special education data managers, State transition coordinators, and university researchers. Members of the task force identified many benefits that could result from the PASS system, including providing a "seamless" transition from special education to adult services; providing a tool for outcome assessment; improving interagency cooperation at the State level; aiding transition planning for individual students; and permitting system-level planning based on a common information base. The task force also identified issues that must be resolved prior to implementing PASS nationally. These issues include:assessing whether the PASS instrument's assessment of the functional performance of students with mild disabilities is valid; assessing how student age may affect the validity of the PASS system; assessing how the demand for services would affect educational and non-educational agencies, since there is currently no Federal entitlement for adult services; having experts determine whether the decision rules are valid; and maintaining confidentiality of student records. Based on the task force findings, OSEP decided to conduct a second field test of the instrument to identify as many implementation issues as possible. Results of the field test would also be used to refine the expert system decision rules and the PASS instrument. This field test was conducted in selected States during the 1994-95 school year. _______________________ 6 The sixteen service categories used in PASS differ from earlier collections of anticipated services. For example, information was newly collected on social skills training, alternative education services (such as adult basic education and GED), services to support post-secondary education recreation and leisure services, and case management services. In some cases, old service categories were combined, while others were split. ---------- Personnel Employed and Needed to Serve Students with Disabilities In order to ensure that all students with disabilities have access to a free appropriate public education, there must be an adequate supply of personnel with appropriate training or certification including teachers, diagnostic staff, related services personnel, and other instructional and non-instructional staff. Each year, States report to OSEP the number of special education teachers and other special personnel providing services to students with disabilities. They also report the number of additional staff needed due to staff vacancies or instances when positions are filled by staff members who are not fully trained or certified for their position. Data are not collected on the number of general regular education teachers who work with students with disabilities. This section presents data on the number of special education teachers and other special staff employed, and the number needed, to serve students with disabilities in the 1992-93 school year. These data are reported in full-time equivalents (FTE) and are grouped according to the disability of the students served.7 Staff other than teachers are reported by type of position and are also reported in FTEs. Personnel Employed to Serve Students with Disabilities During the 1992-93 school year, 311,201 special education teachers were employed (see table 1.12), slightly more (.7%) than in 1991-92. These figures do not include regular classroom teachers and other staff who provide services to students with or without disabilities as part of the general education program. ___________________________________ _TABLE 1.12 Special Education Teachers Employed to Serve Students Age 6 through 21 Served Under Part B and Chapter 1 (SOP): School Year 1992-93_ _DISABILITY FTE TEACHERS_ ------------------------------------------------------------------------- Specific learning disabilities 98,125 Speech or language impairments 41,208 Mental retardation 43,106 Serious emotional disturbance 29,684 Multiple disabilities 7,732 Hearing impairments 6,913 Orthopedic impairments 3,443 Other health impairments 2,136 Visual impairments 2,964 Autism 1,652 Deaf-blindness 170 Traumatic brain injury 217 Cross-categorical_a_/ 73,852 ------------------------------------------------------------------- Total 311,201 _a_/ Teachers in cross-categorical programs teach classes with students having varying disabilities. Source: U.S. Department of Education, Office of Special Education Programs, Data Analysis System (DANS). ___________________________________ The largest special education teacher category in school year 1992-93 was the specific learning disabilities category. Nearly one-third of the special education teachers employed to serve students with disabilities age 6 through 21 taught students with specific learning disabilities (98,125 FTE, or 31.5%). The next largest category of special education teachers (73,852 FTE, or 23.7%) taught students in cross-categorical classes, where students with a variety of disabilities are served. The largest percentage of increases in special education teachers occurred among teachers serving students with autism or traumatic brain injury. This is not surprising, since 1992-93 was the first year States were required to report the number of teachers serving students in those categories. Reporting was optional for those two disability categories in 1991-92. In 1992-93, 320,420 personnel other than special education teachers worked with students with disabilities age 3 through 21 (see table 1.13). Teacher's aides accounted for 55.7 percent of all staff other than special education teachers. This percentage has remained relatively stable over the last 5 years. Non-professional staff accounted for another 10.9 percent of the other related personnel employed. The number of non-professional staff has more than doubled since the reporting category was established in the 1989-90 school year. ___________________________________ _TABLE 1.13 Special Education Personnel Other Than Special Education Teachers Employed and Needed to Serve Students with Disabilities Age 3 through 21: School Year 1992-93_ _FTE FTE PERSONNEL PERSONNEL TYPE OF PERSONNEL EMPLOYED NEEDEDa/_ -------------------------------------------------------------------- School social workers 9,658 590 Occupational therapists 4,973 749 Recreational therapists 389 107 Physical therapists 3,504 583 Teacher aides 178,532 5,000 Physical education teachers 5,283 364 Supervisors/administrators (LEA) 15,791 1,176 Other non-instructional staff 24,772 1,284 Psychologists 20,138 1,215 Diagnostic staff 7,178 468 Audiologists 883 83 Work study coordinators 1,568 358 Vocational education teachers 4,481 313 Counselors 7,297 449 Supervisors/administrators (SEA) 1,064 130 Non-professional staff 34,908 1,234 ------------------------------------------------------------------ Total FTE 320,420 14,103 _a_/ These figures include: (1) the number of _unfilled vacancies_ in funded positions that occurred during the 1992-93 school year (12 months), and (2) the number of additional personnel that were needed during the 1992-93 school year (12 months) to fill positions occupied by persons who were not fully certified or licensed. These figures include additional personnel needed by public and private agencies. Note: The total FTE may not equal the sum of the individual disability categories because of rounding. Source: U.S. Department of Education, Office of Special Education Programs, Data Analysis System (DANS). ___________________________________ Personnel Needed to Serve Students with Disabilities States reported in 1992-93 that they needed 25,829 FTE teachers to fill funded vacancies and replace teachers who were not fully certified. This is 5.3 percent less than the number of teachers needed in 1991-92. Table 1.14 shows that the greatest need is for teachers of students with specific learning disabilities (27.4 percent). Teachers in cross-categorical programs are also in especially short supply, and are 23.4 percent of all special education teachers needed. ___________________________________ _TABLE 1.14 Special Education Teachers Needed to Serve Students with Disabilities Age 6 through 21: School Year 1992-93_ _NUMBER OF PERCENTAGE OF DISABILITY FTE TEACHERS ALL TEACHERS NEEDEDa/ NEEDED_ ----------------------------------------------------------------------- Specific learning disabilities 7,075 27.4 Speech or language impairments 2,729 10.6 Mental retardation 3,011 11.7 Serious emotional disturbance 4,556 17.6 Multiple disabilities 790 3.1 Hearing impairments 509 2.0 Orthopedic impairments 234 0.9 Other health impairments 216 0.8 Visual impairments 242 0.9 Autism 382 1.5 Deaf-blindness 20 0.1 Traumatic brain injury 29 0.1 Cross-categorical 6,036 23.4 -------------------------------------------------------------------- Total 25,829 100.0 _a_/These figures include:(1) the number of unfilled vacancies in funded positions that occurred during the 1992-93 school year (12 months), and (2) the number of additional personnel that were needed during the 1992-93 school year (12 months) to fill positions occupied by persons who were not fully certified or licensed. These figures include additional personnel needed by public and private agencies. Note: Percentages may not total 100 percent because of rounding. Note: The total FTE may not equal the sum of the individual disability categories because of rounding. Source: U.S. Department of Education, Office of Special Education Programs, Data Analysis System (DANS). ___________________________________ States also reported needing 5,000 FTE teacher aides to fill vacancies and to replace personnel who were not fully certified or licensed, by far the greatest need among the personnel other than special education teachers categories. As in previous years, States also reported needing sizeable numbers of psychologists (1,215), other nonprofessional staff (1,234), and supervisors and administrators at the LEA level (1,176). OSEP Activities on Personnel Data As noted in last year's Annual Report, OSEP has undertaken a variety of activities to address changes, mandated in the 1990 Amendments to IDEA (P.L. 101-476), in the way data are collected on special education and related services personnel. These changes required for the first time that OSEP collect data on a five-year projection of personnel demand. The activities undertaken to address this data collection included a study to determine the feasibility of using existing databases; a survey to ascertain the current status of personnel data collection systems in the States; a series of task force meetings to help design a data collection format; selection of a model for projecting personnel demand; and a pilot test of the data collection format. In the past year, the results of each of these activities were analyzed and a new data collection form developed. This form was used for the first time in the 1993-94 personnel data collection. The form was revised for use with the 1994-95 data collection. Both the 1993-94 and the 1994-95 forms used the following categories to collect data on special education teachers and other personnel employed to provide services to students with disabilities. * _Employed/Fully Certified or Licensed:_ The number of FTE personnel employed or contracted who had appropriate State certification or licensure for the position held. * _Employed/Not Fully Certified:_ The number of FTE personnel employed or contracted who were employed in an emergency, provisional, or other basis if they did not hold standard State certification or licensure for the position to which they were assigned. * _Vacant Positions:_ The number of unfilled vacancies in funded positions that existed at the time the count was taken. * _Retained/Fully Certified or Licensed:_ The number of fully certified teachers retained from the previous year. That is, the number of employed or contracted personnel providing special education and related services, who had appropriate State certification or licensure for the position held and who were employed in the same school district in the same position during the previous year. * _Retained/Not Fully Certified:_ The number of teachers, not fully certified, retained from the previous year. This includes personnel employed on an emergency, temporary, or other basis and who were employed by the same school district in the same position during the previous year under the same circumstances. For each of these categories States were allowed to report counts either by Federal disability category or by some other category used in the State. For example, States may choose to use assignments/placement categories, such as consulting teacher, resource room teacher, etc., or they may provide counts by staff certification, such as elementary teacher of special education, teacher of students with severe disabilities, resource teacher, or similar categories. In the next year, OSEP will review the accuracy of the data provided in each of these five categories and the States' ability to collect it. OSEP will carefully review the data, and will work with the States to ensure that accurate data are provided. These data will be reported for the first time in the 18th Annual Report to Congress. _______________________ 7 Teachers in cross-categorical programs teach classes with students having varying disabilities. ---------- Summary and Implications The total number of children and youth from birth through age 21 served under Part B and Chapter 1 (SOP) increased to 5,373,077 during the 1993-94 school year, 217,127 (4.2 percent) more than in 1992-93. This is the largest yearly increase since the inception of IDEA in 1976. Most of the increase (209,073) occurred in the Part B program. The increase of 8,054 that occurred in the Chapter 1 (SOP) program represents two distinct trends. The number of infants and toddlers from birth through age 2 served under Chapter 1 (SOP) increased sharply by 25.1 percent, while the number of students age 3 through 21 declined by 5.5 percent. Chapter 1 (SOP) funding decreased during each of its three final years. This trend began in 1992 when Congress moved toward merging Chapter 1 (SOP) with programs authorized under IDEA. However, Part B funds were increased by 4.7 percent, and the combined funding of Chapter 1 (SOP) and Part B rose by 4.0 percent. In 1994, the total Part B and Chapter 1 (SOP) allocation was $2,266,564,000. The number of students in each of the 12 Federal disability categories remained relatively stable. During the 1993-94 school year, students with specific learning disabilities continued to account for more than half (51.1 percent) of all students age 6 through 21 served under Part B and Chapter 1 (SOP). Students with speech or language impairments (21.1 percent), mental retardation (11.6 percent), and serious emotional disturbance (8.7 percent) made up an additional 41.4 percent of those served. The largest growth occurred in the categories of traumatic brain injuries, students with other health impairments, and autism. The growth in the traumatic brain injury and autism categories was probably due to the relative newness of these reporting categories. The growth in the other health impairments category appears, in part, to be the result of increased service provision to students with ADD. The combination of the continued growth in the learning disabilities category and the growth in the mental retardation and other health impairments categories is one of the main reasons why the number of students served underwent its largest increase ever during 1993-94. Information collected during 1992-93 revealed that the trend of increased reporting of children age 6 through 21 in regular classrooms is continuing. During the past five years, the percentage of children reported served in regular classrooms has increased from 30.5 percent to 40 percent. However, this change may be related in part to reporting changes in several large States. Over the same period, reported placement of students in resource rooms has decreased and placement of students in separate classes has remained relatively stable. During the 1993-94 school year, 39.8 percent of school-aged children were reported served in regular classroom placements, 31.7 percent in resource rooms, and 23.5 percent in separate classes. Therefore, 95 percent of students with disabilities were served in regular school buildings during the 1993-94 school-year. The percentage of students with disabilities served in regular school buildings has remained stable over the past five years. In the 1988-89 school year, 94 percent of school-aged students with disabilities were served in regular school buildings. As in past years, placement patterns varied considerably by disability category during the 1992-93 school year. Each of the categories on the placement continuum contained at least some students from each disability category. Students with speech/language impairments, hearing impairments, orthopedic impairments, other health impairments, and visual impairments were most likely to be served in regular education classes. Students with learning disabilities were most frequently placed in resource rooms. Students with mental retardation, serious emotional disturbance, multiple disabilities, autism, deaf-blindness and traumatic brain injury were most likely to be served in separate class settings. OSEP has funded a number of projects over the last decade that support inclusive school practices. Some of these projects have focused on specific research issues, while others have been demonstration projects or institutes. Several conditions identified as supporting inclusive schooling practices are: strong leadership, the commitment of all school personnel, active involvement and support from families, and ongoing support and training to general and special education teachers. The number of teachers and other staff needed to fill funded vacancies and replace teachers who were not fully trained or certified to serve school-aged children decreased by 5.3 percent during the 1992-93 school year. However, States reported needing an additional 5,000 teacher aides. This was by far the area of greatest need for additional personnel, and may reflect the different personnel patterns that are being used. OSEP has taken important steps toward improving data collections.In response to specific needs within States, the methods used to collect data on students exiting educational programs and the anticipated service needs of students exiting the educational system have undergone changes. In 1992, OSEP made changes with regard to the data collection on students exiting educational programs. States were given the option of using either a new, revised form or the old form.The revised form collects data on the number of students exiting the special education system rather than on the number of students exiting the educational system in general. Data on students 14 and older exiting with a diploma or certificate of completion show the graduation rate has remained steady for the past five years in each disability category. The pilot study of the PASS system, which examined the anticipated service needs of students exiting the school system, found that the service in highest demand in a sample of States was case management.The need for alternative education and recreation and leisure services were also in high demand.Almost all exiting students had a primary need for services in at least one area.The pilot data from the PASS system are beginning to provide valuable information that can contribute to a "seamless" transition from special education to adult services. References Cole, F. A., and Meyer, L. H.(1991). Social integration and severe disabilities: A longitudinal analysis of child outcomes. _Journal of Special Education, 25_(3), 340-351. Evans, I. M., Salisbury, C. L., Palombaro, M. M., Berryman, J., and Hollowood, T. M.(1992). Peer interactions and social acceptance of elementary age children with severe disabilities in an inclusive school. _Journal of the Association for Persons with Severe Handicaps, 17_(4), 205-212. Hallahan, D.(1992). Some thoughts on why the prevalence of learning disabilities has increased. _Journal of Learning Disability, 25_(8), 523-528. Hamilton, W., Mandeville, P., and Fox, W.(1995). _Prevention, Teaching, and Responding Manual._ Burlington, VT: University Affiliated Facility, University of Vermont. Helmstetter, E., Peck, C. A., and Giangreco, M. F.(1994). Outcomes of interactions with peers with moderate or severe disabilities: A statewide survey of high school students. _Journal of the Association for Persons with Severe Handicaps, 19_(4), 263-276. Hollowood, T. M., Salisbury, C. L. Rainforth, B., and Palombaro, M. M.(1994). Use of instructional time in classrooms serving students with and without severe disabilities. _Exceptional Children, 61_(3), 242-253. Hunt, P., Farron-Davis, F., Beckstead, S., Curtis, D., and Goetz, L.(1994). Evaluating the effects of placement of students with severe disabilities in general education versus special class. _Journal of the Association for Persons with Severe Handicaps, 19_(3), 200-214. Hunt, P., Staub, D., Alwell, M., and Goetz, L.(1994). Achievement by all students within the context of cooperative learning groups. _Journal of the Association for Persons with Severe Handicaps, 19_(4), 290-301. Janney, R. E., Snell, M. E., Beers, M. K., and Raynes, M.(1995). Integrating students with moderate and severe disabilities into general education classes. _Exceptional Children, 61,_ 425-429. Karasoff, P., Alwell, M., and Halvorsen, A.(1992). _Systems change: A review of effective practices._ San Francisco: San Francisco State University, California Research Institute. Kennedy, C. H., and Itkonen, T.(1994). Some effects of regular class participation on the social contacts and social networks of high school students with severe disabilities. _Journal of the Association for Persons with Severe Handicaps, 19(1)_, 1-10. Lipsky, D. K., and Gartner, A.(1994). Inclusion:What it is, what it's not, and why it matters. _Exceptional Parent, 24_(9), 36-38. Nisbet, J.(1992). _Natural supports in school, at work, and in the community for people with severe disabilities._ Baltimore:Paul Brookes. Peters, S. J.(1990). Integration and socialization of exceptional children. _Anthropology and Education Quarterly,_ 21(4), 319-339. Rainforth, B., York, J., and MacDonald, C.(1992). _Collaborative teams for students with severe disabilities: Integrating therapy and educational services._ Baltimore, Paul Brookes. Romor, L. T., and Haring, N. C.(1994). The social participation of students with deaf blindness in educational settings. _Education and Training in Mental Retardation and Developmental Disabilities,_ 134-144. Salisbury, C. L.(1991). Mainstreaming during the early childhood years. _Exceptional Children, 58,_ 540-549. Salisbury, C. L., Gallucci, C., Palombaro, M. M., and Peck, C. A.(in press). Strategies employed by general educators to promote social relations among elementary students with and without severe disabilities in inclusive schools. _Exceptional Children._ Sharpe, M. N., York, J. L., and Knight, J.(1994). Effects of inclusion on the academic performance of classmates without disabilities. _Remedial and Special Education, 15_(5), 281-287. Wolery, M., Werts, M. G., Caldwell, N. K., Snyder, E.D.(1994). Efficacy of constant time delay implemented by peer tutors in general education classrooms. _Journal of Behavioral Education, 4_(4), 415-436. Wolery, M., Werts, M. G., Caldwell, N. K., Snyder, E. D., and Lisowski, L.(1995). Experienced teachers' perceptions of resources and supports for inclusion. _Education and Training in Mental Retardation and Developmental Disabilities,_ 30, 15-26. ---------- Chapter 2 _______________________________________________________________________ Meeting the Needs of Infants, Toddlers, and Preschool Children with Disabilities The Individuals with Disabilities Education Act (IDEA) supports efforts to provide coordinated service delivery systems for children with disabilities from birth through age 5 through several programs. The two major programs serving this population are the Early Intervention Program for Infants and Toddlers with Disabilities (Part H) (from birth through age 2), and the Preschool Grants Program (Section 619 of Part B) (ages 3 through 5). A number of discretionary programs also support projects for this population. These include the Early Education Program for Children with Disabilities (EEPCD) (Section 623 of Part C) and grants for activities such as training personnel and conducting research. Part H was created by P.L. 99-457, the Education of the Handicapped Act Amendments of 1986. Part H authorizes assistance to States to address the needs of infants and toddlers (children from birth through age 2) with disabilities and their families. The grants support a statewide comprehensive, multi-disciplinary, interagency, coordinated program of early intervention services for infants and toddlers who meet the State's Part H eligibility criteria for an infant or toddler with a disability. This includes infants and toddlers who are at risk of having a substantial developmental delay if early intervention services are not provided, if a State chooses to serve those children and their families. In order to receive funding for 3- through 5-year-olds under Section 619 or 611, States are required to provide a free appropriate public education (FAPE) to all eligible 3- through 5-year-olds with disabilities. Federal requirements governing the Preschool Grants Program are the same as those for the Part B program. This chapter has the three main sections described below: * _Implementation of the Part H Program_ summarizes the program's development and describes its implementation status. The frequency with which various service settings are utilized is described and the number of personnel employed and needed is reported. Efforts made by OSEP and the States to improve the Part H personnel data collection format are described. * _Implementation of the Preschool Grants Program_ reports the amount of the 1994 per child allocation, the number of children age 3 through 5 served, and the number of personnel employed and needed.The educational placements of preschoolers with disabilities and Preschool Grants Program implementation issues are discussed. * _Other OSEP Programs Benefitting Young Children with Disabilities_ describes other programs OSEP sponsors that serve young children, such as the Early Education Program for Children with Disabilities (EEPCD). ---------- Implementation of the Part H Program The original legislation that created the Part H program required that FY 1991 be the first year of full implementation, after a five-year phase-in period to build the service delivery system Congress envisioned. To participate in the program during the fourth year, States had to provide assurances that policies addressing the required components of an early intervention system were in place and that multi-disciplinary evaluations and assessments, individualized family service plans (IFSPs), and case management services (now called service coordination) were available to all eligible infants, toddlers, and their families. As the deadline for applying for fourth-year funds approached in FY 1990, it became clear that a number of States were not prepared to meet the fourth-year requirements. At the time it appeared that the only option open to those States was to drop out of the program completely. To enable States to remain in the program, Congress amended the Part H requirements, effective June 1991, and adopted a system of differential funding for FY 1990, 1991, and 1992. States that were able to move ahead on the original implementation schedule set forth in Part H by P.L. 99-457 received larger grants than States that had not completed either fourth- or fifth-year requirements. States that were having difficulty meeting the requirements for the fourth or fifth year of participation were eligible to receive up to two extended participation grants. A State under the extended participation option received a grant award equal to the State's grant award from the previous year. Ten States and one Outlying Area requested extended participation for FY 1990. In FY 1991, 18 States provided assurances for meeting full implementation of the Part H program, 26 States entered their first year of extended participation, and 11 States entered their second and therefore final year of extended participation. As reported in the 16th Annual Report to Congress, at the close of FY 1992 a total of 41 States and jurisdictions had been awarded grants for full implementation of Part H. Twelve States and jurisdictions had received awards for a second year of extended participation, and one State did not apply for a Part H grant. No further extensions were authorized. On September 30, 1994, the end of availability for FY 1993 funds, all States and jurisdictions assured full implementation of the Part H program. To further support the implementation of the Part H program during FY 1993, Congress appropriated $213,280,000, 23 percent more than the $172,861,111 million appropriated for FY 1992. Table 2.1 reports the FY 1993 Part H grant amount for each State and Outlying Area.1 ___________________________________ _TABLE 2.1 Grant Awards Under Part H Appropriation Year 1993, Allocation Year 1993-94_ _STATE PART H_ ----------------------------------------------------- Alabama $3,046,905 Alaska 1,042,702 Arizona 3,312,138 Arkansas 1,736,776 California 29,207,477 Colorado 2,642,716 Connecticut 2,426,424 Delaware 1,042,702 District of Columbia 1,042,702 Florida 9,650,350 Georgia 5,417,361 Guam 880,891 Hawaii 1,042,702 Idaho 1,042,702 Illinois 9,265,029 Indiana 4,124,608 Iowa 1,934,501 Kansas 1,869,241 Kentucky 2,620,544 Louisiana 3,458,507 Maine 1,042,702 Maryland 3,926,195 Massachusetts 4,451,846 Michigan 7,359,225 Minnesota 3,334,075 Mississippi 2,078,640 Missouri 3,808,036 Montana 1,042,702 Nebraska 1,191,819 Nevada $1,082,919 New Hampshire 1,042,702 New Jersey 5,884,344 New Mexico 1,352,764 New York 14,117,157 North Carolina 5,011,663 North Dakota 1,042,702 Ohio 8,016,235 Oklahoma 2,344,879 Oregon 2,121,710 Pennsylvania 8,210,103 Puerto Rico 3,045,563 Rhode Island 1,042,702 South Carolina 2,796,532 South Dakota 1,042,702 Tennessee 3,619,468 Texas 15,327,041 Utah 1,778,806 Vermont 1,042,702 Virginia 4,789,719 Virgin Islands 522,340 Washington 3,943,587 West Virginia 1,098,617 Wisconsin 3,581,798 Wyoming 1,042,702 American Samoa 400,457 Bureau of Indian Affairs 2,606,756 Palau 79,593 Northern Marianas 249,519 ------------------------------------------------------ U.S. and Outlying Areas $213,280,000 50 States, D.C. & P.R. $208,540,444 Source: U.S. Department of Education, Office of Special Education Programs, Data Analysis System (DANS). ___________________________________ State-reported Data on the Part H Program OSEP collects five types of information about infants and toddlers receiving early intervention services from the States: (1) the number served, (2) the number in need of services, (3) the types services provided, (4) personnel employed and needed, and (5) the setting in which services are provided. The States' ability to report complete and accurate information varies. As implementation of the Part H program has progressed, State data collection and reporting systems have also improved. However, some States continue to have difficulty merging information from different agencies to produce an unduplicated count of infants and toddlers. Other States have difficulty obtaining data from all the entities that serve infants and toddlers. Thus, while the quality of the data available at the national level has improved considerably, continued improvement is still necessary. OSEP has been working with States to improve the quality of the information provided. OSEP activities on these State-reported data are discussed in a subsequent section. Number of Infants and Toddlers Being Served To determine the number of infants and toddlers receiving early intervention services during 1993-94, OSEP collected data on December 1, 1993 from the States on infants and toddlers served in: (1) Chapter 1 (SOP) programs2 on December 1, 1993 or (2) any other type of early intervention program. States are required to submit a count of infants and toddlers served under Chapter 1 (SOP) in order to receive Federal funding for those children.3 States are also required to submit an unduplicated count of all other children receiving early intervention services as a condition of their Part H grant award. States and Outlying Areas reported to OSEP that on December 1, 1993, they were serving a total of 154,065 infants and toddlers with disabilities, or 1.3 percent of the entire birth through age 2 population. Chapter 1 (SOP) programs were serving 93,587 of the infants and toddlers, and 60,478 were receiving services under other early intervention programs. As indicated in table 2.2, about 7 percent more infants and toddlers were receiving services in December 1993 than in December 1992. Table 2.2 also indicates that until 1993, there had been a steady toddlers served under all programs. This decline occurred even though increasing numbers of infants and toddlers were being served under Chapter 1 (SOP), and increasing numbers of States were fully participating in the Part H program. It must be noted, however, that the decline may have been a result of the data collection practice s States used in the early years of the program. Previously, States included children who received some services and who did not necessarily have IFSPs. Further, there is an unknown degree of error in the data from the early years of the program due to problems with the count of children in early intervention programs. Some children may have been counted more than once, and others may not have been counted at all. ___________________________________ _TABLE 2.2 Change in Total Number of Infants and Toddlers from Birth Through Age 2 Served Since 1989 Under Chapter 1 (SOP) and All Other Programs_ _Percentage Change in Number Number Percentage of Total Number Served Under Served (All Population Served from Year Chapter 1 Programs) Served Previous Year_ ------------------------------------------------------------------- 1989 37,317 247,477 2.0 N/A 1990 50,827 194,363 1.77 -21.5 1991 66,478 166,634 1.41 -14.3 1992 76,397 143,392 1.18 -13.9 1993 93,587 154,065 1.30 + 7.4 Source: U.S. Department of Education, Office of Special Education Programs, Data Analysis System (DANS). ___________________________________ States have repeatedly maintained that the December 1 child count does not accurately report the number of infants and toddlers with disabilities actually served during the entire school year, in part because children may move in or out of service areas and programs during the year. In 1993, 22 States voluntarily submitted a cumulative count along with their December 1 count for their birth through age 2 populations. Nineteen of those States reported that their cumulative count was higher than their December 1 count. One State reported that its cumulative count was 330.5 percent larger than its December 1 count, but another State reported that its cumulative count was 45.9 percent less than its December 1 count. None of the States reported information that explained why the cumulative and December 1 counts differed. Table 2.3 shows the number of infants and toddlers served in each State under Chapter 1 (SOP) and all other programs as of December 1, 1993. Overall, 36 States served more infants and toddlers in 1993 than in 1992. The increase in the total number of infants and toddlers served was the result of a fairly large increase in the number served under Chapter 1 (SOP) programs (22.4 percent) and a 9.7 percent decrease in the number served under all other programs. More than half the increase in the number served under Chapter 1 (SOP) programs occurred in two States(Florida and New York). Florida reported serving 9,460 infants and toddlers in Chapter 1 (SOP) programs in 1993, while in 1992 it reported serving only 2,027 -- an increase of 7,433. ___________________________________ _TABLE 2.3 Number of Infants and Toddlers Receiving Early Intervention Services Under Chapter 1 (SOP) and Other Programs: December 1, 1993_ _BIRTH PERCENTAGE OTHER CHAPTER 1 THROUGH 2 OF STATE PROGRAMS (SOP) TOTAL POPULATION POPULATION_ ---------------------------------------------------------------------- Alabama 414 780 1,194 181,899 0.66 Alaska 0 605 605 33,995 1.78 Arizona 637 998 1,635 196,188 0.83 Arkansas 798 1,160 1,958 102,777 1.91 California 14,529 936 15,465 1,750,520 0.88 Colorado 2,377 948 3,325 160,460 2.07 Connecticut 0 1,266 1,266 137,767 0.92 Delaware 943 40 983 31,924 3.08 District of Columbia 746 308 1,054 24,195 4.36 Florida 0 9,460 9,460 569,524 1.66 Georgia 2,703 189 2,892 325,338 0.89 Hawaii 2,853 793 3,646 57,865 6.30 Idaho 0 764 764 51,318 1.49 Illinois 2,483 5,030 7,513 555,545 1.35 Indiana 1,479 2,763 4,242 242,863 1.75 Iowa 0 969 969 111,648 0.87 Kansas 129 887 1,016 109,060 0.93 Kentucky 0 978 978 156,966 0.62 Louisiana 305 2,078 2,383 206,617 1.15 Maine 756 0 756 46,520 1.63 Maryland 0 3,356 3,356 224,834 1.49 Massachusetts 0 7,197 7,197 254,606 2.83 Michigan 458 3,004 3,462 411,802 0.84 Minnesota 0 2,436 2,436 193,956 1.26 Mississippi 134 80 214 126,082 0.17 Missouri 0 2,087 2,087 222,191 0.94 Montana 0 402 402 34,437 1.17 Nebraska 0 722 722 67,649 1.07 Nevada 0 596 596 66,064 0.90 New Hampshire 19 661 680 46,280 1.47 New Jersey 464 2,369 2,833 349,884 0.81 New Mexico 950 67 1,017 82,771 1.23 New York 0 5,914 5,914 832,200 0.71 North Carolina 6,222 874 7,096 301,792 2.35 North Dakota 0 195 195 25,659 0.76 Ohio 13,945 0 13,945 485,629 2.87 Oklahoma 0 1,460 1,460 140,632 1.04 Oregon 0 1,271 1,271 124,222 1.02 Pennsylvania 0 6,227 6,227 481,857 1.29 Puerto Rico 4,325 0 4,325 . . Rhode Island 0 672 672 42,930 1.57 South Carolina 0 1,399 1,399 164,877 0.85 South Dakota 16 286 302 32,922 0.92 Tennessee 1,378 2,059 3,437 217,389 1.58 Texas 122 8,676 8,798 941,199 0.93 Utah 388 1,106 1,494 108,073 1.38 Vermont 13 160 173 2,333 0.77 Virginia 280 2,334 2,614 283,114 0.92 Washington 280 2,226 2,506 235,308 1.06 West Virginia 202 1,307 1,509 64,625 2.34 Wisconsin 0 2,998 2,998 206,904 1.45 Wyoming 0 427 427 19,959 2.14 American Samoa 0 0 0 . . Guam 86 18 104 . . Northern Marianas 44 44 88 . . Palau . 