I I 70-15,098 OSBORNE, John Robert, 1937— A MODEL FOR THE DEVELOPMENT OF INSTRUCTIONAL IMPROVEMENT SERVICES AT THE INTERMEDIATE SCHOOL DISTRICT LEVEL IN MICHIGAN. Michigan State University, Ph.D., 1969 Education, administration University Microfilms, A XEROXCompany , Ann Arbor, Michigan A M O D E L FOR T H E D E V E L O P M E N T OF I N S T R U C T I O N A L I M P R O V E ME N T S ER VICES AT T H E I N T E R M E D I A T E SCHOOL D I S T R I C T LEVEL IN M I C H I G A N By J o h n Robert Osborne A THESIS S u b m i t t e d to M i c h i g a n State U n i v e r s i t y in p a rtial fulfillment of the re q u i r e m e n t s for the de gree of D O C T O R OF PHILOS OP H Y De partment of Se c on d a r y E d u c a t i o n and C u r r i c u l u m 1969 AB S TRACT A M O D E L FOR T HE D EV EL O PM E NT O F INSTRUCTIONAL IM P R O V E M E N T SERVIC ES AT THE I N T E R M ED I AT E LEV E L IN M IC H IG A N By J o h n Robert Osborne The p urpose of the study was to construct a model w hi c h could be used by intermediate districts i n Michigan in the develo p me n t of i ns t ru c ti o na l improvement The model was to be to two questions. m ed i a t e services. const ructed by Is o lating t he responses First, to what qu e st i on s shou ld i n t e r ­ school districts give at tention in the development of I n s t r u c t i o n a l i mp r ov e me n t of instructional Improvement services? di stricts Secondly, with what issues are intermediate likely to be confronted in the development of I n s t r u c t i o n a l Improvement services? The m a j o r source of d a t a was views s em i st r u c t u r e d i n t e r ­ c o nd ucted at four se lected intermediate districts. T hese districts were se l ected from a list of r e c o mm e nd e d districts compiled by a pa n e l of five educators having an u n d e r s t a n d i n g of i nt e rm e di a te school district a d m i n i s t r a ­ ti on in Michigan. One interm ed i at e district w a s selected for each of the fo l lo w in g c o n s t i t u e n c i e s : (A) L a rg e -s i ze d local school districts that have long b e e n establ is h ed an d are si t uated in an area that could be classified as urban. J o h n R obert Osborne (B) A m i xture of l ar g e- si z ed local school d i s ­ tricts and s at e llite di stricts s i tuated in an a r ea that could be class ified as being urban as w e l l as rural. (C) S m a l l -s i ze d local school di stricts sit uated in an area that could be c l as s i f i e d as b e i n g rural and e m b r a c i n g no m u ni c i p a l i t i e s of any consequence. (D) M e d i u m - s i z e d local school di s tr i ct s e m b r a c ­ ing a large mu n i c i p a l i t y and s it u at e d in an area that could b e classified as be i ng urban as w e l l as rural. The interm e di a te districts selec te d for study i n ­ clud ed Wayne County Interm e di a te District, Oa k l a n d I ntermediate District, COOR I n t e r me d ia t e District, and Calhoun -Intermediate District. Additio n al data r es u l t e d fr om s e m i s t r uc t ur e d i n t e r ­ views of s el ected "experts" tendents. These "experts" and local school s u p e r i n ­ and local scho ol s u p e r i n ­ tendents w er e se l ected from a list r e c o m m e n d e d by a panel of three educators h av i ng a n u n d e r s t a n d i n g of the i n t e r ­ me di ate school district and k n o w l e d g e a b l e of persons h a v i n g expertise. Nine persons were se l e c t e d from this list and included in termediate s u p e r i n t e n d e n t s , u n i ­ ve rsity personnel, state d ep a rt m e n t of e du c a t i o n p e r s o n ­ nel, and local school district s u perintendents. Data were analyzed by into three a r e a s : issues. c a t e g o ri z in g the responses general i n f o r m a t i o n , q u e s t i o n s , and D at a p laced un der g e n e r a l i n f o r m a t i o n wer e analyzed to extract that i n f o r m a t i o n e s s e n t i a l to John Robert Osborne p r o v i d i n g a ge neral u n d e r s t a n d i n g of the nature study. D a t a listed under issues w e re ing those issues of the analyzed by i s o l a t ­ i n t e r m e di a te di stricts w o u l d likely conf ront in d e v e l o p i n g i n s t r u c ti o na l improv e me n t services. D a t a list ed un d er questions were an a lyzed by i s o l a t i n g those q ue s ti o ns w h i c h directly affect i n s t r u c t i o n a l improvement services the de v el o pm e nt of and w o u l d require the a t t e n t i o n of the in t e r m e d i a t e district. This study r e su l te d in the is o la t io n of ten q u e s ­ tions to which the i n t e r me d ia t e d is trict should i ts e lf in the develo pm e nt services. of instru ct i on a l address imp rovement T ho s e ten questions were: 1. What i n st r u c t i o n a l improvement services need to be provided? (Present and future needs) 2. How does an interm ed i at e d is t r i c t de t er m in e the needs? 3. What factors contri bute to i ns t r u c t i o n a l i mp r ov e me n t services b e i n g accessed by constituent districts? 4. How are i n s t r u c t i o n a l i m pr o ve m en t services evaluated? 5. How do consultants make entry into the local schools? 6. What means are available to in termediate d i s ­ tricts to deve lop a p r ocess of sel f-renewal? 7. How do i n t e r m e di a te districts promote an image w h i c h is both posit iv e and n o n - t h re a te n in g ? 8. What implications does the size of a local scho ol district have on instru ct i on a l i m p r o v e ­ ment services p r o v i d e d by the in t er m ed i at e district? J o h n Robert O s bo r ne 9. 10. H o w does an i n t e r me d ia t e di s tr i ct e nsure that once a cooper at i ve i n s t r u c t i o n a l improve m en t service has b e e n i mplemented, local distri cts w on ' t t h reaten w i t h d r a w a l of fi nancial support? What course of action s hould in t er m ed i at e districts take if they pe r ce i ve a need w h i c h local districts fail to r ecognize? In a dd i ti o n to the i s o l a t i o n of the above ten q u e s ­ tions, five issues with w h i c h i n te r m e d i a t e d is t ricts are likely to be c on f ro n te d in the d e v e l o pm e nt of i n s t r u c t i o n a l impr ovement services were also isolated. These five issues were: 1. The absence of de f inite and re l ia b le financial support for i n t e r me d ia t e school districts. 2. The lack of effective and r e s p o n s i b l e l e a d e r ­ ship at the state and i n t e r m ed i at e levels. 3. The e x is tence of c ertain p s y c h o l o g i c a l barriers b e t w e e n local and i n t e r m ed i at e school d i s ­ tricts . 4. The m an n er in wh i ch c o n s u lt a ti v e services at the i n te r me d ia t e school district level are p r o v i d e d (i.e. Process vs. Substance). 5. The current i ne f fe c t i v e n e s s of staff d e v e l o p ­ ment prog rams at the local scho ol d is trict level. As a result of the i s o l a t i o n of the above q u es tions and issues a Guide for D e v e l o p i n g I n s t r u c t i o n a l I m p r o v e ­ ment Services was constructed. The pu r p o s e of this guide is to help i n te r me d ia t e school d is t ricts t hink t hr ough the co n siderations necessary in f o r m u l a t i n g pr o gr a ms i ns t ru c ti o na l improvement. of I nc lu d ed in the Guide are ten items n e e d i n g consideration. Th o se listed i n cl u de d J o h n Robert O s b o r n e the d e t e r m i n a t i o n of present of needs, and future needs, pr iority staff co n si derations, i n te r me d ia t e bo a r d c o n ­ si derations, autonomy c on s id erations, e v a l u a t i o n c o n ­ s iderations, tw o-way c o m m u n i c a t i o n considerations, superintendent and specific considerations, facility considerations. C onclus i on s 1. s e l f - re n ew a l c o n s i d e r a t i o n , of the study were that: Intermediate school district r e - o r g a n i z a t i o n needs to be a c c o m p l i s h e d in order that e q u a l i z a t i o n of e d u c a t io n al opportu n it y becomes a reality in the state of Michigan. T h e service area should encompass a sufficient p o p u l a t i o n a n d v a l u a t i o n to permit the ef f ic i en t e m p l o y ­ me nt of competent and sp e c i a l i z e d i n s t r uc t io n al i m p r o v e ­ ment p e r s o n n e l and the develo p me n t e f f e c t i v e i ns t r u c t i o n a l improvement 2. of an a p p r o p r i a t e and service. In order to assure r e p r e s e n t a t i o n to all g e o ­ g r a p h i c a l areas of the i nt e rm e di a te district and to 4 re al ize more respon si b le intermediate g o v e r n i n g bodies, the s e l e c t i o n of b o a r d me mbers should result f ro m p o p u l a r elections. 3. The i n st r uc t io n al improv e me n t fu n c t i o n of the i ntermediate district is of direct be nefit to the state system o f public e d u c a t i o n and justif ies support, including money s u b s t a n t i a l state for creati ve p r o g r a m d e v e l o p m e n t . D es i ra b le o r g a n i z a t i o n and o p e r a t i o n w o u l d insist that the g o v e r n i n g bo a rd have access to some funds which it J o h n Robert Osborne completely c o n t r o l s — the a u t h o r i z a t i o n to indepe n de n tl y raise funds. 4. I n s t r u c t i o n a l i mprovement services sh o u l d be av ailable to all local school d i s t r i c t s , but each should have f r ee d om to de c id e for itself, b e y o n d legal limita­ tions or r e q u i r e me n ts , w h i c h it shall accept. 5. As the service areas be come p o p u l a t i o n and valua tion, g r e a t e r competency is re quired o f both the s u p e r i nt e nd e nt 6. larger, both In and his staff. I n t e r m e d i a t e school districts must have a d e ­ qu ate f i na ncial support, competent staff personnel, e f fe c ti v e two-way b e t w e e n themselves leadership, competent c o m m u n i c a t i o n systems and their constituents, and active involvement of t h ei r co ns tituents in p l a n n i n g activ ities if i n s t r u c ti o na l i mp r ov e me n t services 7. The State has appare n tl y responsibilities are to be successful; f ailed to a s s u m e its in e n s u r i n g that e q u a li z at i on of e d u c a ­ tional o pportunity beco mes a reality in the State of Michigan. Progress with r e ga r d to adequ at e service areas a n d a de quate f in a ncial su pport has be en slow forthcoming. DED IC A T I O N To my w i f e , Pamela. Her patience, u n d e r s t a n d i n g and e nc o ur a ge m en t m a de this u n d e r t a k i n g m u c h easier. ii ACKNOWLEDGMENTS I wish to express my a p p r e c ia t io n to Dr. B lackman, Char les A. C h a i r m a n of my D o ct o ra l Gu i da n ce Committee, his g ui dance and e n c o u ra g em e nt do ctoral program. for t hroughout my entire His i n fl u en c e b ot h as te a c h e r and frie nd will f o rever be remembered. A p p r e c i a t i o n is also ex te n d e d to Dr. E v er e tt M. Rogers for the many o p p o r t u ni ti e s p r o v i d e d for i n t e r a c t i o n t hroughout my d o ct o ra l p r o g r a m and for the val uable assistance p r o v i d e d in the early stages of the research proj e c t . I also wi sh to t ha n k Dr. Suehr, and Dr. Dale Alam, Dr. J o h n H. O r d a n S m uc k e r for the d i r e c t i o n and support they p r o v i d e d d u r i n g my d o c t o r a l program. A ck n ow l e d g m e n t is also ma de of the assis ta n ce coopera t io n pr o v i d e d by all of the p a rt i ci p an t s study. and in the T h e i r assist an c e and co o p e r a t i o n was mos t helpful. S pecial thanks go to my family and friends their faith, support, for and e n c o u r ag e me n t t hr o ug h o u t the doctoral program. ill T A B L E OP C ON TENTS Page D E D I C A T I O N .............................................. ACKNOWLEDGMENTS ....................................... ii ill L IS T OP T A B L E S ............................................. vi Chapter I. II. I N T R O D U C T I O N .................................... 