National Study of Special Education Spending Foundational Phase
Cognitive Interviews
Special Education Teacher-Student Resource Draft Survey Items 2
ABILITIES Index or Alternative Student Needs Assessment 18
Local Education Agency (LEA) Student Resource Draft Survey Items 19
OMB# 1850-0952 v.8
National Center for Education Evaluation and Regional Assistance (NCEE)
December 2023
Draft Items Addressed in Cognitive Interviews With Teachers |
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Section |
Draft Items |
General information |
Did the student have an Individualized Education Program, or IEP, at any time during the XX school year?
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Does the student receive all of their educational and related services in a school or special program that is not operated by the school district?
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Does the district provide the student with educational and related services at home or in a hospital because of a medical disability?
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On average, what proportion of the school day does the student spend in general education classes?
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If c: Where does the student spend most of their school day?
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Is the student currently being evaluated to determine whether they qualify for special education services?
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During the XX school year, did the student have a 504 plan?
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Does the student receive instruction in academic subjects from different teachers?
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If the student receives instruction in different subjects from different teachers: Please use the calendar to record the student’s schedule for a typical week. You should record a class or activity for each time block during student’s school day. For some students, this may look like a single class for most of the day. For others, the schedule will include a different class for each period of the school day.
A typical week is one where there were no school vacation or in-service days, special testing or assessments, or extracurricular events or field trips during the school day.
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If the student does not receive instruction from different teachers. For each school day in a typical school week:
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Please select each type of service or support the student received during the XX school year. Please select all that apply.
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Homebound or hospitalized student |
During XX school year, for how many days did the district provide the student with instruction and related services at home or in the hospital?
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Who provided instruction and related services to the student at their home or in the hospital? Please select all that apply.
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For each staff member: On average, about how many hours per week did the staff member provide services?
Is the staff member:
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Did the district provide instructional materials to the student while at home or in the hospital?
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If yes: What instructional materials did the district provide the student while they were homebound or hospitalized?
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Student placed outside district |
What is the student’s external placement?
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For XX school year, what is the total amount of tuition paid or funds transferred to place the student at another public or private placement outside your school district?
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How many days per year of service are provided to the at this placement?
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Does the district provide or pay for assistive technology or special equipment for the student in addition to or separate from what is provided by their external placement?
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Do district employees or private contractors provide related services to the student in addition to or separate from what is provided by their external placement?
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Does the district provide the student with community-based instruction or training services in addition to or separate from what is provided by their external placement?
Does the district provide or pay for extended school year services for the student in addition to or separate from what is provided by their external placement?
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Does the district provide or pay for specialized transportation services for the student in addition to or separate from what is provided by their external placement?
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General education instruction For each time period where respondent indicates a student receives general education instruction in calendar grid or daily log in General Information section.
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What subject or course is taught during <<TIME BLOCK ON SCHEDULE>>?
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For each subject or course: How many students are in this class during <<TIME BLOCK ON SCHEDULE>>?
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Who teaches or provides instructional support to students during <<TIME BLOCK ON SCHEDULE>>? For each staff category, please provide the number of staff who are in the classroom during <<TIME BLOCK ON SCHEDULE>>.
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For each staff member: Is staff member assigned to provide instruction or instructional support to:
If small group of students: How many students does this staff member provide instruction or instructional support during <<TIME BLOCK ON SCHEDULE>>?
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On average, for how many minutes is this staff member in the classroom?
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Is the staff member:
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English language services For each time period where respondent indicates a student receives English language instruction in calendar grid or daily log in General Information section.
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During <<TIME BLOCK ON SCHEDULE>>, does the student receive language acquisition services for students who are learning English in a:
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For English language services in a self-contained classroom: On a typical day, how many students are served in this class during <<TIME BLOCK ON SCHEDULE>>?
What instructional staff are in the self-contained classroom during <<TIME BLOCK ON SCHEDULE>>? Please select all that apply. For each category respondent will be prompted to enter number of staff in that category.
For each staff member: On average, for how many minutes is this staff member in the classroom?
Is the staff member:
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For English language services provided in small group: On a typical day, how many students are served in this group during <<TIME BLOCK ON SCHEDULE>>?