5 5 . . Virgin Islands . 0 0 . . Bureau of Indian Affairs . . . . . -------------------------------------------------------------------- U.S. & Outlying Areas 60,478 93,587 154,065 11,865,169 1.30 50 States,D.C., and P.R. 60,348 93,520 153,868 11,865,169 1.30 Note: Data presented in the column "Chapter 1 (SOP)" were taken from the certified reports on the number of infants, toddlers, and children (birth through 21) served under Chapter 1 (SOP) and submitted by the Stated Educational Agencies. Data presented under "Other Programs" were taken from reports of the number of infants and toddlers served that were submitted by Part H Lead Agencies. Note: Population figures are July estimates from the Bureau of the Census. No Census data are available for Outlying Areas. Note: Data as of October 1, 1994. Source: U.S. Department of Education, Office of Special Education Programs, Data Analysis System (DANS). ___________________________________ Florida reported that expansion of services, new definitions for eligibility, and rapid population growth were the main reasons the increase occurred. New York reported serving 5,914 infants and toddlers under Chapter 1 (SOP) in 1993 compared to 3,730 in 1992--an increase of 2,184. New York reported that the increase was due to a change in reporting methodology. In the past, New York surveyed service providers to produce a child count. In 1993, they switched to performing an actual child count. The 9.7 percent decrease in the number of infants and toddlers served under all other programs would have been even larger if not for: (1) large service population increases in California (14,529 in 1993 versus 10,943 in 1992), which reported it was able to serve more infants and toddlers because it had more funds to do so; (2) Indiana (1,479 versus 515 in 1992), which reported an increase in the number of children identified as "at-risk"; and (3) Ohio (13,945 in 1993 versus 11,394 in 1992), which reported an expansion of services at the local level. But the decrease is otherwise accounted for by very large decreases in (1) Connecticut (which did not report a reason for the decrease), (2) Florida and Missouri (which now serve all eligible children from birth through age 2 under the Chapter 1 (SOP) program), and (3) Massachusetts (which now uses improved reporting methods, enabling it to avoid the duplicate reporting of past years). These four States reported serving no infants and toddlers in programs other than Chapter 1 (SOP) during 1993, although in 1992 their combined count of nearly 12,000 was about one-fifth of all infants and toddlers served in those early intervention programs other than Chapter 1 (SOP). Regardless of whether infants and toddlers are counted as receiving services in Chapter 1 (SOP) or non-Chapter 1 (SOP) programs, the overall proportion served changed little in most States. As in 1992, most States and jurisdictions served less than 2 percent of their total from birth through age 2 population in programs for infants and toddlers with disabilities in 1993, although the range across States varied widely. Some of the variation may be explained by variability in eligibility criteria, the child find and outreach strategies used, and because some States operate non-mandated programs for infants and toddlers who have been identified as "at-risk" for developing a disability. While these "at-risk" programs are not required under Part H, those States utilizing this option include "at-risk" infants and toddlers in their child counts. Services and Settings Table 2.4 provides information on the location of services provided to infants and toddlers and their families on December 1, 1992. Most States and jurisdictions provided information. However, data from one State and three jurisdictions were not received . Furthermore, three States did not use all of the available categories of information and therefore provided incomplete data. The amount of missing and incomplete data makes detecting trends across categories difficult. However, the data indicate that the general trend from previous years has persisted. That is, among all infants and toddlers receiving services, the home remains the most frequent location for services (40,896 or 29 percent), even though five States and jurisdictions did not use this reporting category. Outpatient services (37,409 or 27 percent) was the next most frequently cited location. This was closely followed by the early intervention classroom setting (36,541 or 26 percent). In 1992, early intervention classroom settings were used more frequently than outpatient services. The change may be related to the data reporting categories used by California. ___________________________________ _Table 2.4 Number of Infants and Toddlers from Birth Through Age Two Receiving Services in Different Early Intervention Settings: December 1, 1992_ _U.S. AND 50 STATES, D.C., SETTING OUTLYING AREAS AND P.R._ -------------------------------------------------------------------- Early intervention classroom 36,541 36,483 Family day care 703 698 Home 40,896 40,826 Hospital (inpatient) 8,122 8,096 Outpatient service facility 37,409 37,390 Regular nursery school /day care 4,444 4,441 Residential facility 105 105 Other setting 10,987 10,982 All settings 139,207 139,021 Note: Data as of October 1, 1994. Source: U.S. Department of Education, Office of Special Education Programs, Data Analysis System (DANS). ___________________________________ The patterns of use of the various settings differs somewhat by the age of the infants and toddlers receiving services (see figure 2.1). For infants and toddlers from 0 to 1, services are equally likely to be delivered at the home or at the outpatient service facility (32 percent each). Only 16 percent of infants and toddlers from 0 to 1 receive services in early intervention classrooms. Infants and toddlers age 1 to 2 are even more likely to receive services in the home (38 percent). However, they are nearly equally likely to receive services in either the early intervention classroom (23 percent) or in outpatient services facilities (25 percent). Figure 2.1 Setting in which Early Intervention Services Are Delivered, by Age Group, 1992-93 AGE 0-1 Early Intervention Classroom: 16 percent Outpatient Service Facility: 20 percent Home: 32 percent All Other: 32 percent AGE 1-2 Early Intervention Classroom: 23 percent Outpatient Service Facility: 14 percent Home: 38 percent All Other: 25 percent AGE 2-3 Early Intervention Classroom: 33 percent Outpatient Service Facility: 15 percent Home: 36 percent All Other: 16 percent All Infants and Toddlers Birth through 2 Early Intervention Classroom: 25.5 percent Outpatient Service Facility: 16 percent Home: 35.6 percent All Other: 23 percent Source: U.S. Department of Education, Office of Special Education Data Analysis System (DANS) Infants and toddlers with disabilities age 2 to 3 are most often provided services in either the home (36 percent) or early intervention classroom (33 percent). Only 16 percent receive services in outpatient services facilities. The methods used to collect data on the services delivered to infants and toddlers with disabilities and their families are also evolving. Some States report that this information is an accurate description of services, but others have not been able to collect complete data (see table 2.5). The 1992-93 data shows that (1) special instruction, (2) family training, counseling and home visits, and (3) speech or language pathology were the services most often provided, and that they were provided with similar frequency. This pattern is somewhat different from the previous year's data, which indicated that special instruction was the service most often provided, followed by speech/language pathology, social work, occupational therapy, and physical therapy. Personnel Employed and Needed The information on personnel employed and needed to provide early intervention services to infants and toddlers with disabilities and their families is even more difficult for States to collect and report. The available data on personnel (see table 2.6) are therefore quite incomplete. In general, the largest category of personnel employed to serve infants and toddlers with disabilities is paraprofessionals, followed by special educators, "other" personnel, and speech/language pathologists. Speech/language pathologists are the personnel in greatest demand. The paraprofessional category is defined by individual States. ___________________________________ _TABLE 2.6 Number of Personnel Employed and Needed to Provide Early Intervention Services to Infants and Toddlers with Disabilities and Their Families: December 1, 1992_ _ALL STAFF STATE FTE EMPLOYED FTE NEEDEDa/_ --------------------------------------------------------------- Alabama 126 35 Alaska 55 0 Arizona 157 53 Arkansas 228 47 California . . Colorado 73 10 Connecticut 254 13 Delaware 102 18 District of Columbia 125 29 Florida 174 173 Georgia 525 234 Hawaii 300 81 Idaho 109 463 Illinois 294 44 Indiana 450 126 Iowa 22 0 Kansas 247 68 Kentucky 0 73 Louisiana 321 154 Maine 376 0 Maryland 446 12 Massachusetts 571 718 Michigan 441 0 Minnesota 1,122 0 Mississippi 61 20 Missouri 127 0 Montana 74 3 Nebraska 135 0 Nevada 63 1 New Hampshire 73 1 New Jersey 0 0 New Mexico 167 0 New York 15,224 2,311 North Carolina . . North Dakota 26 1 Ohio 2,390 283 Oklahoma 138 10 Oregon 0 0 Pennsylvania 1,004 174 Puerto Rico 225 0 Rhode Island 50 18 South Carolina 119 0 South Dakota 189 53 Tennessee 561 78 Texas 1,073 47 Utah 56 3 Vermont 20 31 Virginia 1,796 422 Washington 0 527 West Virginia 138 11 Wisconsin 366 0 Wyoming 95 83 American Samoa 31 0 Guam 19 8 Northern Marianas 13 0 Palau . . Virgin Islands . . Bureau of Indian Affairs . . ---------------------------------------------------------------- U.S. and Outlying Areas 30,747 6,434 50 States, D.C., and P.R. 30,684 6,426 _a_/ These figures include: (1) the number of _unfilled vacancies_ in funded positions that occurred during the 1992-93 school year (12 months), and (2) the number of additional personnel that were needed during the 1992-93 school year (12 months) to fill positions occupied by persons who were not fully certified or licensed. These figures include additional personnel needed by public and private agencies. Source:U.S. Department of Education, Office of Special Education Programs, Data Analysis System (DANS). ___________________________________ OSEP Activities on State-reported Data As noted earlier, OSEP has been working with States for the past several years to improve the quality of the early intervention services data. OSEP has been engaged in a number of activities to improve the quality of the early intervention data collection and to assist States in collecting and reporting more accurate data. For example, OSEP has been working with States to improve the Part H personnel data collection format. The design of the initial Part H personnel data collection forms was based on forms used for Part B and Chapter 1 (SOP) personnel data collections. As the Part H program has developed, it has become increasingly clear that these forms are inadequate for collecting information about Part H programs. Part H programs differ from Part B and Chapter 1 (SOP) in several respects. They have a higher percentage of contracted vs. employed personnel; wide variations in service delivery settings exist; and infants and toddlers are not generally in a central location. OSEP has also begun reviewing the State-reported Part H data more stringently. This review is identical to the one annually conducted on Part B and Chapter 1 (SOP) data, and was conducted on the Part H data presented in this Annual Report. To conduct the review, Part H data on the number of infants and toddlers and their families served and services provided to infants and toddlers were compared to data from the previous year. These comparisons have three purposes: 1) they provide additional checks on the data preparation process; 2) they provide checks on possible data aggregation problems at the State level; and 3) they permit an initial evaluation regarding whether the variation from one year to the next is reasonable or logical. OSEP has set specific guidelines for what defines a logical change from the previous year. States with large variations from the previous year were asked to explain them. In some cases, States provided revised counts, while others provided explanations for the variations. These explanations appear in the Data Notes section of Appendix A. States were also questioned about count discrepancies that were identified when OSEP compared the data across data tables. See the Data Notes in Appendix A for a summary of these States' explanations for the discrepancies. Part H Implementation Issues The Part H program is still evolving. States are still refining their data collection systems, and the data collection forms are undergoing changes. States are also struggling to coordinate the wide range of multiple funding sources, legislation, and programs that serve this population. These factors affect States' ability to define eligibility criteria, predict the range of needed services, and identify children who may be eligible for services. For example, the funds can come from any of the following sources: (1) Part H grants; (2) Medicaid and Maternal and Child Health Block grants; (3) State and local funds; (4) private insurance; (5) non-profit groups; and (6) fees paid by parents for services. Many of these funding sources have their own eligibility criteria, methods of disseminating information about their program, and methods of identifying infants and toddlers with disabilities. _______________________ 1 Under the Part H regulations, Micronesia and the Marshall Islands are not eligible to receive Part H program or Preschool Grants Program funds. Therefore, they are not in the tables in the chapter. 2 Throughout this chapter, Chapter 1 (SOP) refers to the Chapter 1 Handicapped Program of ESEA which supports State operated and supported programs for persons with disabilities. 3 The Improving America's Schools Act (IASA) of 1994 merged the Chapter 1 Handicapped program with IDEA as of fiscal year 1995. For 1995, $34,000,000 of the appropriation of Part H will be distributed based on the count of children aged birth through 2 on December 1, 1994 who would have been eligible to participate under the Chapter 1 Handicapped program, as in effect prior to the enactment of the IASA. In addition, for fiscal years 1995-1999, the IASA added a hold harmless provision whereby no State may receive less than the combined total it received for children birth through 2 under the Chapter 1 handicapped and Part H programs in fiscal year 1994. However, in fiscal years 1998 or 1999, if the total number of children aged birth through 2 for a State declines below the number reported for the State fiscal year 1994, the hold harmless amount would be reduced by the same percentage. ---------- Implementation of the Preschool Grants Program Since FY 1992, in order to be eligible for a Preschool Grant, States must make FAPE available to all 3- through 5-year-old children with disabilities. As shown in table 2.7, 10 States and jurisdictions provide FAPE from birth. Virginia does so at age 2. All other States begin at age 3. The table also shows the school year in which States assured FAPE for all children with disabilities 3 years of age. About half the States had mandates in place prior to FY 1992. ___________________________________ _TABLE 2.7 Age at which Children Are Eligible for FAPE, and the Legislative Year in which States and Outlying Areas Assured FAPE_ _Age at which Year FAPE Children Are Was Eligible for State Assured FAPE_ ------------------------------------------------------------------ Alabama 1991-92 3 Alaska 1974-75 3 Arizona 1991-92 3 Arkansas 1991-92 3 California 1991-92 3 Colorado 1991-92 3 Connecticut 1991-92 3 Delaware 1991-92 3 District of Columbia 1983-84 3 Florida 1991-92 3 Georgia 1991-92 3 Hawaii 1980-81 3 Idaho 1989-90 3 Illinois 1973-74 3 Indiana 1991-92 3 Iowa 1975-76 Birth Kansas 1991-92 3 Kentucky 1991-92 3 Louisiana 1977-78 3 Maine 1991-92 3 Maryland 1978-79 Birth Massachusetts 1976-77 3 Michigan 1973-74 Birth Minnesota 1986-87 Birth Mississippi 1991-92 3 Missouri 1991-92 3 Montana 1990-91 3 Nebraska 1977-78 Birth Nevada 1990-91 3 New Hampshire 1977-78 3 New Jersey 1983-84 3 New Mexico 1991-92 3 New York 1991-92 3 North Carolina 1991-92 3 North Dakota 1985-86 3 Ohio 1991-92 3 Oklahoma 1991-92 3 Oregon 1992-93 3 Pennsylvania 1991-92 3 Rhode Island 1976-77 3 South Carolina 1991-92 3 South Dakota 1976-77 3 Tennessee 1991-92 3 Texas 1974-75 3 Utah 1988-89 3 Vermont 1991-92 3 Virginia 1975-76 3 Virgin Islands 1981-82 3 Washington 1985-86 3 West Virginia 1991-92 3 Wisconsin 1973-74 3 Wyoming 1990-91 3 American Samoa 1977-78 Birth Federated States of Micronesia 1992-93 Birth Guam 1981-82 Birth Marshall Islands 1992-93 3 Palau 1989-90 Birth Puerto Rico 1985-86 Birth Northern Marianas 1990-91 3 Note: The Bureau of Indian Affairs is not included in this table. Source: U.S. Department of Education, Office of Special Education Programs (OSEP). ___________________________________ States are awarded Preschool Grants Program funds based on the number of 3- through 5-year-old children with disabilities receiving special education and related services on December 1 of the previous year. Congress appropriated $339,257,000 in FY 1994 for the Preschool Grants Program, 4.1 percent more than the $324,773,000 appropriated in FY 1993. The children with disabilities age 3 through 5 are also counted to generate funds under Section 611 of Part B. However, States are not obligated to use their Part B funds for the preschool population and, in fact, many States do not use their Part B funds for services to preschoolers. The preschool grants under Section 619 are the only funds that States are required to use to provide FAPE to children with disabilities age 3 through 5. Because the per child Part B award was $413, each State received approximately $1,122(the $709 Preschool Grants Program amount plus the Part B amount) under IDEA for every child age 3 through 5 with a disability receiving special education and related services on December 1, 1993. State-by-State grant awards for FY 1994 are shown in table AG1 in Appendix A. State-reported Data on the Preschool Grants Program Three types of data are collected from States and Outlying Areas about the Preschool Grants Program. These data include the count of children with disabilities age 3 through 5 being served, the teachers employed and needed to serve preschoolers with disabilities,4 and the environments in which services are provided. Number of Preschoolers with Disabilities Served In December 1993, States and jurisdictions reported they were providing special education and related services to 493,425 children with disabilities age 3 through 5 under the Preschool Grants Program and Chapter 1 (SOP).5 This was an increase of 37,896 (8.3 percent) over the number served in 1992-93, and represents 4.2 percent of the total population of 3- through 5-year-olds, as compared to 4.03 percent in 1992-93. As seen in table AA13 in Appendix A, the percentage of the total preschool population served varied across States and jurisdictions, from a low of 1.29 percent in the District of Columbia to a high of 8.16 percent in Kentucky. Thirty-four States or jurisdictions provided special education services to between 3 to 5 percent of their age 3 through 5 resident population. Five-year-olds constituted 46 percent of the preschoolers receiving special education and related services under the Preschool Grants Program and Chapter 1 (SOP). Four-year-olds constituted 34 percent, and 3-year-olds 20 percent, of the preschoolers served by those programs in 1993-94. These proportions are consistent with trends reported in previous years. Teachers Employed and Needed to Serve Preschoolers with Disabilities Access to FAPE depends on an adequate supply of teachers to meet the needs of preschool children age 3 through 5 with disabilities. Each year, States and Outlying Areas report to OSEP the number of teachers employed to provide special education and related services to preschoolers age 3 through 5 with disabilities (see table 2.8). They also report the number of additional teachers needed due to staff vacancies and instances when positions are filled by teachers who are not fully certified or trained for their position. Data are not collected for the number of regular education teachers working with preschoolers with disabilities who are served in regular education settings. During the 1992-93 school year nearly 19,000 FTE special education teachers were employed to serve students age 3 through 5 with disabilities, 8.0 percent more than in the 1991-92 school year (see table 2.8). The rate of increase in the number of FTE special education teachers was somewhat less than the rate of increase in the number of preschoolers with disabilities over the same time period (the number of preschoolers with disabilities increased by 8.4 percent between 1991-92 and 1992-93). States reported that an additional 2,209 FTE teachers were needed in the 1992-93 school year, 3 percent less than the number needed in 1991-92. ___________________________________ _TABLE 2.8 Number of Special Education Teachers Employed and Needed to Serve Children with Disabilities Age 3-5: School Year 1992-93_ _All Disabilities FTE Employed FTE Neededa/_ ---------------------------------------------------------------- Alabama 249 44 Alaska 72 1 Arizona 225 9 Arkansas 90 11 California 1,843 59 Colorado 205 5 Connecticut 352 6 Delaware 86 6 District of Columbia 53 12 Florida 1,080 101 Georgia 498 33 Hawaii 95 1 Idaho 127 41 Illinois 716 12 Indiana 389 31 Iowa 389 37 Kansas 256 5 Kentucky 253 20 Louisiana 603 275 Maine 162 14 Maryland 311 3 Massachusetts 428 0 Michigan 934 46 Minnesota 636 130 Mississippi 208 18 Missouri 411 96 Montana 42 28 Nebraska 101 1 Nevada 95 10 New Hampshire 88 7 New Jersey 901 10 New Mexico 154 3 New York 948 307 North Carolina 694 206 North Dakota 114 10 Ohio 821 89 Oklahoma 156 12 Oregon 359 32 Pennsylvania 509 4 Puerto Rico 108 0 Rhode Island 72 0 South Carolina 200 44 South Dakota 142 3 Tennessee 316 5 Texas . 202 Utah 101 30 Vermont 105 0 Virginia 1,024 130 Washington 303 13 West Virginia 174 3 Wisconsin 713 34 Wyoming 49 2 American Samoa 15 1 Guam 5 4 Northern Marianas 5 3 Palau . . Virgin Islands 12 1 Bureau of Indian Affairs . . -------------------------------------------------------------- U.S. and Outlying Areas 18,997 2,209 50 States, D.C., and P.R. 18,960 2,200 _a_/These figures include:(1) the number of _unfilled vacancies_ in funded positions that occurred during the 1992-93 school year (12 months), and (2) the number of additional personnel that were needed during the 1992-93 school year (12 months) to fill positions occupied by persons who were not fully certified or licensed. These figures include additional personnel needed by public and private agencies. Note: The total FTE for the U.S. and Outlying Areas and the 50 States, D.C., and Puerto Rico may not equal the sum of the individual States and Outlying Areas because of rounding. Note: Please see data notes for an explanation of individual State differences. Source: U.S. Department of Education, Office of Special Education Programs, Data Analysis System (DANS). ___________________________________ Educational Placements of Preschoolers with Disabilities States have been reporting data to OSEP for a number of years on the settings where preschoolers with disabilities receive special education and related services. States reported that over 90 percent of 3-through 5-year-olds with disabilities were served in regular school buildings in 1992-93. Preschoolers with disabilities were placed in separate schools 7.7 percent of the time. The remainder were served either in residential facilities or in home or hospital environments. However, the validity and reliability of these data have come into question because the categories used on the reporting form are the same for children age 3 through 5 and children 6 through 21. The categories used to report data for children age 6 through 21 have limited relevance to preschool settings and may make the placements appear more restrictive than they actually are. Implementation Issues Providing programs to children with disabilities age 3 through 5 remains challenging. The following section presents some of the current developments and emerging issues related to providing special education and related services to preschool children. _Administering and Funding the Preschool Grants Program_ The National Early Childhood Technical Assistance System (NEC*TAS) annually produces and disseminates a national profile of the implementation of the Preschool Grants Program (Heekin and Tollerton, 1994). This profile provides an overview of how States are implementing the program. The 1994 Profile presents information from all 50 States, the District of Columbia, Puerto Rico, and seven Outlying Areas. However, not all respondents answered every question on this edition's questionnaire. The following information summarizes some of the key questions and responses from the 619 Profile. In 43 of the 57 States or jurisdictions responding to a query concerning responsibility for administration, the Preschool Grants Program is administered by the SEA's special education unit. Seven administer the program within the SEA's early childhood unit but not within special education (Colorado, Connecticut, Kentucky, Massachusetts, Michigan, Ohio and Virginia). Six split responsibility for the program between special education and another unit, such as early childhood (Florida, Maine, Michigan, North Carolina, Minnesota and Rhode Island). New Hampshire is unique in that special education teams are integrated into all units. The Section 619 Profile provides information on how States use Preschool Grants Program funds. For example, according to the statute, States have options open to them for 25 percent of Preschool Grants Program funding. Five percent of Preschool Grants Program funding may be set aside for administration. Of the 53 States and jurisdictions reporting on how they use the set-aside, 43 use the full 5 percent for administration. Two use 4 percent, four use between 2 and 3 percent, and four use none. Administrative funds are typically used to provide State-level direction and leadership for preschool special education funding in States. States and jurisdictions may set aside an additional 20 percent of Preschool Grants Program funding for State-level discretionary use. Allowable activities include planning and developing a statewide comprehensive service delivery system for children with disabilities from birth through age 5; providing direct and support services for children with disabilities age 3 through 5; and, at the State's discretion, providing FAPE to 2-year-old children with disabilities who will reach age 3 during the school year. In the 1994 Profile, 54 States and jurisdictions reported how these discretionary funds are used. Most of the SEAs (30) use the full 20 percent discretionary set-aside. Eight SEAs use between 15 and 19 percent; 4 use 10 to 14 percent; 4 use between 1 and 9 percent; and 7 use none. Discretionary funds are reported to be used most often for training and technical assistance. Consistent with previous years, other common uses include pilot programs, materials, planning/coordination, and direct services. States and jurisdictions included in the NEC*TAS profile reported using 18 different funding sources in addition to Section 611 and Preschool Grants Program funds to finance preschool special education services. This year, States and jurisdictions reported much greater utilization of Federal Head Start funds. All 60 States and jurisdictions reported using Federal Head Start funds, and 15 reported using State Head Start funds. This is a vast increase over last year, when only 24 reported using Federal Head Start funds. Other common funding sources include State special education funds (41 States), Chapter 1 (SOP) funds (41 States), Medicaid (34 States), and Early Periodic Screening, Diagnosis and Treatment (EPSDT) funds (33 States). Twenty-nine States or jurisdictions reported that they contribute financially to collaborative activities with other early childhood initiatives within the jurisdiction -- for example, collaboration with public awareness efforts. _Coordinating Part H and Preschool Programs_ States and jurisdictions use a number of mechanisms to improve service delivery system coordination among programs that serve children with disabilities from birth through age 5. According to NEC*TAS, the Part H Interagency Coordination Council (ICC) works to improve coordination in 15 of the 57 States and jurisdictions that responded to this item. States and jurisdictions are required to include an SEA representative on the ICC. The representatives from the SEA most often included are the special education director or section chief for special education (23 jurisdictions) and the early childhood/special education coordinator (22 jurisdictions). SEA representatives also are involved in a variety of Part H ICC task forces, including those on personnel preparation (24 jurisdictions), transition (24 jurisdictions), and child find/public awareness activities (18 jurisdictions). Thirty-one States or jurisdictions reported that public awareness efforts are directed toward the entire birth through age 5 population. Of the 50 States or jurisdictions responding to a query about the use of IFSPs instead of IEPs beyond age two, 23 are using or are considering using IFSPs for preschool services. Oregon and Maine use IFSPs on a statewide basis for all preschool services. Fifteen States or jurisdictions allow local discretion in IFSP use. Six are collecting data for future decision making. _Interagency Coordination_ SEA representatives also continue to focus on interagency collaboration strategies to help coordinate services within their States. Fifty-one States and jurisdictions responded to queries concerning collaborative activities such as interagency agreements, joint training, and planning and coordination. Interagency agreements occur most often with Head Start agencies (43 jurisdictions). Thirty-eight States or jurisdictions reported that an SEA representative is involved in the planning and coordination for Even Start programs. Thirty-six of 49 States or jurisdictions responding reported that an SEA representative is involved in planning and coordination of Child Care Developmental Block Grant activities, and 31 offer special considerations for children with disabilities in Child Care Developmental Block Grants activities. Twenty-seven offer joint training activities with the Child Care Developmental Block Grant program. Many States and jurisdictions also report collaboration in child find, public awareness, and/or training activities among such State agencies as Head Start, Developmental Disabilities, Health, Human/Social Services, and Health and Human Services. Interagency agreements with Head Start continue to strengthen. Since the 1993 adoption of performance standards for services to children with disabilities in the Head Start program, 20 States and SEAs have revised or are in the process of revising their Head Start agreements. Some of the elements included in these revised agreements center on issues such as who is responsible for child identification, referral, assessment, evaluation, and placement; services and other fiscal responsibilities; FAPE and procedural safeguards; and information and data sharing. In addition, many Head Start activities have shifted focus. One element included in some SEA Head Start agreements is guidelines for LEA agreements. The results of the 1994 619 Profile indicate that in 13 States, LEAs and/or intermediate educational units (IEUs) have entered into agreements with local Head Start programs. The guidelines written at the State level may have been a contributing factor. _Transition _ Transition from early intervention Part H programs to preschool programs continues to be an area of concern in some States. Many technical assistance activities have focused on the issue of transition. The statutory language is flexible on this issue, and State representatives have found that to be helpful for developing workable systems. In some States, successful systems have been developed. Of 47 States and jurisdictions responding to this NEC*TAS survey item, 22 have developed or are developing policies allowing Preschool Grants Program funds to be used for children transitioning into Part B programs before their third birthday. Twenty-two SEAs use their Preschool Grants Program discretionary funds for projects related to the transition of preschoolers into kindergarten or first grade. Twenty-two have developed or are developing agreements for transitions from preschool to kindergarten/first grade. Fifteen SEAs use those funds for transition from Head Start into public school. _Providing Preschool Services in Inclusive Environments _ Providing special education services in inclusive settings has become an important national issue for children with disabilities of all ages. Implementing strategies that support inclusion for school-age children has been challenging. Doing so for children with disabilities age 3 through 5 is even more challenging for a number of reasons. The biggest barrier to providing services in inclusive settings is that most LEAs do not provide preschool programs for preschoolers without disabilities. Thus, it is difficult to place children with disabilities in settings that enable them to interact with peers who do not have disabilities while at the same time receiving the special education and related services required to meet their unique needs. When addressing inclusion issues for preschool children with disabilities, States and jurisdictions have focused on strengthening traditional alliances with such programs as Head Start and creating new alliances with the child care and private nursery school organizations, as well as community-based programs. More recently SEAs have begun to develop a more inclusive approach to programming. The NEC*TAS profile reports that 30 SEAs have promoted inclusion, and 8 States have a preschool-specific inclusion statement (Connecticut, Kansas, Kentucky, Maryland, Massachusetts, Missouri, North Carolina, and Rhode Island). Thirteen States report that other State agencies also have a philosophy promoting inclusion. Some SEAs have chosen to implement accreditation standards for preschool programs. Eleven SEAs report that they apply the National Association for the Education of Young Children (NAEYC) accreditation program or self-study project to LEA preschool programs. Nine use those standards for community-based preschools. Nine also reported that they have developed or are developing their own preschool accreditation or self-study process. _______________________ 4 There is no separate report of these personnel serving preschool students with disabilities. State report numbers of personnel other than teachers providing related services to preschoolers combined with the data for such personnel serving school-age children. A discussion of the number of personnel other than teachers providing services for the 3-21 population of students with disabilities was provided in Chapter 1. 