1 Purpose of the S t u d y ..................... S i g n i f i c a n c e of the Study .............. M et h o d o l o g y ................................ Assum pt i on s and L i m i t a t i o n s .............. D ef i ni t io n s of Terms ..................... O ut l in e of S t u d y ......................... 3 4 7 10 12 15 R E V I E W OP T HE L I T E R A T U R E ...................... 17 D evelop m en t of the I n te r me d ia t e Unit. . Interm e di a te Unit In M i c h i g a n . . . . Summary of Recent Studies and L i t e r a t u r e B e a r i n g U po n the E m e r g i n g F u nc t i o n s of the I ntermediate U n i t ................ Issues S ur r ou n di n g the F u t u r e of the I n te r me d ia t e U n i t .......................' Su mmary ......................... III. M E T H O D ........................................... 17 26 56 71 79 86 D e s c r i p t i o n of the Partici p an t s . . . 86 D e s c r i p t i o n of Mea sures Used to C ol lect D a t a ...................... 93 D e s c r i p t i o n of Re s e a r c h Procedures . . 96 R e v i e w of Steps T a k e n to Collect Da t a . 107 S u m m a r y ........................................ 110 iv Ch apter IV. Page FINDINGS 112 D e s c r i p t i o n or the Method of Analysis U s e d ................................ 112 Se ction I: Gene ral Information. . . . 113 S ection II: Q u e s t i o n s .......................... 127 S ection III: I s s u e s ........................... 149 F i n d i n g s ........................................ 169 S u m m a r y ........................................... 172 V. SUMMARY, C O N C L U S I O N S AND R E C O M ME N DA T IO N S. . S u m m a r y ........................................... C o n c l u s i o n s .................................... R e c o m m e n d a t i o n s — S t a t e ......................... R e c o m m e n d a t i o n s — In te r me d ia t e D is t r i c t . R e c o m m e n d a t i o n s — Lo c al School D i s t r i c t . Implica t io n s ............................ R e c o m m e n d a t i o n s for F u r t h e r Study . . . BIBLIOGRAPHY ........................................... 174 174 178 181 184 188 189 200 204 A P P E N D I C E S ...................................................210 A P P E N D I X A. L o c a t i o n of I n t e r me d ia t e Distr ic t s Included in the S t u d y .................. 211 A pp e nd i x B. List of Persons A pp e nd i x C. I n f o r m a t i o n Cards Used D u r i n g the I n t e r v i e w ............................. 214 A p p e n d i x D. I n t e r v i e w G u i d e s us ed in the Study. 216 App e n d i x E. Correspondence 222 v I n te r vi e we d . . ...................... . 212 L IS T OP T ABLES T able 1. 2. 3. 4. 5. Page State systems of education: Organizational patterns, 1 9 6 5 ................................ 21 1965 state e d u c at i on a l s ystem p a tt e rn s and o r g a n i z a t i o n a l structures .................. 23 Summary table of general d a t a for i n t e r ­ m e d i a t e d i s tr i ct s in the study . . . . 115 Summary table of i n s t r u c t i o n a l i m p r o v e me n t services and p r ograms p r o v i d e d by each i n t e r m ed i at e district in the study . 118 Summary table of re s ponses r e g a r d i n g i n s t r u ct i on a l improvement ser vices and c u r r i c u l u m p e r s o n n e l ......................... 120 vi C HA P T E R I I NT R O D U C T I O N D e c e n t r a l i z a t i o n o f g ov e r n m e n t a l units from b o t h the federal and state levels to the local level has b e e n t r a ­ ditio na l in the U nited S t a t e s . Al t ho u gh the Fe d er a l s ti t ut i on is silent on the q ue s t i o n of education, Tenth Amendment, by implication, places the e d u c a t i o n among r e s p o n s i b i l i t i e s r e s e r v e d for each o f the states. states, C on ­ The in turn, have d e l e g a t e d the major a d m i n i s t r a t i v e and o p e r a t i o n a l r e s p o n s i b i l i t i e s Such d e l e g a t i o n of f u nc t i o n has to local sc h oo l dis tricts. long b e e n an i nt e gr a l part of the ov er all ph i lo s op h y of d e c e n t r a l i z e d govern m en t al units. R e o r g a n i z a t i o n in M i c h i g a n d u r i n g the past 13 years has r es u l t e d in a ma r k e d r e d u c t i o n of local public districts. were 4,909 school Si n ce the 1 9 56 -1957 school year, w h e n there local public s chool di stricts, reorganization has d r a m a t i c a l l y r ed u c e d this n u m b e r to the point that d ur i ng the 1968-1969 school year, as of April 21, only 652 local public school districts Michigan. are o p e r a t i n g in These di stricts h av e b e e n pr o v i d e d w i t h erable a u to n o m y 1969, consid­ for o p e r a t i o n of the public schools. 2 Boards of e d uc a t i o n generally ha v e powe rs an d r e s p o n s i b i l ­ ities a l l o w i n g th em to fu n c t i o n somewhat i n d e p en d en t ly of o ther g o v e r n m e n t a l agencies. However, these powers and res p on s i b i l i t i e s are d el e g a t e d from the state level, the state has pr o v i d e d by statutory enactments and for a g o v ­ erni ng agency and a chief educat i on a l o f f i c e r who is responsible for d e v e l o p i n g and p r o m o t i n g a state sy s te m of public education. As the state superi nt e nd en t 's r es p on s ib i li t ie s b ecame increasingly complex, the chief state school o ff icer was gener ally unable to pro vide ad e qu a t e l y for the many and d iverse local districts w i t h i n the state. As a result, some type of i n t e r me d ia t e a gency b e t w e e n the state level and local school di stricts Was deemed necessary. ment, county As has b ee n true in other areas of g o v e r n ­ the interm ed i at e agency first followed e s t a b l i sh e d lines. the bound aries Then it was r e o r g a n iz e d later to follow of contiguous school d i s t r i c t s . arm of the state, As an the interm ed i at e level has d i sc h a r g e d some state r es p on s i b i l i t i e s by m a i n t a i n i n g contact with the local school district officials and teachers. Public ed u ca t io n is obviously of pr o f o u n d change. i n v o l v e d .in a p e riod M o d e r n conditions ha ve undoub t ed l y dictated many changes, but a concerted effort to improve the total e d u c a t i o n enterprise is also apparent. originally conceived, As the interm e di a te level of school a dm i ni s t r a t i o n is r e p r e s e n t a t i v e of the needs of a p r e ­ vious era. to currently In many instances, it no longer lends itself e x isting conditions and needs. The State of Mi chigan is aware of this fact and is be ginning, propo se d l egislative enactments, through to reduce the n u m b e r of Interm ediate School Districts In M i c h i g a n fr om the p r e ­ sent 60 to b e tw e e n 25 and 35 and to p r o v i d e a dd i ti o na l powers and re s po n si b il i ti e s. This action is p r op o se d to beco me effective on July 1, 1 9 7 1 . ^ Purpose of the Study The p u r p o s e of this study was to b u il d a m o d e l w h i c h could be used in the develop m en t of i n s t r u c t i o n a l i m p r o v e ­ ment service s at the in t e r m e d i a t e di strict State of Michigan. level in the Th e mo d el was c on s t r u c t e d by is o la t in g the re s ponses to two questions. First, to what qu e st i on s should the in t er m ed i at e district give a t t e n t i o n in the d evelopment of I n s t r u c ti o na l im p ro v em e nt services? Sec­ ondly , w it h what issues are the i n te r me d ia t e distr icts likely to be confronted In the d ev e lo p me n t of i n s t r u c ­ tional i m provement services? A r e v i e w of the li terature r e ve a l e d that few studies had be e n co n d ucted in the area of I n s t r u c t i o n a l i m p r o v e ­ ment at the inter me d ia t e school d is trict level. It was deemed both approp r ia t e and im portant that this init ial study be one of a general, ex p l o r a t o r y nature. Thus, the 4 study was concerned with e x am i ni n g i ns t r u c t i o n a l i m ­ pr o v em e nt at the i n te r me d ia t e school di strict level in b r o a d terms while at the same time a t t e m pt i ng to identify more specific areas for future research. S ig n if i ca n ce of the S t u d y A conce rn e d public, educators, critics, and public of ficials r e co gnize the i nc re a si n g i m po r t a n c e of a q uality e d u c a t io n al p r o g r a m for all boys and g i r l s . emph asis is re f le c te d in current This new le g i s l a t i o n on state and N at i on a l levels d es igned to foster e d u c a t io n al pr ograms that w i ll enable y o ut h and adults to live mo re e ff e ct i ve l y in a r ap i dl y changing society. i nt e rm e di a te districts next two years, A l th o ug h the n u mb e r of in M i c h i g a n wil l d e cr e as e in the it appears that they are still c o n s i de r ed to be e s s e nt i al for a quality state system of education. As this r e d u c t i o n of i ntermediate districts occurs those which r em a i n w i l l be ex panded in con stituency and con­ front new or m o d i f i e d problems in p r o v i d i n g i n s t r u c t i o n a l i mprove m en t services. The study of the current status of se lected i n t e r ­ mediate distri cts represents one m a jo r source in p r o v i d i n g data about common and unique issues wh i ch r e o r g a n i z e d d i s ­ tricts are likely to confront in d e v e l o p i n g i n st r u c t i o n a l i mprovement services. It was also a m aj o r source in p r o ­ v iding d a t a about questions to wh i ch the r e o r g a ni z ed di stricts should give at t en t i o n in d e v e l o p i n g i n s t r u c ­ tional i mprovement services. Thus, c o n s id e ra t io n of* the current status of selected i nt e rm e di a te districts in M i c h i g a n becomes sig­ ni ficant in p r o v i d i n g da t a f r om w h i c h issues and q u e s ­ tions can be is olated in order to bu i ld a mo d el for the d evelopment of i n st r u c t i o n a l improv e me n t i nterme d ia t e services at the level. T h i r t y - t w o states still have some p r o v i s i o n for a unit of e d u c a ti o na