Resources for Grantees
The U.S. Department of Education’s Office of Special Education Programs (OSEP) provides leadership and financial support to assist states, local districts, institutions of higher education, and families.
The Individuals with Disabilities Education Act (IDEA) authorizes formula grants to states and discretionary grants to higher-education institutions and other nonprofit organizations to support research, demonstrations, technical assistance and dissemination, technology and personnel development, and parent-training and information centers.
Visit our IDEA Statute/Regulations and Policy Support pages for more specific, searchable IDEA law and policy information.
State Formula Grants
Overview
The IDEA requires states and other public agencies to implement programs designed to improve results for infants, toddlers, children and youth with disabilities and their families.
OSEP reviews and approves state plans and monitors the IDEA Part B and C formula grant programs to ensure consistency with federal requirements including by providing policy guidance and information organized by topic area.
For additional formula grant related information including announcements, content on monthly technical assistance calls, other events, and topic-specific resources refer to the Monitoring and State Improvement Planning page at the OSEP IDEAs That Work website.
State Performance Plan/Annual Performance Report
States must submit a State Performance Plan/Annual Performance Report (SPP/APR) by February of each year.
The submission uses the previous year’s performance data. For example, states’ federal fiscal year 2018 APR, due February 2020, reported on school year 2018-19 performance.
States started submitting the SPP/APR electronically through the EDFacts Metadata and Process System (EMAPS) in February 2020.
Part B
- 2023 Part-B SPP/APR Memo (PDF)
- 2023 Part-B SPP/APR Instructions (PDF)
- 2023 Part-B SPP/APR Measurement Table (PDF)
Part C
- Additional information on SPP/APRs
- Includes individual state’s determination letters and APR documents
- EMAPS
- Access new SPP/APR reporting platform
- SPP/APR COMMUNITY 360° resources
- View additional guidance regarding the SPP/APR including the reporting process
- SSIP Phase III Evaluation Plan Guidance (PDF)
- SSIP Phase III Report Outline (PDF)
- SSIP Instructions (Word)
- SSIP Template (PDF)
- 2022 Part B FFY 2020 SPP/APR Indicator Analysis (PDF)
- 2022 Part C FFY 2020 SPP/APR Indicator Analysis (PDF)
- 2021 Part B FFY 2019 SPP/APR Indicator Analysis (PDF)
- 2021 Part C FFY 2019 SPP/APR Indicator Analysis (PDF)
- 2020 Part B FFY 2018 SPP/APR Indicator Analysis (PDF)
- 2020 Part C FFY 2018 SPP/APR Indicator Analysis (PDF)
- Universal TA for FFY 2020-2025 SPP-APR (PDF)
Grants
OSEP administers three formula grant programs authorized by the IDEA. These formula grants are awarded to states annually to support early-intervention services for:
- infants and toddlers with disabilities and their families;
- preschool children ages three through five, and
- special education for children and youth with disabilities.
- Grants Part B — FFY 2022 Application Template (Word)
- Grants Part B — FFY 2022 Instructions (PDF)
- Grants Part B — Procedures for Receiving a FFY 2022 Grant Award (PDF)
- Grants Part B — FFY 2022 Technical Assistance Checklist (PDF)
- Grants Part B — Public Participation Topic Brief (PDF)
- Grants Part B — Year of Age Cohort for Which FAPE is Ensured (PDF)
- Grants Part B — Significant Disproportionality Data Collection Form (PDF)
- Grants Part B — EDGAR 34 CFR 76-703 — When a State May Begin to Obligate Funds (PDF)
- Grants Part B — Unique Entity Identifier Transition Fact Sheet (PDF)
- Grants Part C — FFY 2022 Application Template (Word)
- Grants Part C — FFY 2022 Instructions (PDF)
- Grants Part C — Procedures for Applying for a FFY 2022 Grant Award (PDF)
- Grants Part C — Public Participation Topic Brief (PDF)
- Grants Part C — Memorandum on Restricted Indirect Cost Rate (PDF)
- Grants Part C — EDGAR 34 CFR 76-703 — When a State May Begin to Obligate Funds (PDF)
- Grants Part C — Unique Entity Identifier Transition Fact Sheet (PDF)
Part C Checklist
Differentiated Monitoring and Support
OSEP provides differentiated monitoring and support to states as part of its results driven accountability system.
Under the results driven accountability system, OSEP’s differentiated monitoring and support focuses on both compliance and improving results for children with disabilities.
OSEP differentiates its approach for each state based on the state’s unique strengths, progress, challenges, and needs.