5 The Chapter 1 (SOP) program was not reauthorized under the Improving America's Schools Act that reauthorized ESEA. Beginning July 1, 1995, funding for services to all eligible children and youth age 3 through 21 will be provided under IDEA, Part B. ---------- Other OSEP Programs and Projects Benefitting Young Children with Disabilities OSEP continues to support a number of projects designed to promote innovative strategies for the delivery of services to young children with disabilities and their families. Priorities include development of more effective practices, development of region-specific or population-specific program models, enhancing training for existing personnel, preservice training and identification of strategies to recruit individuals into relevant fields of study. The Early Education Program for Children with Disabilities The Early Education Program for Children with Disabilities (EEPCD), originally named the Handicapped Children's Early Education Program (HCEEP), has been operating for the past 26 years. Its original mission was to establish model demonstration projects for the delivery of special education and related services to young children with disabilities from birth through age 8. It has evolved as State and local early intervention systems have matured. EEPCD presently supports States in two ways: first, development of comprehensive services for infants and toddlers with disabilities from birth through age 2 and their families; and second, expansion of services for children with disabilities age 3 through 8 and their families. During FY 1994, EEPCD supported 116 projects: 34 demonstration projects, 45 outreach projects, 21 in-service training projects, 4 experimental projects, 6 research institutes, 5 statewide data systems projects and 1 national technical assistance center. _Demonstration Projects_ EEPCD's demonstration projects address a variety of topics. They include the following: * the unique needs of children with low incidence disabilities, such as deaf-blindness; * the use of technology to enhance services for young children with disabilities; * multidisciplinary intervention services for children and families; * interagency collaboration in the provision of services; * family and professional collaboration; * an examination of differing service delivery models; * coordination between public and private agencies; * curriculum and materials development; and * services for infants with special health needs, including HIV infection. _Outreach Projects_ Outreach projects have two goals: to increase the availability of high-quality services to young children with disabilities and to promote replication of innovative models or components of models that were developed under the demonstration or inservice components of EEPCD or have been developed with other funding. All of the 45 projects receiving outreach funding have a multi-State or national focus and are funded for three years. Outreach efforts focus on improving training and services, as well as on interagency and inter-State collaboration. Allare required to coordinate their dissemination and replication activities with the State lead agencies under Part H and/or the Preschool Grants Program. _Inservice Training Projects_ Projects in this priority area develop and evaluate inservice training models that will prepare professionals and paraprofessionals to provide, coordinate, or enhance early intervention, special education, and related services for infants and toddlers with disabilities and/or for preschool children with disabilities. Inservice training projects are funded for 3 years. During FY 1994, eight new projects were funded. _Experimental Projects_ Non-directed experimental projects provide a comparative analysis among educational practices and intervention procedures related to early childhood services. During FY 1994, four projects addressed language instruction, intervention in inclusive versus segregated settings, bilingual/bicultural training for preschoolers who are deaf, and paraprofessional training systems. _Research Institutes_ Six research institutes are supported. These institutes investigate: * cost and effectiveness of early intervention; * interventions for children affected by parental substance abuse; * the challenges and barriers to preschool inclusive service delivery; * developmental care and intervention in the neonatal intensive care unit; * influences on service patterns and utilization in early intervention and preschool programs; and * barriers to inclusion in educational, cultural, and community contexts. _Statewide Data Systems Projects_ Statewide data systems projects expand States' capabilities for tracking and linking services for children with disabilities and those at-risk for disabilities. During FY 1994, five projects were funded. NEC*TAS (National Early Childhood Technical Assistance System) OSEP also supports NEC*TAS, which brings together individuals and organizations representing a range of disciplines and parental perspectives to address the infant, toddler, and preschool provisions of IDEA. A central organizational function is providing technical assistance to States' Part H and Preschool Grants Program grantees, as well as the projects funded under EEPCD. Main areas of technical assistance for the Part H system include service coordination, finance, State and local interagency issues, procedural safeguards, personnel, data collection, monitoring, child identification and public awareness, and State technical assistance systems. Main areas of technical assistance for the Preschool Grants Program community include program standards and monitoring, LRE and inclusion, personnel, finance, interagency agreements, child identification, interpreting legislation, transition, and public awareness. Personnel Preparation Personnel preparation is another component of the OSEP mission. During FY 1994, the Division of Personnel Preparation (DPP) funded 20 new projects and 95 continuation projects addressing personnel needs in early intervention and preschool services. Projects focus on preparing personnel to serve infants, toddlers, and preschoolers; leadership personnel projects; special projects; projects to prepare related services personnel; and projects to serve special populations, rural populations, and low-incidence populations. Research Projects The Department has sponsored several studies of specific issues related to the Part H program. Two of these studies, "The Feasibility of Determining the Cost of Providing Early Intervention Services," and its companion study "The Use of Family Payment Systems in the Part H Program," are discussed in this section. These studies were conducted by Pelavin Associates. In the feasibility study, applications from 18 States that had fully implemented the Part H program requirements were reviewed during FY 1991 and FY 1992, and 5 States were selected to participate. The five States were chosen because of their differing geographic locations, the population characteristics they represented, and the range of service provision models they had developed. The main purpose of the study was to collect information on the feasibility of determining the costs of providing early intervention services. The specific research questions addressed are listed below. 1. To what extent do State Part H grant applications describe the availability of data on the costs of early intervention services? 2. What information is available about children being served and the services being provided to them and their families? 3. What data are collected on the expenditures on early intervention services? 4. Where, how, and how often are the data collected and stored? 5. What data are available on the costs of administering the statewide system? 6. Are any data available that would permit projections of costs of early intervention services? 7. How comparable are the data across States and in what ways are the data not comparable? Because of the small sample size and the nature of the questions asked, the analysis for this study was mainly qualitative. The researchers found that data available from individual State records were insufficient to analyze Part H program costs and caseloads, for two reasons. One, some of the information collected by local providers was maintained at the local level and not available to State agencies. Two, the elements listed above in the specific research questions that were essential components to this evaluation were not contained in full in any one set of State records. In addition, each State had developed a unique system to comply with the Federal reporting requirements. Therefore, aggregate information from all 5 States was not obtained for any of the seven research questions. Although counts of children served were available in all five States, the time periods covered, and the count accuracy, varied. The researchers received unduplicated counts from four of the five States. Two of those four were unduplicated counts of all children served during the year. The other two States provided unduplicated December 1 counts. In the fifth State, the researchers received only duplicated counts. The varying time periods and count accuracy are additional reasons why the data from these States could not be aggregated. The findings described below were derived from the data. * Eligibility criteria were found to be an important determinant of the costs of providing early intervention services. Providing services only for children with significant disabilities costs more per child than providing services to children with mild disabilities. In contrast, limiting services to children with significant disabilities keeps the number of children served low and lowers the total cost of the program. * States collected data largely for billing and administrative purposes. None of the States had designed data collection systems to track the various costs of providing early intervention services. * Only one State was able to provide the total expenditures from Federal, State, local, and private sources that funded its Part H services. Additionally, when States did have access to funding data such as Medicaid records, the data systems were generally not set up to identify early intervention services or Part H-eligible children. * One State had an integrated data system that cross-referenced individual records. All of the States were working to better integrate the various funding source data. * Three States administered their statewide early intervention systems themselves. In two States, this function was performed by contractors. All of the States were able to provide high quality data on the costs of administering their Part H system. The companion study entitled "The Use of Family Payment Systems in the Part H Program" collected information about the decision to either implement or not implement fee payments and sliding fee scales in selected States. Twenty-three States were surveyed. Nine of the 10 States that had family payment systems, and the 13 States that did not, responded. The study addressed the three questions below. 1. Why have some States chosen to implement family payment systems, whereas others have not? 2. How do family payment systems contribute to the provision of early intervention services? 3. What are the common characteristics of these service systems and what are their advantages and disadvantages? All quantifiable responses were tabulated and frequencies developed, as appropriate. Open-ended qualitative responses were reviewed and analyzed to identify the key dimensions of the response to the relevant study question. The Part H statute provides that "`early intervention services' must be provided at no cost except where Federal or State law provides for a system of payments by families, including a schedule of sliding fees" . However, States may not charge parents for (1) child find; (2) evaluation and assessment; (3) service coordination; (4) administrative and coordinating activities related to the development, review, and evaluations of IFSPs; and (5) implementation of procedural safeguards. Additionally, if the State guarantees the provision of FAPE, then the State may not charge parents for any services that are provided as part of a FAPE. Distinct viewpoints emerged between States that chose to implement family payment systems and those who chose not to charge families for services. Of the nine States with family payment systems, five had such systems in place before the Part H program began. The other four States have instituted them since 1991. Three administrative structures were used by the nine States to manage the payment systems--locally controlled, State-controlled, and jointly (local and State) controlled family payment systems. In eight of the States, the method of determining fees varied by locality. In most of the States, the calculations of ability to pay also differed by locality. Six States reported that they generated revenue from family payment systems. However, only two States were able to estimate the amount of revenue generated. The study reported that the inability to estimate revenues was probably related to local level control of family payment services. The study also reported that service providers bear the costs of administration in most States. States that use family payment systems reported that they do so not only to generate revenue, but for other reasons. For example, a common feeling among proponents of family payment systems was that "families that can pay should pay." Of the 13 States surveyed that do not have family payment systems for early intervention services, two stated that they had not considered them because they were aware of the poor experiences of other States that had implemented such programs. The other 11 States actively considered adopting family payment systems at one time or another. Informal discussions in the lead agency or State ICC were the most common method used to arrive at the decision not to use a family payment system. Three States conducted a cost-benefit analysis and found that they would lose money by adopting payment scales. Eleven States provided responses describing deterrents that led them to decide not to adopt a family payment system. In nine States, administrative costs and other administrative difficulties were reported as the main reasons for not adopting payment systems. In six States, barriers created by fees and potential reduction in services were reported as key factors in the decision. In five States, a philosophical opposition to family payment systems was given as the main reason for not using them. These States reported that some families would refuse to seek services if they were charged any fees, even if the fees were based on sliding scales. Also cited as reasons for not charging families were the fact that historically, private nonprofit organizations have not charged families for early intervention services, and the State agencies belief that FAPE should be extended to children with disabilities from birth to age 2. ---------- Summary and Implications FY 1993 was a milestone year for the Part H program.It marks the first year that all States and jurisdictions assured full implementation of the Part H program.Also, the appropriations for FY 1993 rose to $213,280,000, 23 percent more than the $172,800,000 appropriated in FY 1992. States reported that, on December 1, 1993, they were serving approximately 154,065 infants and toddlers or 1.3 percent of the total birth through age 2 population. Most States and jurisdictions served less than 2 percent of their birth through age 2 population. These data represent the number of infants and toddlers served on a given day and therefore may differ from the cumulative total. According to current data, the home remains the most frequent service site, with 36 percent of services provided there. The early intervention classroom is the next most frequent service site (26 percent), followed closely by outpatient service facilities (23 percent). States continue to grapple with significant issues as they implement their Part H systems. It is difficult for States to predict funding needs because data collection systems continue to undergo changes and States must coordinate multiple funding sources. In addition, multiple funding sources result in multiple eligibility definitions. Establishment of productive interagency agreements and other collaborative efforts continue to progress slowly. These persistent issues affect the delivery of services to infants and toddlers with disabilities. OSEP has been working with the Part H Personnel Task Force to improve the Part H personnel data collection forms. As the result of meetings held in February and June of 1994, a new reporting format was drafted. OSEP conducted a field test of the form in early 1995 to determine the feasibility of using the form and the quality of the data generated. The number of children with disabilities age 3 through 5 receiving services continues to grow. The number served increased to 493,425 in 1993-94, 8. 3 percent more than in 1992-93. It is likely that much of this increase is related to early identification of children through the Part H program. However, the $339 million FY 1994 appropriation was only 4 percent more than the FY 1993 appropriation. The percentage of the total preschool population served varied across States and jurisdictions, from a low of 1. 3 percent in the District of Columbia to a high of 8. 16 percent in Kentucky. The 1994 NEC*TAS Preschool Grants Program profile survey highlighted several trends. States and jurisdictions reported using 18 different funding sources in addition to Section 611 and Preschool Grants Program funds to finance preschool special education services. To increase coordination between Part B, Chapter 1 (SOP), and the Part H program, 23 States or jurisdictions are using or considering using IFSPs for preschoolers. Also, in 15 States or jurisdictions the Part H ICC works to improve service delivery coordination. Many SEA representatives are increasing their involvement with outside agencies through interagency agreements, joint training, and planning and coordination activities. Finally, many States and jurisdictions are developing transition plans for movement from the Part H program to the Preschool Grants Program and from the Preschool Grants Program to kindergarten/first grade programs. Reference Heekin, S. , and Tollerton, D. (1994). _Section 619 Profile._ National Early Childhood Technical Assistance System:Chapel Hill, North Carolina. ---------- Chapter 3 _______________________________________________________________________ The Relationship of Secondary School Experiences to the Early Post-School Results of Youth with Disabilities In 1983, the first generation of children with disabilities to complete their entire elementary school education under the provisions of the Education for All Handicapped Children Act (EHA, P.L. 94-142, now the Individuals with Disabilities Education Act (IDEA), was about to begin secondary school. The secondary school students with disabilities who preceded them had left school, and reports were surfacing in some States and communities regarding how they were faring as workers, postsecondary students, and citizens (Mithaug and Horiuchi, 1983). Their graduation, employment rates, and wages were low. Most of these students were not participating in postsecondary education. Social adjustment often was difficult. At that time, the real extent of these problems was not defined. How widespread were these problems? Were students with particular characteristics more prone to have difficulty making the transition from school to adult life? What could schools or service agencies do to support students in making that transition more effectively? To obtain answers to these kinds of questions, Congress directed the Department of Education to commission a study of "a sample of handicapped1 students, encompassing the full range of handicapping conditions, examining their educational progress while in special education and their occupational, educational, and independent living status after graduating from secondary school or otherwise leaving special education" . In 1985, SRI International, under contract to OSEP, began to develop the design, sample, and instruments for the National Longitudinal Transition Study of Special Education Students (NLTS). In 1987, under a separate contract, SRI initiated the study. 2 Since 1987, the NLTS has helped document much of what is known nationally about the experiences of young Americans with disabilities while in secondary school and in the years immediately afterward. Information on secondary school programs is now available, including data on course-taking patterns, support services delivery, and involvement in regular education classes (Wagner, 1993). Information on student performance was also collected, including indicators for absenteeism, grades, reading and mathematics performance levels, and school completion (Wagner, Blackorby, and Hebbeler, 1993). Because the NLTS includes a nationally representative sample of youth with disabilities, it has been able to document the results for youth with disabilities as a whole, and youth in each of the 11 Federal special education disability categories.3 The NLTS has examined the various life paths of young adults after high school, such as participation in postsecondary education, employment, residential arrangements of various kinds, and marriage and parenthood (Wagner, D'Amico, Marder, Newman, and Blackorby, 1992). This chapter is based on that study and on other research concerning the affect of time spent in regular education on post-school outcomes for young adults with disabilities. The chapter consists of four sections and a summary. * _Assessing the Impact of Secondary School Experiences_ reviews information about the role of supports in creating an inclusive educational environment and discusses a survey of chief State school officers conducted by the National Center on Educational Restructuring and Inclusion (NCERI). * _Post-School Results_ examines the contributions of high school and post-school experiences to the post-school results achieved by youth with disabilities. Four post-school results for youth who had been out of high school up to three years were examined:postsecondary education participation, employment, residential arrangements, and community participation. * _Interpreting the Impact of Time in Regular Education_ discusses the difficulties of analyzing the relationship between the amount of time spent in regular education and positive results for young adults with disabilities. * _Understanding the Context_ describes the time period and conditions under which the data were collected. This section also discusses the use of supports in inclusive environments. Describing the experiences of students with disabilities and the results they experience in school and beyond is only the first step to understanding how public policy, educational programs, and related services can be used more effectively to help these students improve those results. Policy makers, educators, parents, and service providers also need to know what school experiences help students with disabilities achieve their goals after leaving school. It is important to know whether some school programs or experiences benefit particular kinds of students more than others. To help meet this information need, this chapter addresses the following questions: * What supports were given to students with disabilities in regular high school placements? * What were the post-school results achieved by youth with disabilities? * How did post-school results relate to secondary school programs and experiences? How did these relationships differ for youth with different types of disabilities? _______________________ 1 "Handicapped" is used here because it was the language used in the states. 2 Findings from the NLTS are based on data from more than 8,000 youth who were ages 13 to 21 and in special education in secondary schools (grade 7 through 12 or ungraded programs) in 1985-86. Data were also collected in 1990 for youth who had been out of school 3 to 5 years. 3 In 1985 when the sample was selected, there were 11 Federal disability classifications. Autism and traumatic brain injury had not yet been added. ---------- Assessing the Impact of Secondary School Experiences Secondary school has many facets for youth receiving special education:what courses they take, where they take them (in regular or special classes), what supports they receive in the regular classroom, what type of school they attend (regular or special),the size of the school, the characteristics of the student body, how students spend their time both in and out of school, and whether they have friends and how those friends spend their time. Any of these and many other factors could act and interact to influence young adults' chances for successful results when they leave school. Unfortunately, not all of these could be measured within the resources of the NLTS, and space does not permit reporting on all those that were measured (for additional information about the school programs of youth with disabilities, see Wagner, 1993). The NLTS data were based on the secondary school programs attended by students with disabilities between 1985 and 1990. The data show how those students did under the set of circumstances that existed at that time. It is clear that schools as they existed in the late 1980s were not the only way schools could be structured. The massive amount of attention currently devoted to school reform at multiple levels within the educational system is an indicator that change is desired. From the NLTS, it is possible to glean several insights into why students with disabilities encountered problems in regular education courses. When comparing regular and special education classroom settings, the NLTS found that the regular academic classes averaged one teacher and 23 students, two or three of whom had disabilities. Seven percent of teachers reported that they had aides in their classrooms to help the students with disabilities. The special education classes averaged one teacher and a part-time aide and nine students. Fewer than half of students with disabilities in regular academic classes had their progress monitored by a special education teacher. Tutoring from a special education teacher was provided to slightly more than one-third of students who were placed in regular classes. Nearly all students placed in regular classes had regular education teachers who reported receiving some kind of support, but most of that support was in the form of consultation from the special education staff. Only one in five students had teachers who reported receiving training in the needs of students with disabilities, and only 14 percent had teachers who reported that special materials had been made available to them. The National Center on Educational Restructuring and Inclusion (NCERI) (1994) has conducted a national survey of all chief State school officers. Their preliminary results show that inclusive programs are being implemented across the nation in both large and small districts and that eight factors are necessary for inclusion to succeed. These factors highlight some of the problems that NLTS found to exist and emphasize the types of changes needed: 1. foster visionary leadership that promotes the view that all children can learn, teachers and schools have the capacity to change, and that everyone benefits from inclusion; 2. make available to individual teachers the support systems that provide collaborative assistance and that enable them to engage in cooperative problem solving; 3. refocus the use of assessments in a way that builds greater understanding of the student and his or her needs; 4. provide supports for staff that include systematic staff development and flexible planning time for special education and regular education teachers to meet and work together. 5. support students with aides, curriculum adaptations, needed therapy, peer supports, and computer technology and other assistive devices; 6. establish funding formulas that support inclusion; 7. encourage parental participation through family support services as well as the development of educational programs which engage parents as co-learners with their children; and 8. develop models and classroom practices that support inclusion by focusing on cooperative learning, team teaching, and consultant and resource teacher models. ---------- Post-School Results The contributions of high school and post-school experiences to post-school results achieved by youth with disabilities are discussed in this section. The NLTS focused on the following four post-school results for youth who had been out of high school up to three years:postsecondary education participation; employment; residential arrangements; and community participation. Postsecondary Education Participation Two measures of postsecondary education enrollment are considered here: * _Enrollment in an academic program_ - whether at any time since the youth left high school he or she had been enrolled in a four-year college or in a two-year college program the parent or youth described as primarily academic; and * _Enrollment in a vocational program_ - whether at any time since the youth left high school he or she had been enrolled in a postsecondary vocational school (public or private) or in a two-year college program the parent or youth described as primarily vocational. Youth with disabilities were less likely than their peers in the general population to participate in postsecondary education (Marder, 1992). However, the American Council on Education (1992) reported that of the total number of freshman entering college, the number of freshman with disabilities tripled between 1978 and 1991 (from 2.6 percent to 8.8 percent). NLTS data suggest that, among youth with disabilities out of secondary school up to three years, 16.5 percent enrolled in academic postsecondary programs, and 14.7 percent in vocational postsecondary programs (see table 3.1). It also found that youth in some disability categories pursued postsecondary education in greater numbers than others. ___________________________________ _CAPTION:_ _TABLE 3.1 Post-School Results for Youth with Disabilities Up to 3 Years Out of Secondary School_ Percentage enrolled in postsecondary academic program since high school Percentage enrolled in postsecondary vocational program since high school Percentage currently competitively employed Average annual total compensation (dollars, all youth) Average annual total compensation (dollars, workers) Percentage living independently All Conditionsa/ (n=1,763) 16.5 (2.1) 14.7 (2.0) 55.0 (2.8) 5,524 (429) 10,840 (557) 27.8 (2.5) Specific Learning Disability (n=265) 18.7 (3.3) 17.8 (3.2) 63.1 (4.1) 6,932 (724) 11,671 (808) 33.9 (4.0) Serious Emotional Disturbance (n=119) 15.3 (4.7) 13.3 (4.4) 52.0 (6.5) 5,310 (926) 11,267 (1,023) 21.1 (5.1) Speech or Language Impairments (n=115) 37.0 (6.6) 17.9 (5.3) 58.5 (6.7) 4,389 (829) 8,145 (1,087) 36.4 (6.3) Mental Retardation (n=188) 2.5 (1.6) 5.7 (2.4) 40.8 (5.0) 3,078 (490) 8,274 (701) 14.8 (3.5) Visual Impairment (n=235) 53.9 (4.9) 14.9 (3.5) 30.3 (4.5) 2,027 (448) 7,303 (.) 39.3 (4.7) Hard of Hearing (n=211) 35.0 (4.8) 20.0 (4.1) 43.6 (5.0) 2,773 (489) 7,596 (811) 25.9 (4.4) Deaf (n=253) 28.3 (4.3) 19.9 (3.8) 24.8 (4.0) 1,689 (387) 8,897 (906) 32.3 (4.3) Orthopedic Impairments (n=161) 30.9 (5.5) 13.4 (4.0) 26.4 (5.2) 1,636 (467) 7,586 (.) 16.6 (4.3) Other Health Impairments (n=101) 35.1 (7.4) 23.5 (6.5) 47.5 (7.6) 4,388 (954) 9,723 (.) 17.2 (5.7) Mulitple Disabilities (n=100) 8.0 (4.0) 4.0 (2.9) 15.8 (5.2) 778 (332) --- 8.0 (3.9) a/ _All conditions_ includes youth in each of the 11 Federal special education disability categories. Percentages are reported separately only for categories with at least 25 youth. Schools were those attended by youth with disabilities in the 1985-86 or 1986-87 school years; special and regular schools are included. Source: The National Longitudinal Transition Study ___________________________________ Among students with disabilities who did participate in postsecondary academic programs, a large majority (70 percent) spent 75 percent or more of their time in high school in regular education. As shown in table 3.2, only 7 percent of those who went on to postsecondary academics spent less than 25 percent of their time in regular education classrooms during high school. Among those who did not enroll in postsecondary academics, only 45 percent had been in regular education for three-quarters or more of their school day. ___________________________________ _TABLE 3.2 Regular Education Participation and Postsecondary School Enrollment_ _Students Taking:_ ------------------------------------------------ _Postsecondary Academic Postsecondary Courses Vocational Courses Yes No Yes No_ ----------------------------------------------------------------------- _Percentage of youth with time in regular education_ 0% - 25% 7.2 19.2 17.3 17.2 (3.7) (2.4) (5.6) (2.3) 26% - 74% 22.5 35.8 29.5 34.3 (6.1) (2.9) (6.8) (2.9) 75% - 100% 70.3 45.0 53.2 48.5 (6.6) (3.1) (7.4) (3.1) n = 524 1,254 282 1,497 Note: Based on students in regular and special schools with at least one year of course data. Information gathered from 1990 student transcripts; 1987 school record abstracts; postsecondary data from 1990 parent/youth interviews. Note: Standard errors are in parentheses. Source: "Traversing the Mainstream:Regular Education and Students with Disabilities in Secondary School," National Longitudinal Transition Study (NLTS):1993. ___________________________________ No relationship is apparent between pursuing additional vocational training after high school and time in regular education. The distribution of time in regular education is similar for those who did and did not take postsecondary vocational courses. Of those who furthered their education through postsecondary vocational training, 53 percent had spent three-fourths or more of their time in high school in regular education. Among those who did not go on, the figure was 49 percent. Students' post-school results were expected to be influenced not just by their secondary school programs and courses, but also by how well they did in them. Conventional wisdom holds that students who do well in school are on their way to success in adulthood. A primary indicator of academic performance is staying in school either until graduation or reaching the maximum age of attendance. Leaving school without a diploma or certificate of attendance or completion deprives a young person of the credential that is a prerequisite for many adult opportunities, particularly in the area of postsecondary education and training. Overall, 30 percent of students with disabilities who had been enrolled in 9th through 12th grades left school by dropping out. An additional 8 percent left school before reaching 9th grade. This dropout rate was particularly high for youth with specific learning disabilities or serious emotional disturbance. Of youth with specific learning disabilities who started the ninth grade, 29 percent dropped out, as did 48 percent of students with serious emotional disturbance. As might be expected, dropouts were less likely to enroll in postsecondary vocational, or academic programs. The relationship between dropping out and not continuing one's education held for youth with disabilities as a whole. Employment There are many factors that influence the chances of successful employment. This section discusses three important determinants for success:(1) time in regular education and employment; (2) work experience during secondary school; and (3) vocational education during secondary school. Overall, youth with disabilities as a group were employed at rates well below those of their peers in the general population (Marder, 1992). On the national level, 55 percent of youth with disabilities overall were competitively employed when they had been out of secondary school up to three years (table 3.1). Employment data from a Harris Survey (1994) and SRI (1993) indicate that a larger percentage of individuals with disabilities age 16 to 24 are employed (62 percent) compared to individuals with disabilities age 16 to 64 (31 percent). This suggests that in recent years, more individuals with disabilities are entering the work force after leaving school than was the case in previous decades. This trend may be even larger than it initially appears, because many youth age 16 to 24 are enrolled in secondary school or post secondary programs, and consequently, are expected to have lower employment rates than their older counterparts. _Time in Regular Education and Employment_ Two employment results are considered for youth in their first three years after high school. * Whether the youth currently held a competitive job outside the home for which he or she was paid (sheltered, supported, and volunteer work were not included as competitive paid employment), and * An estimate of the annual total compensation the youth received for his or her work.4 Students with disabilities who had spent more time in regular education courses in high school were more likely to be employed and to earn higher salaries than students who had taken fewer regular education courses (table 3.3). Other analyses show that the relationship between regular education and employment was strongest for those up to 1 year out of school, suggesting that those with more time in regular education were able to locate jobs more quickly. By 2 to 3 years out of high school, their classmates with less time in regular education were employed at similar rates. ___________________________________ _TABLE 3.3 Regular Education and Employment_ _Currently Employed Annual Compensation_ ------------------------------------------------- _Yes No None $10,000_ --------------------------------------------------------------------- _Percentage of youth with time in regular education_ 0% - 25% 10.1 25.6 25.6 14.9 5.8 (2.2) (3.7) (3.7) (4.0) (2.7) 26% - 74% 33.5 33.1 33.1 34.9 34.9 (3.5) (4.0) (4.0) (5.3) (5.5) 75% - 100% 56.4 41.2 41.2 50.1 59.4 (3.7) (4.2) (4.2) (5.5) (5.7) n = 766 1,049 1,049 383 246 Note: Based on students in regular and special schools with at least one year of course data. Information gathered from 1990 student transcripts; 1987 school record abstracts; postsecondary data from 1990 parent/youth interviews. Note: Standard errors are in parentheses. Source: "Traversing the Mainstream: Regular Education and Students with Disabilities in Secondary School," National Longitudinal Transition Study (NLTS):1993. ___________________________________ The average compensation for all youth, including those who were not employed, was $5,524. Those employed for pay earned an average annual compensation, including wages and benefits, of $10,840. Working youth in most disability categories earned less than $10,000 annually. Those with more time in regular education earned more at both time points, but the difference was greatest for those 2 to 3 years out of school. Increased compensation may be the benefit of a longer work history for the youth with more time in regular education. _Work Experience During Secondary School_ Research suggests that paid work experience is more likely to result in jobs for pay after school because it offers youth a chance to develop work-related skills in real work situations (Hasazi, Gordon, and Roe, 1985). The NLTS has shown that work experience programs are a part of the secondary educational