l a d m i n i s t r a t i o n f u n c t i o n i n g b e t w e e n the state and local levels. S e v e n t e e n states levels in their overall structure, has only one level. and one state, Hawaii, In many of the the m iddle unit continues include only two "t h ree-level states," to f ol l ow county lines, while several of the states in wh i ch no p r o v i s i o n is made for a m id d l e - l e v e l have c ounty-wide local sc ho ol districts. Hawaii has only one school district. The fact that. 32 states still make p r o v i s i o n for some type of i n termediate level agency further emphasizes the need for r es e a r c h c o n ­ cerning the i n te r me d ia t e d is t ri c t' s functions in the area of cu r ri c u l u m and i n st r u c t i o n a l i m p r o v em e nt services to local s chool districts. The benefits of local au t on o my re q ui r e little e m ­ phasis here. Inevitably, however, such d e c e n t r a l i z a t i o n breeds diversity, and f r om d iv e rsity stems un equal e d u c a ­ tional opportunity and a critical n e e d for systematic 6 c o o r d i na t io n of e f f o r t . R e o r g a n i z a t i o n of local distr icts n o t w i t h s t a n d i n g 3 many school di s tricts re main too small and inefficient to pr o v i d e quality programs. has b ecome e x tr emely complex, Education and as its scope has b roadened, many a d di t io n al services have b e e n d em anded of it. Very few local districts ess e ntial services are able to p r ov i d e all and p r o g r a m s . In c r e a s i n g ed u ca t io n al demands seem to cry out for a new ki nd of agency, perhaps, a c hanged role for an e xi s t i n g agency, or the i n t e r ­ med i at e district. A d d i t i o n a l ev i d e n c e of the s i g n i fi c an c e of the study of the i n t e r m e d i a t e school di strict is found t hr o u g h r e f ­ erence to the of f icial p o s i t i o n of the A m e r i c a n A s s o c i a ­ tion of School A d mi n istrators. tion of School A d m i n is t ra t or s , Since 195^, the A s s o c i a ­ in a series of formal resolut i on s , has st r essed the i m po r t a n c e of study of the i nt e rm e di a te unit of school administration. This o r g a n i ­ zation's r e s o l u t io n s, pe r ti n en t to the subject, February, 1 9 62 — R e s o l u t i o n No. follow: 7 I nt e r m e d i a t e D i strict T h e A s s o c i a t i o n urges the A.A.S.A. E xe c u t i v e C o m ­ m i t t e e to in i t i a t e a c om p re h en s iv e study of the int e r m e d i a t e d is trict of school admin istration. The study should be designed to cl arify the role of the In t e r m e d i a t e district and its r e l a t i o n s h i p to ot h er state and local units of school a d m i n i s ­ tration. The study should seek to es t ab l i s h sound p r i n c i pl e s and pr o ce d ur e s and r e a s o n a b l e standards for the or ganiz ation, financial support, staffing, and o p e r a t i o n of an i n t e r me d ia te dis trict unit. Also, it s h ou l d r e c o m m e n d steps that should be 7 t ak e n th rough l e g i s l a t i o n or o th e r means t oward the d e v e l o p m e n t of such i n t e r m e d i a t e distric ts. February, 1 9 6 7 — R e s o l u t i o n No. Int e rm e di a te E d u c a t i o n a l 15 Service A g en c ie s The A s s o c i a t i o n r e co g ni z es that the a ch i ev e me n t of excellence in our public school p r og r a m s requires competent c u r r i c u l u m leadership, the services of cl inical teams, pr o grams d e s i g n e d for conti nuous staff d e v e l o p m e n t , an ex pa n di n g range of i n s t r u c ­ tion al ma terials, m e d i a services, and many other p ro g ra m s de p endent on highly s p e c i a l i z e d p e r ­ sonnel, facilities, and equipment. It fu r th e r r ecognizes that ef f ec t iv e and e c o n o m i c a l p r o v i s i o n of such services is b e yo n d the capabi l it y of many local school districts. We t h er e f o r e urge that adminis t ra t or s give serious a t t e n t i o n to the e st a blishment or s t r e n g t h e n i n g of a series of intermediate e du c at i on a l service agen cies d e s i g n e d as an Integral part of the state s ystem of public edu c a t i o n while at the same time e l i m i n a t i n g small and Ineffi ci e nt i n t e r m e d i a t e u n i t s .2 The Mi c h i g a n D e p a r t m e n t of E d u c a t i o n is p r e s e n t l y prepa ri n g l e gi s la t io n w h i c h is to b ecome ef f ec t iv e in 1971. This l e gi s la t io n is c o nc e rn e d w i th the r e d u c t i o n of i n t e r me d ia t e school d i s t r i c t s as well as p r o v i d i n g the reorg an i ze d i nt e rm e di a te di s tr i c t s wi t h a d d i t i o n a l powers and respon s ib i li t ie s . T he r e sults of this study m a y aid in the p r e p a r a t i o n of this and future l e g i s l a t i o n de a li n g with the I n te r me d ia t e district. Ad d i t i o n a l l y , the results should assi st r e o r g a n i z e d i n t e r m e d i a t e d i s t r i c t s in the developm ent of i ns t r u c t i o n a l i m p r o v e m e n t .s e r v i c e s . Methodology In t alking wi th r e p r e s e n t a t i v e s of the M i c h i g a n Department of E d u c a t i o n and In r e v i e w i n g the w r i t t e n 8 sta t em e nt s of the State Board of Education, It a pp e a r e d that the r e o r g a n i z e d i n t e r m ed i at e school district, July after 1, 1971, w o ul d most likely fit Into o ne of the fol l o w i n g categories based upon local scho ol district constituency make-up: (A) La r g e - s i z e d local school d is t r i c t s that have long b e e n e s t a b li sh e d and are s i tu a te d in an are a that could be classified as urban. (B) A m i x t u r e of l a r g e - si z ed local school d i s ­ tricts and satell i te districts s i tuated in an ar ea that could be c lassified as being u r ba n as well as r u r a l . (C) Sm a l l - s i z e d local school d i st r ic t s sit uated in an area that could be classified as b ei n g rural and e mb r acing no mu n ic i p a l i t i e s of any consequence. (D) M e d i u m - s i z e d local school districts e m b r a c i n g a large m u n i c i p a l i t y and si tu a te d in an area that could be class ified as b e i n g u r ba n as well as rural. As stated earlier, build a m o d e l wh i ch the purpose of this study was to could be used in the de v el o pm e nt of I ns t ru c ti o na l Impro v em e nt services at the Interm ed i at e district level in Michigan. In order to b ui l d this model, it was n e c e s s a r y to Isolate those issues a n d questions h a v i n g Im p or t a n c e in the d evelopment of instr uc t io n al im pr ovement s e r v i c e s . D at a we re p ro v i d e d fr om three sources. sources were as follows: sc hool di stricts, (1 ) selected i ntermediate (2 ) "experts" in the field in i n t e r ­ m e d i a t e school a d mi n istration, superintendents. T hese and (3 ) local district 9 T h e m aj o r source of d a ta was ob t ained t hr o ug h the t ec h ni q ue of s e m i s t ru c tu r ed i n t e r v i e w i n g conduc t ed at four s e l e c t e d i nt e rm e di a te districts. T he s e d is t ricts h ad con stituency ma k e - u p r e p r e s e n t a t i v e of the four types which was assumed w ould make up the r e o r g a n i z e d districts after 1971* Ad ditionally, these s el ected d i st r ic t s were p r o v i d i n g i n s t r u c t i o n a l impro vement services school d i s t r i c t s . to local These four sel ected d i st ricts were s el e c t e d from a list of r e c o m m e n d e d d is t r i c t s compil ed by k n o w l ed g ea b le persons: Dr. Kenneth W. Olsen, Schools; S u pe r intendent, Oke mos Public Dr. Ferris Crawford, A s so c ia t e Superi nt e nd e nt , M ic h i g a n State Departm e nt of Education; Dr. W i l l i a m C. Miller, A s si stant S up e rintendent, W ayne In t ermediate School District; Mr. J o h n R. Francis, Superin t en d en t , In te rmediate School District. S h i a w as s ee ■ A n o t h e r source of data was o b t a i n e d th r ou g h the t ec h nique of s em i st r uc t ur e d i n t e r v i e w i n g of selected "experts" In the field of i n t e r me d ia t e tion. T he s e school a d m i n i s t r a ­ "experts" were sel ected fr o m a list compiled by a p a n e l of ed ucators h a vi n g an u n d e r s t a n d i n g of the i n t e r m ed i at e school di s tr i ct and k n o w l e d g e a b l e about p e r ­ sons h a v i n g expertise in this field: Dr. Ferris Crawford, A s so c i a t e S u p e r in t en d en t , M ic h ig a n State Depar t me n t of Education; 10 Dr. Fred Vescolani, Professor, D e pa r tm e nt of Hig h er E d u c a t i o n and A dm i ni s tr a ti o n, M i c h i g a n State Unive rsity; and, Mr. J o h n R. Francis, S u p e r i n t e n d e n t , S hiawassee Interme d ia t e School District. An additi o na l source of data was p r ov i de d th rough s e m i s t r uc t ur e d I n t e r v i e w i n g of local super in t en d en t s s el ected on the basis that each was, or had been, asso­ ciated wi t h a p a r t i c u l a r category of I n te r me d ia t e school di strict b e i n g dealt with in the study. D at a w er e a na lyzed in order to Isolate the r es p onses to two questions: First, to what q u es t io n s should the i n t e r m ed i at e district give a t t e nt i on in the d e v e l o pm e nt of i n s t r u c t i o n a l im provement services? Secondly, w it h what issues are the in t ermediate distr i ct s likely to be confronted in the develop m en t of i n s t r u c t i o n a l i m p r o v e ­ ment services? Thus, data were e xa mined in order to i s o ­ late questions and issues common to all in t er m ed i at e d i s ­ tricts as w e l l as those u nique to a p a r t i c u l a r consti tu e nc y make-up. A ss u mp t io n s and Limita ti o ns As su mptions C e r t a i n assumptions were made wit h r e g a r d to this study, as follows: 1. That i n t e rm e di a te school distr i ct s in M i c h i g a n r e m a i n a necessity. 11 2. That c ur r ic u l u m Im p ro v em e nt was a f u n c t i o n of the I n te r me d ia t e sch ool district. 3. That the four selec te d ca t eg o ri e s of c o n s t i t ­ u en c y m a k e - u p for i n t e r m e d i a t e school d is t ricts w o u l d g en e ra l ly r ep r es e nt the c o ns t it u en c y m ak e - u p of the r e o r g a n i z e d i n t e r m e d i a t e school dis t ricts in M i c h i g a n after July 1 1971* , That the e xp r e s s e d opinions of those i n t e r ­ v ie w e d would be b a s e d on actu al op inions and thereby a r e a s o n a b l y ac c urate p r o t r a y a l would result. Limitations R eaders of this study. should be made aware of c e r t a i n limitations These l imitations i n cl u d e d the following: 1. This study was limited to the i s o l a t i o n of issues and q ue s tions w h i c h could be used in b u i l d i n g a mo d el for use in d e v e l o p i n g i n s t r u c ­ tional impro ve m en t services at the i n t e r m ed i at e district level. R e aders should not infer that this was a m o d e l of i n s t r u c t i o n a l improv e me n t services w h i c h should be p r o v i d e d by the i n t e r ­ med i a t e district. 