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What instructional staff work with students in the group during <<TIME BLOCK ON SCHEDULE>>? Please select all that apply. For each category respondent will be prompted to enter number of staff in that category.
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For each staff member: On average, for how many minutes does the staff member work with students in the group?
Is the staff member:
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For English language services provided to a student 1:1: Who provides the student with language acquisition services during <<TIME BLOCK ON SCHEDULE>>? Please select all that apply. For each category respondent will be prompted to enter number of staff in that category.
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For each staff member: On average, for how many minutes does the staff member work with the student?
Is the staff member:
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Special education For each time period where respondent indicates a student receives special education in calendar grid or daily log in General Information section.
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In what subjects or topics does the student receive specialized instruction during <<TIME BLOCK ON SCHEDULE>>? Please select all that apply.
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Does the student receive special education services during <<TIME BLOCK ON SCHEDULE>> in a:
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For special education provided in a self-contained class: On a typical day, how many students are served in this class during <<TIME BLOCK ON SCHEDULE>>?
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What instructional staff are in the self-contained classroom during <<TIME BLOCK ON SCHEDULE>>? Please select all that apply. For each category respondent will be prompted to enter number of staff in that category.
For a-c: On average, for how many minutes is staff member in the classroom during <<TIME BLOCK ON SCHEDULE>>?
Is the staff member:
For d: What related services providers are in the self-contained classroom during <<TIME BLOCK ON SCHEDULE>>? Please select all that apply. For each category respondent will be prompted to enter number of staff in that category.
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For each staff member: On average, for how many minutes is this staff member in the classroom?
Is the staff member:
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For special education provided in a small group: On a typical day, how many students are served in this group during <<TIME BLOCK ON SCHEDULE>>?
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In what subjects does the student receive specialized instruction in this group during <<TIME BLOCK ON SCHEDULE>>? Please select all that apply.
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What instructional staff work with students in the group during <<TIME BLOCK ON SCHEDULE>>? Please select all that apply. For each category respondent will be prompted to enter number of staff in that category.
For a-c: On average, for how many minutes does the staff member work with students in the group <<TIME BLOCK ON SCHEDULE>>?
Is the staff member:
For d: What related services providers work with students in the group during <<TIME BLOCK ON SCHEDULE>>? Please select all that apply. For each category respondent will be prompted to enter number of staff in that category.
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For special education provided to student 1:1: In what subjects does the student receive specialized instruction during <<TIME BLOCK ON SCHEDULE>>? Please select all that apply.
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Who provides the student with special education services during <<TIME BLOCK ON SCHEDULE>>?
On average, for how many minutes does the staff member work the student during <<TIME BLOCK ON SCHEDULE>>?
Is the staff member:
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Community-based Instruction For each time period where respondent indicates a student receives community-based instruction in calendar grid or daily log in General Information section, and for students who are placed outside district who also receive community-based instruction.
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During <<TIME BLOCK ON SCHEDULE>> on schedule, did the student receive services community-based training or instruction from a:
For each staff member: Is the staff member:
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Was the service provided to the student:
If group: How many students were in the group?
For how many minutes during <<TIME BLOCK ON SCHEDULE>> did the student receive community-based instruction?
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Does the district or a private contractor provide transportation for the student to their community-based training or instructional program during <<TIME BLOCK ON SCHEDULE>>?
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Transition services for older youth For each time period where respondent indicates a student receives transition services in calendar grid or daily log in General Information section, and for students who are placed outside district who also receive transition services.
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What transition services does the student receive during <<TIME BLOCK ON SCHEDULE>>? Please select all that apply.
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For how many minutes during <<TIME BLOCK ON SCHEDULE>> did the student receive transition services?
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Who provides transition services to the student during <<TIME BLOCK ON SCHEDULE>>?
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Is the staff member:
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Related services For each time period where respondent indicates a student receives transition services in calendar grid or daily log in General Information section.
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What related services did the student receive during <<TIME BLOCK ON SCHEDULE>>? Please select all that apply.
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For each related service: Was the service provided to the student:
If group: How many students were in the group?
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Who provided the related service for the student during <<TIME BLOCK ON SCHEDULE>>? Please select all that apply.