experience for many youth with disabilities (Blackorby, 1993). Overall participation was 39 percent over the four years of high school, ranging from 50 percent of youth with multiple disabilities to 27 percent of their peers with visual impairments. In addition, Wagner, Blackorby, and Hebbeler (1993) found that participation in work experience programs was associated with a number of positive secondary school results, most notably a lower dropout rate. _Vocational Education During Secondary School _ Vocational education provides access to job-related training, thereby increasing the chances of labor market success for many youth. It is believed that improved vocational skills acquired in secondary school translate into post-school employment benefits (Gill and Edgar, 1990; Hasazi and Cobb, 1988). Two measures of vocational education were examined:participation in unrelated survey vocational classes (any number of unrelated vocational courses such as typing, woodwork, automechanics) and participation in coordinated series of vocational classes (also referred to as a concentration).5 The NLTS found that almost all youth with disabilities had access to some form of vocational education in secondary school, and that many of them had those experiences as early as 9th grade (Blackorby, 1993). Far fewer students (34.4%), however, enrolled in a concentration. Other NLTS analyses showed that students with disabilities who took either survey or concentrated coursework in vocational education were significantly less likely to drop out of school than those who took nonvocational (academic) or prevocational (e.g., career exploration, basic work skills) coursework (Wagner, 1991a; Blackorby, 1993). NLTS data show that both kinds of vocational training contributed significantly to the probability of competitive employment. Among all youth with disabilities, those who took survey courses in vocational education were more likely to be employed in the first three years after high school than those who took no courses at all. Other NLTS analyses suggest that employment gains grew over time for youth taking a concentration of courses, whereas the employment rate was fairly stable over time for those taking unrelated survey courses (Wagner, Blackorby, Cameto, and Newman, 1993). The greatest benefits for both kinds of vocational course-taking accrued to youth with specific learning disabilities, speech or language impairments, mild mental retardation, and serious emotional disturbances who were not in institutions. Further, concentrating in vocational education was especially lucrative. Concentrators earned $6,247 more annually than students who had been in nonvocational or prevocational courses. Youth with disabilities who had later taken survey vocational courses when in high school also earned nearly $4,000 more per year than peers who took none. Residential Arrangements A mark of independence in the life of a young adult is moving out of one's parents' house and setting up a home of one's own. This post-school result examined whether youth were living independently--that is, living alone, with a spouse or roommate, in a college dormitory, or in military housing not as a dependent. This is a choice not available to as many young people with or without disabilities today because of the high cost of maintaining a household and the relatively low wages paid to those recently out of high school. For others, it is a choice they can afford but choose not to exercise. Fewer youth with disabilities were living independently shortly after secondary school than were peers in the general population (Marder, 1992). The NLTS found that 28 percent of youth with disabilities up to 3 years out of high school were living independently (table 3.1). Students with visual impairments had the highest percentage of youth living independently (39 percent) which is due in part to their relatively high attendance at postsecondary schools. Groups with especially low rates of independent living in the 3 years after high school were those with multiple disabilities (8 percent), mental retardation (15 percent), orthopedic impairments (17 percent), or other health impairments (17 percent). Two-thirds of those living independently after high school had participated in regular education 75 percent or more of their time in high school (table 3.4). This compares with only 43 percent of those who were not living independently. At the other extreme, among those living independently, only 9 percent had been in regular education 25 percent or less of their time in high school. For those not living independently, the figure was 21 percent. ___________________________________ _TABLE 3.4 Independent Living and Regular Education_ _Lived Independently Yes No_ -------------------------------------------------------------------- _Percentage of youth with time in regular education_ 0% - 25% 8.7 20.7 (2.9) (2.6) 26% - 74% 25.6 36.6 (4.4) (3.1) 75% - 100% 65.7 42.7 (4.6) (3.2) n = 552 1,316 Note: Standard errors are in parentheses. Note: Information gathered from 1990 student transcripts; 1987 school record abstracts; living arrangements from 1990 parent/youth interviews. Source: "Traversing the Mainstream:Regular Education and Students with Disabilities in Secondary School," National Longitudinal Transition Study (NLTS):1993. ___________________________________ General Community Participation The findings described above illustrate particular dimensions of the experiences of youth with disabilities. The NLTS also uses a result measure called _general community participation_ that attempts to describe the lives of young people with disabilities across multiple dimensions. Life profiles were created across the individual measures to reflect various levels of the overall community participation of youth with disabilities. Dimensions of community participation include: * _Engagement in work- or education-related activities outside the home._ Were youth engaged in work, schooling, or job training? To what extent (i.e., full time, part time, volunteer work, sheltered jobs)? * _Residential arrangements._ Were youth living independently?With family members?In institutions? * _Social activities._ Were youth seeing friends, belonging to groups, establishing relationships and becoming engaged or getting married? Youth who had spent more time in regular education were significantly more likely to be fully participating in their communities. Community participation was a composite measure of independence that included employment status, postsecondary attendance, residential arrangement, and social activities. Youth with more time in regular education in their backgrounds also were less likely to be inactive in their communities on these dimensions. Table 3.5 shows that over 50 percent of students with disabilities who spent 75 percent or more of their time in regular education were employed or in school, not socially isolated, and either married or engaged. ___________________________________ _TABLE 3.5 Dimensions of Community Participation and Regular Education_ _Employed or Married or in School Socially Isolated Engaged_ ------------------------------------------------- _Yes No Yes No Yes No_ --------------------------------------------------------------------- _Percentage of youth with time in regular education_ 0% - 25% 16.3 20.3 30.6 16.1 10.3 18.7 (2.3) (5.7) (11.0) (2.1) (4.1) (2.4) 26% - 74% 30.7 41.0 43.4 32.7 33.4 33.2 (2.9) (6.9) (11.8) (2.7) (6.3) (2.9) 75% - 100% 53.0 38.7 26.0 51.2 56.3 48.1 (3.2) (6.9) (10.4) (2.9) (6.6) (3.1) n = 1,358 353 150 1,631 224 1,598 Note: Based on students in regular and special schools with at least one year of course data. Information gathered from 1990 student transcripts; 1987 school record abstracts; 1990 parent/youth interviews. Note: Standard errors are in parentheses. Source: "Traversing the Mainstream: Regular Education and Students with Disabilities in Secondary School," National Longitudinal Transition Study (NLTS): 1993. ___________________________________ Variations Among Disability Groups The relationships between time in regular education in high school and positive results as a young adult were different across the disability groups. Time spent in regular education was related to employment and dollars earned for those with sensory impairments (visual impairments, hearing impairments, deafness) and those with physical impairments (orthopedic impairments, other health impairments). No relationship between regular education and employment was found for those with other impairments. The likelihood of achieving full community participation was higher for those students with non-sensory impairments who spent more time in regular education. Those with physical impairments and more time in regular education were also less likely to experience negative results (e.g., unemployment, social isolation) in their first three years out of high school. _______________________ 4 In calculating an estimate of total compensation, unemployed youth were considered to receive no compensation. Estimates for paid workers involved multiplying the reported hours typically worked per week by the reported hourly wage. A typical work year was assumed to involve 49 work weeks for those who did not receive paid sick leave or vacation. For workers who received paid sick leave and vacation, the work year, for purposes of calculating total compensation, was assumed to include 52 paid weeks. Medical insurance received as an employment benefit was valued at 6.1 percent wages, as commonly calculated by the U.S. Bureau of the Census (1990). 5 A concentration in vocational education was defined as taking four or more classes within a single vocational education content area (e.g., business occupations. ---------- Understanding the Context Several cautions must be applied to all of the data reported in this chapter. Collecting systematic data on a national level requires reducing the totality of the secondary school experience to a limited number of simple measures, but the complexity remains nevertheless. For example, one of the critical factors examined is the amount of time spent in regular education. However, clock hours tend to gloss over several important distinctions. _The structure of education at the secondary level differs considerably from structure of education in elementary school._ The secondary school day is fragmented, generally into six or seven "periods" for each student. Many students have some choice in the kinds of courses they take (e.g., academic courses, vocational courses). No student takes all of the courses possible. Unlike elementary school, there is not a typical classroom or even a single track into which students with disabilities can be included. The issue for a student with a disability, as for all students, is which set of courses best meet his or her needs? Furthermore, high school coursework emphasizes content and presumes the mastery of basic skills (Lieberman, 1992). This can be problematic for many students with disabilities, who often are substantially behind their peers in both basic and higher-order skills by the time they reach secondary school (Schumaker and Deshler, 1988). _Regular education is not one setting but many different settings that vary considerably from one classroom to the next._ MacMillan and Hendrick (1993) point out that "the issue of setting assumes that where the child is taught is more important than what is done with the child once he or she is placed. Further, it assumes homogeneity of treatments (i.e., the same thing goes on in all special classes)..." (pp. 33-34). The lack of homogeneity also holds for advanced academic classes or vocational classes. Not all special education settings are either good or poor places to educate students with disabilities; neither are all regular education settings. A good education is defined by what goes on in the setting, not just who else is in it or what it is called. The study could not measure the interactions inside classrooms that may be so important for student achievement. _Results of the high school experience include the attainment of many different goals including academic, functional, and personal or social goals._ For students with disabilities, the academic and personal/social domains may sometimes conflict. A setting or course that promotes one may negatively affect the other. A student may experience academic success in a special education class but receive behavioral benefits from friendships with students in regular classes. The course content in the regular class may be at a higher level, and the student's difficulty in mastering the content may lower self-esteem. There may be no one best setting to achieve all types of results. _What could happen for students with disabilities in regular classrooms is not necessarily what has happened or is happening._ As Kauffman (1993) notes "we understand relatively little about how students' placement determines what is possible and what is probable as far as instruction and its results are concerned" (p. 8). NLTS data is for students who were in secondary school between 1985 and 1990. The relationships of their regular education placements to results reflect the nature of regular education provided _at that time_ to students with disabilities. They do not reflect the nature of regular education being provided now, or of regular education that could be provided to students with disabilities in an environment of appropriate reform or adequate resources. What was the case in the late 1980s should not limit our expectations for what might be the case for students with disabilities in regular classes in the future. Survey research, such as that conducted as part of the NLTS, is inherently conservative in that it can report only what existed during a particular time frame. Different types of studies are required to examine the impact of pushing the limits of what can happen. _Students are not assigned at random to certain classes or even schools. Their course-taking is tied to the knowledge and skills they have acquired previously._ The NLTS went to great analytic lengths to examine the effects of regular education and other school program features on results, independent of student and other characteristics. However, the possibility still remains that what appears to be an effect for factors such as regular education or advanced coursework is actually a reflection of the higher competencies of students placed in those classes. Other data from the NLTS show that frequently students with less significant disabilities spend more time in regular education. The same set of students would be expected to have better results as young adults. Although analytic techniques have been used to try to understand some of the complexities of the antecedents and consequences of secondary education programs, our understanding is limited to the variables measured in the study. To the extent that important contributing variables were not measured, program characteristics such as time in regular education may be a consequence of rather than a contributing factor to student competencies. ---------- Interpreting the Impact of Time in Regular Education The important, but difficult, question raised by these findings is whether spending time in regular education actually brought about these positive results for young adults with disabilities. The interpretation of the relationship between more time in regular education and positive results as a young adult is not apparent. It is reasonable that the intellectually and socially most competent students with disabilities enrolled in more regular education courses, and that these same traits served those youth well when they left school. It is equally reasonable that increased time in regular education classes enhanced overall intellectual and social competence by providing better preparation for adulthood and, thus, more regular education actually led to greater success in the years after school. Both hypotheses could be true. Additional research is needed to further understand why more time in regular education in high school for students with disabilities was associated with better results as a young adult. The positive nature of this relationship is particularly interesting, given how difficult some regular education courses were. Regular education courses exposed students to significant academic risk, yet the students who took more of them did better in adulthood -- if they managed to graduate from high school. Across a number of analyses of postschool results, the message was the same: those who spent more time in regular education experienced better results after high school. Before we can draw policy or educational implications from this finding, however, more information is needed on why it occurred. ---------- Summary and Implications These analyses from the NLTS document the early post-school results that were achieved by young people with disabilities who had gone through secondary school in the mid- to late 1980s. Data from the study show that many features of secondary school programs, including time in regular education, or taking vocational courses were associated with a number of positive post-school results. What happens in schools can make a difference in what students later achieve. Findings from the NLTS show that the impact of schools works in both directions. Taking vocational education was found to be associated with improved life results in the first three years after school. Students who spent more time in regular education were also found to have better results. Other NLTS analyses show that the relationship of time spent in regular education to results is somewhat complex, because increased time in regular education was also found to be strongly associated with increased likelihood of course failure (Hebbeler, 1993). Many students with disabilities experience high failure rates in high school, especially in 9th and 10th grades. Course failure, in turn, was one of the strongest predictors of dropping out. Dropping out, a negative result in itself, is related to other negative results in the next several years after students leave school. Time in regular education then is related to positive results for those who can earn passing grades. For those who can't, the result can be extremely detrimental. The NLTS shows that secondary school programs can produce post-school benefits for students with disabilities--but only for students who can succeed in them. Perhaps the greatest positive contribution schools can make to the post-school success of students with disabilities is to contribute to the in-school success of those students, regardless of their placement. As the inclusion movement gains momentum, great care must be paid to issues of quality and support. The proper use of supports is a key factor in creating an inclusive environment that works for students with disabilities (Ferguson, 1993; Ferguson, Meyer, Jeanchild, and Zingo, 1992; MacKinnon and Brown, 1994). Information on how best to offer these supports is increasing. For example, the National Association of State Boards of Education (NASBE) (1992) developed a checklist for key players creating an inclusive system which promotes cooperative teaching approaches, consultation and in-class support, places a high priority on sustained training that fosters inclusion, and incorporates inclusion goals in hiring practices, evaluation instruments, architectural planning and construction of buildings, and overall budgeting. Simon, Karasoff, and Smith (1992) also recommend a three-tiered system for building inclusive environments. The technical assistance planning guide they developed is designed to facilitate educational change, to focus on local ownership, and to provide self-assessment checklists that examine whether effective practices are implemented at the State, district, and school site levels. Finally, NLTS analyses of contributions to results for students with different kinds of disabilities confirm that there is no single special education policy or strategy that offers benefits to all students. In shaping policy and programs for students with disabilities, a range of options, tailored to the individual needs of students, continues to be the most effective approach to meeting the wide range of needs, preferences, and abilities of students who participate in special education. The NLTS gives us solid information on the contributions of schools to the post-school results of students with disabilities. However, it is clear that American education has undergone considerable reform in many places across the country since the NLTS data were collected. School programs are changing for many high school students -- both those with and without disabilities. For secondary school students with disabilities, specific initiatives could markedly reshape their secondary school experiences. Some examples are the recent mandate to incorporate transition planning into secondary school programming and the continued efforts to increase the degree to which students with disabilities are included in regular education settings. Data on school programs, student results, and post-school achievements must continue to be collected if policy makers, educators, parents, and other concerned parties are to stay abreast of changes in special education programs and document their evolving relationships to the results of youth with disabilities. References American Council on Education, Health Resource Center. (1992). _College freshman with disabilities: A statistic profile._ (p.3) Los Angeles: Author Blackorby, J. (1993). Participation in vocational education by students with disabilities. In Wagner, M. (Ed. ), _The secondary school programs of students with disabilities. A report from the National Longitudinal Transition Study of Special Education Students._ Menlo Park, CA: SRI International. Ferguson, D. L. (1993). Regular class participation system (RCPS): A final report. Eugene, OR: Specialized Training Program, University of Oregon. Ferguson, D. L. , Meyer, G. , Jeanchild, L. , and Zingo, J. (1992). Figuring out what to do with the grown up: How teachers make inclusion work for students with disabilities. _Journal of the Association of Persons with Severe Handicaps,_ 17(4), 218-226. Gill, D. , and Edgar, E. (1990). Outcome of a vocational program designed for students with mild disabilities: The Pierce county vocational/special education cooperative. _The Journal for Vocational Special Needs Education, 12_(3), 17-22. Hasazi, S. , and Cobb, R. B. (1988). Vocational education of persons with mild handicaps. In Gaylord-Ross, R. (Ed.), _Vocational education for persons with handicaps_ (pp. 331-354). Mountain View, CA: Mayfield Publishing. Hasazi, S. , Gordon, L. R., and Roe, C. A. (1985). Factors associated with the employment status of handicapped youth exiting high school from 1979 to 1983. _Exceptional Children, 51_(6) 455-469. Hebbeler, K. (1993). Overview of the high school experiences of students with disabilities. In Wagner, M. (Ed.), _The secondary programs of students with disabilities. A report from the National Longitudinal Transition Study of Special Education Students._ Menlo Park, CA: SRI International. Kauffman, J. M. (1993). How we might achieve the radical reform of special education. _Exceptional Children, 60_(1), 6-16. Lieberman, L. M. (1992). Preserving special education: For those who need it. In Stainback, W. , and Stainback, S. (Eds. ), _Controversial issues confronting special education:Divergent perspectives_ (pp. 13-25). Boston: Allyn and Bacon. Louis Harris and Associates, Inc. , (1994). N. O. D. /_Harris Survey of Americans With Disabilities._ (Study number 942003, p. 37). New York: Author MacKinnon, J. D. and Brown, M. E. (1994). Inclusion in secondary schools: An analysis of school structure based on teachers' image of change. _Educational Administration Quarterly, 30_(2), 126-152. MacMillan, D. L. , and Hendrick, I. G. (1993). Evolution and legacies. In Goodlad, K. I. , and Lovitt, T. C. (Eds. ), _Integrating general and special education_ (pp. 23-48). New York: Merrill. Marder, C. (1992). _How well are youth with disabilities really doing?A comparison of youth with disabilities and youth in general. A report from the National Longitudinal Transition Study of Special Education Students._ Menlo Park, CA: SRI International. Mithaug, D. E. and Horiuchi, C. N. (1983). Colorado statewide followup survey of special education students. Denver, CO: Colorado Department of Education. National Center on Educational Restructuring and Inclusion (1994). _National survey on inclusive education._ (Bulletin No. 1) The Graduate Schools and University Center:City of New York. National Association of State Boards of Education (1992). _Winners All: A call for inclusive schools._ Alexandria, VA: Author. Schumaker, J. B. , and Deshler, D. D. (1988). Implementing the Regular Education Initiative in secondary schools: A different ball game. _Journal of Learning Disabilities, 21_(1), 36-42. Simon, M. , Karasoff, P. , Smith, A. (1992). _Effective practices for inclusive programs: A technical assistance planning guide._ Unpublished manuscript, California Research Institute, San Francisco State University. SRI International. (1993). _The transition experiences of young people with disabilities._ Palo Alto: Author. Wagner, M. (1991a). _Dropouts with disabilities: What do we know? What can we do?_ Menlo Park, CA: SRI International. Wagner, M. (Ed. ). (1993). _The secondary school programs of students with disabilities. A report from the National Longitudinal Transition Study of Special Education Students._ Menlo Park, CA: SRI International. Wagner, M. , Blackorby, J. , and Hebbeler, K. (1993). _Beyond the report card: The multiple dimensions of secondary school performance of students with disabilities. A report from the National Longitudinal Transition Study of Special Education Students._ Menlo Park, CA: SRI International. Wagner, M. , D'Amico, R. , Marder, C. , Newman, L. , and Blackorby, J. (1992). _What happens next? Trends in post-school outcomes of youth with disabilities. The second comprehensive report from the National Longitudinal Transition Study of Special Education Students._ Menlo Park, CA: SRI International. Wagner, M. , Blackorby, J. , Cameto, R. , and Newman, L. (1993). _What makes a difference? Influences on post-school outcomes of youth with disabilities. A report from the National Longitudinal Transition Study of Special Education Students._ Menlo Park, CA: SRI International. ---------- Chapter 4 _______________________________________________________________________ Results for Students with Disabilities _This chapter reports on the work of the National Center on Educational Outcomes (NCEO), one of several research centers funded by OSERS. The views expressed here are those of NCEO, and do not necessarily represent the views of the Department of Education._ Our nation continues to face the challenge of finding ways to improve student performance levels, strengthen the skills that students have when they enter the workplace, and improve the standing of U.S. students relative to students in other nations. Legislation has been enacted reforming education in general (the Goals 2000: Educate America Act), school-to-work transitions (the School to Work Opportunities Act), and elementary and secondary education, particularly Title I programs (the Improving America's Schools Act). Each of these Acts reinforces the concept that educational reforms are meant to benefit all students, including students with disabilities. These Acts not only have the objective of producing improved student performance, but also require that the collection of data on the results of education of every student be improved, and that the data be more useful and descriptive. Improving the quality of the information on the results of education for students with disabilities has been a major focus of the work of the NCEO since it was established by OSEP in 1990. Numerous factors have affected the quality of the information on the results of education for students with disabilities. Among them are excluding students with disabilities from assessment programs that collect data on students; resistance to using appropriate accommodations that enable students with disabilities to participate meaningfully in assessments; and failing to report data on those students with disabilities who do participate in assessments. These difficulties have affected both national data collection programs and State assessment programs. In the past year, significant progress has been made toward including students with disabilities in assessment programs and providing them with appropriate accommodations. It is likely that our national education data collections will soon provide more information on the performance of most students with disabilities in selected academic areas. Several NCEO activities are related to assessing the results of education for students with disabilities. Among these are developing a conceptual model of outcomes that is appropriate for all students, annually surveying State assessment activities, and analyzing data on students with disabilities that currently exists in State and national data bases. This chapter describes NCEO's ongoing analyses of current State and national assessment practices for students with disabilities. First, recent developments in State assessments of students with disabilities are described. Then, the actions taken to include children with disabilities in the 1992 National Adult Literacy Survey (NALS) and the Early and Childhood Longitudinal Study (ECLS) are described. ---------- Data from State Assessment Much research and reform activity is occurring in the field of State assessments. Nearly every State and Outlying Area now has some type of statewide assessment, or is considering implementing one. Each year, NCEO surveys the educational agencies of States and Outlying Areas that receive Federal special education funds concerning their assessments and other activities related to the results of education for students with disabilities. The surveys have two purposes: * to create a tracking system that can collect data describing how States are assessing educational results, particularly those for students with disabilities; and * to work with SEAs that have data that might be used to describe the educational results of students with disabilities nationally. In addition, NCEO is identifying persistent barriers to using the results derived from assessment efforts, with the goal of providing information that will help States overcome the barriers. The NCEO report _Special Education Outcomes 1993_ provides updated findings concerning the status of statewide educational results assessment of students with disabilities. The major findings are described below. * States continue to focus on participation and exit data for students with disabilities. * States are attempting to produce better information on the number of students with disabilities taking part in statewide assessments. * Guidelines are being created that help define who participates in statewide assessments, with the apparent goal of increasing the number of students who participate. * Guidelines on acceptable testing accommodations and adaptations are being created. The trend is to allow more types of modifications. * States implementing non-traditional forms of assessment seem to retain the same approach as used in their traditional assessments for including students with disabilities. * While it is still not possible to use State assessments to produce a composite of the educational results, several States are collecting some type of data and are willing to share them. The variability in measures, grades assessed, and content areas make it impossible to integrate the data in a meaningful way. Based on these findings, NCEO has concluded that States are making discernible progress in several aspects of the State-level assessment of educational results for students with disabilities. This progress is evident in three critical areas: _identifying students with disabilities, developing guidelines for participation of students with disabilities, and developing guidelines for accommodations._ Identifying Students with Disabilities in State-level Assessments State-level assessments continue to emphasize measurement of academic achievement. Of the 59 States and Outlying Areas surveyed in 1993, all but 6 included students with disabilities in their State-level achievement assessments or did not have a State-level assessment (see figure 4.1). In 1992, all but 9 included students with disabilities or did not have a State-level assessment. Figure 4.1 States and Outlying Areas Collecting Achievement Data on Students with Disabilities Collected State-level information in 1992 and 1993 -------------------------------------------------- Alabama Maine Tennessee Alaska Maryland Texas Arizona Massachusetts Utah Arkansas Michigan Vermont California Mississippi Virginia Connecticut Nevada Washington Delaware New Hampshire West Virginia Florida New Jersey Wisconsin Georgia New Mexico American Samoa Hawaii New York Bureau of Indian Idaho North Carolina Affairs Illinois North Dakota Northern Marianas Indiana Ohio Guam Iowa Oregon Palau Kansas Rhode Island Puerto Rico Kentucky South Carolina Marshall Islands Louisiana South Dakota Virgin Islands Collected State-level information in 1993 ----------------------------------------- District of Columbia Oklahoma Pennsylvania Does not collect State-level information ---------------------------------------- Colorado Missouri Nebraska Minnesota Montana Wyoming Source: National Center on Educational Outcomes (NCEO) However, the increase in the number of States and Outlying Areas in which students with disabilities are included in assessments is not accompanied by an increase in the number with accessible achievement data on these students. In 1993, the 20 States and Outlying Areas that could not produce this data in 1992 were again unable to produce it (see figure 4.2). Figure 4.2 States and Outlying Areas with Accessible Achievement Data on Students with Disabilities in 1993 States having accessible achievement data ----------------------------------------- Alabama Louisiana Oregon Alaska Maine Rhode Island Arizona Maryland South Carolina Arkansas Massachusetts Tennessee California Michigan Texas Florida Mississippi Utah Georgia Missouri Virginia Hawaii Nevada Washington Idaho New Jersey American Samoa Illinois New Mexico Bureau of Indian Indiana New York Affairs Kansas North Carolina Palau Kentucky North Dakota Puerto Rico Marshall Islands States not having accessible achievement data --------------------------------------------- Colorado Nebraska West Virginia Connecticut New Hampshire Wisconsin Delaware Ohio Wyoming Dist. of Columbia Oklahoma Northern Marianas Iowa Pennsylvania Guam Minnesota South Dakota Virgin Islands Montana Vermont Source: National Center of Educational Outcomes (NCEO) In States where students with disabilities do participate in assessments, the percentage of all students with disabilities participating ranges from less than 10 percent to more than90 percent, according to the States' own estimates (see table 4.1). Three States and the District of Columbia increased the percentage of students with disabilities participating in statewide assessments in 1993. ___________________________________ _TABLE 4.1 State and Outlying Area Estimates of the Percentage of Students with Disabilities Participating in Statewide Assessments of Academic Achievement_ _under 10% 10-24% 25-49% 50-74% 75-90% more than 90%_ ------------------------------------------------------------------------ Colorado Kansas California Delaware Indiana Kentucky Florida Palau Connecticut Massach. Maine _Maryland_ Georgia _Hawaii_ New Jersey N. Carolina Louisiana Idaho _New York_ Amer. Samoa Michigan Illinois_b_/ Rhode Is. Minnesota_a_/ Iowa S. Carolina Missouri Oregon S. Dakota New Mexico Tennessee North Dakota Texas Washington _District of_ Wisconsin _Columbia_ Guam CNMI Puerto Rico _a_/ Minnesota has a voluntary assessment process and is therefore not shaded in Figure 4.1. _b_/ In the 1992 survey, Illinois was unable to determine the percentage of students participating in its statewide assessment. Note: States and Outlying Areas in bold increased the percentage of children with disabilities included in their statewide assessment in 1993. Of the 59 States and Outlying Areas surveyed, four do not include students with disabilities in their statewide assessments; 14 do not know what percentage are included in their assessments; and Wyoming and Nebraska do not have statewide assessments. Source: National Center on Educational Outcomes (NCEO). ___________________________________ State Guidelines on Participation of Students with Disabilities in Assessments As part of its annual survey, NCEO asks States and Outlying Areas to describe their guidelines for making decisions about who participates in statewide assessments. Results from the 1993 survey show that the number of States and Outlying Areas with written guidelines about inclusion of students with disabilities in statewide assessments continues to increase (see figure 4.3). Figure 4.3 States Outlying Areas with Written Guidelines for Inclusion of Students with Disabilities in Statewide Assessments in 1993 a/ Reporting Formal Written Guidelines ------------------------------------------ Arizona Massachusetts Rhode Island Arkansas Michigan South Dakota California Mississippi Texas Connecticut Missouri Utah Florida Montana Virginia Georgia Nevada Washington Hawaii New Jersey West Virginia Idaho New York Wisconsin Indiana North Carolina Bureau of Indian Kentucky North Dakota Affairs Louisiana Ohio Dist. of Columbia Maine Oregon