2. The lack of systema t ic sa mp l i n g of all i n t e r ­ m ed iate districts r e p r e s e n t e d a l i m i t a t i o n as far as the results o bt ained w er e concerned. 3. The bias of the p a r t i c i p a t i n g p e r s o n n e l was a l im i ta t i o n in that complete o bj e ct i vi t y may have b e en lacking. . This study was limited to i n s t r u c t i o n a l and c ur r ic u la r i m p r o ve m en t services of a g e ne r al educat i on a l nature. It did not include special education. 5. This study was li mited to i n s t r u c t i o n a l i m p r o v e ­ ment services found in s e l e c t e d i n t e r m e d i a t e d is t ricts in Michigan. 6. The bias of the r e s e a r c h e r was a l i m i t a t i o n in that complete o b j e ct i vi t y may have b e e n lacking. The r es e ar c he r 's b a c k g r o u n d in i n t e rm e di a te school di s tr i ct w o r k may have i n f l u e n c e d the qu e s ti o ns selected for the i n t e r v i e w guides a nd / or a f f e c t e d his i n t e r p r e t a t i o n of responses. 7. T h e ab sence of o bj e ct i ve i n te r vi e we r s r e p r e ­ sented a l i m i t a t i o n as far as the o b ta i n e d results were concerned. 8. The small nu m be r of p e rs o ns i n t e r v i e w e d at each level r e p r e s e n t e d a l i m i t a t i o n in g e n e r a l i z i n g the obtained results. 9. The e x p l o r at o ry nature of the study r e p r e ­ s ented a l i m i t a t i o n as far as the s pecificity of the re sults was concerned. D e f i n i t io n s of Terms Interm ediate District Agency An agency that operates at a r e g i o n a l level, g iv i ng c oordin a ti o n and s u p p l e m e n t a r y se rvices to local school districts and s er v i n g as a link b e t w e e n basic a d m i n i s t r a ­ tive units and the state e d u c a t i o n agency. s ynonymously with di strict," It Is use d " m i d d l e - e c h e l o n ," " in t er m ed i at e school " i nt ermediate agency," "i ntermediate unit," and "the county school o f f i c e . " J State E du c a t i o n Agency This Is the h i ghest in the state. It ref ers level of school a d m i n i s t r a t i o n to a state d ep a rt m e n t of e d u c a ­ tion u nd e r the a d m i n i s t r a t i o n of a s u pe r i n t e n d e n t of education, u su a ll y co n si s t i n g also of a state board of educat ion that is the ge n er a l p o l i c y - m a k i n g bod y for the state w i t h i n the limits set by the c o n s t i t u t i o n and the statutes. The terms "state agency," "state au thority," 13 "state ed u ca t i o n d e p a r tm e nt s " tion," and "state de p ar t me n t of e d u c a ­ "state depart m en t of public in s tr u ct i on " are used sy n on y mo u sl y with the t e r m "state ed u ca t i o n agency. Basic or Local Adm i ni s t r a t i v e Agen cy This term de notes an ar ea in w h i c h a single board or o ff i c e r has the i m me diate r e s p o n s i b i l i t y for the direct a d m i n i s t r a t i o n of all the school located therein. Its d i s t i n g u i s h i n g f e ature is that it is a q u a s i - c o r p o r a t i o n with a bo a rd or chief school o f fi ce r that has the r e s p o n ­ sibility for, and ei th er complete or p ar t i a l a u tonomy in the a d m i n i s t r a t i o n of all public boundaries. schools w i t h i n Its It Is used s y n o n ym ou s ly wi th "local school distri ct" or "local e d u c a t io n al unit." C u r r i c u l u m or I n st ructional Improvement Servic es and Programs This refers to both the c o or d in a tl v e functions and suppl em e nt a ry se rv ice functions. C o o r d i n at l ve Fu n ct i on s These Inc lude activ ities c a rried on by an I n t e r ­ mediate school district w hich br i ng t o ge t he r p e r s o n n e l from local school d i st ricts for the p u r p o s e of Im p ro v in g education or h e l p i n g districts and/ or other agencies solve their common p ro b le m s. ^ to 14 S u p p l e me n ta r y Se rvice Functions These consist of direct e d u c a t i o n a l services r en dered at the c l as s r o o m level to supple me n t the instr uc t io n al p r o g r a m s class ro o m work. local or to assist teachers in their 7 C ur r ic u l u m Pe r so n ne l This refers to any one of the f ol l o w i n g types c urricu l um wo r ke r s who are dire ctly r es p on s ib l e i nterme d ia t e school district school districts of to the and w h o w o r k w i t h local for the i mp ro v em e nt of c u r r i c u l u m and/ or instruction. Curric u lu m G eneralist A p e rs o n w h o is r e s p o ns i bl e for i n st r u c t i o n a l leadership in m or e than one subject m a t t e r area. p er s on could have re s p o n s i b i l i t i e s g Such a at one or more educa- tional levels. Curriculum Specialist A pe r so n w h o is r es p on si b le for i n s t r u c t i o n a l leadership in one subject m a t t e r area. could have r e s p o n s i b i l i t i e s a levels. Such.a person at one or more ed u ca t io n al 15 C u r r i c u l u m Change Agent A p r o f e s s i o n a l p e r s o n who attempts to In fluence curricular an d /o r I n s t r uc t io n al decisions in a d ir e c t i o n that he feels is desirable. This is a role that might be p l a y e d by ei t he r the g e n e r a l i s t or the specialist b u t 9 in this case, it is the primary ro le of the i n d i v i d u a l .10 Outline of Study This study. chapter has served as an i n t r o d u c t i o n to the C ha p t e r II deals w i t h a r e v i e w of the related literature. Chapter III p r es e n t s the p ro c ed u r e s m e t h o d ol o gy used in c o n n ec t io n w i t h the study. IV is used to pr e sent the data. and Chapter The final c ha p te r is used to p resent the summary and conclusions of the study. F O O T N O T E S — C HA P T E R I Ira Polley, State S u p e r i n t e n d e n t o f Public I n s t r u c ­ tion, "Proposed Le g i s l a t i o n for the R e o r g a n i z a t i o n of In termediate School Districts and for A d d i n g A d d i t i o n a l Powers and Respons i bi l it i es to These D i s t r i c t s , " M i c h i g a n Depar tm e nt of E d u c a t i o n M e m o r a n d u m , N o v e m b e r 26, 1968, p. 1. O Robert M. Isenberg, "The I n te r m e d i a t e A d m i n i s t r a ­ tive Unit: A Chronology of R es o lu t io n s A d o p t e d by the A m e r i c a n Associ a ti o n of School A d m i n i s t r a t o r s , " March, 1967* (Mimeographed.) •^Alvin E. Rhodes, B e t t e r E d u c a t i o n Th r o u g h E f fe c ti v e Intermediate Units (Washington, D. C.: National Education Association, 1963), pp. 3-4. ^National C ommission on School D i s t r i c t R e o r g a n i z a ­ tion, Y o ur School District (Washington, D. C.: Na tional Edu c a t i o n Association, 1948), p. 6 6 . ^I b i d . , p. 47. ^Cal ifornia A ss o c i a t i o n of Cou nty S u p e r i n t e n d e n t s of Sc hools and County Boards of E d u c a t i o n S e c t i o n of C a l ­ ifornia School Boards Association, "The C o m m i t t e e of T e n , " The Future Role and Fu nction, Size, Structure, a n d Organ iz a ti o n of the Int ermediate Unit in C a l i f o r n i a ( V i s a l i a , C a l i f o r n i a : A m er i c a n Y e a r b o o k Company, 1 9 6 6 ), p. 137 Ibid. ^William F. Young, "Curri c ul u m G e n e r al i st Current Scene," Educat i on a l L e a d e r s h i p , 24, No. ber, 1 9 6 6 ), 2 3 5 . in the 3 (Decem­ 9Ibid. York: 10 Everett M. Rogers, D i f f u s i o n of Innovations The Free Press, 1962) , 17 . 16 (New C HA P TE R II R E V I E W OF THE L I T E R A T U R E A l th o ug h the county s u p e r i n te n de n cy has o c c u p i e d a po s i ti o n of im portance in the a d m i n i s t r a t i o n of state school systems for well over a h u n d r e d years, the use of the t er m "i n termediate unit" has d e v e l o p e d only since 1955- The F i ft y -F i ft h Y e a r b o o k of the D e p a r t m e n t of Rural E du c at i on a s cr i be d the usage of "int ermediate unit" to an emphasis o f what de s ir a bl y should be its pu r p o s e s and functions.1 However, pr i o r to r e v i e w i n g b o th the l i t e r ­ ature and studies d ea l in g with the d e v e l o p m e n t of the i n t e r m ed i at e unit in Michigan, m ed i at e unit, and issues i ntermediate unit, the fun ctions of an i n t e r ­ s u r r o u n d i n g the future of the the d e v e l op m en t o f the county o ff i ce of e d uc a t i o n in the U n i t e d States and its p re s e n t status should be p r e s e n t e d as b a c k g r o u n d m a t e r i a l h e l p f u l in u n d e r s t a n d i n g the litera t ur e and studies w hi c h will be r ev iewed l a t e r in this chapter. D e v e l o p m e n t of the In t er m ed i at e Unit Schools with u s , as w i t h the o l d e r E u r o p e a n c ou n ­ tries fr om which our early settlers came, arose la rgely as c h ildren o f the church. From instru­ ments o f religion, they have c ha nged g r a d u al l y into important instruments of t h e s t a t e . 2 17 18 Thus has Cubberley co m me n t e d c o n c e r n i n g the b a c k ­ g round and develop m en t of the s y s t e m of e d u c a t i o n w h i c h we have in the U n i t e d States. He goes on to say that: So important was this New En g l a n d e v o l u t i o n and c o n t r i b ut i on and so fully did it fit in w i t h the changing conditions of the period, that by the time our national gover nment and the di f fe r en t state governments were established, the states w er e b e c o m i n g ready in p r i n c i p l e at least to accept the theory thus g ra d ua l ly w o r k e d out in New E ng land that schools we re instit ut i on s and should be r e garded as instr uments o f the state.^ E d u c a t io n began in the colonies undertaking. as a pu r el y local Lay boards of trustees p e r f o r m e d the a d m i n ­ istrative functions r e l a t i n g to the p r o v i s i o n o f b u i l d i n g s and materials, taxes, a r ra n g e d for the c o l l e c t i o n of fees and and e m p l o y e d teachers the pupils. to conduct the classes The educat i on a l needs we re simple. for The communities were well d e fi n ed w it h the in h ab i ta n ts clus­ tered in small villages a n d t o w n s . As the lands to the we s t and south w e r e se t t l e d and developed, it b ecame obvious that the p a t t e r n of life was different from that es t a b l i s h e d a l on g the e as t e r n s e a ­ board. Instead of living in clusters, hous ed on widely the p o p u l a t i o n was scattered f a r m s t e a d s . was known in New England, did not exist. The town, as it The towns and villages e xi sted f u n d a m e n t a l l y , not as places of r e s i ­ dence, but as service centers w h e r e the rural inhabi ta n ts could sell the products they ra i s e d and o b t a i n others w hi c h they were unable to pr o d u c e t h e m s e l v e s . Communities 19 were 3till well defined, area. In general, but they c o v e r e d a m u ch w id e r the service ar ea of each tow n was l i m ­ ited by the d i s ta n ce wh i ch a farmer could drive his t ea m and r e tu r n in a day.