ANNUAL AND ANNUAL AND FINAL PERFORMANCE REPORTSFINAL PERFORMANCE REPORTS

524B FORM

REPORTING PERIOD

BUDGET EXPENDITURES

INDIRECT COST RATE

PERFORMANCE MEASURES

Importance of Performance Reporting

• Reports from Project Directors are reviewed by Project Officers.

• Electronic files of individual project reports are submitted to a data base that is accessible to Department staff.

• Report data are used to evaluate individual projects.

• Individual project data are aggregated as a data source to inform OSEP’s annual progress report on the IDEA Part D programs for PART and GPRA.

• Data needs to be clearly articulated, accurate, and timely.

Annual reporting period is from the end of the previous reporting period

or beginning of project for first year grants to 30 days before the due date.

ANNUAL PERFORMANCE REPORTANNUAL PERFORMANCE REPORT

Final reporting period is from the beginning date of the grant to the end date of the performance period, including the no

cost time extension, if appropriate.

FINAL PERFORMANCE REPORTFINAL PERFORMANCE REPORT

Final Report is due 90 calendar days after the end date of the performance period.

Must be data or information from the business or grants office.

If proposal had “in-kind” contributions, it must be reported here.

ANNUAL REPORT: Report the expenditures during the “Reporting Period.”

FINAL REPORT: Report the expenditures for the final reporting period, including any no cost time extensions and the total expenditures for the performance period of the entire grant.

INDIRECT COST INFORMATIONINDIRECT COST INFORMATIONThis section must be completed on both annual and final performance

reports.

If indirect costs are being charged to the grant (and most everyone does) then “yes” must be checked. To charge indirect costs the agency or institution must have an approved agreement for the % being charged to the grant.

The approving agency is where the institution has the most grants; for most institutions it’s HHS.

Signatory must have authority to sign on behalf of the institution since the grant is from the Department to the institution and not to an individual.

This will be checked “No” since OSEP is asking for data for the reporting period, not for the budget period.

The date entered here will be the due date for your Final Performance Report; which is 90 days after the end of the grant.

ANNUAL PERFORMANCE REPORTSANNUAL PERFORMANCE REPORTS

PROJECT STATUS CHARTPROJECT STATUS CHART

Here you will enter one of the project’s objectives; on subsequent pages, you will enter all of the project’s objectives as submitted in your grant application.

However, if your goals are more like measurable objectives and your objectives are more like performance measures, then you will want to enter a goal per page.

Here is where your performance measures go; those written in your grant proposal and/or those program measures that align with the objective.

If none of the program measures align with a given Project Objective, then a program measure should NOT be included.

Personnel Preparation Program

•Program Performance Measure #1: The percentage of Special Education Personnel Preparation projects that incorporate evidence-based practices in the curriculum.

°   Program Performance Measure #2: The percentage of Special Education Personnel Preparation funded scholars who exit training programs prior to completion due to poor academic performance.   

°   Program Performance Measure #3: The percentage of low incidence positions that are filled by personnel who are fully qualified under IDEA.

Program Performance Measure #4: Special Education Personnel Preparation funded degree/certification program recipients who are working in the area(s) in which they were trained upon program completion.   

°   Program Performance Measure #5: The percentage of Special Education Personnel Preparation funded degree/certification recipients who are working in the area(s) for which they were trained upon program completion and who are fully qualified under IDEA.

Program Performance Measure #6: The percentage of funds expended on scholars who drop out of programs because of: 1) poor academic performance; and 2) scholarship support being terminated when the Federal grant to their institution ends.

Program Performance Measure #7: The percentage of degree/certification recipients who maintain employment for 3 or more years in the areas for which they were trained and who are fully qualified under IDEA.

State Personnel Development Grants

Program Performance Measure 1: The personnel trained under the Special Education State Personnel Grants program have the knowledge and skills to deliver scientifically- or evidence-based practices for infants, toddlers, children and youth with disabilities.

Program Performance Measure 2: The percentage of Special Education State Personnel Grants projects that implement personnel development/training activities that are aligned with improvement strategies in their State Performance Plans (SPPs).  

Program Performance Measure 3: The percentage of professional development/training activities provided through the Special Education State Personnel Grants program that are based on scientific or evidence-based instructional/behavioral practices.  

Program Performance Measure 4: The percentage of professional development/training activities based on scientific or evidence-based instructional/behavioral practices provided through the Special Education State Personnel Grants program that are sustained through ongoing and comprehensive practices (e.g., mentoring, coaching, structured guidance, modeling, and continuous inquiry).   

Program Performance Measure 5: In states Special Education State Personnel Grants that have special education teacher retention as a goal of Special Education State Personnel Grants, the statewide percentage of highly qualified special education teachers in state-identified professional disciplines (e.g., teachers of children with emotional disturbance, deafness) who remain teaching after three years of employment.  