Palau Maryland Pennsylvania Puerto Rico Not Reporting Formal Written Guidelines ---------------------------------------------- Alabama Minnesota Vermont Alaska Nebraska Wyoming Colorado New Hampshire American Samoa Delaware New Mexico Guam Illinois Oklahoma Marshall Islands Iowa South Carolina Northern Marianas Kansas Tennessee Virgin Islands a/ Some States reporting written guidelines in the 1992 Annual Report are not shaded this year because the guidelines are undergoing revisions in those States. Thirty-four States and four Outlying Areas indicated that in 1993 they had written guidelines about the participation of students with disabilities in statewide assessments. In 1991, 28 States and Outlying Areas had such guidelines; in 1992, 35 did. The nature of the guidelines that are used to make decisions about participation is shown in table 4.2. Most States and Outlying Areas use more than one criterion to decide who should participate in statewide assessments. Decisions based on the characteristics of the student's program or curriculum or on a decision about participation previously written into the student's IEP were most common. Much less frequent were guidelines that allowed decisions to be influenced in part by a) the parent's or guardian's opinion, b) the effect of participation on the student, or c) the effect of participation on the overall assessment results. ___________________________________ _TABLE 4.2 State and Outlying Area Criteria Included in Written Guidelines on Participation of Students with Disabilities in Statewide Assessments_ _Criterion Number Percentage of States of Statesa/_ ------------------------------------------------------------------- Characteristics of Student's Program /Curriculum 19 55.9 IEP Specification 17 50.0 Need for Appropriate Accommodations 11 32.4 Characteristics of Student 10 29.4 Parent/Guardian Opinion 7 20.6 Effect on Student 6 17.6 Effect on Test Results 5 14.7 _a_/ Percentage is based on the number of States and Outlying Areas that had written guidelines on participation of students with disabilities in assessments (n=34). Source: National Center on Educational Outcomes (NCEO). ___________________________________ State Guidelines on Assessment Accommodations for Students with Disabilities NCEO also surveyed States and Outlying Areas concerning the nature of their written guidelines for making decisions about the use of accommodations, adaptations, and other modifications in statewide assessments. Some typical accommodations are shown in table 4.3. In general, States have made increased use of each type of category (see figure 4.4). These increases have been noted in all of the four major categories of accommodations: timing/scheduling, presentation format, setting, and response format. ___________________________________ _TABLE 4.3 Some Typical Types of Accommodations Used in Statewide Assessments_ _Type of Accommodation Examples_ ------------------------------------------------------------------- Timing/Scheduling Extended time Breaks during testing schedule Testing on certain days Presentation Format Braille edition Large-print version Tape record directions Sign language presentation of directions Setting In separate room In carrel In small group Response Format Computer-generated responses Scribe to write answers Point to answers Mark in test booklet Other Out-of-level testing Source: National Center on Educational Outcomes (NCEO). ___________________________________ Figure 4.4 Modifications Used in Statewide Assessments Timing/Scheduling: 1991 - 22 States 1992 - 33 States 1993 - 35 States Presentation Format: 1991 - 30 States 1992 - 43 States 1993 - 44 States Setting: 1991 - 22 States 1992 - 34 States 1993 - 35 States Response Format: 1991 - 16 States 1992 - 36 States 1993 - 37 States Twenty-five States and two Outlying Areas indicated that in 1993 they had written guidelines on the use of accommodations in assessments of students with disabilities. The nature of the guidelines is shown in table 4.4. ___________________________________ _TABLE 4.4 Number of States and Outlying Areas Using Written Guidelines on Assessment Accommodations for Students with Disabilities_ _Type of Number Percentage Accommodation of States of Statesa/_ ------------------------------------------------------------- Presentation Format 22 88.0 Timing/Scheduling 20 80.0 Other 18 72.0 Response Format 17 68.0 Setting 16 64.0 a/ Percentage is based on the number of States that had written guidelines on accommodations for students with disabilities in assessments (n=25). Source: National Center on Educational Outcomes (NCEO). ___________________________________ Most States and Outlying Areas that had written guidelines include more than one type of accommodation in those guidelines. Alterations in presentation format (88 percent) and in timing or scheduling (80 percent) are most frequent. New Forms of Assessment: Performance Assessments In a follow-up study of a survey of all 50 States conducted by the Council of Chief State School Officers and the North Central Regional Educational Laboratory, NCEO surveyed State assessment personnel about their use of non-traditional assessments, including performance, authentic, portfolio, and other similar assessments. The purpose of the survey was to ascertain the extent to which accommodations are being made for students with disabilities participating in non-traditional assessments. Because non-traditional assessments are a recent development and are often still undergoing design, assessment personnel often have more freedom to consider how to include students with disabilities early in the assessment program development process. They can also plan to use accommodations and modifications that can increase the numbers of students with disabilities who participate in the assessment. The results of the survey, which are presented in detail in _State Special Education Outcomes 1993_ (Shriner, Spande, & Thurlow, 1994), parallel most of the findings of similar studies of traditional forms of assessment, as shown below. * Only 7 of the 21 States that were using a non-traditional form of assessment knew how many students with disabilities were participating. * In eight States, accommodations and adaptations guidelines for non-traditional assessments were based on IEPs. In seven States, they were based on factors other than IEPs. Six States had no such guidelines. * States vary greatly in the way traditional or non-traditional assessment data are reported for students with disabilities. Eight States combine the data on students with disabilities who took traditional and non-traditional assessments in their overall report. Three States present that data separately. Four States collect the data but do not include it in any report. Six States do not provide any data on assessments of students with disabilities. Based on these findings, NCEO concluded that States implementing non-traditional forms of assessment use the same approach to including students with disabilities and making accommodations as in their traditional assessments. NCEO's Recommendations for State Guidelines on Participation and Accommodations In May 1994, the Center convened a group of State assessment program directors, State special education directors, and other individuals knowledgeable about assessment and students with disabilities to discuss how decisions about participation and accommodation might be made (Ysseldyke, Thurlow, McGrew, & Shriner, 1994). Before formulating a set of recommendations, NCEO felt that it was important that the group state explicitly the assumptions underlying the guidelines for making participation and accommodations decisions. These assumptions are presented in table 4.5. _CAPTION:_ _TABLE 4.5 Assumptions Underlying NCEO's Recommendations for State Participation and Accommodation Decisions_ 1. All students should be included in assessment programs. Any time data are collected for the purpose of making policy or accountability decisions, include all students. Not all students need to take the same test. 2. The critical question to ask when considering the use of a different assessment is why the student is in a different curriculum. Inclusion in the curriculum is the first critical decision that is made for a student as an IEP is developed. If the student is not in the regular curriculum, it is important to ask why not. Then questions about the assessment can be asked. 3. State assessment programs are conducted for multiple purposes. There is a need to differentiate participation and accommodation decisions as a function of purpose. 4. Accuracy and fairness should characterize State assessment programs. 5. Assessment procedures should be sensitive to the needs of students with disabilities. 6. Accommodations are used for equity, not advantage. Students who use accommodations during an assessment do so to be able to take an assessment on an equal playing board as other students who do not need accommodations. Accommodations are not provided to help the student with a disability do better than other students. 7. Assessment programs should make clear that the same high standards are expected of all students. State advisory boards should decide the range of performance permitted for each content standard. 8. Assessment should be characterized by practicality and cost effectiveness. 9. Assessment should be consistent with students' instructional programs and accommodations. Source: Ysseldyke, J. E., Thurlow, M. L., McGrew, K. S., Shriner, J. C., (1994). Recommendations for making decisions about the participation of students with disabilities in statewide assessment programs. (Synthesis Report 15). Minneapolis, MN: NCEO The group's recommendations for statewide assessment practices related to students with disabilities were made in three areas:participation, accommodations and adaptations, and implementation checks. The recommendations in each of these areas are summarized below. _Participation._ Including students with disabilities in statewide assessments needs to occur at three points:instrument development, instrument administration, and reporting of results. 1. _Instrument Development:_ Include students with disabilities when testing assessment items in order to identify problems. In this way, instruments can be modified during the development phase to allow greater numbers of students with disabilities to participate meaningfully. 2. _Instrument Administration:_ Include all students with disabilities in some form of the assessment. When a sampling procedure is used for an assessment, the sample must be representative of all students. This can be accomplished by allowing partial participation and alternate assessments. 3. _Reporting of Results:_ Include students with disabilities in reports of results. Data on the performance of all students are needed. Therefore, scores must be reported for all students. Reports of results from students taking different assessments and from information provided by informed respondents should be included in these reports. If a student is excluded from testing for any reason, that student should still be included in the denominator used when calculating averages. _Accommodations and Adaptations._ Not all students with disabilities will need modified assessments, but modifications should be used when needed. Accommodations and adaptations that teachers use with students during instruction, and that are accepted in work and community environments, should be used during assessments. It is recognized that some modifications may affect measurement validity. These modifications should still be used and the scores from them identified so that the impact of the modifications can be further analyzed. Also, research on the effects of various accommodations in statewide assessments is needed. Finally, as new technologies and procedures for accommodations and adaptations are developed, they should be included in the array of possible accommodations and adaptations for instruction and testing. It is particularly important for States to examine conflicting guidelines. For example, some States use accommodations that other States specifically prohibit. Among these are, for example, reading items to a student, allowing extended time to finish tests, and out-of-level testing. There are several ways States can increase student participation in assessment programs, as described below. * _Allow partial participation in an assessment._ Some assessments have several components (e.g., reading, math, writing). When a student can participate in one component but not in others, the student should not be excluded from the entire assessment, but rather included in that component in which the student can participate. In other words, include students with disabilities in component(s) of an assessment even it they cannot take the entire assessment. * _Use a different assessment for some students_ (such as students in a functional skills curriculum). Students whose curriculum is significantly different from the content of the assessment should be assessed with a different instrument. It is very important to assess critically the student's participation in the regular curriculum at this point. There must be justification for a student being placed in a different curriculum. * _Allow an informed respondent to provide information on what the student can do_ (i.e., information on the student's current level of functioning). _Implementation Check._ Assessment personnel should check on adherence to the intent of the recommendations by making sure that no student is excluded who could participate if accommodations and adaptations were used. This can be done by requiring a specific person in the district to approve the decision that a particular student not participate in the regular assessment. In addition, the actions described below can be taken. * Conduct follow-up studies to verify that the students who were excluded could not participate in the assessment with reasonable modifications. Report the results of the follow-up studies. * Conduct follow-up studies to determine what accommodations were used for students who were included. * Remove incentives for exclusion, using either rewards or sanctions. For example, providing information through the media is often an effective way of promoting change. Another strategy for removing incentives is to assign the lowest possible proficiency level score to all who are excluded from assessments. The reporting of information on all students is a critical aspect of removing incentives for exclusion. * Set up a panel to review requests for new forms of testing modifications. The panel would decide if the requested modifications are reasonable or if further research is needed before a decision can be made. State personnel that participated in the meeting recognized that a State might not be able to implement all aspects of the recommended practice at once. However, it is possible to implement one or two aspects without implementing the others. The group also felt that SEAs would benefit from examining other States' guidelines (see Thurlow, Scott, & Ysseldyke, 1994a, 1994b) and talking with assessment personnel from other States. The group convened by NCEO also recognized that guidelines for making decisions about inclusion and accommodations could vary as a function of the way the assessment affected the student. The changes in guidelines described above are for "low-stakes" assessment. However, States increasingly use "high-stakes" assessments. When they do, motivation to exclude those students who are perceived to bring average scores down increases. When students with disabilities participate in a "high-stakes" statewide assessment, such as a graduation exam, it is imperative that guidelines be considered. This does not mean that students with disabilities should be excluded from "high-stakes" assessments, but rather that appropriate accommodations must be made. ---------- Data From National Assessments Prior to the 1990s, people with disabilities participated in national assessments at extremely low rates, and data were seldom reported for those who did participate. Now, however, people with disabilities are being included in assessments at an increasing rate. The 1992 National Adult Literacy Survey (NALS) included people with disabilities, and even though methodological inadequacies may have affected the reliability of the results for those people, it is notable that the attempt was made. In addition, during 1993-1994, the National Center for Education Statistics (NCES) began making significant planning efforts to provide accommodations for and include students with disabilities in such assessments as the National Assessment of Educational Progress (NAEP). This section describes the NALS study and the plans for administering the Early Childhood Longitudinal Study (ECLS). National Adult Literacy Survey (NALS) In 1988, Congress asked the Department of Education to conduct a national literacy study of American adults. As a result, NALS was conducted in 1992. The instrument was a national household survey, and 13,600 individuals age 16 and older participated. Approximately 12 percent of the respondents indicated, through self-reporting, that they had a physical, mental, or other health condition that kept them from participating fully in work or other activities. No accommodations were provided to people who identified themselves as having a disability. The NALS study defined literacy as "using printed and written information to function in society, to achieve one's goals, and to develop one's knowledge and potential" (Kirsch, Jungeblut, Jenkins, & Kolstad, 1993, p. 2). Three scales were identified: _Prose literacy_ -- the knowledge and skills needed to understand and use information from texts that include editorials, news stories, poems, and fiction. For example, finding a piece of information in a newspaper article, interpreting instructions from a warranty, inferring a theme from a poem, or contrasting views expressed in an editorial. _Document literacy_ -- the knowledge and skills required to locate and use information contained in materials that include job applications, payroll forms, transportation schedules, maps, tables, and graphs; for example, locating a particular intersection on a street map, using a schedule to choose the appropriate bus, or entering information on an application form. _Quantitative literacy_ -- the knowledge and skills required to apply arithmetic operations, either alone or sequentially, using numbers embedded in printed materials; for example, balancing a checkbook, figuring out a tip, completing an order form, or determining the amount of interest from a loan advertisement.(pp. 3-4) These scales were the basis for the 165 tasks in the total survey. Each respondent was asked during a personal interview to complete one booklet containing tasks estimated to require a total of 45 minutes to complete. Each participant was asked to complete a number of tasks related to each literacy area, thus completing a subset of the total set of literacy tasks. Sampling procedures were used to ensure that all tasks were administered to a nationally representative sample. During the part of the interview in which background and personal information were obtained, respondents were also asked to describe any illnesses and disabilities. Four questions were used to identify individuals with "physical, mental, or other health conditions": One question asked respondents whether they had a physical, mental, or other health condition that kept them from participating fully in work, school, housework, or other activities. Two other questions asked whether they had visual or hearing difficulties. Finally, respondents were asked whether they had a learning disability, any mental or emotional condition, mental retardation, a speech disability, a physical disability, a long-term illness (for six months or more), or any other health impairment. Respondents were permitted to report each type of disability or condition they had. (Kirsch, Jungeblut, Jenkins, Kolstad, 1993, p. 42.) The NALS report included the results of the literacy assessment of individuals in ten self-reported disability condition categories. The following percentages of respondents reported that they had various conditions: physical disability (9 percent), long-term illness (8 percent), visual difficulty (7 percent), hearing difficulty (7 percent), other health impairment (6 percent), learning disability (3 percent), mental or emotional condition (2 percent), speech disability (1 percent), and mental retardation (< 1 percent). Overall, these individuals with disabilities were more likely than people without disabilities who participated in the survey to perform at the lowest literacy levels. The first NALS report described this lower performance of individuals with various disabilities and conditions in the excerpts below. * Adults with mental retardation, for example, were about four times more likely than their peers in the total population to perform in Level 11 on the prose, document, and quantitative scales. On the prose scale, 87 percent of the respondents with mental retardation were in this level, compared with 21 percent of adults in the population as a whole. (Kirsch, Jungeblut, Jenkins, Kolstad, 1993, p. 43) * On each scale, more than half of the individuals with vision difficulties performed in Level 1 (53 to 55 percent), for example, and another 24 to 26 percent performed in Level 2. (Kirsch, Jungeblut, Jenkins, Kolstad, 1993, p. 45) * Finally, it is interesting to note the average performance differences between individuals who reported having certain disabilities and adults in the population as a whole. The smallest gap was between those who said they had difficulty hearing and adults in the population overall; the difference was 24 to 29 points on each literacy scale. Across the other groups, the performance gap between those who reported having a particular disability or illness and those in the total population ranged from 32 to 72 points. The only exception was among adults who reported having some form of mental retardation; here the gap ranged from 120 to 154 points across the scales. (Kirsch, Jungeblut, Jenkins, Kolstad, 1993, p. 45). However, Kirsch et al., also reported that within nearly every disability group, in each literacy category (prose, document, quantitative) there are some individuals with disabilities who perform at levels 4 and 5, the top two levels of literacy reached by about 20 percent of the 13,600 individuals in the total sample. The percentages of individuals in these two levels within each condition or disability are shown in table 4.6. ___________________________________ _TABLE 4.6 Percentage of Adults with Disabilities and Other Conditions Performing in Levels 4 and 5_ _Literacy Scale Disability/Condition Prose Document Quantitative_ ------------------------------------------------------------------------ Physical, mental, or other health 6 6 7 Visual difficulty 5 6 6 Hearing difficulty 10 9 13 Learning disability 5 5 5 Mental/emotional condition 10 10 10 Mental retardation 4 3 1 Speech disability 7 6 7 Physical disability 7 6 8 Long-term illness 8 7 10 Other health impairment 8 7 11 Source: Data are from Kirsch, Jungeblut, Jenkins, & Kolstad (1993, p. 44). ___________________________________ The NALS report data are among the first available from a national education survey that includes data about people with disabilities. Unfortunately, the data related to people with disabilities have some major limitations. First, relying on self-reports can result in underestimation of the incidence of certain disabilities in the sample. For example, learning disabilities would probably be underreported by adults who left the school system before schools became widely aware of such disabilities and how to diagnose them. Also, the stigma sometimes still associated with disabilities such as mental retardation or emotional disturbance may discourage respondents from reporting the condition. Second, self-reports can also result in overestimation of some disabilities. Third, the lack of accommodations that might have enabled some people to better accomplish some assessment tasks may also have affected the results. For example, people with visual difficulties might have been at a disadvantage because print may not have been large enough for them to see accurately. Plans for Future Assessments (ECLS) NCES has also begun work on a new data collection effort, the Early Childhood Longitudinal Study (ECLS). A kindergarten cohort is to be tracked for five years. A birth cohort might also be tracked if other agencies wish to participate. Various ways for including students with disabilities in this study are being explored as the study is designed and the instruments are developed. This approach to achieving inclusion is consistent with that recommended by participants in a meeting of NCES personnel, NCEO, and other experts in assessment and national data collection programs (Ysseldyke, Thurlow, McGrew, & Vanderwood, 1994). _______________________ 1 Performance was based on 5 levels. Level 1 tasks involve matching or entering information onto a document while Level 5 tasks require the reader to extract information from a complex display or to infer information. ---------- Summary and Implications The National Center on Educational Outcomes believes that there has been noticeable progress in assessing the results of education for students with disabilities. While complete national or State-level data on students with disabilities has not yet been collected, more valid information about how many students with disabilities actually participated in various assessments is being gathered. Also, more aggressive policies to facilitate the participation of more students with disabilities in assessments are being developed. NCEO found that aggregating data on the educational results of students with disabilities into a composite picture of their status and performance is not yet feasible. The measures States use vary too much to allow such aggregation. In addition, States use different measures at different grade levels and in different content areas. There continues to be considerable variability in State guidelines used to determine which students will participate in State-level assessments and what accommodations can be used. The variability is such that a student included in a State-level assessment in one State might be excluded in the next. An accommodation that is recommended in one State might be prohibited in another. NCEO believes that these kinds of inconsistencies can be lessened by developing consistent national guidelines. In the opinion of the NCEO, the new types of assessments being developed or considered also highlight the importance of consistent national guidelines. States using non-traditional forms of assessment, such as performance, authentic, or portfolio assessment, tend to use the same approaches to including students with disabilities and making accommodations as they use in their traditional assessments. This occurs despite the opportunity to include students with disabilities in every aspect of new development activities such as item development, procedures, and options for accommodations. NCEO believes that despite its shortcomings in the areas of data collection and accommodations, NALS is an example of a new commitment to inclusion of individuals with disabilities when conducting national educational data collection. The Center found even more encouraging NCES plans to include students with disabilities in the ECLS, provide them with needed accommodations, and consider the needs of these students in the initial stages of assessment development. Therefore, it is likely that national education data collections will soon provide more information on the performance of most students with disabilities in selected academic areas. References Kirsch, I. S., Jungeblut, A., Jenkins, L., & Kolstad, A.(1993). _Adult literacy in America:A first look at the results of the National Adult Literacy Survey._ Washington, DC: National Center for Education Statistics. Shriner, J. G., Spande, G. E., & Thurlow, M. L.(1994). _State special education outcomes 1993._ Minneapolis, MN: National Center on Educational Outcomes. Thurlow, M. L., Scott, D., & Ysseldyke, J.(1994a). _Compilation of states' guidelines for accommodations in assessments for students with disabilities _(Synthesis Report 18). Minneapolis, MN: National Center on Educational Outcomes. Thurlow, M. L., Scott, D., & Ysseldyke, J.(1994b). _Compilation of states' guidelines for including students with disabilities in assessments_ (Synthesis Report 17). Minneapolis, MN: National Center on Educational Outcomes. Ysseldyke, J. E., Thurlow, M. L., McGrew, K. S., & Shriner, J. G.(1994). _Recommendations for making decisions about the participation of students with disabilities in statewide assessment programs_ (Synthesis Report 15). Minneapolis, MN: National Center on Educational Outcomes. Ysseldyke, J. E., Thurlow, M. L., McGrew, K. S., & Vanderwood, M.(1994). _Making decisions about the inclusion of students with disabilities in large-scale assessments_ (Synthesis Report 13). Minneapolis, MN: National Center on Educational Outcomes. ---------- Chapter 5 _______________________________________________________________________ Financing Services for Students with Disabilities _This chapter reports on the work of the Center for Special Education Finance (CSEF), one of several research centers funded by OSERS. The views expressed here are those of the CSEF, and do not necessarily represent the views of the Department of Education. _ Issues related to special education finance have gained considerable importance over the past few years. The continued growth in the number of children with disabilities and the cost of providing special education programs have focused increased attention on how resource constraints affect the quality of services provided. One of the primary objectives of the Center for Special Education Finance (CSEF) is to provide policy makers and administrators at the Federal, State, and local levels with data, analyses, expertise, and opportunities to share information about special education finance issues.1 CSEF is guided by one overarching policy question that places a broad range of questions pertaining to special education finance into a single conceptual framework and set of activities: _How can the quality of educational services be maximized for students with special educational needs within the context of limited resources?_ The CSEF research agenda focuses primarily on issues related to special education resource allocation. However, funding issues cannot be isolated from issues related to program design and measuring program results and quality. Decision makers at each level of government must ultimately decide how best to allocate limited resources to produce the desired results. A major CSEF objective is to provide information that can facilitate that process. This chapter summarizes some of CSEF's research during its first two years of operation (FY 1993 and FY 1994). Separate sections focus on: * Federal funding for special education services, including a historical overview of Federal legislation; * State special education funding, with an emphasis on State finance reform efforts; and * a case study of a State-level cost analysis project. _______________________ 1 CSEF is supported through a cooperative agreement with the U.S. Department of Education, Office of Special Education Programs. ---------- Federal Funding for Special Education Historical Overview The Federal presence in elementary and secondary education in general, and special education in particular, was negligible until the 1960s. In 1966, hearings before an ad hoc subcommittee of the House of Representatives Education and Labor Committee revealed that only about one-third of the 5. 5 million children and youth with disabilities in the country were being provided appropriate special education services. According to the committee report, the remaining two-thirds were either totally excluded from public schools or "sitting idly in regular classrooms awaiting the time when they were old enough to 'drop out.'" Federal programs directed at children with disabilities, the Committee reported, were "minimal, fractionated, uncoordinated, and frequently given a low priority in the education community" (House Report No. 72-611, June 26, 1975, p. 2). As a result of these hearings, Congress added Title VI to the Elementary and Secondary Education Act (P. L. 89-750) in 1966, establishing a two-year project grants program to assist the States in educating children and youth with disabilities. Allotments were based on the population of exceptional children age 3 through 21 in the State. The Elementary and Secondary Education Amendments of 1970 repealed Title VI as of July 1971 and created the Education of the Handicapped Act (EHA), P. L. 91-230. EHA consolidated a number of separate Federal grant programs related to children with disabilities under one statute. This new authority, the precursor of the current IDEA, was the first free-standing statute written expressly for children and youth with disabilities. Part B of EHA provided a new formula grant program to replace the previous population-based grant. The maximum amount of the grant that a State could receive was equal to the number of children with disabilities age 3 through 21 receiving special education and related services times a specified percentage of the national average per pupil expenditure (APPE) in public elementary and secondary schools in the United States. See table 1.1 in Chapter 1 for a summary of Part B grants and APPE amounts since 1977. The new formula was a significant change from the way funds had previously been distributed. Prior law based allocations (a) to States on the number of all children, i. e., population, ages 3 through 21 within a State, times $8.75 per child, and (b) within States on a discretionary project basis. The new system for distributing funds within States made allotments based on the number of students eligible for special education services. The new system's objectives were to allow funds to flow to areas with relatively higher rates of eligible students (and therefore greater need) and create an incentive to locate and serve those students. The 1990 Amendments to EHA changed its name to the Individuals with Disabilities Education Act (IDEA). To assist States in providing FAPE to children and youth with disabilities, IDEA authorizes three State formula grant programs and several discretionary grant programs. The discretionary grant programs (Parts C through G of IDEA) have the objective of stimulating improvements in educational services for children with disabilities. Included are grant programs designed to promote recruitment and training of special education personnel, research and demonstration projects, development and dissemination of instructional materials and information to teachers and parents, and some direct services for children. ---------- Special Education Funding in the States IDEA mandates FAPE for all students with disabilities. The States are primarily responsible for providing special education programs and services, and provide 56 percent of the financial support for them. "Although States continue to bear the fiscal burden of educating students with disabilities, there is a paucity of recent data on the levels of funding actually provided by States and local governments. The most recent data available (from the 1987-88 school year) show the States providing 56 percent of the funds expended for special education programming across the nation, as compared to 36 percent from local sources, and 8 percent from the Federal government" (Moore et al. , 1988). States are struggling to provide FAPE to students with disabilities with limited public resources that are being strained by the growing demand for other types of social services. As a result, many States are actively changing or considering changes in the ways they finance special education programs. In fact, State efforts to reform special education finance appear to be at their highest level since the enactment of IDEA. State Special Education Finance Reform Movement In 1994, CSEF conducted a telephone survey of SEA personnel in all 50 States to learn of any efforts States may be making to reform their special education finance systems. The survey revealed that 18 States have implemented some type of finance reform in the past five years. Twenty-eight States are currently considering major changes in special education fiscal policy. Nine of these States expect to implement some variation of their existing funding system, or have a clear idea for a new one. The other 20 States are as yet undecided about the specific changes they will make. Of these 29 States, seven implemented some type of finance reform in the past five years and are considering reforming their special education finance systems again. Table 5.1 describes the special education finance reform movement by State and by type of funding formula, (column 2), as defined in the table key. In addition, the basis on which the funding allocation is made is provided (column 3). The basis on which the allocation is made is important for understanding the policy implications of funding alternatives. For example, allocations based on type of student placement tend to afford the least flexibility to local decision makers. Allocations based on less specific criteria, such as total district enrollment, are likely to allow them much more discretion when identifying and placing students. Another important factor is whether State special education funds must be spent exclusively on