^ It soon be c a m e obvious that some form of s u p e r ­ visi on of the schools b e yo nd that e xe r cised by the lay trustees was desirable. Also the concept of free u n i v e r ­ sal ed u ca t i o n was b e g i n n i n g to be c o m e established, so the people turned to the state as a unit of go v er n m e n t which should as s um e u lt i ma t e r es p on s i b i l i t y for education. the same time, however, At they m a i n t a i n e d their de s ir e to r et a in as m u c h local control as possible. The county s u p e r i n t e n d e n c y , f u nc t io n in g b e t w e e n the local d is t ri c t w h i c h o p e r a t e d schools on the one hand, and the state e ducational au t hority on the other hand, was first de v el o pe d in Delaware, in 1829.^ N ew Y o rk was the second state to create county s u p e r i n t e n d e n c i e s , In 1843* followed in the next t h i r t y - fi v e years by most of the other states. By 1879* however, seven states, in c lu d in g Michigan, h a d ab o li s h e d the office of the county s u p e r i n ­ tendent. Maine, New York, V er m o n t and New H am p s h i r e at one time h a d county s up e ri n tendents, then a bo l is h ed the office an d later e s t a b l i s h e d the s up e ri n t e n d e n c y district or the supervi s or y u ni o n as the i n t e r me d ia t e unit. In a nu m b e r of states the county has alwa ys b ee n the unit for local rural government. So it was natural 20 that the o p e r a t i o n of the public school s y s t e m in those states should ha ve d e v e l o p e d as a f u n c t i o n of the county, rather than of the city, district found elsewhere. town, or ot h e r ty pe o f local That plan is d e s i g n a t e d as the county unit of school a d mi ni stration. teen states with local districts Today, fif­ c ov e r i n g large areas, often roughly c o i n c i di n g wi th p o l i t ic a l counties, have the county as the prevalent unit for the o p e r a t i o n of the schools. Included are Alabama, Florid a , Kentucky, Louisiana, Maryland, Mexico, Missis si p pi , North Carolina, South Carolina, Vermont, Virginia, and West Virginia. Georgia, Nevada, Tennessee, New Utah, C a l i f o r n i a could be add ed to this list since Ca l if o rn i a wi th five co untywide local districts and Texas as states joins Missis si p pi , South Carolina, e m p l o y i n g bo t h c o un t y- u ni t an d co un ty- intermedia te systems. The county unit has a county b o a r d of e du c at i on and a county s u p e r i n t e n d e n t o f schools employed to ad m i n i s t e r the school s y st e m of the county. In 1965 it was r ep o rt e d that 32 states t e n d e d to in corporate aspects of the t h r e e - e c h e l o n p a t t e r n in the state structure for education; seventeen were classified as t w o - e c he l on states; (Hawaii) and one was c on s id e r e d as fo l lowing a o n e - e c h e l o n pattern, b e c a u s e the entire state is inclu d ed in one school district. F r o m an e x a m ­ ination of Table 1, it can be seen that some p r o v i s i o n for an in t e r m e d i a t e agency b e t w e e n the state and local 21 T A B L E 1. — State systems of education: pat terns, 1965. Organizational One-Echelon (1) Two-Echelon (2) Three-Echelon (3) Hawaii A la b a m a Alaska D el a w a r e Florida G eo r gi a Idaho Ken tucky Louisiana Maryland Nevada N ew Mexico North Car olina R h o d e Island T en n e s s e e Utah Virginia West V i r g i n i a Arizona A rk ansas California Colorado Connecticut Ill inois I nd i an a Iow a Kansas Maine Massachusetts Michigan Minnesota Mississippi Missouri Montana Nebraska New H am p s h i r e New Jersey New York North Dakota Ohi o Oklahoma Oregon Pennsylvania S o u t h C ar o li n a S o u t h D akota Texas Vermont Washington Wisconsin Wyoming Perce nt a ge of Total (50 States) One-Echelon Syst em Two-Echelon Sys t em Three-Echelon System 255 3 4'56 6455 22 levels remains the pr imary a d m i n i s t r a t i v e o r g a n i z a t i o n a l form. In i n t e r p r e t i n g Table 1 it s h o u l d be u n d e r s t o o d that some states c ha r acteristics (particularly in New England) exhibit of b o t h t w o - e c he l on and t h r e e - e c h e l o n o p e r a t i o n a l patterns. They have b e e n c l a s s i f i e d in a cc o rd a n c e with the pr o bable degree of m a j o r emphasis or p r e d o m i n a t e pattern. At the present time m o d i f i c a t i o n o f existing s t r u c ­ tures represent organization. an e v ol v in g p at t e r n of school di s tr i ct There ap pears to be a ten dency for o r g a n ­ izational pa tterns to move away from the structural c o n ­ fines of c o un t y - c o t e r m i n o u s areas. trends and de v elopments Some aspects of these can be see n in Tab le 2, C on n ec t ic u t is c a t e g or i ze d as a state in w h i c h no interm e di a te units are really operative. Here, a direct line of au t ho r i t y exists b et w e e n the state and C o n n e c t i ­ c u t ’s local districts. A s u p e r v i s o r y u nion s u p e r i n t e n d e n t is l isted in the U. S. O f f i c e of E d u c a t i o n D i re c to r y, no i n te r me d ia t e educational officer, In effect, as such, but is present. the state board o f ed u ca t i o n employs superin­ tendents a n d assigns t h em to c e rtain communities w h i c h do not p r o v i d e their own administrator. Table one state. 2 shows the mu ltiple patterns ex hibited w i t h i n It is possible to indicate w h e t h e r or no t a state has a n i n t e r m ed i at e s t ru cture and co u nt y -u n it school districts can be illustrated. local For t h r e e - e c h e l o n TABLE 2.— 1965 state educational system patterns and organizational structure. No Intermediate Agency State None Alabama' Alaska Arizona Arkansas California Colorado Connecticut Delaware Florida Georgia X X Hawaii Idaho Illinois Indiana Iowa Kansas Kentucky Louisiana Maine Maryland X X Massachusetts Michigan Minnesota County Unit Local Districts X X X X X Intermediate Agency County Office Supervisory Union New Area Units X X X X X X X X X X X X X X X X X Mississippi Missouri Montana Nebraska Nevada New Hampshire New Jersey New Mexico New York North Carolina North Dakota Ohio Oklahoma Oregon Pennsylvania Rhode Island South Carolina South Dakota Tennessee Texas Utah Vermont Virginia Washington West Virginia Wisconsin Wyoming TOTALS X X • X X X X X X ro •Cr X X X X X X X . X X X X X X X X X 19 17 -2 ]\ 5 7 25 states, the type of i nt e r m e d i a t e agency, office, s u p e r vi s or y union, that is, county or b r o a d e r area, can also be shown. A c c o r d i n g to T ab l e 2, n i n e t e e n sta tes have no intermediate agency while s e v e n t ee n states, i nc l uding fourteen cl a ss i fi e d as n o n - i n t e r m e d i a t e unit states, have some local school districts o r g a n i z e d a lo n g county lines. T w e n t y - f o u r states have county intermediate units. for purposes unions, Five states, coterminous i n c l u d i n g Connecticut of this c l a s s i f i c a t i o n ha ve su p er v is o ry and se v en states ha ve o rg anized new area units. R e f e r e n c e to T ab l e 1 and Table 2 illustrates the diversity of o r g a n i za t io n al pa tterns of state e d uc a ti o na l systems. Despite the variations, majority of the states it can be se en that a continue to include some type of i n t e r m e di a te - le v el agency in the overall state st r ucture for education. The 1955 Y e ar b o o k of the Depart me n t of Rural E d u c a ­ tion n oted that h i s t o r i c a l l y the the U ni t ed States developed, the state government. of i n termediate unit i nt ermediate unit in by and large, as a n a r m of I se nberg suggests that a ne w type is evolving, and that this m id d l e - echelon agency must be c o n s i d e r e d as part of the total state e d u c a t i on a l system. He called at t en t i o n to the i nt e rr e lationships b e t w e e n the various levels, w h e t h e r the t otal s ystem follows a t h r e e - e c h e l o n or a t w o - e c h e l o n 26 pattern. He stated that the entire s y st e m is a d el icate b al a n c e of relationships, "and w h e n we t inker w it h one g segment of it, all the o th e r levels are affect e d. " Some writers have indicated that the in t er m ed i at e unit is on trial and probably has always b e e n on trial. They no t ed that it may be "that any unit wh i ch attempts to find a place b e t w e e n the legally fixed r e s p o n si b il i ty for ed u ca t io n at the state level and the jealo u sl y g ua r de d o pe r ation of schools at the local dist rict is inevi tably in t r o u b l e . D e s p i t e level the inherent p r o b ­ lems, the t h r e e - e c h e l o n p a t t e r n has p r e d o m i m a t e d in the U ni t ed States. The b r i e f review of the development and present status of the county superi n te n de n cy was in the Un i te d States p r es e nt e d as a b a c k g r o u n d for v i ew i ng the l i te r at u re and studies related to the development medi ate unit in Michigan, of the i n t e r ­ the functions of an i n t e r ­ mediate unit, and issues s u r r o u n d i n g the future of the i nt e rm e di a te unit. Intermediate Unit in M i c h i g a n The interm ed i at e school district in M i c h i g a n was establ i sh e d and is r e g u l a t e d by statutes which as s i g n authority, duties, and r es p on s ib il i ti e s to bo t h the county b o a r d of education and the county su perintendent. Although the county superintendent is a p p o i n t e d by and 27 r e s p o n s i b l e to the county b o a r d of education, he is granted a u th o ri t y a n d c h ar g ed w i t h various r e s p o n s i b i l ­ ities which are not subject to the a u th o ri t y of the county board. T r a d i t i on a ll y , the county s up e ri n t e n d e n t a nd the interme d ia t e unit w e r e vi r tu a l l y synonymous terms. Many of the p ro v is i on s p e r t a i n i n g to the establishment, auth ority, and functions of th e i nt e r m e d i a t e unit are found in the School Public Acts of 1955s Code, w h i c h is Act. School D i s t r i c t s , " w hi c h includes office, deals e n ti t le d Sections "County 291 to 337 e xclusively w i th the county school but a d di t i o n a l provis i on s are found in var ious o ther sections of the act and in ot her statutes. st at ute provides that, first 269 of the State of M i c h i g a n . ® C h a p t e r V I I I of the School Code, inclusive, No. This f o l l o w i n g the e le c ti o n of the county b o a r d of education, each county in the state shall c o ns t i t u t e a county school district. T he State of M i ch i g a n first c r eated the county s u p e r i n t e n d e n c y by the p a ss ag e of Act 55 in 1 8 6 7 . that time, At t w e n t y - n i n e states ha d already c r ea t e d the of fi ce to assist the state e d u c a t io n al a u t h o r i t y in the a d m i n i s t r a t i o n o f its e d u c a ti o na l system. In t r a c i n g the d e v e l o p me n t of the idea of the county s u p e r i n t e n d e n c y which found its ex p r e s s i o n in le g i s l a t i