General Resources
- DMS 2.0 Framework with Evidence and Intended Outcomes (PDF)
- Overview of the Differentiated Monitoring and Support (DMS) System (PDF)
- DMS 2.0 Document Review & Request Template (Word)
- DMS 2.0 Considerations and Tips: Leadership Conference Presentation (July 2022) (Video)
Fiscal
- Fiscal Part C SLOR Introduction (PDF)
- Fiscal Part C SLOR Protocol (Word)
- Fiscal Part B Subrecipient Monitoring Protocol (PDF)
- Fiscal Management for State Agencies with Primary Fiscal Responsibility (Word)
General Supervision
- Parts B and C — Integrated Monitoring Protocol (Word)
- Parts B and C — Sustaining Compliance and Improvement Protocol (Word)
- Parts B and C — Data and SPP/APR Protocol (Word)
Dispute Resolution
- Parts B and C — Dispute Resolution — State Complaint (Word)
- Parts B and C — Dispute Resolution — Due Process (Word)
- Parts B and C — Dispute Resolution — Mediation (Word)
Monitoring Schedule
|
|
TEAM A | TEAM B | TEAM C | TEAM D | ||||
|---|---|---|---|---|---|---|---|---|
| Cohort 1 2022–2023 |
KY-B 11/2023 |
KY-C 05/2023 |
SC-B 11/2022 |
MI-C 05/2022 |
AK-B 06/2022 |
NY-C 12/2022 |
CO-B 12/2023 |
CO-C 11/2023 |
| AR-B 11/2022 |
AR-C 05/2022 |
NV-B 11/2023 |
NV-C 05/2023 |
ID-B 10/2023 |
ID-C 10/2023 |
MT-B 06/2023 |
MT-C 06/2022 |
|
| – | ||||||||
| Cohort 2 2024–2025 |
ND-B 01/2025 |
ND-C 01/2025 |
ME-B 09/2024 |
ME-C 09/2024 |
KS-B 09/2024 |
KS-C 09/2024 |
IN-B 08/2024 |
IN-C 08/2024 |
| OR-B 10/2024 |
OR-C 10/2024 |
AS-B 09/2023 |
AS-C 09/2023 |
NE-B 10/2024 |
NE-C 10/2024 |
MS-B 10/2024 |
MS-C 10/2024 |
|
| IA-B 08/2024 |
IA-C 08/2024 |
TN-B 10/2024 |
TN-C 10/2024 |
UT-B 11/2024 |
UT-C 11/2024 |
LA-B 12/2024 |
LA-C 12/2024 |
|
| – | ||||||||
| Cohort 3 2025–2026 |
RI-B | RI-C | FSM | NH-B | NH-C | GA-B | GA-C | |
| MO-B | MO-C | MH | DE-B | DE-C | PR-B | PR-C | ||
| PA-B | PA-C | PW | MA-B | MA-C | CA-B | CA-C | ||
| WA-B | WA-C | |||||||
Fiscal
Congress appropriates IDEA funds intended to support early intervention and special education services for infants, toddlers, children, and youth with disabilities and their families.
OSEP’s currently monitors formula grant programs through the differentiated monitoring and support process to ensure consistency with federal requirements and to ensure that states and other public agencies continue to implement programs designed to improve results for infants, toddlers, children, and youth with disabilities.
From 2011-2016, OSEP monitored states’ procedures for ensuring compliance with the fiscal requirements of Part B of the IDEA and related statutes and regulations.
- Fiscal B Dear Colleague Letter School Lunch Program (PDF)
- Fiscal B Fiscal Monitoring National TA Call (PDF)
- Fiscal C Checklist Reviewing Methods (Word)
- Fiscal C Checklist Reviewing SOP Policies (Word)
- Fiscal C Methods Monitoring Protocol (PDF)
- Fiscal C Monitoring Protocols National TA Call (PDF)
- Fiscal C Systems Payment Monitoring Protocol (PDF)
- Fiscal Dear Colleague Letter Charter Schools (PDF)
- Fiscal Federal Registrar LEA Subgrants Funds (PDF)
- Fiscal Nonregulatory Guidance Charter Schools (PDF)
- Fiscal CEIS Monitoring Protocol (PDF)
- Fiscal LEA MOE Monitoring Protocol (PDF)
- Fiscal Part C SLOR Introduction (PDF)
- Fiscal Part C SLOR Protocol (Word)
- Fiscal Part B Subrecipient Monitoring (PDF)
- ED Regulation LEA MOE (PDF)
- Fiscal B LEA MOE FAQ (PDF)
- Fiscal B LEA MOE National TA Call (PDF)
Discretionary Grantees
OSEP IDEAs That Work
OSEP, directly and through its partners and grantees, develops a wide range of evidence-based products, publications, and resources to assist states, local district personnel, and families to improve results for students with disabilities.
For additional information about OSEP discretionary grant recipients, visit the Resource Centers’ page or OSEP IDEAs That Work.
OSEP IDEAs That Work provides centralized access to information from research-to-practice initiatives funded by OSEP that address the provisions of the IDEA and the Every Students Succeeds Act. This site includes resources, links, and other important information relevant to OSEP’s research-to-practice efforts.
Discretionary Grant Opportunities
OSEP offers a variety of discretionary grants through a competitive process. Visit our Discretionary Grants page for more information.
For additional information about OSEP discretionary grant recipients, visit the OSEP’s Discretionary Grants Public Database.
IDEA Topic Areas
OSEP, along with other Department offices, Federal agencies, and OSEP discretionary funded-grant recipients, provide numerous IDEA-topic area resources.
For Federal resources for IDEA stakeholders on college- and career-readiness standards, tool kits, topic issues in education, intervention IDEA briefs, and a resource library, visit OSEP IDEAs That Work.
For more specific resources on a variety of IDEA topics, visit the Topic Areas resource page. This resource page includes information and resources from the Department, other Federal agencies, and Federally-funded technical assistance centers.