special education students (column 4). Although such a restriction favors fiscal accountability, it tends to reduce local control. In fact, although this restriction is often presumed to exist, 33 of the States surveyed _do not_ require that all special education funds be spent exclusively on special education services. ___________________________________ _CAPTION:_ Table 5.1 Special Education Finance Reform in the States State Current Funding Formula Basis of Allocation State Special Education Dollar for Target Population Only Implemented Reform within Last 5 Years Considering Major Reform Alabama Pupil weights Placement and condition X X Alaska Pupil weights Type of placement X Arizona Pupil weights Disabling condition Arkansas Pupil weights Type of placement X X California Resource-based Classroom unit X Colorado Percent reimbursement Allowable costs X X Connecticut Percent reimbursement Actual expenditures X Delaware Resource-based Classroom unit X X Florida Pupil weights Disabling condition X Georgia Pupil weights Disabling condition For 90% of funds Hawaii Pupil weights Placement and condition X X Idaho Percent reimbursement Actual expenditures X Illinois Resource-based Allowable costs X X Indiana Pupil weights Disabling condition Iowa Pupil weights Type of placement X Kansas Resource-based Number of special education staff X X Kentucky Pupil weights Disabling condition X X Louisiana Percent reimbursement Actual expenditures X X Maine Percent reimbursement Allowable costs Maryland Flat grant Total district enrollment X Massachusetts Flat grant Total district enrollment X Michigan Percent reimbursement Allowable costs X Minnesota Percent reimbursement Actual expenditures X X Mississippi Resource-based Number of special education staff X Missouri Resource-based Number of special education staff X Montana Flat grant Total district enrollment X X Nebraska Percent reimbursement Allowable costs X X Nevada Resource-based Classroom unit X New Hampshire Pupil weights Type of placement X New Jersey Pupil weights Placement and condition X New Mexico Pupil weights Type of placement X New York Pupil weights Type of placement X North Carolina Flat grant Special education enrollment X X North Dakota Actual expenditures Percent reimbursement X X Ohio Resource-based Classroom unit X X Oklahoma Pupil weights Disabling condition Oregon Pupil weights Special education enrollment X Pennsylvania Flat grant Total district enrollment X X Rhode Island Percent reimbursement Actual expenditures X South Carolina Pupil weights Disabling condition X X South Dakota Percent reimbursement Actual expenditures X X Tennessee Resource-based Classroom unit X X Texas Pupil weights Type of placement X X Utah Pupil weights Type of placement X Vermonta/ Flat grant Total district enrollment X Virginia Resource-based Classroom unit X Washington Resource-based Classroom unit X West Virginia Flat grant Special education enrollment Wisconsin Percent reimbursement Allowable costs X Wyoming Percent reimbursement Actual expenditures X a/ Vermont's special education funding formula also contains a substantial percent reimbursement component. _Table Key_ Pupil weights - Two or more categories of student-based funding for special programs, expressed as a multiple of regular education aid. Resource-based - Funding based on allocation of specific education resources (e.g., teachers or classroom units). Classroom units are derived from prescribed staff/student ratios by disabling condition or type of placement. Percent reimbursement - Funding based on a percentage of allowable or actual expenditures Flat grant - A fixed funding amount per student or per unit. Source: Center for Special Education Finance (CSEF) ___________________________________ _Issues Driving Reform._ When respondents were asked to identify the issues driving reform, as a group they provided more than a dozen answers. However, the consensus was that (1) more flexible ways to provide special education services are needed, and (2) incentives that lead to restrictive placements need to be eliminated. Responses also indicated that reforms are also being driven by the more traditional goals of fiscal accountability, formula simplicity, ensuring adequate service, and equity. Two other important issues cited were rising special education costs and enrollments and the influence of widespread support for more inclusive educational practices on special education finance reform. Nature of Reforms Underway To address some of the issues discussed above, States have instituted a variety of fiscal and program reforms. Some States, like California and Oregon, have responded to growing fiscal pressures by capping the growth of special education aid by limiting the number of students eligible for reimbursement (Beales, 1993). To try and remove fiscal incentives for identifying special education students, Massachusetts, Montana, Pennsylvania, and Vermont have revised their State finance formulas to decouple funding from the special education student count. These States now primarily provide funds to districts based on some form of a census-based funding system. With this type of funding arrangement, the amount of State special education aid received by a district is determined by the overall count of students enrolled in the district, rather than the number of students specifically identified for special education services. Such a system breaks the link between funding and local policies that determine how students with disabilities are identified and placed in special education programs. At the same time, while some States are moving away from the more traditional special education funding approaches, such as pupil weights (see definition and States using this approach in table 5.1), other States are considering adopting them. For example, Oregon educators wanted to design a system that could be easily understood, that was placement-neutral, and that would dramatically reduce documentation and paperwork requirements. To these ends, Oregon adopted a single funding weight for all special education students. The per pupil special education allocation is twice that of the per pupil general education allocation. Interviews conducted by CSEF staff with a broad range of interested persons in Oregon constituents in 1994 indicated a general consensus that the objectives cited above were largely being met by the new formula. However, concerns that a financial incentive still existed to continue to identify special education students up to the State funding limit of 12 percent were sometimes expressed (Montgomery, 1995). CSEF believes there are some important issues that a State should consider when making decisions about the retention or adoption of a pupil weight funding formula. First, should the amounts of these weights vary by type of placement (as in Iowa), by type of disabling condition (as in Arizona), or should there just be a single weight that applies to all special education students (as in Oregon)? It is the opinion of the CSEF that weights based on placement have the advantage of being more closely linked to actual program cost, but may a so create inappropriate financial incentives for more costly, and therefore sometimes more restrictive, placements. Weights based on disability type have the advantage of being placement-neutral (i. e., no financial incentives for one type of placement over another), but are generally not closely linked to variations in the actual costs districts face. Any pupil weight system will create an incentive to identify students as needing special education services. Some consider this type of incentive to be appropriate, because it is thought to create a better link between State special education aid and the district cost of providing such aid. Others argue that this type of fiscal incentive for identifying additional special education students should be removed. States that agree with the latter argument have adopted the types of census-based funding systems described above. 2 _______________________ 2 For a more extensive discussion of the incentives and disincentives contained in alternative types of special education funding formulas, see Parrish (1994). ---------- Fiscal Policies that Foster Inclusion CSEF has also examined barriers to inclusion initiatives have often been found in existing special education funding provisions (Parrish, 1994). How can fiscal policies be altered to foster and support inclusive special education services? A set of guidelines, developed by CSEF (Parrish, 1994) for States attempting to revise their special education funding formals to remove incentives for restrictive placements are described below. _First, fiscal incentives favoring restrictive and separate placements should be removed._ Theoretically, this could be achieved under most types of special education funding systems. Even systems in which funding decisions are based on student categories could develop a weighting structure that would foster greater inclusion by assigning larger weights to an array of higher- and lower-cost general education placements. Thus far, however, the States attempting to reduce the number of restrictive placements have tended to implement funding systems that do not base funding decisions on student placement categories. _Second, States must make decisions about the extent to which they wish to encourage private special education placements._ Some States may decide that private, as opposed to public, placements are more restrictive under any circumstances and may wish to create fiscal disincentives for their use. Other States may decide that private placements are an integral component of the continuum of available placements for their special education students and that these types of placements should not be discouraged. Regardless of how they view private placements, it is difficult for States to rationalize fiscal incentives favoring them. In some States, however, these incentives are clearly in place. Comparable public services may not be available in some States simply because districts have never been allowed to use the State aid they are allotted for private tuition to develop public services. _Third, funding systems should be developed in which funds follow students as they move to less restrictive placements._ For example, if funds followed children when they returned to neighborhood schools, savings in transportation costs could offset other types of costs associated with this type of move. Districts may have internal mechanisms for resource allocation in place that support places rather than students. As students move from specialized to neighborhood schools, districts will also need to rethink their internal systems for allocating resources. _Fourth, States could enhance fiscal support for district training._ States reporting the most success in fostering more inclusive service systems emphasize the need to support direct training for these types of program interventions. As fiscal disincentives favoring restrictive services are removed, district personnel must be provided with training and assistance in overcoming the many practical difficulties associated with the higher levels of inclusion that may result. _Fifth, States could fund and encourage the use of appropriate interventions for all students._ Some argue that service option restrictions result in some students who need intervention services being identified as eligible for special education because that is the only way to provide them with intervention services. State funding systems that actively support alternative interventions for all students will be less likely to lead to special education program placements that are unnecessarily restrictive. ---------- State-Level Cost Analyses: Kentucky Case Study The types of special education fiscal policy issues presented in this chapter thus far represent a major element of the overall CSEF research agenda. A second important element of CSEF research is special education cost analysis. Policy makers at all levels of governance sometimes express surprise that more is not known about the costs of special education. As previously mentioned, the last major examination of special education costs across the nation is based on data from the 1985-86 school year (Moore, et al., 1988). Prior studies were generally consistent with the findings of Moore, et al., who found that per pupil special education costs are approximately 2.3 times that of general education. However, a great deal of change has occurred in education over the past ten years, and CSEF has identified a number of important questions about special education costs that remain unanswered. For example, what are the comparative costs of individual types of special education programs, such as public versus private placements for comparable students? What are the fiscal implications of alternative special education program policies? For example, are general classroom placements in neighborhood schools more or less costly for students with low-incidence disabilities? To what extent, if any, do special education costs exceed revenues, thereby affecting the resources available for students in general education programs? 3 Unfortunately, existing budgeting and expenditure records are not of much assistance when estimating the actual costs of educational programs. As described by Levin (1983), they generally do not include all of the cost information that is needed, usually are organized by line item rather than by type of program, and due to varying interpretations of cost information and accounting conventions are generally not comparable across districts. As a result, "the costs of any particular intervention are often embedded in a budget that covers a much larger unit of operation" (page 50). This approach to gathering educational cost data focuses on individual classrooms, such personnel measures as numbers of staff and student counts, and such non-personnel resource measures as materials and equipment. 4 The conceptual design for the last major national special education expenditure study, developed by the current CSEF co-directors, was based on this type of resource cost methodology. 5 A major CSEF research goal is to further develop basic special education cost analysis methodologies and procedures and make them more useful for and applicable to special education policy development. This goal is comprised of three related research objectives. First, it is important to have a better understanding of the types of special education cost questions that local, State, and Federal policy makers need answered, so that solutions address the appropriate questions. Second, more cost-effective methods of data collection need to be developed. One reason more special education cost analyses are not conducted is that they tend to be time-consuming and labor-intensive. Finally, ways to make the best possible use of existing data must be found. To achieve these three research objectives, which are related to the overall development of enhanced special education cost analysis capabilities, CSEF has formed collaborative arrangements with Kentucky, Oregon, and Massachusetts. CSEF chose these States because they had recently enacted, or were on the verge of enacting, special education finance reform; had specific special education cost-related policy questions to be addressed; and had an interest in forming a relationship with the Center for the purpose of developing an ongoing statewide education cost analysis capacity. The special education cost analysis projects in Oregon and Massachusetts are currently underway. In the Oregon project, an examination of the costs and benefits of inclusive special education placement practices in a selected group of districts that are actively implementing such policies is under way. In Massachusetts, CSEF is conducting a statewide special education cost analysis of recently enacted special education finance reform. As an example of the kinds of cost questions that are of interest to States and the information produced through these types of studies, the results of the Kentucky Special Education Finance Study are presented below as a case study. This study was completed in October 1994. Overview The Kentucky State legislature mandated this special education cost study. The study's purpose was to review Kentucky's existing approach to special education funding and develop recommendations for a funding mechanism that could be used to achieve the objectives of special education. Special education in Kentucky is currently funded under the auspices of the Kentucky Educational Reform Act (KERA). The study sought to answer the three major research questions below. * _What does special education cost statewide, and how does this compare with special education revenues? Is special education adequately funded in the State? Which types of districts exhibit systematic differences in the relationship between expenditures and revenues for special education? How do the three funding weights currently in use in the State compare with the actual costs of serving these various categories of students?_ In order to address these questions, a series of statistical analyses were conducted on a combination of data sets derived from existing State data files and data collection efforts carried out by CSEF staff during the 1993-94 school year. The data gathered by CSEF came from a sample of 63 schools in 17 districts. The districts were stratified according to size and the percentage of children identified as eligible for special education services. Results _What does special education cost statewide, and how does this compare with special education revenues? Is special education adequately funded in the State?_ Total expenditures for special education services in Kentucky were estimated at $218.5 million, compared to total State and Federal funding of $218.8 million (table 5.2). These results suggest that, overall, public school districts in Kentucky are spending approximately the same amount of money on special education as that generated by State and Federal funding. ___________________________________ _Table 5.2 Comparing Statewide Expenditures and Revenues for Special Education_ _Total Amount (millions)_ --------------------------------------------------------------------- _Revenues_ (Federal and State add-on) $218.8 _Expenditures_ Personnel $204.8 Non-personnel 4.2 Tuition for out-of-district placements 9.5 ------ Total $218.5 _Excess of revenues over expenditures_ $ 0.3 Source: Center for Special Education Finance (CSEF). ___________________________________ Determining whether this funding level is adequate requires subjective judgments to be made about the overall quality of services being provided. However,State and Federal revenues appeared to be sufficient to support current levels of special education across the State. CSEF's _best overall estimate_ of special education costs versus special education revenues showed a very high degree of alignment statewide ($218.5 million versus $218.8 million). However, because of the difficulty in obtaining accurate information on the cost of non-personnel special education resources,our _upward bound estimate_ of statewide expenditures is $247.6 million, which would equal a statewide funding deficit of $28.8 million. _Which types of districts exhibit systematic differences in the relationship between expenditures and revenues for special education?_ The data show a fairly wide range of variation in the ratio of expenditures to revenues among districts. The following patterns of variation in the ratio of special education expenditures to revenues were found. * Districts that identified students as in need of special education at higher rates and that had greater percentages of special education students, at-risk populations, and students in poverty were likely to spend a lower percentage of special education revenues on special education services, such as equipment. Instead, more revenues were spent on transportation and salaries. * Districts with higher levels of average household income and housing values were more likely to spend a greater percentage of the special education revenues on special education services. In summary, despite the high degree of parity between special education revenues and costs statewide, considerable differences in the relative degree of alignment across individual types of districts were found. On average, the ratio of expenditures to revenues for special education were lowest in districts serving the poorest students and in those showing the highest special education identification rates. _How do the three funding weights currently in use in the State compare with the actual costs of serving these various categories of students?_ Table 5.3 presents an approach to comparing the study cost estimates to the State funding weights currently in place. Special education expenditures are based on data collected on samples of special education students. The costs of instruction in the general education program represent a combination of the basic costs of instructional personnel, and is derived from the data CSEF collected at the school and district level. The value in the estimated weight column is calculated by subtracting 1 from the ratio of total per pupil special education costs to total per pupil general education costs. In theory, the estimated weight value is what should be used to calculate the add-on special education revenues. The KERA weights actually used to calculate the add-on revenues are presented in the last column for the purpose of comparison. Only for the high-incidence special education students are the estimated weights lower than the KERA weights. The overall average estimated weight for the speech or language students is 50 percent more than the current KERA weight, and the weight for the low incidence students is only .22 points (or 9.4% = 100 x .22/2.34) higher. ___________________________________ _Table 5.3 The Relationship Between the Costs Per Pupil of Special and Regular Education Personnela/_ _Estimated Student Category Estimated Total Per Ratio of and Percentage Total Per Pupil Special to of State Special Pupil General General Education Special Education Education Estimated KERA Population Cost Cost Costs Weight Weight_ -------------------------------------------------------------------- _Elementary school_ Speech or language (18. 7) $3,172 $2,398 1.32 0.32 0.24 High incidence (47. 7) $4,756 $2,398 1.98 0.98 1.17 Low incidence (5. 3) $7,511 $2,398 3.13 2.13 2.34 _Middle/junior high and high schools_ Speech or language (0.2) $3,662 $2,250 1.63 0.63 0.24 High incidence (24.9) $4,579 $2,250 2.04 1.04 1.17 Low incidence (3.2) $9,468 $2,250 4.21 3.21 2.34 _Overall average_ Speech or language (18.9) $3,177 $2,324 1.37 0.37 0.24 High incidence (72.6) $4,695 $2,324 2.02 1.02 1.17 Low incidence (8.5) $8,278 $2,324 3.56 2.56 2.34 a/ The data in this table do not include non-personnel costs (e. g. , books, supplies and materials, furnishings and equipment, utilities, travel, fees, and school and district buildings). In addition, the costs of transportation and food services are excluded from these calculations. ___________________________________ Sizable differences between these cost estimates and the revenues generated by the State's current three special education funding categories were also observed. Special education funding weights based on the results of this study suggest that students in the speech or language category were underfunded by approximately 50 percent (0.24 versus 0.37), that high incidence students were overfunded by about 16 percent (1.17 versus 1.02), and that low incidence students were underfunded by about 13 percent (2.34 versus 2.56). _______________________ 3 This latter concern was illustrated in a recent Ohio court case ruling that "non-handicapped children are (also) entitled to equal protection. . . " Citing the encroachment of special education services on general education funds, the court found "no rational basis for funding the education of non-handicapped students at a funding level based on what remains after funding special education. . . " (DeRolph v. Ohio, 1994). 4 For a more thorough discussion of the conceptual underpinnings of this methodology, see Levin's description of the "ingredients" approach (1983), or for discussion and examples of its operationalization, see Chambers and Parrish (1982, 1984, 1993). 5 Jay Chambers and Tom Parrish, co-directors of CSEF, created the basic design for the last national special education cost study completed by Moore, et al. , (1988) under a subcontract to Decision Resources Corporation. ---------- Summary and Implications This chapter has provided an overview and summary of the work completed by the Center during its first two years of operation (FY 1993 and FY 1994). During that time, CSEF completed three major projects related to its goal of providing policy makers and administrators at the Federal, State, and local levels with data, analyses, expertise, and opportunities to share information about special education finance issues. These projects were a survey of State educational funding reform trends, formulation of a set of fiscal policy guidelines for inclusion, and a case study of a State-level cost analysis project. In 1994, CSEF surveyed special education personnel in all 50 States concerning special education reforms that might be taking place in their State. CSEF learned that during the last 5 years, 18 States had implemented some type of fiscal reform, and 29 States were considering major changes. Twenty States were undecided about carrying out any specific reforms at the time of the survey. Respondents identified five major issues driving reform:(1) the need for more flexible ways to provide special education; (2) the need to eliminate incentives that lead to restrictive placements; (3) the fact that reforms are driven by fiscal accountability; (4) rising special education costs and enrollments; (5) the influence of support for more inclusive educational practices. CSEF has developed a set of guidelines to develop fiscal policies that promote inclusion. They are: (1) remove fiscal incentives that favor restrictive and separate placements, (2) make decisions about the extent to which the State wishes to encourage private special education placements, (3) develop funding systems in which funds follow students as they move to less restrictive placements, (4) enhance fiscal support for district training, and (5) fund and encourage the use of appropriate interventions for all students. CSEF conducted a special education cost study of Kentucky's approach to special education funding. The study also indicated that, despite a high degree of parity between special education revenues and costs statewide, considerable differences in the relative degree of alignment across individual types of districts were found. On average, total special education expenditures in relation to revenues were lowest in districts serving the poorest students and in the districts showing the highest special education identification rates. Finally, the study indicated that the funding weights currently in use in the State were apparently not aligned with the costs of educating some categories of special education students. In addition to current research, CSEF also plans to conduct research that can help produce a better understanding of whether various alternative special education fiscal provisions can result in the types of criteria specified for effective special education finance policy, as defined in this chapter. Three major areas of research include how to best: * finance special education; * track special education cost and expenditure information; and * design and implement concepts for tracking the costs and responsibilities of paying for special education services. In considering the first issue, CSEF might consider what types of funding mechanisms can be developed that will reflect true differences in costs and other circumstances among local districts. These mechanisms would not include too many reporting requirements or overly constrain local flexibility. As to the second issue, CSEF believes that greater understanding of how much is spent on special education, the specific types of resources that are purchased, and how the resources are used to produce special education services is needed. It also believes that better data about special education resource allocation issues is needed, such as whether one type of program is more costly than another, how alternative program policies affect special education finance, and how special education finance affects other types of educational programs. As to the third issue, CSEF believes that better special education monitoring and evaluation systems are needed. In its opinion, existing mechanisms almost exclusively adhere to requirements and procedures regarding program provision and resource use. Rather than simply tracking special education funds to determine if they are being spent on services to children in various disability categories, CSEF proposes to collect better information about how much is being spent on specific types of programs and services. In addition, CSEF plans to work on developing better measures of the success of these programs. This would involve data systems that not only determine whether special education funds are being spent properly, but also determine whether they are being spent well. References Beales, J.R.(1993). _Special education: Expenditures and obligations._ Los Angeles, CA: Reason Foundation. Chambers, J. G., Parrish, T. B., Goertz, M., Marder, C., & Padilla, C.(1993). _Translating dollars into services: Chapter 1 resources in the context of state and local resources for education._ Contract No. LC91030001. Palo Alto, CA: American Institutes for Research. Chambers, J. G. & Parrish, T. B.(1984). _The development of a program cost model and a cost-of-education index for the state of Alaska:_ Final report, Volumes I-IV. Palo Alto, CA: Associates for Education Finance and Planning, Inc. Chambers, J. G. & Parrish, T. B.(1982). _The development of a resource cost model funding base for education finance in Illinois_ (Volume I: Executive Summary; Volume II; Technical Report). Prepared for the Illinois State Board of Education. Palo Alto, CA: Associates for Education Finance and Planning, Inc. Fraas, C. J.(1986). P.L. 94-142, _The Education for all Handicapped Children Act: Its development, implementation, and current issues._(86-552 EPW). Washington, DC: Congressional Research Service. Levin, H. M.(1983). _Cost-effectiveness: A primer._ Beverly Hills, CA: SAGE Publications, Inc. Montgomery, D. L.(1995). _Profile of special education finance reform in Oregon_ (State Analysis Series No. 1). Palo Alto, CA: Center for Special Education Finance, American Institutes for Research. Moore, M. T., Strang, E. W., Schwartz, M., & Braddock, M.(1988). _Patterns in special education service delivery and cost._ Washington, DC: Decision Resources Corporation. Parrish, T. B.(1994). _Removing incentives for restrictive placements_ (Policy Paper No. 4). Palo Alto, CA: Center for Special Education Finance, American Institutes for Research. Parrish, T. B. & Verstegen, D. A.(1994). _Fiscal provisions of the Individuals with Disabilities Education Act _(Policy Paper No. 3). Palo Alto, CA: Center for Special Education Finance, American Institutes for Research. U.S. Senate Committee on Labor and Public Welfare. Subcommittee of the Handicapped.(1976). Education of the Handicapped Act as Amended through December 31, 1975 (Report No. 72-611). Washington, DC: U.S. Government Printing Office. ---------- Chapter 6 _______________________________________________________________________ Assisting States and Localities in Educating All Children with Disabilities The Individuals with Disabilities Education Act (IDEA) requires States receiving funds under the Act to make a free appropriate public education (FAPE) available to all eligible children with disabilities. As part of its responsibilities under IDEA, the Department must "assess the impact and effectiveness of State and local efforts . . . to provide . . . free appropriate public education" to children and youth with disabilities (20 U. S. C. 1418(a)(1)-(2)). The U. S. Department of Education, primarily through its Office of Special Education Programs (OSEP), aids State educational agencies and local school districts in implementing the nation's special education mandates by making grants pursuant to Congressional appropriations, and providing monitoring oversight, policy support, and technical assistance. As noted above, one of OSEP's central roles is to ensure that States fulfill their responsibilities under IDEA. As stated in 34 CFR 300.1, the purpose of Part B is to: ensure that all children with disabilities have available to them a free appropriate public education that includes special education and related services to meet their unique needs; to ensure that the rights of children with disabilities and their parents are protected; to assist States and localities to provide for the education of all children with disabilities; and to assess and ensure the effectiveness of efforts to educate those children. Thus, Congress recognized that specially designed instructional services, procedural protections, financial and informational assistance to educational agencies, and ongoing assessment of system effectiveness were all necessary to meet IDEA's ultimate purpose -- to ensure that all children with disabilities have access to appropriate educational services that will enable them to learn to high standards. Accordingly, IDEA sets forth a number of specific requirements, funding authorities, and other mechanisms for implementing the Act's purpose, and OSEP recognizes that it must use a combination of compliance, funding, technical assistance, dissemination, and other leadership strategies to improve educational results for all children and youth with disabilities. Part B of the IDEA sets forth very specific requirements for identifying children with disabilities, ages birth through 21, and for providing a free appropriate public education to children with disabilities, ages three through 21. OSEP -- and its customers -- children with disabilities and their families -- and its partners -- LEAs, SEAs, and advocacy groups -- recognize that an effective accountability system is critical to ensure continuous progress in achieving educational results for children with disabilities. ---------- The Federal Program Review Process Each State must meet a number of statutory and regulatory requirements in order to receive Federal financial assistance under the Part B program. Among the most critical are the mandates in 34 CFR 300.121(a) and 300.600(a) that the State demonstrate to the Secretary that: * The State has in effect a policy that assures all children with disabilities the right to a free appropriate public education; and * The State Educational Agency (SEA) shall be responsible for ensuring that the requirements of Part B are carried out and that each educational program for children with disabilities within the State, including each program administered by any other public agency, is under the general supervision of the persons responsible for educational programs for children with disabilities in the SEA and meets the educational standards of the SEA. To ensure that SEAs are accomplishing their responsibilities consistent with the Part B and Education Department General Administrative Regulations (EDGAR) requirements, OSEP uses a multifaceted program review process that includes the following activities: * providing technical assistance to States on an ongoing basis regarding legal requirements and best practice strategies for ensuring compliance in a manner that ensures continuous progress in educational results for students with disabilities; * reviewing State policy and technical assistance documents, SEA monitoring reports regarding LEAs and other public agencies, and other information utilized by an SEA to administer Part B; * reviewing and approving State Plans; * conducting compliance monitoring reviews;1 * verifying the implementation of corrective action plans (CAPs); * reviewing, when appropriate, final decisions of SEA complaint resolutions; * establishing ongoing communication with SEAs, national and State organizations, parents and advocates, and other constituents; and * conducting specific issue reviews. _______________________ 1 See table 6.1, which summarizes generally the monitoring procedures used by OSEP during the 1993-1994 school year. OSEP has implemented several refinements to these procedures, which are not reflected in Table 6.1, but which are also summarized in this chapter. As summarized in table 6.2, OSEP conducted on-site compliance reviews in 15 entitles during the 1993-94 school year and 16 during the 1994-95 school year. As listed in table 6.3, OSEP issued 14 final reports during FY 1994. Requirements for which OSEP included findings in three or more of those final monitoring reports are summarized in table 6.4. ---------- Refinements to OSEP'S Monitoring Procedures Implemented in the 1994-95 School Year The Context of Monitoring Refinements Over the past two years, OSEP has worked -- internally, with other components of the Department, and with its customers -- to reorient and strengthen its monitoring system so that it will -- in conjunction with OSEP's research, innovation, and technical assistance efforts -- serve as an effective vehicle to support systemic reform that will produce better results for students with disabilities, while recognizing the need to continue to look at procedural compliance. In assessing the effectiveness of its current monitoring system and identifying strategies to strengthen that system, OSEP received input from parents and a myriad of groups that advocate for children with disabilities and their families, and from State directors of special education and monitoring personnel. OSEP also used data from the National Longitudinal Transition Study (NLTS) and other research regarding learner results and systemic reform to inform its assessment of and refinements to its system for ensuring accountability. Based upon information from all of the sources described above, together with ongoing formal and informal dialogue with State educational agencies, advocacy groups, and other OSERS and Department staff, OSEP identified essential characteristics of a strong accountability system, including the following. 