o n in 1867, it is n ec e s s a r y to go b a c k to the first of the T e r r i t o r i a l laws 28 dealing with the o r g a n iz a ti on of common schools. for the establ i sh m en t of common schools, T e r r i t o r i a l Gover n me n t of Michigan, taining fifty or mo re families failure to do so, court 1827, p r o ­ in t o wn s h i p s or ho u seholders. the t ow n sh ip was fine of fifty dollars, ad o pt e d b y the A p r i l 12, vided for the es t ab l is h me n t of schools An Act con­ For su bject t o a m i n i m u m levied by the circuit or county of the county to which the deficient t o w n s h i p belonged. S ec tion four of the Act c o nt a in e d the p r ov i si o ns for the s e l e c t i o n of school i n s p e c t o r s — officials h a v i n g a s up e r vi so r y r e s p o n s i b i l i t y over local district schools. Sec. 4. That the inhabitants of s a i d t o w n ­ ships r e s p e ct i ve l y shall c h oose a su i table nu m b e r of persons w i t h i n t he i r r e s p e c t i v e towns hips, not e x c e e d in g five, who shall be inspect ors of schools in s a i d townships res pectively; which inspectors shall examine the teachers, a nd approve or d i s a p pr o ve of the same, and also shall visit the several schools w i t h i n their r es p ec t iv e t o w n ­ ships quarterly, or o f t e n e r if they deem it necessary; t hr e e or more of sa id inspectors s ha l l be competent, both to examine the te achers a nd the r es p ec t i v e schools, a n d no p e r s o n shall b e e mp l o y e d as a teacher in any one o f the s c ho o ls in any of the townships or districts in this T er r i t o r y w h o shall not h a v e b e e n p r e v i o u s l y exa mined by the inspectors aforesaid, a n d have r e c e i v e d a certificate, s i g n e d by at least two of said inspectors, im p or t in g that he is duly q u a l ­ ified to te a ch the school for w h i c h he ma y be an applicant, a n d is of good, mo r al character; a n d it shall be the further duty of the inspectors to exam ine into the state of schools in their r es p ec t i v e townships, both as it respects the profici e nc y of the scholars and the good order and r eg u la r i ty of the schools; and from time to t i me give their advice; a n d if any p e r s o n shall 29 p r es u me to keep su c h school w i t h o u t a c ertificate as aforesaid, he or she shall forfeit a n d pay a s u m not e xc e eding two h u n d r e d dollars, to be r e c o v e r e d in any court h a v i n g j u r i s d ic t io n thereof, one mo iety t h ereof t o the informer, a n d the o t h e r moiety to the use o f the poo r of the t o w n s h i p w h e r e such s chool ma y be k e p t . 9 In 1829 the t e r r i to r ia l school law was r e pl a ce d with a new one-1'0 , which pr ovided each of the o r g a ni z ed town ships for the e l ection in of five "Commissioners of Common Sch ools" wh o were to s ee to the d i v i s i o n of the t ow n s h i p into sc hool di stricts and to i ns t it u te the elec tion of district of ficers, a n d for the e le c ti o n in each township of five persons to b e inspec tors of schools, w i t h duties s i m i l a r to those given the i n s p e c ­ tors in the Act of 1827 • In the revision o f the law in 1 8 3 3 s the nu m b e r of school co mmiss ioners e l e c t e d in each t o w n s h i p was r ed u c e d to three. To their re s po n si b i l i t i e s was added the cust ody of the sections s ix t ee n of the townships, which we re r e se r v e d for the s upport of schools. changes w er e made in the provis io n s No for school i n s p e c ­ tors . In the first general r e v i s i o n of the laws after Mic h ig a n a c h i e v e d statehood, missioners of the c o m ­ and inspectors w e r e c om b i n e d and v e s t e d in three to w ns h ip inspectors. followed, the duties In th e thirty years which only m i n o r changes we re made in the law. 30 C o o p e r and F I t z w a t e r 11 s t a t e d that the n e e d for a level o f a d m i n i s t r a t i o n in a p os i ti o n in t er m ed i ar y b e t w e e n the state government trict and the local s c ho o l d i s ­ closest to the people was r e c o g n i z e d as constitutions were a d o p t e d and as systems began to take shape. state e du c at i on a l The state de p ar t me n ts e du c ation ne e de d such an agency to assist dat a about the schools, sale of public lands, of in g a t h e r i n g in d i s t r i b u t i n g funds fr o m the and in s u p e r v i s i n g the m a c h i n e r y of o r g a n i z a t i o n of school districts. townships state in M i ch i ga n increased, As the n u m b e r of the w e a k n e s s e s of the cumbersome s y st e m of d e a l i n g with the to w n s h i p school inspectors b e ga n to a pp e ar to th o se c h ar g ed with the a d m i n i s t r a t i o n of the state s y s t e m of schools. Hosford, Su p er i nt e nd e nt state of Michigan, Dec e mb e r 15, of Public O ramel I ns t ru c ti o n for the in his report to the l e g i s l a t u r e on 1866, stated: At a m e e t i n g o f State S u p e r i n t e n d e n t s of Public Instruction, h e l d in W a s h i n gt o n, in F eb ruary last, co nsiderable time was spent in d i s c u s s i n g the quest io n of county superin t en d en c y. In many of the states repres en t ed , this s y s t e m o f s ch o ol s u p e r v i s i o n has b e e n in o p e r a t i o n for many years, a n d the unanimous t e st imony was that the sy s t e m was most s u c c e s s f u l in its working, and all h a d come to feel that this was a f i xe d and absolutely n ec e ss a ry part of t h e i r s chool system. Believing, as I do, that the b e s t in terests our schools are s u f f e r i n g for the want of vigorous supervision, a n d k n o w i n g that the of 31 pr esent s ys t em falls to meet this want, I most earnes tly r e c o m m e n d to the c o n s i d e r a t i o n of the pres ent legisl a tu r e the p r o p r i e t y of a d o p t i n g the system of county s u p e r i n t e n d e n c y .12 As stated earlier, the f or m a t i o n of the office of county su p er i n te n de n cy was by the pa s sa g e of Publ ic Act 55 in March, 1867. The law a u th o r i z e d counties h aving at least ten scho ol districts to elect tendent. a county s u p e r i n ­ The t e r m of office was two years, office was to be l o c at e d in the county seat. p rescribed the f o ll o wi n g duties tendent: The law for the county s u p e r i n ­ to examine all candidates revoke certificates for cause, and the for certificates, to to visit each scho ol in the county at least once a year, to co unsel w i t h teachers and district boards, to note conditions of buildings library facilities of the d is t ricts and townships, to s p onsor teachers' institutes. and and In a d d i t i o n to these duties he was re q uired to p e r f o r m m i n o r services of a m in i st e ri a l n a t u r e p e r t a i n i n g to the c o ll e c t i o n of re ports for the State D e p a r t m e n t of Public Instruction. The criticisms of the n e w office we r e so ma ny that an i n v e s t i g a t i o n was m a d e by the House C om m it t ee Education. on Objectors t o the law c on t en d ed that the s ys t em was too expens i ve and a common complaint wa s . t h a t the high er standards for t e a c h e r c e r t i f i c a t i o n e n forced by certain county s u pe r in t en d en t s had caused teachers' wages to go up and c reated a sho rtage of teachers. 32 The House Committee found that in many cases the law was ef f ective and the C o mm i tt e e felt that the fault did not lie w i th the newly formed county s y s t e m but w i t h their e l e c t e d s u pe r in t en d en t s education, or inspect ors and appoi nt e d boards of as they were called at that time. The Co mmittee on E d u c a t i o n in 1871 stated: A f t e r a thorough investigation, and upon the best i n f o r m a t i o n your committee could obtain, they are unanim ous in the op inion that the pr e se n t s y st e m is correct in theory and su c ce ss f ul in pr a ct i ce . . . they fear its r epeal w o u l d be a step b a c k ­ ward, change in our e d u c a t i on a l s ystem shou ld be made wi t h great care and ca ution and only w h e n one sy s te m is clearly a failure or a n other clea rly s u p e r i o r .13 The p os i ti v e stand by the House Committee did not quiet the many criticisms of the county office. There­ fore, in 1 8 7 5 3 the legis lature r ep e a l e d the law e s t a b l i s h ­ ing the county s up e ri n te n de n t of Public Act l\2. of schools by the p as s ag e The arguments for its ab o li s hm e nt centered around expense of the office, ineffic i en c y, one-man power. and The old township system was r e c r e a t e d in its place with a "township superi nt e nd e nt " taking the place of the g e ne rally county superintendent. The t o w n ­ ship su p er i nt e nd e nt w i t h the to w nship board of school inspectors p r o v i d e d such e du c a t i o n a l s u p e r v i s i o n in the townships as there was until 1881. By that time the legislature was t r y i n g to find a me t ho d of a d m i n i s t r a t i o n which w o u l d operate in an area larger than the township. In that year, the legislature c r eated a county b o a r d of 33 school examiners by the p a s s a g e of Act 164. The. cou nty boa r d of scho ol ex a miners h a d three m em bers, e le c t e d for . a t e r m of three years by the ch airmen of the sev eral boards of township s chool inspectors. The county b oa r d annually elected one of its m embers to serve as secretary and ex ecutive officer. The duti es t r a n s f e r r e d f r om the township boards i n c l u d e d c e r t i f i c a t i o n of teachers, revoking of certifi c at e s, a n d i n s p e c t i o n of schools u p on request of the to w ns h ip inspectors. In 1887, the l e g i s ­ lature p r o v i d e d for the a ppointment of a secretary of the board of county examiners, and made it his duty, among others, to inspect the schools in the county at least once a year, and to appoint where necessary. assistant visitors He als o was g iv e n some s up e rv i so r y duties in r e l a t i o n t o.the t o w n s h i p s chool officials. is intere st i ng to note that Public Act M ic higan l eg i sl a tu r e i n 1887 It 266 pa ssed by the fixed the annual salary of the county s u pe r i n t e n d e n t at $ 1 ,5 0 0 , p a y a b l e fr o m county funds. 