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For each selected a-s: On average, for how many minutes is this staff member in the classroom?
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Is the related services provider:
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During the past three months, did the student receive related services that are not provided on a weekly basis? Please select all that apply. This involves related services that were not already reported as part of the student’s weekly schedule, including both direct services to the student and consultative services between adults.
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For each related service: About how many hours did the student receive this service in the past three months?
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Was the service provided to the student as a:
If group: How many students were in group?
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Who provided the related service for the student? Please select all that apply.
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Is the related services provider:
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Extended time services |
On average, how many hours per week does the student receive services from each type of staff in a before-school, after-school, or weekend program? For each of the following services the respondent will indicate whether a student receives as a part of their IEP, the average number of hours per week the student receives and whether the item is shared with other students (and if so, the number of students with whom the item is shared). General education staff
Special education staff
English language instruction staff
Other providers
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Specialized Transportation |
If the student receives specialized transportation services: Which of the following specialized education transportation services provided by the district does this student receive?
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Does the student require any of the following types of assistance to access or use the specialized transportation services provided by the district?
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Does the district contract with a private agency to provide specialized transportation services for the student?
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Extended school year |
How many weeks did the student receive extended school year services?
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On average, for how many hours per week did the student receive extended school year service?
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Did the student receive specialized transportation to access their extended school year services?
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What services did the student receive as part of their extended school year program?
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For each service: How many hours per week did student receive service?
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Who provides the service:
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Assistive technology and specialized equipment |
What types of assistive technology and specialized equipment does the district provide the student as part of their Individualized Education Program (IEP)? For students in external placements, please report assistive technology and specialized equipment that the district purchases above-and-beyond what is included in the tuition payment or funds transferred to the place where the student receives services.
Identify the items in column (1) that are used to serve the unique needs of this student. Place a check in the box in column (2) corresponding to each item used by this student. If you place a check in the in column (2), please report in column (3) how many students (including this student) share the item on a regular basis.
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A |
B |
I |
L |
I |
T |
I |
E |
S |
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Audition (Hearing) |
Behavior &
Social Skills |
Intellectual Functioning |
Limbs (use of
hands, arms,
and legs) |
Intentional
Communication |
Tonicity (Muscle Tone) |
Integrity of Physical |
Eyes (Vision) |
Structural Status |
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Left Ear |
Right Ear |
Social Skills |
Inapprop. Behavior |
Thinking & Reasoning |
Left Hand |
Left Arm |
Left Leg |
Right Hand |
Right Arm |
Right Leg |
Understan-ding others |
Communi-cating with others |
Degree of tightness |
Degree of looseness |
Overall Health |
Left Eye |
Right Eye |
Shape, Body Form & Structure |
0 |
Normal |
All behaviors typical & appropriate for age |
Normal for age |
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Complete normal use |
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Normal |
Normal |
Normal |
Normal |
General good health |
Normal |
Normal |
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1 |
Suspected hearing loss |
Suspected disability |
Suspected inapprop. Behaviors |
Suspected disability |
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Suspected difficulty |
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Suspected disability |
Suspected disability |
Suspected disability |
Suspected disability |
Suspected health problems |
Suspected vision loss |
Suspected difference or interference |
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2 |
Mild hearing loss |
Mild disability |
Mildly inapprop. Behaviors |
Mild disability |
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Mild difficulty |
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Mild disability |
Mild disability |
Mild disability |
Mild disability |
Minor ongoing health problems |
Mild vision loss |
Mild difference or interference |
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3 |
Moderate hearing loss |
Moderate disability |
Moderately inapprop. Behaviors |
Moderate disability |
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Moderate difficulty |
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Moderate disability |
Moderate disability |
Moderate disability |
Moderate disability |
Ongoing but medically- controlled health problems |
Moderate vision loss |
Moderate difference or interference |
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4 |
Severe hearing loss |
Severe disability |
Severely inapprop. Behaviors |
Severe disability |
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Severe difficulty |
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Severe disability |
Severe disability |
Severe disability |
Severe disability |
Ongoing poorly- controlled health problems |
Severe vision loss |
Severe difference or interference |
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5 |
Profound hearing loss |
Extreme disability |
Extremely inapprop. Behaviors |
Profound disability |
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Profound difficulty |
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Profound disability |
Profound disability |
Profound disability |
Profound disability |
Extreme health problems, near total restriction of activities |
Profound vision loss |
Extreme difference or interference |
Draft Items Addressed in Cognitive Interviews With District Student Services Personnel |
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Section |
Draft Item(s) |
Service arrangements |
During the XX school year, did your district have students with disabilities who resided in your district, but received special education and related services from a consortium, cooperative, or other sharing arrangement with other school districts? Such arrangements usually involve districts sharing in the provision of services, especially to low-incidence students. Such consortia or cooperatives may have independent budgets and directors. Direct service staff (e.g., special education teachers) or administrative and direct service responsibilities may be shared across districts.