1. Strong and diverse customer input in the monitoring process. 2. Effective methods for ensuring compliance with Part B and related Federal requirements, with strongest emphasis on those requirements that relate most directly to continuous improvement in learner results (e. g. , those requirements that relate most directly to access to challenging curriculum, effective education together with students who do not have disabilities, preparation for work, etc.). 3. Prompt identification and correction of deficiencies. 4. Corrective action requirements and strategies that will yield improved access and results for students, rather than simple "paper compliance. " Table 6.1 summarizes the monitoring procedures that OSEP implemented during the 1993-1994 school year; with the exception of eliminating the step of issuing a separate draft monitoring report, OSEP continued to implement those basic procedures during the 1994-95 school year. However, the ways in which these procedures are being implemented have been refined for the 1994-95 school year. OSEP anticipates that these changes will be the beginning of a process of further refining its monitoring system over the next several years. _TABLE 6.1 Typical Steps in On-Site Monitoring Reviews_ _Step 1: Select and inform States that OSEP will monitor during following school year_ * Select States that OSEP will monitor during the following school year. (Under the current schedule, OSEP visits approximately 15 States each school year.) * In the spring, inform States that will be monitored the following school year. _Step 2: Conduct monitoring academy and arrange visit dates_ * In the spring, conduct monitoring academy for States that OSEP will monitor the following year. SEA staff and representatives from Parent Training and Information Projects are invited to participate. * At the time of the academy or shortly thereafter, arrange dates with each State for public meeting/pre-site visit and on-site visit. Issue memo to national organizations informing them of dates for pre-site public meetings and on-site visits. _Step 3: Conduct public meeting/pre-site visit_ * Send written notice to SEA and to State and national advocacy organizations to inform them of upcoming compliance review and the purpose, schedule, and location of public meetings, and to invite their oral or written comments. * Conduct public meetings to gather input from interested organizations and individuals regarding appropriate issues and geographical focuses of OSEP compliance review. * While in State for public meetings, meet with SEA officials to plan on-site visit, to collect data regarding State systems for general supervision, and to collect other information to assist in identifying appropriate issues and geographical focuses for OSEP compliance review. _Step 4: Plan on-site data collection procedures_ * After return from pre-site visit, continue to receive (and, if appropriate, solicit) written and telephone comments to assist in identifying appropriate issues and geographical focuses for OSEP compliance review. * Analyze and synthesize information from the public meetings and other comment sources; pre-site meetings with SEA; SEA documents (including State plan, monitoring and LEA application review documents, placement data, funding formulas, etc.); previous OSEP monitoring report(s) and related CAP documents; and other relevant information. * Use information from public input, preliminary interviews of State officials, and review of State Plan and other documents, to determine appropriate focuses for compliance review, to design data collection and verification strategies and forms, and to select State agencies and LEAs to be visited to collect data regarding the effectiveness of SEA's systems for general supervision. _Step 5: Conduct on-site review_ * Interview SEA officials and review SEA documents to complete collection of data regarding SEA's systems for general supervision. * Interview officials from other State agencies that provide educational and/or residential services to students with disabilities, to determine whether the educational programs for such students are under the general supervision of the SEA and meet the requirements of Part B and the standards of the SEA. * Collect data in a number of public agencies, including local educational agencies, to determine effectiveness of SEA's systems for general supervision. (Data collection methods include reviewing student records and interviewing agency administrators, teachers, related service providers, and parents.) * Note exemplary programs and practices. * Summarize preliminary findings in exit conference with SEA officials. _Step 6: Analyze data and prepare draft report_ * Analyze and synthesize data collected from all sources to determine areas of noncompliance. * Prepare report that identifies legal requirements, findings of noncompliance, data that support each finding, and results expected from the corrective actions. * Issue draft report to the SEA, informing State that it has 30 days to respond in writing to accuracy and completeness of the draft report. _Step 7: Analyze State response to draft report and develop final report_ * Analyze State's response to draft report and review OSEP data that support any challenged findings. * Revise report, if needed to ensure accuracy and completeness. * Issue final report to State and disseminate to public. _Step 8: Develop corrective action plan_ * Assist State, as needed, in developing its preliminary corrective action plan (CAP) to be presented to OSEP. * Agree on a CAP, including activities, timelines and needed resources, using the State's preliminary CAP as the basis. This will be done in a meeting or conference call with representatives from the SEA, the State Advisory Panel and OSEP staff. _Step 9: Review State documentation of corrective action_ * Review State's corrective action products and procedures, as submitted. * Document completion of State's CAP. Source: U.S. Department of Education Program, Office of Special Education Programs, Division of Assistance to the States. The Focus of Monitoring The NLTS identified several factors that are strong predictors of postschool success in living independently, obtaining employment, and earning higher wages for youth with disabilities. These factors include: high school completion, participation in regular education with appropriate supplementary aids and services, and access to secondary vocational education, including work experience. OSEP recognizes that while all IDEA requirements are important, some of its requirements have a more direct relationship to student results than others. OSEP appreciates the importance of focusing monitoring activities on the requirements with the most direct relationship with student results, and on emphasizing those requirements in the corrective action process. OSEP understands that primary responsibility for each State's compliance with IDEA lies with the State, rather than with OSEP, and that parents must have access to effective systems for ensuring compliance. It is, therefore, critical that OSEP's monitoring system also focus on each State's systems for general supervision. OSEP is, therefore, focusing its compliance reviews on the requirements with the strongest link to results and general supervision. These requirements include: 1. Students with disabilities must have access to the full range of programs and services available to nondisabled children (and the supports and services that they need to learn effectively in those programs), including regular and vocational education programs and curricula and work-experience programs; 2. Individualized education programs (IEPs) must include a statement of needed transition services for students with disabilities beginning no later than age 16 (and younger if determined appropriate); 3. Children with disabilities must be educated in the regular education environment, unless their education cannot -- with the use of supplementary aids and services -- be achieved satisfactorily without removal from the regular education environment. A continuum of alternative placements, as described in the Part B regulations, must be available to meet the needs of children with disabilities for special education and related services and to the extent necessary to implement the IEP for each child with a disability; and 4. Each State must use its systems for general supervision, including its complaint management and due process hearing systems, to ensure that all public agencies comply with the requirements of Part B, including those emphasized above, in providing services to students with disabilities. Monitoring Procedures _1. Customer Input and Involvement_ a. During the Pre-site Phase of the Monitoring Review (1) _Monitoring Schedule_ OSEP has begun sending a schedule of all monitoring visits that will occur during the next school year to a wide range of national organizations that advocate on behalf of students with disabilities and their families. Having this schedule enables these organizations to assist local advocacy groups and parents of children with disabilities in the affected States in maximizing their input to OSEP regarding appropriate issue foci, sites to visit, and data sources for each State. (2) _Public Meetings_ As part of its monitoring review of each State, OSEP conducts one or more public meetings. These meetings give parents, parent and student advocates, educators, and other interested individuals and groups an opportunity to provide information to OSEP that will help determine the issues upon which the monitoring review should focus and the sites in which data should be collected to make compliance determinations. OSEP mails a letter to parent and other advocacy organizations within each State, informing them of the upcoming public meetings and on-site visit to the State, and inviting them to provide input to OSEP (through the public meetings, written comments, and telephone conversations) regarding appropriate issue foci, sites to visit, and data sources. OSEP strengthened the public meeting process in two key ways: (a) _Issues Addressed_ OSEP revised the letters it uses to announce the public meetings. These letters now invite input regarding systemic noncompliance and suggested corrective actions. Interested parties are specifically asked to address concerns and suggest corrective actions regarding the following monitoring foci: (i) Factors that may affect placement, such as the State's funding system for special education; (ii) Access to regular education curricula and programs, including vocational education, and to supports and modifications to enable students with disabilities to learn effectively in regular education environments; (iii) The development and implementation of needed transition services, including vocational education and work experience; (iv) Discipline procedures, including suspension and expulsion; (v)Disproportionate placement of students, including students from minority backgrounds, in inappropriately restrictive placements; and (vi) Exemplary State and local educational programs and practices that impact students with disabilities. (b) _Groups Invited_ OSEP continues to invite comments at public meetings and written comments from such groups as the State's Parent Training and Information center(s) (PTI centers), the State's Protection and Advocacy agency for persons with developmental disabilities and mental illness (P & A), and other agencies that advocate for children and youth with disabilities and their parents. OSEP broadened the groups invited to include such groups as the State Special Education Advisory Panel (SEAP), Independent Living Centers (ILCs), organizations that represent specific ethnic or language minorities, and organizations that represent teachers, administrators, and school boards. (3) _Outreach Meetings_ The participation of individuals and groups representing a broad range of perspectives in the public meeting and written comment processes has greatly assisted OSEP in preparing for the "on-site" components of the monitoring process. OSEP noted, however, that dialogue is difficult, if not impossible, in the public meeting format (in which a large number of individuals and organizations wish to provide comments in a limited period of time). OSEP began, therefore, to invite groups such as the PTI center(s), P & A, SEAP, and ILCs to outreach meetings in which OSEP can meet with representatives of these groups in a smaller, more interactive group process to receive more comprehensive information. The State's director of special education is also invited to these meetings, so that the State can also benefit from the information provided and questions raised. (4) OSEP receives a number of "complaint" letters in which parents and other individuals and groups raise allegations that the State educational agency or a local educational agency has acted in a manner inconsistent with the Part B requirements. (OSEP refers these letters to the State for resolution under the State's Part B complaint procedures.)OSEP also receives a number of letters requesting that the Secretary review decisions made by the State educational agency on such complaints. These complaints and requests for Secretarial review, and the State's response to the complaints that it receives, are a very rich source of information regarding compliance issues and the manner in which the State exercises its responsibility for general supervision of all educational programs for students with disabilities administered within the State. OSEP implemented more systematic procedures for reviewing and analyzing these letters and related materials as part of its process for identifying appropriate issue foci, sites to visit, and data sources for the on-site visit to each State. b. During the On-site Phase of the Monitoring Review (1) OSEP began to conduct a parent "focus group" in at least one of the public agencies that it visits as part of our data collection procedures in each State. The purpose of these focus groups is to give parents an opportunity to inform OSEP of their experiences in the development and implementation of an educational program and placement for their children with disabilities. OSEP invites parents to these meetings from a list of parents of children with disabilities provided by the local educational agency; depending upon State- or district-specific issues or concerns, OSEP may choose to invite parents whose children fall into a specific category (e. g. , parents from an ethnic or language minority if placement practices appear to have a disproportional impact on such students, parents of students over the age of sixteen if transition services is a particularly strong concern, etc. ). (2) OSEP may also contact parents who have filed complaints as part of its data collection to determine the effectiveness of the State's procedures for resolving complaints. c. During the Post-site Phase of the Compliance Review (1) As described in greater detail below, OSEP began during the 1994-1995 school year to use a more interactive process to develop the corrective action plan component of its monitoring reports. OSEP invites the State educational agency and the Chairperson of the State's SEAP to participate in a meeting or conference call to identify specific corrective action requirements and strategies that will ensure timely compliance and support the State's systemic reform efforts and continuous improvement in student results. (2) OSEP provides a copy of its monitoring report and the agreed-upon corrective action plan to all individuals and organizations that request copies. _2. Timely Identification and Correction of Deficiencies_ a. Expedited Procedures for Final Monitoring Reports For monitoring visits prior to the 1994-95 school year, OSEP issued separate draft and final monitoring reports. OSEP and many of our customers were concerned that the issuance of a draft report, followed by 30 to 60 days for the State to respond, then a further period of time for OSEP to analyze the State's response and prepare the final report, resulted in unnecessary delays in the initiation and completion of needed corrective actions. As OSEP strengthened its procedures for ensuring that its draft reports are accurate and clear, it noted that very few significant changes occurred in findings and corrective actions from draft to final reports, further underlining the widespread recognition that the issuance of draft reports was unnecessarily delaying corrective action and attendant systemic reform. Beginning with the 1994-95 monitoring cycle, OSEP no longer issued separate draft and final reports. Instead, OSEP now issues a single final monitoring report to the Chief State School Officer and the State director of special education. The State has 15 calendar days from the date on which it receives the OSEP report within which to submit a letter to the OSEP director documenting any instances in the report in which a finding is without legal and/or factual support. Should OSEP find it necessary to delete or revise a finding, a letter setting forth the deletion or revision would be appended as a part of the official report. b. "Follow-up Visits" to Determine Effectiveness of Corrective Actions OSEP conducted a pilot "follow-up" visit during the 1993-1994 school year and three follow-up visits during the 1994-95 school year. The purpose of these focused visits, the majority of which were scheduled within twelve to twenty-four months after the State has received its final monitoring report, has been to determine the extent to which the State has effectively implemented selected components of the agreed-upon corrective action plan. _3. Corrective Action Requirements and Strategies Yielding Improved Access and Results for Students_ In the past, each OSEP monitoring report has included a corrective action plan developed by OSEP with limited dialogue with the State. OSEP recognizes that to better ensure that corrective actions positively impact student results in a State, it is important to include the State in the development of the corrective action requirements and to integrate technical assistance with the development, implementation, and evaluation of the corrective actions. During the 1994-95 school year, OSEP implemented the following revised procedures for the development of a corrective action plan to address findings of noncompliance. a. Each report has set forth parameters for the development of a corrective action plan. These parameters specify the relevant Federal requirement(s) and expected results of corrective action for each finding. The extent to which the report prescribes the specific steps that the State must follow to ensure correction, and specific timelines for each step, depends upon a configuration of factors, including the severity of the findings, and the persistence of the identified noncompliance (including whether the same violations were identified in a previous monitoring report). b. The cover letter to each report has also invited the State to meet with OSEP (here in Washington or through a conference telephone conversation) to establish more specific steps and timelines for the corrective action plan. OSEP has also invited the chairperson of the State's Special Education Advisory Panel to participate in the meeting or conference call, and encouraged the State to invite additional resource people, such as Regional Resource Center staff, who could assist in the development of the corrective action plan. The cover letter to the report has also informed the State that the corrective action plan must be developed within 45 days of the State's receipt of the report. OSEP has also informed each State that a if corrective action plan were not jointly developed within 45 days, OSEP would unilaterally develop a detailed corrective action plan for the State. (As appropriate, monitoring staff have consulted with other OSEP staff who are knowledgeable about technical assistance resources, including systems change initiatives, research and dissemination projects, Regional Resource Centers and other technical assistance centers, etc.)In the meeting with the State, OSEP has identified resources that could assist OSEP and the State in the development of a corrective action plan, and the State in the implementation of a plan, in a manner that will ensure compliance and support systemic reform that will result in improved student results. ---------- Summary and Implications OSEP and its customers recognize that an effective accountability system is critical to ensure continuous progress in achieving educational results for children with disabilities. Over the past two years, OSEP has worked -- internally, with other components of the Department, and with its customers -- to reorient and strengthen its accountability system so that it will -- in conjunction with OSEP's research, innovation, and technical assistance efforts -- serve as an effective vehicle to support systemic reform that will produce better results for students with disabilities, while recognizing the need to continue to look at procedural compliance. To this end, in the 1994-95 school year OSEP refocused its monitoring procedures to place emphasis on those requirements that relate most directly to improving student results. Further, OSEP has sought and used broad public input in the monitoring process, has worked closely with States to ensure corrective action that results in legal compliance and improved results for students, and has continued to provide extensive technical assistance to States to assist them in meeting the requirements of Part B in a manner that supports improved results for students. ---------- Chapter 7 _______________________________________________________________________ Serving Students with Disabilities in Rural Areas Special educators and administrators in rural areas face unique challenges in providing a free appropriate public education to students with disabilities, as required by the Individuals with Disabilities Education Act (IDEA). Addressing these challenges successfully may have a lasting impact on the ability of students with disabilities in rural areas to obtain positive in-school and post-school outcomes. Due to the diversity among rural areas, programs tailored to particular types of rural communities may be more effective than generalized programs. Bender et al. (1985) described seven different types of rural communities differentiated by economic base, population characteristics, and the presence of Federally-owned land. These communities include: those primarily dependent on farming, manufacturing, or mining; those specializing in government functions; those in persistent poverty; those composed mainly of Federal land; and those whose population includes large numbers of retirees. Even rural communities with similar population numbers, densities, and the like, vary tremendously because of the variety of subcultures they contain. ---------- Defining Rural School Districts and Schools The lack of a clear, widely accepted definition of "rural" has impeded research in the field of rural education. It is necessary to define what areas are rural in order to determine the number of students residing in rural areas, and to describe the characteristics of educational programs for students with disabilities in rural areas. When defining the term rural, population density and remoteness are essential considerations because these factors strongly influence school organization, availability of resources, and economic and social conditions. The U. S. Census Bureau defines a rural area as one that is not urban. "Urban" is defined as either an urbanized area or places with populations of 2,500 or more outside urbanized areas. An urbanized area includes places and their adjacent densely settled surrounding territory that together have a minimum population of 50,000 (U. S. Department of Commerce, 1992). Similarly, the Census Bureau defines non-metropolitan counties as those outside metropolitan areas. Metropolitan areas are either (1) those central counties of a large city (population of 50,000 or more) and the outlying counties that have close economic and social ties to the central city, or (2) a Census-defined urbanized area and a total central county population of at least 100,000 (75,000 in New England) (U. S. Department of Commerce,1992). This 1990 definition differs from the 1980 one, which did not specify Census-defined urbanized areas with a total population of 100,000 as metropolitan areas. Because the geographic size of the areas or counties in the Census Bureau classifications may be relatively large, rural and non-rural territories may be included in any single area or county classified as urban on the basis of its population. In addition, school district lines may cross county lines, making it difficult to classify districts that straddle rural and non-rural counties. The Common Core of Data (CCD)1 Public Agency file contains information on school districts across the country, including a metropolitan/non-metropolitan code. However, the metropolitan status code assignment is based on the county in which the district office is located. As stated previously, non-metropolitan counties, as defined by the Census Bureau, include all those counties outside metropolitan areas. Because the size of the counties classified under this Census Bureau scheme may be large, rural and non-rural territories may be included in a single county or school district. The CCD Public School Universe file contains information for each public elementary and secondary school in the country. Locale code assignments are based on the school building mailing address. Rural is defined as a place with less than 2,500 people or a place with a ZIP code designated as rural by the Census Bureau. The locale codes used in the CCD Public School Universe file classify schools more specifically than the CCD Public Agency file because the school codes are tied to a place (related to the school mailing address) rather than a county. To classify the rural/non-rural status of school districts more precisely, Elder (1992) has created a district-level file that uses locale codes from the CCD Public School Universe file. Because districts may contain rural and non-rural schools, one way to classify districts as rural or non-rural is to examine the percentage of the districts' students that attend rural schools (as recorded in the CCD Public School Universe file). The 1990 data suggest that, based on the types of schools students attend, most districts are either all rural (43 percent) or all non-rural (47 percent). Ten percent of the districts include both rural and non-rural schools. To classify these mixed rural/non-rural districts as either rural or non-rural, Elder (1992) set a 75 percent cutoff. If the percentage of students in a district attending rural schools is 75 percent or more, the district is classified as rural. Ninety percent of these mixed rural/non-rural districts have less than 75 percent of their students attending rural schools, while 10 percent have over 75 percent in rural schools. Based on this adjustment, 44 percent of all districts are rural. During the 1989-90 school year, 22,412 regular public schools were located in rural areas, or about 28 percent of all regular public schools in the U. S. Data from the Schools and Staffing Survey (SASS)2 suggest slightly lower figures for the 1990-91 school year. An estimated 21,701, or 27 percent, of all public schools were located in rural areas, as defined by the U. S. Census Bureau. _______________________ 1 The Common Core of Data (CCD) survey collects information o elementary and secondary public education the U.S. Data are collected annually from the 50 states, the District of Columbia, and Outlying Areas. A total of 57 State-level educational agencies report information on staff and students for approximately 85,000 public schools and about 15,400 local educational agencies. Information about revenues and expenditures is also collected at the State level (NCES, 1993a). 2 The Schools and Staffing Survey (SASS) is an integrated mail survey that provides information on teacher supply and demand, the composition of the administrator and teacher work force, and the status of teaching and schooling generally. SASS has four main components; the Teacher Demand Shortage Survey, the School Administrator Survey, the School Survey, and the Teacher Survey. Respondents include school teachers, school principals, and school district administrators. In 1990-91, some 12,958 schools (public and private and administrators and 65,217 teachers were selected for participation (NCES, 1993b). ---------- Number and Characteristics of Students with Disabilities in Rural Districts To describe the population of students with disabilities in rural school districts, data from the CCD Public School Universe File were used to designate districts as rural or non-rural. The resulting file was merged with data from the 1990 Office for Civil Rights Elementary and Secondary School Survey.3 Together, the data describe rural and non-rural school districts in terms of the disabilities and English proficiency of their students with disabilities during the 1990-91 school year.4 Also presented in this section are data comparing rural and non-rural areas in terms of socioeconomic status. Disabilities The data presented in table 7.1 indicate that rural and non-rural districts serve very similar percentages of students with disabilities. The overall percentage of students served in rural and non-rural districts is similar, as is the distribution across disability categories. According to the SASS data for the 1990-91 school year, public schools in rural areas served an estimated 497,000 students in special education programs. The Office for Civil Rights Elementary and Secondary School Survey, used in conjunction with the CCD Public School Universe File, produced a similar estimate of 475,510. Slight differences between the two surveys may be due to the different criteria used to define rural schools and school districts. ___________________________________ _TABLE 7.1 Estimated Number and Percentage of Students with Disabilities in Rural and Non-Rural School Districts During the 1990-91 School Year_ _Disability Rural Non-Rural Number Percent Number Percent_ ------------------------------------------------------------------- Mental retardation 55,061 1.25 495,094 1.36 Hearing impairment 4,587 0.11 40,541 0.11 Speech/language impairment 131,319 2.98 940,762 2.59 Visual impairment 1,710 0.04 16,603 0.05 Serious emotional disturbance 25,588 0.58 245,249 0.67 Orthopedic impairment 3,484 0.08 41,221 0.11 Other health impairment 5,104 0.12 47,189 0.13 Specific learning disability 243,269 5.52 1,724,647 4.75 Deaf-blindness 97 0.00 1,152 0.00 Multiple impairments 5,291 0.12 81,011 0.22 All disabilities 475,510 10.80 3,633,469_a_/ 10.0 _a_/ The total number of students with disabilities in non-rural districts equals the sum of students reported in each disability category. Some districts reported different figures for 1) the total number of students, and 2) the number of students by disability. As a result, the figure presented is larger than the State-reported total number of students with disabilities in non-rural areas by 60,768 students. Source: The 1990 Office for Civil Rights Elementary and Secondary School Survey and the 1990 Common Core of Data Public School Universe File. Data is for students pre-kindergarten through grade 12. ___________________________________ Socioeconomic Status Rural school districts serve a larger percentage of children living in poverty than non-rural districts. Because socioeconomic status, educational levels, and family structure have been shown to be related to academic achievement (Laosa; Brown; Carter and Segura; Duran; Henderson; Lambert; NCES; and Rosenthal, Baker, and Ginsburg in Young et al. , 1986), poverty levels may affect the need for educational services. A recent Children's Defense Fund report (Sherman, 1992) indicates that 22.9 percent of rural children live in poverty, compared to 20.6 percent of all American children and 20 percent of non-rural children. The report also reveals that 41 percent of poor rural children live in "extreme poverty," defined as a family income below 50 percent of the Federal poverty threshold. Rural districts are also more likely than non-rural districts to serve children who live in poverty for long periods of time. Data from the University of Michigan's Panel Study of Income Dynamics indicate that rural children who become poor are more likely than urban children to remain poor for at least three years (Sherman, 1992). In a study examining differences between rural and urban school districts in a midwestern State, Capper (1990) noted that in the lower-income rural and small-town communities, community expectations for student achievement varied according to the degree of poverty and relative population sparsity. That is, the lower the income level and the more rural the community, the lower the expectations teachers had for students (Capper, 1990). Data from the National Longitudinal Transition Study indicate that rural counties had higher rates of unemployment than urban or suburban counties. Whereas the unemployment rate in rural counties was over 9 percent, the rate in urban and suburban counties was 7 percent (Valdes et al., 1990). Limited English Proficiency While rural areas have fewer students with limited English proficiency than do urban areas, providing services for language minority-limited English proficient (LM-LEP) students with disabilities may be especially challenging in areas with limited access to specially trained staff. The 1990 Office for Civil Rights Elementary and Secondary School Survey estimates that 28,831 students with disabilities in rural districts required language assistance in addition to special education services to benefit from classroom instruction. This represents 1.2 percent of all students with disabilities in rural districts. In comparison, 2.3 percent of all students with disabilities in non-rural districts require language assistance.5 _______________________ 3 The Office for Civil Rights (OCR) Elementary and Secondary School Survey collects data on the characteristics of students enrolled in public schools across the country. Public school districts and the schools within those districts are surveyed to generate State and natural estimates of the number of students identified as having speech impairments, learning disabilities, educable mental retardation, trainable mental retardation, serious emotional disturbance, hearing impairments, orthopedic impairments, other health impairments, deaf-blindness, and multiple disabilities. Other student characteristics, such as ethnicity, gender, and English language proficiency are also included in the file. The 1990 survey included the 100 largest public school districts, those special interest (i.e., court order, compliance review), and a stratified random sample of approximately 3,500 districts representing 40,000 schools (NCES, 1993a). 4 Disability definitions used by OCR are consistent with those used by the Office of Special Education and Rehabilitative Services, with the exception of the subcategories for students with mental retardation. 