14 The office of the county c o m m i s s i o n e r of schools was created by the M i c h i g a n le g is l at u re in 1 8 9 1 , with the p a ssage of P ublic Act 147. By the p ro v is i on s of this act, the county c o m m i s si o ne r of schools, along wi th the two county e x a m i n e r s , co n s t i t u t e d a county b o a r d for the e x a m i n a t i o n of teachers for the office of county in the county. commissioner, To be e li gible a p e r s o n was 34 req u ir e d to ha ve ha d at least twelve months of teachi n g e xperience, and h o l d a t e ac h in g certificate. The c o m m i s si o ne r could hold office only in the county in which his first grade t e a c h i n g certifi c at e was granted. The commissioner, as we ll as the two school inspectors, was a pp o i n t e d by the county b o a r d of s u p e r v i s o r s . term of office was two years. A pay scale, to the size of the counties, was The gradua t ed inc luded in the act, pro v i d i n g sal aries of $500 in counties h a v i n g fifty schools; $1,000 w h e r e there were one h u n d r e d schools; and $1,200 wh ere there were 175 schools, but the m a x i m u m was n e v e r to ex ceed $ 1 , 5 0 0 . ^ In 1901 the law was re v is ed to p ro v i d e for the p op u la r e l e c t i o n by b a llot of the county c om m i s s i o n e r for a t e r m of four years. The first elections new Act w e re held in April, u n d e r the 1903, in all counties e x c e p t ­ ing Lak e and Chippewa, w here the elections w e r e r e gu l at e d by special le gislative acts. T h e appoin tm e nt of school in spectors was d is c o n t i n u e d by the new law. The 1931 the q u a l if i ca t io n s for the office were raised so that it was n e ce ssary for a c o m m i s s i o n e r to have h a d at least t w e n t y - s e v e n months' e xp e ri e nc e as a t eacher in the state and h o l d a M i c h i g a n life certificate, except in counties of one hu n dr e d or more classrooms, where the c o m m i s si o ne r must have b ee n a gr a d u a t e from a 35 reputable univers i ty or college and h o l d e ither a B achelor of Arts or a B ac h e l o r of Science degree. The county school district was cr e at e d by the legi slature by the passage of Public Act 117, in 1935, in counties ha v in g over 250,000 population. At the time of p a ss a ge only one c ounty— W a y n e — q u al i fi e d u n d e r the law. Oa k l a n d County, the second to at t ai n a p o p u l a ­ tion of 250,000, in 19^3. came u n de r the p r ov i s i o n s of the Act In 19^7, the Act was made applic a bl e to the fi fty-two counties ha v i n g 15,000 or o v e r and in 19^9 the law b ecame applicable to all counties w i th the p a ssage of Public Act 217. Public Act 217, as passed by the le gislature in 19^9, pr o v i d e d for county school offices w i t h a s u p e r ­ intendent of schools and a bo a rd of e d u c a t i o n for each of the 83 c o u n t i e s . The county bo a rd of e d u c a t i o n was to have five mem bers serving for s ix - y e a r terms. The terms of the five members were to overlap, w i t h two members b e i n g c h osen at two succe ssive bi e n n i a l elections, and the fifth ch os en at the third b ie n ni a l election. The b ie n ni a l m e e t i n g was to be held on the s e c o n d Monday in June, and the ne w l y - e l e c t e d m embers w e r e to take office on Ju ly 1 f ol l ow i ng the election. The law also named the county b o ar d to be the legal s uc c essor to all of the duties p e r t a i n i n g to schools w h i c h had b e e n h el d by the town ship bo ar ds and listed the f o l l o w i n g specific duties: 36 1. To r e ceive f r o m the county t r e a s u r e r m on t hl y notices of de l in q ue n t taxes due in each school district, and c o m m u n ic a te same, a lo n g wi t h the statement interest due, 2. of to the several school districts. To take over th e duties boards w i th respect of the township to t h e o r g a n i z a t i o n of school d i s ­ tricts and the al terations of district boundaries. 3. To r e co m me n d the p ur chase of library b o ok s for all s chool libr aries and of all i n st r u c t i o n a l equipment in scho ol di stricts not em p lo y i n g a s up e ri n te n de n t of schools and coming u n d e r the j u r i s d i c t i o n of the Act. *1. To employ a county s u p e r i n te n de n t of schools and such as sistants salary, except as it may d ee m necessary, as p r o v i d e d by statute, to fix his to a ut h orize the pa yment by the county t r e a s u r e r of expenses of office and i n st r u c t i o n a l materials. employ a q u a l i f i e d The county board shall county superin t en d en t for a t e r m of office not to exceed four years. 5. To make and k e e p r ev i se d an ac c ur a te map of the county sh o w i n g the correct bo u nd a ri e s school districts, and to provide copies of the several of sa id map to both county and state officials. 6. To cause the school census to be t a k e n in each school district. 7. To make out an annual budget c o v e r i n g the amo unt necessary to carry on t h e act ivities of the county board. 37 8. To furnish c o n s u l t a t i v e or s u p e r v is o ry ser­ vices to any school di s tr i ct e m p l o y i n g a s u pe r in t en d en t of schools upon the requ est of the b o a r d of e d u c a t i o n of that district. 9. U nder c er t ai n conditions, to p r o v i d e for the education of e xc e pt i on a l 10. children. To direct, su p er v is e and conduct cooperative educational programs in b eh a lf of school d i st r ic t s which request such services f r o m the county bo a r d of educati on, and to use county f u n d s , or c o n t r i b ut i on s a c ce p te d from other sources, finance such e d u c a t i o n a l programs. to The county s u p e r i n te n de n t was to be s e le c te d by the county board and to serve as its e xe c ut i ve officer, replacing county commissioners c ho s en by p o p u l a r vote. The law had r eq u ir e d the u p g r a d i n g of the county s u p e r ­ intendent to a point w h e r e it was n e c e s s a r y for h i m to be a g r ad u at e of a college or u n i v e r s i t y and h o l d at least a B ac helor of S c ience degree. He was f u r t h e r requ ired to be a h o l d e r of a t e a c h i n g c e r t i f ic a te and to have taught in public schools in the state for a period of at least forty-five months. T he law listed the f ol l o w i n g specific powers and duties in a d di t io n to al l powers and du ti es g r a n t e d to the county c om m is s io n er of schools by statute: 1. T o act as e xe c utive s ec r e t a r y of the county board. 38 2. To put into pr a c t i c e the educat i on a l p ol icies of the state. 3. To supervise and direct the w o r k of assistants and other employees of the county b o ar d of education. 4. To r e c o m m e n d in w r i t i n g in distri cts . of schools to all school boards not e mp l oy i ng a s up e ri n te n de n t all teachers n e ce s s a r y for the schools. 5. In districts not e m p l o y i n g a superin t en d en t , to suspend any tea cher for cause until the b oa r d of e d u c a t i o n of the school district e m p l o y i n g such t e ac h er may consider such suspension. 6. To classify and control the p r o m o t i o n of pupils 7. in d is t ri c ts not h a v i n g a superintendent. To superv i se and direct the w o r k of the teac her in schools not h a v i n g a superintendent. 8. To make reports in w r i t i n g to the district b o a r d of e d u c a t i o n in r eg a rd to all ma tters p e r t a i n i n g to the educat i on a l interests of the r es p ec t i v e distric ts; provided, that in distr ic t s e m p l o y i n g a superin t en d en t , such reports shall be made through the s u p e r i n ­ tendent of s c h o o l s . 39 9. To receive the institute fee p r ov i de d by law, e xc l u d i n g first and s e c o n d class tricts, school d i s ­ and to remit same to the county treasurer. 10. Th examine and audit the boo ks and records of any school dis trict w h e n d i r e c t e d to do so by the S u p e r in t en d en t 11. To act as assistant of Public Instruction. c o n d u c t o r of institutes a ppointed by the S u p e r i n t e n d e n t Instru ction, of Public and p e r f o r m such other duties p e r t a i n i n g t hereto as the Su p er i n t e n d e n t shall r e q u i r e . 12. To p e r f o r m such duties as the S u p e r i n t e n d e n t of Public I n s t ru c ti o n may p r es c ri b e, to receive all forms and c o m m u n i ca t io n s which may be sent to h i m or h e r by the S u p e r i n t e n ­ dent of Public Instruction, and to d is p os e of the same as d i r e c t e d by said Superi n te n de n t, and to make annual r eports at the close of the school y e ar to the S u p e r i n t e n d e n t of Public In s t r u c t i o n of his or h e r of ficial labors, and of the schools of the county t og e th e r w i t h such other i n f o r m a t i o n as may be r e qu i re d of h im or he r by law, and at the close of the- t e r m of office to d e l i v e r all 40 records, books and papers, b e l o n g i n g to the office to his or h e r successor. i 13. To examine the ce rtified copy of st atement of moneys p r op o s e d to be raised by the several school d i st ricts in his county r eq u i r e d by law to be filed w i t h the t ow nship the bo a rd of supervisors ses s i o n of said board; clerk and at the O c t o b e r to notify the di r ector of the school board or the secretary of the b oa r d of e d uc a ti o n of any district that fails to file such statements as are requi r ed by law or that has fail ed to q ualify for aid u n de r the ge n eral a p p r o p ri a ti ng act made for the p ur p o s e of aiding in the support of the public school distri cts of the state of such failure. W he n the county boards of e d uc a t i o n we r e cre ated in all of the counties in 1949, the law p r o v i d e d that the p erson e le c te d in April, his successor, of schools 1947, as county commissioner, or should be ap p ointed as county su p er i nt e nd e nt for a term e nd i ng June 30, 1951. A subse quent change in the Act p r o v i d e d that those pers ons w h o c o n ­ tinued in the office since the change in 1949 were not subject to the q u a l i f ic a ti o ns pr e sc r i b e d by the law for the p o s i t i o n of county superintendent. P e r m i s s i o n was g r an t e d u n d e r S e c t i o n 13 of the County Scho ol D i st r ic t Act for the c o n s o li d at i on of 41 two or more counties h a v i n g a p o p u l a t i o n of less than 15,000 each to form a single county school d is trict wit h a single county board of e du c at i on and one county superintendent. Al though this s e ct i on of the Act p e r ­ mitted counties to combine into larger i n t e r me d ia t e units, no such combinations occurred. D u r i n g the 1962 sess ion of the M i c h i g a n L eg i sl a tu r e the pa ssage of Act 190 occurred w h i c h e n c o u r a g e d change. This A c t a wh i c h became effective in the s pring of 1963, contained the following m a j o r provisions: 1. The board of the interm e di a te school district shall suc ceed to the powers and duties of the county b o ar d of education. 2. The intermediate school d i strict must ha ve at least 5,000 pupils in the m e m b e r s h i p in the local school district. 3. M e mbers of the b o a r d may continue to be e l ected by a p o pu l ar vote; however, the county e l e c ­ torate, by a p e t i t i o n signed by a m a j o r i t y of the school boards r e p r e s e n t i n g 50 p e r cent of the children, may vote to adopt the el e ct i on m ethod of s el e c t i n g b o ar d members. 4. In a r e o r g an i ze d in t ermediate d i strict there shall be 7 members on the board. 