If yes: During the XX school year, how many students with disabilities received special education services from consortia, cooperatives, or other sharing arrangements with other school districts? |
During the XX school year, did your district have students with disabilities who resided in your district, but received special education and related services from an intermediate educational unit (IEU) that operates independently from local school districts? An IEU is a separate administrative unit established by the state that serves a regional group of school districts. For special education, the administrative unit may provide various special education services such as special schools or classrooms for certain low-incidence or high-cost students. Such services may include direct instructional or related services or administrative and support services related to the special education program. Examples of these include the Intermediate Units (IUs) in Pennsylvania, the Administrative Educational Areas (AEAs) in Iowa, the Boards of Cooperative Educational Services (BOCES) in New York.
If yes: During the XX school year, how many students with disabilities received special education services from an intermediate educational unit? |
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During the XX school year, did your district have students with disabilities who resided in your district, but received special education and related services from a state-operated school? State-operated schools are independent schools that serve a particular type of student (e.g., students with significant visual or auditory impairments). These schools are run and staffed by the state.
If yes: During the XX school year, how many students with disabilities received special education services from a state operated school? |
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During the XX school year, did your district have students with disabilities who resided in your district, but received special education and/or related services from a non-public school? These nonpublic schools provide specialized services to a particular type of student and generally receive tuition payments from the district in which the students reside.
If yes: During the XX school year, how many students with disabilities received special education services from a nonpublic school? |
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During the XX school year, did your district provide special education and related services to students with disabilities who resided in other school districts?
If yes: During the XX school year, for how many students with disabilities from other school districts did your district provide special education and related services? |
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During the XX school year, did your district operate a special school that served only students with disabilities? For example, a school for students who are deaf or school for students with low-incidence disabilities.
If yes: During the XX school year, how many students with disabilities attended the special schools operated by the district? |
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During XX school year, did your district operate specialized special education programs within neighborhood schools that students with disabilities may attend? For example, a district might operate a specialized program for students with autism spectrum disorder or for students with emotional or behavioral disorders.
If yes: During the XX school year, how many students with disabilities attended specialized programs operated by the district? |
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Staffing |
How many FTE staff were employed by your district for special education administration? Special education administration refers to coordination activities and supervisory activities that do not provide direct services to students. For each job title, enter the FTE equivalent. The staff may be based at the district or school level.
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For each of the personnel selected: Is X primarily based at the district central office, a school, or somewhere else?
What percentage of X’s time do they spend on special education administration activities? What is X’s salary or hourly rate? |
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During the XX school year, how much did you spend on the following types of private contractors to provide special education and related services to students with IEPs in your district?
For each category:
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Direct costs |
During the XX school year, what were the estimated total expenditures on staff professional development for special education? Expenditures may include registration fees, travel, conference expenses, and provider fees. |
During the XX school year, what were the estimated total expenditures for software used to administer the district’s special education program? Special education software includes software for IEP development and management and progress monitoring. |
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During the XX school year, what were the estimated total expenditures of capital improvements made to meet students’ needs articulated in students’ IEPs? |
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Student transitions |
Who coordinates transition services for older students?
Approximately how many hours per month did X spend coordinating transition services during the XX school year? (Prepopulates with staff selected in preceding question.) |
For how many older students did your district provide transition services during the XX school year? |
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Does your district provide any of the following transition activities?