5 Detailed information on special education served for LM-LEP students with disabilities appeared in the Fifteenth Annual Report to Congress (U.S. Department of Education, 1993). ---------- Factors Associated with the Provision of Special Education to Students with Disabilities in Rural Districts Rural school districts face many challenges in meeting the needs of all their students, including students with disabilities. Research indicates that very small districts, those with 200-300 students, spend more per pupil than larger districts. This occurs because a school board, superintendent, principal, faculty, and equipment are needed no matter how small the district, and because low enrollment districts are likely to occur in sparsely populated areas that require more costly transportation (Walberg and Fowler in Hobbs, 1988). These costly administrative expenditures increase the per pupil cost while simultaneously reducing the funds available for education and education services, such as an expanded curriculum or specialized teachers. A 1990 survey of superintendents and business managers of small rural school districts identified rural location and small size as negative effects on education because of: * isolation imposed by terrain and distance; * declining economies in many rural areas (including high rates of poverty and unemployment); * the financial burden of Federal and State-mandated but underfunded or unfunded programs; * reduced community value placed on formal education; and * inappropriate and/or poor fiscal management practices (Freitas, 1992). A recent communication panel convened by the National Association of State Directors of Special Education (NASDSE) consisting of special education directors from eight rural States agreed that these are the most prevalent issues in providing programs and services for students with disabilities living in rural areas. Other issues were rural district's inability to compete in the teacher job market; limited opportunities for in-service training or preservice training specifically designed for special educators in rural areas; crime, violence, and drug abuse; and limited curricular offerings due to small district size. However, of the eight panel members, five identified personnel recruitment and retention as the most critical issue facing their States. They recommended various financial solutions for improving special education for students with disabilities in rural areas. These include increased teacher salaries, funding for technology and materials in rural areas, and federally funded grants to rural areas (Hicks, 1994). The geographic isolation common to rural districts can impede every aspect of the special education process -- identification and assessment, service delivery, and availability of adequate personnel. Factors Affecting Identification and Assessment in Rural Areas A 1986 survey of school psychologists in rural areas of California, Georgia, Indiana, and Iowa examined challenges to effective assessment in rural settings. Among the major challenges school psychologists identified were difficulty finding psychometrically adequate measures of adaptive behavior, heavy caseloads, and travel demands. The psychologists felt that heavy caseloads and travel demands reduced the time available to perform the comprehensive evaluations required by IDEA (Huebner et al., 1986). IDEA requires that States must assure that testing and evaluation materials and procedures used to determine placement of students in special education programs are non-discriminatory. However, many standardized tests have limited capacity to assess the abilities of children from minority backgrounds, including students from rural areas. Hilton (1991) indicates that the culturally biased nature of many standardized tests may lead to low test performance among students with primarily rural life experiences and students from rural cultures. In a study of 214 rural children from middle-class farm homes and 214 matched children from middle-class suburban metropolitan homes, Hilton (1991) found rural and suburban cultures led to significantly different performance profiles on the Preschool Language Survey. A significantly higher proportion of rural children failed a wide age range of verbal ability and auditory comprehension items. Anecdotal data from the study indicated that more of the rural students were ill at ease in the strange surroundings, were quieter, would not venture a guess as often, and were less willing to interact with the unfamiliar adult examiners. In order to address cultural bias in assessment materials and procedures, the following are some of Hilton's (1991) suggestions. * Develop a cultural awareness inservice curriculum to increase knowledge and awareness of unique cultural differences. * Develop local norms for frequently used standardized tests. * Conduct item analyses to identify specific problems hidden by aggregate scores. * Rely heavily on feedback from those administering the test to identify evidence of cultural bias. * Implement modified testing procedures in response to evidence of cultural bias. * Modify the dialectical language used by the examiner and accept dialectical differences used by the child. Factors Affecting Special Education Service Delivery in Rural Areas The geographic isolation common to rural areas may affect delivery of special education and related services through factors such as placement, personnel, and parental involvement. For example, service delivery may be difficult in rural communities in which the population fluctuates in response to a local industry such as mining. Some administrators, faced with seemingly "overnight" doubling of their client population because of temporary influxes of community workers, find that by the time they locate resources to provide services, those populations have significantly decreased, as the workers move on (Helge, 1991). In remote areas of Nevada, for example, the population fluctuates dramatically in relation to the prices of gold and other metals mined in the area. Within a 30-day period, a district can lose a substantial proportion of its average daily attendance (and student turnover in a single school can be 50 percent or more) because the price of gold has fallen below a certain point and the mines shut down (Scott, 1984). Providing Services in the Least Restrictive Environment Rural districts serve a greater percentage of students with disabilities in regular classroom placements than do non-rural districts. As shown in table 7.2, rural districts serve 14.6 percent of students with disabilities in full-time special education programs, compared to 25.3 percent for non-rural districts. These full-time programs remove students from regular classes for 60 percent or more of the school day. The data indicate that for each disability group, except for students with deaf-blindness, rural districts serve a smaller proportion of students in full-time special education programs, compared to non-rural districts. ___________________________________ _TABLE 7.2 Estimated Percentage of Students with Disabilities in Full-Time and Part-Time Special Education Placements for Rural and Non-Rural Districts During the 1990-91 School Year_ _Rural Non-Rural Disability Part-Time Full-Time Part-Time Full-Time_ -------------------------------------------------------------------- Mental retardation 60.9 39.1 33.9 66.1 Hearing impairment 81.8 18.2 60.5 39.5 Speech/language impairment 95.2 4.8 92.3 7.7 Visual impairment 84.1 15.9 68.2 31.8 Serious emotional disturbance 73.3 26.7 56.8 43.2 Orthopedic impairment 77.6 22.4 53.8 46.2 Other health impairment 79.6 20.4 67.5 32.5 Specific learning disability 88.2 11.8 80.2 19.8 Deaf-blindness 29.6 70.4 39.2 60.8 Multiple impairments 45.2 54.8 22.8 77.2 -------------------------------------------------------------------- All disabilities 85.4 14.6 74.7 25.3 Source: The 1990 Office for Civil Rights Elementary and Secondary School Survey and the 1990 Common Core of Data Public School Universe File. Data is for children pre-kindergarten through grade 12. ___________________________________ Data from the 1990 Office for Civil Rights Elementary and Secondary School Survey also provide information on the number of students with disabilities served outside of their home districts. While one might assume that, because of a lack of resources, rural districts would have a greater percentage of out-of-district placements, the data do not support this assumption. The data indicate that both rural and non-rural districts serve 5.5 percent of students outside of their home districts. Rural school districts have utilized a variety of approaches to providing services for students in the least restrictive environment. In some cases, students requiring specialized instructional or related services are served in residential facilities far from their home district. In other cases, students are served in regional programs, cooperatives, or intermediate education units that offer specialized services for students from a group of districts located in the same general area. These placements may require long hours of travel each day. In some cases, rural States and districts have developed means of serving students with significant impairments in local schools and classes. * A personnel preparation program in Vermont, funded by the U.S. Department of Education's Office of Special Education Programs (OSEP), prepares instructional assistants for the education of students with severe disabilities in their local public schools and other community settings. The competency-based certificate program targets trainees who are already employed as instructional assistants in small and rural districts. Trainees take coursework and participate in a practicum focusing on school-based and community-based instruction for students with severe disabilities. Approximately 60 trainees are accepted into the program each year. * Since 1985, Southlake Special Services in Idaho has joined five rural school districts together in a cooperative to provide work experience and community-based instruction to youth with disabilities. Students in the program receive employment skills training and transition support services. A 1987 survey indicated that all of the students who participated in the program were either employed or attending vocational/trade school (Pierce and Beebe, 1988). * In an effort to support all students with disabilities within their local public schools, Vermont received a grant from OSEP to prepare educational specialists trained to work with students with serious emotional disturbance in rural settings. Students with serious emotional disturbance are among those often placed outside of their home district for services. The graduate students in the program take 21 course credits and complete a practicum focusing on school-based and family-based intervention services for students with serious emotional disturbance. Recruiting and Retaining Qualified Personnel Recruiting and retaining staff qualified to serve students with disabilities is particularly difficult in rural areas. Factors impeding successful recruitment and retention include salaries that are not competitive with those offered in more urban areas, distances from urban cultural centers and universities, the frequency with which staff must travel to serve students, and professional isolation. Recruiting related services personnel may be particularly difficult. In rural areas, there are rarely enough students to have separate programs for students with different disabilities. Staff must often be qualified to serve students with a variety of disabilities. However, certification requirements in many States mandate that teachers specialize in one or more disability areas and be certified to serve students with particular disabilities. If efforts to recruit fully certified staff are unsuccessful, rural districts may be forced to apply for emergency certificates in order to fill vacant positions. Teacher retention is also a problem for rural districts, and among special education teachers in rural districts, attrition can be as high as 20 percent nationally. Personnel turnover has been estimated at 30 to 60 percent annually in specialized areas such as speech and physical therapy. Turnover is also especially acute among professionals who must travel long distances from site to site to serve, on an itinerant basis, students with disabilities (McIntosh, 1986). A study of rural teacher turnover in Kansas indicated that 20.9 percent of teachers in the study sample did not return the next year. Of those who did not return, 70.7 percent accepted positions in larger school districts. Many teachers reportedly resigned because of the isolation of their social and cultural lives. Furthermore, the teachers' level of community satisfaction, which was the largest determinant of whether a teacher remained in the rural community, was affected to the greatest extent by marital status. Married teachers were not affected by the social and cultural isolation of rural areas to the same degree as were single teachers. Two other effective predictors of community satisfaction were similarity of the community where a teacher worked to their home community and community size preference (Anshutz, 1988). In addition to social and cultural isolation, many rural educators feel professionally isolated. Capper (1993) indicates that the small numbers of teachers at rural schools and school districts' inability to send teachers to training and development programs restrict professional development opportunities. Rural educators may be unable to participate in professional development opportunities because of the travel times involved (Capper and Larkin, 1992). Without this professional contact, educators may feel "left behind" and unable to learn new teaching strategies. In an attempt to combat professional isolation and diminish the high turnover among its rural special educators, Maine administers the Support Network for Rural Special Educators. The Network offers regional support groups that meet three times a year, two teacher academies that run for four days in the summer, and a yearly statewide winter retreat. In 1990, 90 percent of all school districts and 75 percent of special education teachers and support service personnel in the State were involved in some aspect of Maine's Network (National Clearinghouse for Professions in Special Education, 1990). Other efforts to increase recruitment and retention rates include OSEP-funded programs to train and retrain special education personnel to work in rural areas. Some of these programs are described below: * Ohio's Bowling Green State University conducts Project RAISE to train teachers to meet the needs of rural special education students, improve the quality of teachers in rural special education, and assist in recruiting and retaining such teachers. The program teams students who are majoring in special education and were originally from rural areas in the State with practicing special education teachers with no formal training in rural special education. The program provides academic coursework in rural special education and practical teaching experience in remote/rural areas of northwest Ohio. Participants who successfully complete the program receive a masters of education degree in special education with specialization in rural special education (Russell et al., 1992). * The University of Wisconsin at Whitewater has implemented a graduate program to train early intervention professionals to work in rural areas with the birth to three-year-old special education population and their families. Project TRAIN includes coursework, fieldwork, and two six-week practicum experiences (Reid and Bross, 1993). * In order to increase the number of licensed personnel serving students with hearing impairments in Minnesota's rural areas, as well as areas of Iowa, North Dakota, South Dakota, Idaho, and northern Wisconsin, the University of Minnesota received an OSEP personnel preparation grant to develop a curriculum to provide continued support to teachers in rural areas. The program recruits teachers with substantial work experience in rural areas. They will be trained in areas throughout the State. This is a cooperative venture involving State universities, the State Academy for the Deaf, the State educational agency, and local districts and cooperatives. * Project RESPOND, designed by the University of Nebraska-Lincoln and funded by OSEP, will recruit and train speech-language pathologists for rural Nebraska school districts. The project features coursework dealing with issues that confront rural practitioners and an extended practicum in a rural educational agency, in addition to more standard coursework. The project will support seven full-time candidates per year over three years. Maintaining Active Parent Involvement Parents of students with disabilities in rural areas may also feel isolated from their peers. Many rural areas do not have parent-oriented organization chapters, such as the Arc (formerly the Association for Retarded Citizens) or the Learning Disabilities Association. Rural parents are scattered widely, making participation in such organizations difficult. As a result, parents of students with disabilities in rural areas may not have as many opportunities as parents in more urban settings to become involved in their children's education. In an effort to increase parental involvement, the University of Washington Early Childhood Home Instruction Program provides home-based services to birth to three-year-old children with hearing impairments and their families. A trained "parent facilitator" provides year-round services to families in rural western Washington. A family service plan, outlining family goals and objectives, is developed, based on child and family assessments and parent input. In weekly home visits, parent facilitators work to educate parents about hearing impairments and the child's special needs, and suggest activities parents can use to stimulate the child's learning. For families that live close to the University or can provide their own transportation, parent support groups, sign language classes, and play group activities for children with hearing impairments and their siblings are offered several times a week. Approximately 65 children with hearing impairments and their families participate in the program each year (Thompson, 1994). ---------- Services for Students with Disabilites in Rural Schools The National Longitudinal Transition Study (NLTS) was mandated by Congress in 1983 to provide information on the transition of youth with disabilities from secondary school to early adulthood. The NLTS provides a broad array of data on a nationally representative sample of secondary special education students who were 13 to 21 years old in the 1985-86 school year. Furthermore, the study sample was designed to provide data by type of community--rural, suburban, and urban (Valdes et al., 1990).6 This section presents data from the NLTS describing services available to and received by students with disabilities in rural, suburban, and urban secondary schools across the country.7 Data from the NLTS indicate that students with disabilities in rural secondary schools spent an average of 52 percent of class time on academic subjects, such as English/language arts, mathematics, science, social science, and foreign language. This was slightly lower than the percentage for students with disabilities in urban schools (56 percent). Table 7.3 shows coursetaking patterns for secondary students with disabilities in rural, suburban, and urban schools. In their most recent school year, over 90 percent of secondary students with disabilities in rural schools took English/language arts, 72 percent took mathematics, 55 percent took science, and 70 percent took other academic courses. The percentage of students enrolled in each academic course was slightly higher in urban schools than in rural ones. Students in suburban schools had coursetaking patterns similar those of students in rural schools. ___________________________________ _TABLE 7.3 Courses Taken by Students with Disabilities in Rural, Suburban, and Urban Schools During Their Most Recent Year in Secondary School_ _Academic Courses Taken Rural Suburban Urban_ ------------------------------------------------------------------- Percentage taking English/language arts classes 90.6% 89.6% 93.3% (1.5) (1.7) (1.6) Percentage taking mathematics classes 72.2% 74.1% 78.2% (2.3) (2.4) (2.6) Percentage taking science classes 55.0% 54.3% 55.8% (2.6) (2.7) (3.2) Percentage taking other academic classes 70.2% 69.5% 76.1% (2.4) (2.5) (2.7) Percentage taking nonacademic classes 86.1% 88.7% 84.0% (1.8) (1.7) (2.3) Percentage taking nonsubject specific special education classes 8.1% 10.3% 9.8% (1.4) (1.7) (1.9) Note: Academic courses include English/language arts, mathematics, science, social science, and a foreign language. Other courses are considered nonacademic. Data is for students age 13-21. Note: Standard errors are in parentheses. Source: National Longitudinal Transition Study, SRI International. ___________________________________ Students with disabilities in rural secondary schools received a variety of special education and related services in order to meet educational needs stemming from a disability. As shown in table 7.4, 54 percent of all secondary students with disabilities in rural schools received job training during their most recent school year, 28 percent received occupational therapy/life skills training, 18 percent received speech/language therapy, and 15 percent received personal counseling/therapy. ___________________________________ _TABLE 7.4 Services Received by Youth with Disabilities in Rural, Suburban, and Urban Schools During Their Most Recent Year in Secondary School_ _Services Received Rural Suburban Urban_ ------------------------------------------------------------------- Job training 53.5% 61.3% 50.6% (2.6) (2.6) (2.9) Occupational therapy/life skills training 28.3% 27.9% 25.1% (2.3) (2.4) (2.5) Speech/language therapy 17.5% 20.3% 21.2% (2.0) (2.1) (2.4) Personal counseling/therapy 14.6% 14.8% 23.1% (1.8) (1.9) (2.5) A tutor, reader, or interpreter 14.1% 15.1% 17.1% (1.8) (1.9) (2.2) Help with transportation because of disability 7.8% 11.2% 13.5% (1.4) (1.7) (2.0) Physical therapy/mobility training 6.5% 3.5% 6.3% (1.3) (1.0) (1.4) Note: Data is for students age 13-21. Note: Standard errors are in parentheses. Source: National Longitudinal Transition Study, SRI International. ___________________________________ Similar percentages of students with disabilities in rural, suburban, and urban schools received occupational therapy/life skills training, tutor, reader, or interpreter services, or physical therapy/mobility training during the year. A slightly higher percentage of students in suburban areas received job training than did students in urban or rural areas. Students with disabilities in urban areas were more likely than students in other types of communities to receive personal counseling or transportation assistance. Because the NLTS focused on the transition from secondary school to adult life, a great deal of data were collected on vocational education services. As shown in table 7.5, 62 percent of secondary students with disabilities in rural schools were enrolled in some form of vocational education in their most recent year of schooling, compared to 69 percent of students in suburban schools and 59 percent of students in urban schools. Of those rural secondary students with disabilities enrolled in vocational courses, approximately half took occupationally-oriented courses. The other half took either home economics-oriented courses or other vocational education courses, such as prevocational courses, work exploration, or on-the-job training. On average, secondary students with disabilities were enrolled in approximately 5 hours of vocational coursework per week. ___________________________________ _TABLE 7.5 Percentage of Students with Disabilities in Rural, Suburban, and Urban Schools Participating in Vocational Education During Their Most Recent Year in Secondary School_ _Vocational Education Courses Taken Rural Suburban Urban_ ------------------------------------------------------------------- Percentage enrolled in: Any vocational education 62.4% 68.6% 58.9% (2.3) (2.3) (2.7) Occupationally-oriented vocational education 49.6% 55.5% 44.0% (2.3) (2.5) (2.7) Home economics-oriented vocational education 30.0% 25.9% 24.8% (2.4) (2.4) (2.8) Other vocational education_a_/ 11.9% 17.5% 16.4% (1.5) (1.9) (2.0) Average hours per week in: Any vocational education 5.2 5.5 4.5 (0.3) (0.3) (0.3) Occupationally-oriented vocational education 3.5 3.7 2.7 (0.2) (0.3) (0.3) Home economics-oriented vocational education 1.3 1.1 1.0 (0.1) (0.1) (0.1) Other vocational education 0.7 1.0 1.0 (0.1) (0.1) (0.2) _a_/ Other vocational education includes training in prevocational skills, work exploration/work experience, and on-the-job training. Data is for children age 13-21. Note: Standard errors are in parentheses. Source: National Longitudinal Transition Study, SRI International. ___________________________________ As shown in table 7.6, youth with disabilities in rural areas attended schools that provided a wide range of vocational education services, including life skills programs (92 percent), vocational assessment counseling (90 percent), work adjustment training (84 percent), specific job skills training (70 percent), work exploration/experience (50 percent), job development/placement services (58 percent), and post-employment services (25 percent). In less than 2 percent of rural schools, none of these vocational services were available. Slightly larger percentages of suburban schools reported providing service and programs than urban and rural schools. ___________________________________ _TABLE 7.6 Services and Programs Available in Rural, Suburban, and Urban Schools Attended by Secondary Students with Disabilities_ _Services/Programs Rural Suburban Urban_ -------------------------------------------------------------------- Percentage of schools that made available to secondary special education students: Life skills program 91.7% 91.4% 86.8% (1.4) (1.5) (2.1) Vocational assessment/counseling 89.8% 93.1% 89.7% (1.6) (1.4) (1.9) Work adjustment training 84.4% 85.0% 91.8% (1.9) (1.9) (1.7) Specific job skills training 69.8% 73.4% 70.0% (2.4) (2.4) (2.9) Job development/placement services 58.0% 69.9% 71.8% (2.6) (2.4) (2.8) Work exploration/experience 49.8% 74.4% 69.9% (2.6) (2.3) (2.9) Post-employment services 25.2% 45.9% 49.6% (2.2) (2.7) (3.2) None of these 1.6% 0.6% 0.9% (0.6) (0.4) (0.6) Note: Data is for children age 13-21. Note: Standard errors are in parentheses. Source: National Longitudinal Transition Study, SRI International. ___________________________________ Despite the widespread availability of various vocational education services, relatively small percentages of secondary students with disabilities reportedly received such services. As shown in table 7.7, 12 percent of secondary students with disabilities in rural schools received testing/assessment services, 14 percent received specific job skills training, 13 percent received basic skills training, 12 percent received career counseling, and 12 percent received job placement services. It is unclear from these data whether students chose not to enroll in the available vocational courses or if there were not enough spaces available to serve all those who requested such services. ___________________________________ _TABLE 7.7 Percentage of Youth with Disabilities who Received Different Vocational Services in Rural, Suburban, and Urban Schools in Their Most Recent Year of Secondary School_ _Service Characteristics Rural Suburban Urban_ ------------------------------------------------------------------- Percentage who received: Job skills training 13.9% 16.2% 11.8% (1.8) (2.0) (1.8) Basic skills training 12.9% 13.8% 8.4% (1.8) (1.8) (1.6) Career counseling 12.2% 14.9% 11.2% (1.7) (1.9) (1.8) Job placement services 12.2% 14.3% 11.6% (1.7) (1.9) (1.8) Testing/assessment 11.5% 15.3% 11.7% (1.7) (1.9) (1.9) Note: Data is for children age 13-21. Note: Standard errors are in parentheses. Source: National Longitudinal Transition Study, SRI International. ___________________________________ When one looks more closely at the types of vocational education students received, slight differences among rural, suburban, and urban schools become more apparent. Secondary students with disabilities in rural areas were most likely to study construction trades (32 percent), office occupations (22 percent), and agriculture (20 percent). As one might expect, students in rural schools were more likely than students in urban or suburban schools to take agricultural courses, and less likely to study office occupations (see table 7.8). Students with disabilities in rural schools were also less likely than their urban and suburban peers to participate in on-the-job work programs. ___________________________________ _TABLE 7.8 Percentage of Students with Disabilities in Rural, Suburban, and Urban Schools Studying Specific Vocational Education Fields During Their Most Recent Year in Secondary School_ _Vocational Education Courses Rural Suburban Urban_ ------------------------------------------------------------------- Percentage of vocational education students studying: Construction trades 32.4% 24.9% 18.8% (2.9) (2.8) (3.0) Office occupations 21.9% 25.0% 30.0% (2.6) (2.8) (0.5) Agriculture 19.8% 9.2% 4.5% (2.5) (1.8) (1.6) Machine/auto/motor repair 16.9% 13.3% 12.3% (2.3) (2.2) (2.5) Prevocational skills 16.7% 16.6% 23.3% (2.3) (2.4) (3.2) Food service 9.6% 8.0% 8.8% (1.8) (1.7) (2.1) Manufacturing/industrial arts 7.2% 7.1% 5.1% (1.6) (1.6) (1.7) On-the-job/work experience 6.6% 11.0% 11.2% (1.6) (2.0) (2.4) Painting/decorating/graphic art/ commercial art/drafting 6.5% 7.7% 8.3% (1.5) (1.7) (2.1) Distributive education 4.1% 5.1% 5.0% (1.2) (1.4) (1.7) Custodial services 3.9% 3.6% 3.8% (1.2) (1.2) (1.4) Electronics/communications 2.7% 2.7% 2.4% (1.0) (1.0) (1.2) Personal services 2.5% 1.6% 2.8% (1.0) (0.8) (1.3) Health occupations 1.6% 2.8% 2.6% (0.8) (1.1) (1.2) Other 1.1% 5.6% 7.9% (0.7) (1.5) (2.0) Note: Data is for children age 13-21. Note: Standard errors are in parentheses. Source: National Longitudinal Transition Study, SRI International. ___________________________________ In order to describe in more detail the types of topics covered in vocational education classes, the NLTS surveyed schools regarding course content. Schools providing work adjustment training typically cover specific instructional areas, such as relationships with coworkers, attendance/punctuality, appropriate grooming, job-related practices, use of transportation, and work skills. The vast majority of rural, suburban, and urban schools providing work adjustment training addressed most of these areas of instruction. One exception was use of transportation. Rural schools providing work adjustment training were less likely than urban or suburban schools to cover this instructional area, presumably due to the lack of transportation alternatives in many rural areas. In schools providing job development and placement services, specific services included referrals to potential employers, transporting students to and from interviews, reviewing interview experiences, helping prepare resumes, and working with employers on job modifications. Rural schools providing job development and placement services were less likely than suburban or urban schools to refer students to potential employers, 76 percent, 89 percent, and 94 percent, respectively. Furthermore, 58 percent of special education students participating in job development programs in rural schools were placed in jobs. Suburban schools had a somewhat better placement rate of 67 percent. The vast majority of rural schools providing life skills programs for students with mild disabilities included training in functional skills, such as telling time (87 percent), home care skills (92 percent), planning/goal setting (100 percent), social skills (100 percent), and use of community resources (94 percent). Self-care skills were considerably less common (37 percent). Patterns were quite similar for urban and suburban schools. For students with more severe impairments, rural schools offering life skills training tended to focus on planning/goal setting (100 percent), social skills (95 percent), and use of community resources (88 percent). They offered functional skills instruction (66 percent) and self-care skills (48 percent) less often. Data in table 7.9 indicate that fewer schools in rural areas (42 percent) than in urban (64 percent) or suburban areas (61 percent) had vocational education classes designed specifically for students with disabilities. Staff in participating rural schools reported using a variety of techniques to help students with disabilities in regular vocational classes. Increasing teacher contact and simplifying instructions were the most common techniques. Staff also reported making physical adaptations and providing aides. While the percentage of urban, suburban, and rural schools providing these types of assistance were fairly similar, slightly fewer rural schools reported providing aides for students with disabilities in vocational classes. Furthermore, rural schools reported fewer hours, on average, spent in community-based vocational education experiences compared to urban and suburban schools. ___________________________________ _TABLE 7.9 Accommodations Provided for Secondary Students with Disabilities in Vocational Education Classes in Rural, Suburban, and Urban Schools_ _Services/Programs Rural Suburban Urban_ -------------------------------------------------------------------- Percentage in schools with vocational classes designed specifically for students with disabilities 42.3% 60.5% 63.6% (2.5) (2.6) (3.0) Percentage in schools that helped students with disabilities in regular vocational classes by: Increasing teacher contact 70.0% 78.0 73.2% (2.5) (2.4) (3.2) Simplifying instruction 67.4% 69.9% 56.5% (2.5) (2.6) (3.6) Making physical adaptations 44.1% 47.4% 39.3% (2.7) (2.9) (3.6) Providing human aides 30.0% 55.1% 49.2% (2.5) (2.9) (3.6) Other accommodations 7.9% 10.8% 6.8% (1.5) (1.8) (1.8) Note: Data is for children age 13-21. Note: Standard errors are in parentheses. Source: National Longitudinal Transition Study, SRI International. ___________________________________ Data from the NLTS indicate that secondary students with disabilities who took vocational courses in rural schools spent 63 percent of their course time in classroom instruction, 13 percent in community-based experiences, and 13 percent in work experiences at school. Special education students in urban and suburban schools spent slightly more time in community-based experiences, 19 percent and 16 percent, respectively. For those students in rural schools receiving vocational services, the average hours per year of vocational instruction was 150 (see table 7.10). The services accounting for the greatest hours of service were tutor/reader/interpreter services (52) and occupational therapy/life skills instruction (35). For students receiving tutor/reader/interpreter services, speech/language therapy, and help with physical needs, suburban schools tended to provide more hours of service per year than did urban or rural schools. ___________________________________ _TABLE 7.10 Average Hours of Services Received by Youth with Disabilities in Rural, Suburban, and Urban Schools During Their Most Recent Year in Secondary School_ _Service Rural Suburban Urban_ -------------------------------------------------------------------- Average hours of vocational services provided recipients in past year 150 169 138 (8.9) (9.9) (11.1) Average hours of service provided to recipients in past year: Tutor/reader/interpreter services 51.7 67.6 50.1 (9.5) (17.5) (12.4) Occupational therapy/life skills training 35.4 25.6 24.0 (7.8) (5.7) (7.4) Speech/language therapy 14.0 21.7 14.1 (3.5) (4.7) (3.5) Help with physical needs 9.0 19.0 10.2 (6.6) (11.7) (7.3) Counseling/therapy 7.8 7.7 11.0 (2.9) (2.1) (3.5) Note: Data is for children age 13-21. Note: Standard errors are in parentheses. Source: National Longitudinal Transition Study, SRI International. ___________________________________ The data from the NLTS provide an overview of some of the services available for students with disabilities in rural schools, and provide an opportunity to compare and contrast services in rural, suburban, and urban schools. Because the study was so extensive,only a small percentage of data available on services for students with disabilities in rural schools was presented here. Additional data are available from the study's _Statistical Almanac, Volume 1: Overview_ (Valdes et al., 1990). _______________________ 6 The types of communities in which youth last attended secondary school are categorized as rural, suburban, or urban based on the U.S. Department of Commerce definitions of metropolitan statistical areas as outlined on page 7-2. 7 For each percentage and mean, the NLTS tables include the approximate standard error in parentheses. ---------- Summary and Implications When considering the challenges of serving rural students with disabilities, it is important to remember the diversity that exists within rural America. Rural areas may differ in terrain, climate, population density, language, economic base, and culture. These differences must be considered when addressing the needs of students with disabilities in rural settings. Approximately 475,000 students with disabilities reside in rural school districts. Rural and non-rural districts serve similar percentages of students with disabilities, and the distribution of students across disability groups is also similar. However, data suggest that rural districts serve a larger proportion of students living in poverty, which may affect educational performance. Factors such as availability of appropriate assessment instruments, placement in the least restrictive environment, availability of appropriate personnel, and maintaining active parental involvement can present challenges to staff in rural areas. However, data suggest that a smaller percentage of students with disabilities in rural districts are placed in full-time special education classes compared to non-rural districts. Data from the National Longitudinal Transition Study provide a great deal of information on services for secondary students with disabilities in rural, suburban, and urban schools. The data indicate that secondary students with disabilities spend over half the day studying academic subjects, such as language arts, mathematics, and science. In addition, 62 percent of secondary students with disabilities in rural schools took some type of vocational education in their most recent year of schooling. Despite the fact that a wide range of vocational education services are available in schools that students with disabilities attend, the percentage of students enrolling in such courses is fairly low. For those who did participate in vocational education, services averaged 150 hours per year. In future special education studies, researchers should make every effort to collect data that can be analyzed for similarities and differences between rural and non-rural districts, as was done with the NLTS. 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