Program Performance Measure 6: Successful Replication: The percentage of SPDG projects that successfully replicate scientifically or evidenced-based instructional/behavioral practices on a statewide or district-wide basis.

Technical Assistance and Dissemination

Program Performance Measure #1:  The percentage of Special Education Technical Assistance and Dissemination products and services deemed to be of high quality by an independent review panel of qualified experts or individuals with appropriate expertise to review the substantive content of the products or services.    

Program Performance Measure #2: The percentage of Special Education Technical Assistance and Dissemination products and services deemed to be of high relevance to educational and early intervention policy or practice by an independent review panel of qualified members of the target audiences of the technical assistance and dissemination.

Program Performance Measure #3:  The percentage of all Special Education Technical Assistance and Dissemination products and services deemed by experts to be useful by target audiences to improve educational or early intervention policy or practice.   (Desired direction: increase)   

Program Performance Measure #4: The federal cost per unit of technical assistance provided by the Special Education Technical Assistance and Dissemination program, by category, weighted by an expert panel quality rating.   

Program Performance Measure #5: The percentage of school districts and service agencies receiving IDEA Technical Assistance and Dissemination services regarding scientifically- or evidence-based practices for infants, toddlers, children and youth with disabilities that implement those practices.

Program Performance Measure #6: Of the IDEA Technical Assistance and Dissemination projects responsible for developing models, the percentage of projects that identify, implement and evaluate effective models.

Technology and Media

Program Performance Measure #1: The percentage of Special Education Technology and Media Services projects judged to be of high relevance to improving outcomes of infants, toddlers, children and youth with disabilities.     

Program Performance Measure #2: The percentage of technology and media projects judged to be of high quality.   

Program Performance Measure #3: he percentage of technology projects that produce findings, products, and/or services that contribute to improving results for children with disabilities.   

Program Performance Measure #4: The federal cost per unit of technology and media services for the Special Education Technology and Media Services program, by category, weighted by an expert panel quality rating.   (Desired direction: increase)   

Program Performance Measure #5: The percentage of projects that develop and validate technologies that incorporate evidence-based materials and services.   

Program Performance Measure #6: The percentage of Special Education Technology and Media Services projects that make technologies that incorporate evidence-based practices available for widespread use.  

Parent Information Centers (PTIs)

Program Performance Measure #1: The percentage of materials used by PTI projects that are deemed to be of high quality.

Program Performance Measure #2: . The percentage of all Special Education Parent Training and Information Centers' products and services deemed to be useful by target audiences to improve educational or early intervention policy or practice.

Program Performance Measure #3: The percentage of products and services deemed to be of high relevance to educational and early intervention policy or practices by an independent review panel of qualified members of the Parent Training and Information Centers' target audiences.    

Program Performance Measure #4: The federal cost per unit of technical assistance provided by the Special Education Parent Training and Information Centers, by category, weighted by the expert panel quality rating.   

Program Performance Measure #5: The percentage of parents receiving PTI services who promote scientifically- or evidence-based practices for their infants, toddlers, children and youth.

Program Performance Measure #6: The percentage of parents receiving Special Education Parent Information Centers services who report enhanced knowledge of IDEA rights and responsibilities.   

Here you identify if the performance measure was a project measure, “PROJ,” or a program measure, “PRGM.”

Note:

Program Measures refer to OSEP Measures required in all personnel prep grants. Project Measures are unique to your grant.

QUANTITATIVE DATAQUANTITATIVE DATA

For measures that are a single number, e.g., # of workshops or # of students served, the target and actual data are reported as Raw Numbers, e.g., 10 workshops or 10 students.

In this case, leave the Ratio and Percentage (%) columns blank.

For Performance Measures that are stated in terms of a percentage (e.g., percentage of students that attain proficiency), complete both the Ratio and the Percentage (%) columns.

In this case, the Raw Number columns are left blank.

Data entered into the Ratio columns should be presented with the numerator representing the numerical target of the original proposal and the actual performance data.

The denominators are to represent the universe.

Then enter the corresponding %s in the (%) columns.

If the collection of quantitative data is NOT appropriate for a particular project performance measure, then enter “N/A” under the Raw Number and Percentage columns.

N/A N/A N/A N/A

In this area of the page is where qualitative data can be reported along with other information you wish to report regarding the identified objective.

Final Page of the ReportFinal Page of the Report

Here is where you can identify the “Program Performance Measures” that you haven’t reported data on through any of your objectives. Also, if you can’t collect and report any data, please explain that here. Our intent is for you to report on all Program Measures, using the APR and the Annual Student Data Collection.

Signatory must have authority to sign on behalf of the agency or institution since the grant is from the Department to the agency or institution and not to an individual.

This will be checked “Yes” since OSEP is asking for complete data in final reports, not for the budget period.

The date entered here will be the due date for your Final Performance Report; which is 90 days after the end of the grant.

FINAL PERFORMANCE REPORTSFINAL PERFORMANCE REPORTS