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What were the estimated total expenditures of the transition activity in XX school year? (Pre-populates with activities selected in preceding question.) |
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Assistive technology |
During the XX school year, what were the estimated total expenditures on assistive technology devices, including maintenance and repair of assistive technology devices? |
Curriculum administration/planning |
During the XX school year, what were the estimated total expenditures on curriculum used to meet students’ needs articulated in students’ IEPs? |
Homebound/hospital programs |
Who coordinates homebound/hospital services for students with IEPs?
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During the XX school year, did your district serve students with an IEP who were homebound or hospitalized in external programs supported by district funds for tuition or other fees?
If Yes:
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During the XX school year, did your district operate its own homebound/hospital program for students with an IEP using district employees or individual private contractors?
If Yes:
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For districts that operated their own program: During the XX school year, what staff did the district employ to provide homebound/hospital services? Teachers & Related Services Staff
Paraprofessionals and Aides
For each:
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For districts that operated their own program: During the XX school year, what private contractors did the district employ to provide homebound/hospital services? Teachers & Related Services Staff
Paraprofessionals and Aides
For each:
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How much did you spend during the XX school year in each of the following nonpersonnel categories to support homebound/hospital services? This should not include tuition paid to external programs.
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Tuition/fees for external placements |
During the XX school year, did your district pay tuition, fees, or other related expenses, or transfer funds to other public or private entities, for services provided to students with IEPs ages 5–22 in external placements? External placements include state schools for students with disabilities or schools or programs operated by a consortium, cooperative, or intermediate educational unit.
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If yes: Public programs not operated by district
Nonpublic schools or programs
For each category:
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Extended school year services |
During summer XX, did your district’s special education office provide or support extended school year services for students with IEPs?
If yes:
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If yes For each of the following job titles, how many hours did the district employ staff during summer XX to provide extended school year services for students with IEPs: Special education administrative staff
Special education teachers
Special education related service staff
Special education paraprofessional and clerical staff
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For each staff category above: Does the district pay a different hourly or salaried wage for employees who work during the summer months?
If yes, for each labor category, what is the summer rate? |
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During summer XX, did the district employ private contractors to provide special education services to students with IEPs?
If yes:
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During summer XX, how much did the district spend for each of the nonpersonnel items listed below to support instructional and related services provided to students with IEPs who received extended school year services?
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Child find/student eligibility |
During XX school year, how many students were evaluated for special education eligibility?
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During XX school year, how many students were newly identified for special education?
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For the XX school year, what were the estimated total expenditures on supplies (e.g., test protocols) for evaluating students? |
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For the XX school year, what were the estimated total expenditures related to advertising, public awareness, or posting notices for Child Find? |
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At the district level, who regularly participates in prereferral activities, including meetings with teachers, parents, and other team members to discuss student needs?
For each staff group, on average what is the percentage of FTE? During the XX school year, about how many hours per month did X spend coordinating universal screening? (Prepopulates with staff selected in preceding question.) |
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During the XX school year, who regularly participates in initial or ongoing assessment or evaluations for students who have not previously been identified as eligible for special education in your district? This includes participation in determination of staff involved in the IEP process, conduct of assessment and evaluation, IEP meetings, completion of IEP documents, and preparation of written assessments.
For each staff category: During the XX school year, about how many hours per month did X spend on initial or ongoing assessments or evaluations for students who have not previously been identified as eligible for special education in your district? |
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During the XX school year, who regularly participates in assessment or reevaluations for students who have previously been identified as eligible for special education in your district, including determination of staff involved in IEP process, conduct of assessment and evaluation, IEP meetings, completion of IEP documents, and preparation of written assessments)?
For each staff member: During the XX school year, about how many hours per month did X spend on assessment or reevaluations for students who have previously been identified as eligible for special education in your district? (Prepopulates with staff selected in preceding question.) |
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Does your school district conduct universal screening for Child Find?
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If yes: During the XX school year, who coordinated universal screening for Child Find in the district?
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For each staff member: During the XX school year, about how many hours per week did X spend coordinating universal screening? (Prepopulates with staff selected in preceding question.) |
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Procedural safeguards and due process |
During the past two school years, were any special education complaints lodged against your district with the state education agency (SEA)?
If yes: For the <<immediate past year>> school year, how many special education complaints against your district were submitted to the SEA? For the <<two years past>> school year, how many special education complaints against your district were submitted to the SEA? For each:
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For each year in which there was a complaint: Did your district use private lawyers or other private contractors for legal services associated with the special education complaints?
If yes: What was the total amount spent by your district for the XX school year for private lawyers or other private contractors for legal services associated with the special education complaints? Did your district use its own legal staff to handle complaints against the district? (Yes/no)
If yes: What legal staff were used? For each staff member:
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For each school year: During the XX school year, what staff were responsible for coordinating the district’s response to complaints? For each staff member: During the <<school year>>, about what percentage of their time was spent handling complaints against the district? |
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During the past two school years, was your district involved in special education mediation?
If yes: For the <<immediate past year>> school year, how many cases were submitted to the SEA? For the <<two years past>> school year, how many cases were submitted to the SEA? For each year where there was a case:
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For each school year: During the XX school year, what staff were responsible for coordinating special education mediation? For each staff member: During the XX school year, about what percentage of their time was spent coordinating special education mediation? |
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During the past two school years, was your district involved in any due process hearings?
If yes: For the <<immediate past year>> school year, how many special education due process cases were initiated? For the <<two years past>> school year, how many special education due process cases were initiated?
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For each year where there was a due process hearing: Did your district use private lawyers or other private contractors for legal services associated with due process hearings?
If yes: What was the total amount spent by district for the <<school year>> for private lawyers or other private contractors for legal services associated with due process hearings? Did your district use its own legal staff to handle due process hearings?
If yes: What legal staff were used? For each staff member: During the XX school year , about what percentage of their time was spent handling due process hearings? |
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For each school year: During the XX school year, what staff were responsible for coordinating due process hearings? For each staff member: During the <<school year>>, about what percentage of their time was spent coordinating due process hearings? |
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In the past two school years, was your district involved in any special education litigation beyond complaints, mediation, and due process hearings?
If yes: For the <<immediate past year>> school year, in how many other court cases involving services for students receiving special education was the district involved? For the <<two years past>> school year, in how many other court cases involving services for students receiving special education was the district involved? |
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Did your district use private lawyers or other private contractors for legal services associated with other court cases involving services for students receiving special education?
If yes: What was the total amount spent by the district for the XX school year for private lawyers or other private contractors for legal services associated with other court cases involving services for students receiving special education? Did your district use its own legal staff to handle other court cases involving services for students receiving special education?
If yes: What legal staff were used? For each staff member: During the <<school year>>, about what percentage of their time was spent handling other court cases involving services for students receiving special education? |
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For each school year: During the XX school year, what staff were responsible for other court cases involving services for special services was the district involved? For each staff member: During the <<school year>>, about what percentage of their time was spent coordinating other court cases involving services for students receiving special education? |
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During the XX school year, did the district participate in a legal cost fund or purchase legal insurance?
If yes: For the XX school year, how much was spent on the legal cost fund or legal insurance? |
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During the XX school year, did your district use private lawyers or other private contractors to support policy development?
If yes: For the XX school year, how much was spent on private lawyers or other private contractors to support policy development? |
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Compliance activities |
During the XX school year, what district staff were involved in preparing data and reports required to comply with federal and state special education laws? <<staff categories will be developed with input received during cognitive testing>> For each staff member: About what percentage of their time was spent on these activities? |
During the XX school year, did the district purchase or pay a licensing fee for software that is needed to compile data and generate reports to comply with federal and state special education laws?
If yes: What types of software were purchased or licensed? <<response categories will be developed with input received during cognitive testing>> How much did the district spend on this software during the XX school year? |
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Transportation |
During the XX school year, what were the estimated total expenditures on special education transportation? During the XX school year, what were the estimated total expenditures on purchase or lease, insurance, repair, and maintenance of vehicles used for special education related activities? |
File Type | application/vnd.openxmlformats-officedocument.wordprocessingml.document |
Author | U.S. Department of Education |
File Modified | 0000-00-00 |
File Created | 2024-07-20 |