5. The officers of the i nt e rm e di a te board are a p resident, vice-pr e si d en t , secretary, and 42 and treasurer. The su pe r i n t e n d e n t serves as the ex e cu t i v e officer of the board. secretary The and t r e a s u r e r need not be me m bers of the board. 6. Th e bu d g e t of the i nt ermediate school b oa r d shall be submitted o n or b e f o r e M ar c h 1, to a m e e t i n g of one school boa rd m e m b e r r e p r e s e n t a ­ tive of e a ch constituent s chool district. representatives of c onstituent The se school districts shall determine, by m aj o r i t y vote, the m a x i m u m amou nt of budget. T h e budget shall be s u b ­ m i t t e d to the county tax a l l o c a t i o n board w h i c h shall allocate a tax rate for the support of the i n t e r m ed i at e school di s t r i c t by the same p ro c e d u r e as is used in a l l o c a t i n g rates to the se v er a l local scho ol d i s t ri c ts , to wnships 17 and county unit of g o v e r n m e n t . Act 190 w h i c h b e ca m e effe ctive on M a r c h 28, 1963> provid ed for the r e n a m i n g of t h e county school district to the i n t e r me d ia t e school district and set forth the pro v ision that the i nt e r m e d i a t e school d i s t r i c t shou ld become a body corporate with some a d d i t i o n a l r e s p o n s i ­ bilities i n c l u d i n g that of c o n t r a c ti n g by means d is trict-wide taxes of for the p r o v i s i o n of sp ecial e d u c a ­ tion by local school districts and of a re a v o c a t i o n a l - technical e d u c a t i o n by local school districts. Also,' the 43 Act, as amended, p r o v i d e d that u n d e r c e r t a i n c i r c u m ­ stances w h e n local school d is t ricts r ef u s e d to op er ate ce rtain in s t r u c t i o n a l pr o g r a m s that it, the i nt e rm e di a te school district, could ope rate such i n s t r u c t i o n a l programs. A m o n g the pe r mi s si v e author i ti e s and r e s p o n s i b i l i ­ ties p r o v i d e d by Act 190 of 1962 to the in t e r m e d i a t e school di strict were the following: 1. T h e o p e r a t i o n of s p e c i a l i z e d clinics for the chi l d r e n of local sc ho ol di stricts. 2. The direct conduct and o p e r a t i o n of p ro grams for no n - e d u c a b l e but t ra i n a b l e m e n t a l l y h a n d i ­ capped chi ldren w h e n local c o n s t i tu e nt di s ­ tricts refuse to op erate such programs. 3. O pe r at e schools for wards of the court. 4. O perate day-care centers for s e veraly m en t a l l y h a n d i c a p p e d children. 5. A l l o c a t e and d is t ri b u t e f i na n c i a l subsidies f o r s p e c i a l i z e d local sc h oo l o p e r a t i o n s . 6. T he p r o v i s i o n of i n s t r u c t i o n a l ma t er i a l s , libraries, and centers for the use of c o n s t i t u ­ ent school districts. 7. T h e p r o v i s i o n of the services of h e l p i n g t ea c he r s and i n s t r u c t i o n a l c o n s u lt a nt s to local constituent scho ol distri cts. 8. T he p r o v i s i o n - o f i n -s e rv i ce e d u c a t i o n a l e xperiences for faculties and o p e r a t i n g 44 staffs of local c on st i tu e nt school d i s ­ tricts. 9. The c on d uc t in g of s t a t i s t i c a l and other research operations.1^ In 1963 the State S u p e r i n t e n d e n t of Public I n s t r u c ­ tion, Dr. L y n n M. of propo ne n ts Bartlett, was c o n f r o n t e d with a group of the Id e a that the I n t e r m e di a te sc ho ol district sh o ul d be pr o vi d ed the a ut h ority and the r e s p o n ­ sibility to o rg anize and to operate d ir e c t l y i n s t r u c ­ tional progra m s d e f i n e d as program s." "area v o c a t i o n a l - t e c h n i c a l These pr o po n e n t s he l d that most consti tu e nt local school districts either had. too little f i na n ci a l resources for o p e r a t i n g such programs refused to p r o v i d e or they d e li b er a te l y for such p ro grams be cause of lack of interest or lack of convict i on co n ce r n i n g the need for them. After c o n f e r r i n g with a great n u m b e r of e d u c a t i o n a l leaders th r ou g ho u t the state, Dr. he w o u l d supp ort B ar tlett c on c lu d ed that l e g i s l at i on w h i c h w o u l d au t horize the electors in an I n te r me d ia t e sc h oo l district to levy a tax for t h e . s u p p o r t of such p ro grams but such p r og r am s must be o p e r a t e d e i t h e r by a local constituent district or by a community college district. school T he c o n t r a c t ­ ing agent was to be the i n te r me d ia t e scho ol district. This p r o p o s e d l e g i s l a t i o n was' e na c t e d as an a m en d me n t to Act 190 of the Public Acts of 1 9 6 2 . 1 ^ 45 A r e p r e s e n t a t i v e of the M i c h i g a n E d u c a t i o n A s s o c i a ­ tion, sp e aking at the annual co nference of the i n t e r ­ mediate school superin t en d en ts he ld at Hi gg ins Lake in the Sp ring of 1 9 6 6 , p r op o se d that the i nt e rm e di a te school distri ct in M i c h i g a n in the final analysis must b ecome the op e ra t in g school district. would solve all such problems service needs, He c on t en d ed that this as school bonding, t r a n s p o r t a t i o n problems, a ux i liary central p u r c h a s ­ ing, the fo c al i z i n g of federal pr ojects, the control of i nterscholastic athletics, and the p r o v i s i o n of special education. As recently as N o v e m b e r 7, 1966, the M i c h i g a n intermediate school superintendents have p r o p o s e d that legislation be de v el o pe d w h i c h would reduce the n u m b e r of intermediate school districts in the State of M i c h i g a n from the present sixty to not than thirty-five. less than thirty nor more They pr o p o s e d that these districts embrace all the g e o g r ap h ic a l areas in the state; that no intermediate district should be larger in g e og raphy th an would perm it a constituent to commute by car f r o m the periphery of the district to the center of it in one ho u r of time; and that the Intermediate district sh o ul d include no less than one h u n d r e d th o us an d students of s ch o ol age in residence, ex c e p t i n g w h e n this might violate the com muting time criterion. 21 46 In January, 1967, the M i c h i g a n A s s o c i a t i o n of Intermediate S u p e r i n te n de n ts , at the re quest of the S uperintendent of Public In struction, p u b l i s h e d a report for the c o n s i d e r a t i o n of Dr. J. Alan Thomas, D i r e c t o r of the Study of F in a ncial Needs of E d u c a t i o n in Michigan. The purp ose of the report was to p r esent the consensus opinion of the s up e ri n te n de n ts of in t ermediate districts of school c o n c e r n i n g the p r o p e r p r esent and future roles of the In t e r m e d i a t e school di strict so that such roles might be w e i g h e d in d e v e l o p i n g ap p r o p r i a t e m e thods bases for t he i r finan ci a l support. and 22 The a f o r e m e n t i o n e d p u b l i s h e d report develops a case for a " t h r ee - ec h el o n system of school or g a n i z a t i o n in Michigan." State, It identifies the echelons in t er m ed i at e , as b e i n g the and local levels, respectively. prese nt i ng the case, the report de scribes the public purpos e s with the In "changing of elemen ta r y and secondary education" c o n c l u s i o n that ne i t h e r the state ed u ca t io n al authority nor the local school di s trict can any long er be expected to m anage and pr o vi de for all the needs of children, youth, and adults and secondary education. in M i c h i g a n for e le m en t ar y It emphas iz e s a co n cl u si o n that "a basic q u e s t i o n is the d iv i s i o n of labor or func tions to be p e r f o r m e d by each of the echelons and by each of the elements m a k i n g up the echelons." 23 47 The report indicates fourteen o p e r a ti o na l tasks to be pe r fo r m e d in the State as a whole in r e spect to educa-. tion. It then suggests a guide for a s s i g n i n g these tasks to the so -called "echelons." It suggests that some authority sh ou ld "allocate each f un c t i o n to that ec h el o n of the s y s t e m closest to the student, where it may be carried out with c o m p l e t e n e s s , e q u i t y , e f f i c i e n c y , and r e s p o n s i b i l i t y ." that In this respect, the report states "In t es t in g for fit (to echelon), ph eche lon should be tried first." The report proceeds to Identify, the closest as a r es u lt of applying the guide and subsequent criteria, the types of newer services that inter m ed i at e school d i st ricts can provide best if r e qu e s t e d by local e d u c a t i o n a l districts. Finally, the report, in a d di t io n to d e s c r i b i n g certain actions be l ie v ed a ppropriate for the State Board of E d u c a t i o n and others to take, r ec o mm e n d s enactments to be ma de by the L e g i s l at u re finance, o rg a ni z at i on , spe cific in re s pe c t to cooperative arrang e me n ts , and board elections in the i ntermediate school district. These r e c o mm e nd a ti o ns are quoted below: F i n a n c e — The do l la r ce iling should be re m ov e d from the a p p r o p r i a t i o n to I nt e r m e d i a t e districts. Not only does it act to limit o p e r a t i o n a l funds but also to introduce u n ce r ta i nt y in p r o g r a m planning. A c eiling makes it i m po s si b le for an intermediate distri ct to d e t e r m i n e Its. share of r e d u c t i o n from entitlement u ntil late In the ye ar of operation. 48 O r g a n i z a t i o n — Laws should be e na cted which e n ­ courage c om b in a ti o n of e x is t in g i nt ermediate d istricts w i th relativ e ly small en rollment into larg er units. An enrollment far be y on d the pre sent 5,000 pupil en r ol lm e nt is essential for o p e r a t i o n of a complete program. In sparsely s et t le d areas of the state where such an e n r o l l ­ ment w o u l d n e ce s si t at e districts of unwieldy size, it is p r o p o s e d that the district be d e ­ signed so as to require no more than one hour's d ri v i n g time b e t w e e n central office and farthest constituent office. P r i o r to fo r ma t io n of the larger in termediate di stricts here r ecommended, a r rangements for t r a n s f e r of local districts from one i n t e r ­ m ed i a t e district to anot her should be f ac i li ­ tated. N ow such transfers must be approved by both of the i nv o lv e d i n t e r m ed i at e boards. This o ption should be retained. It should, however, be s up p l e m e n t e d by an added option wher eby t r a n s ­ fer could be e ff e ct e d upon ap p roval of the board of the r e c e i v i n g interm ed i at e d is t ri c t and a succe ss f ul vote in the local district. Coopera t iv e A r r a n g e m e n t s — Amendments to law should p rovide for the co o pe r at i on of in t er ­ m ed i a t e di s tricts on a long-range basis in the p r o v i s i o n of ce rtain shared services. Examples might be d a ta p rocessing, c o n s e r v a t i o n e du c ation center, o p e r a t i o n of a s o p h i s t i c a t e d speech and h e a r i n g center. Bo ard E l e c t i o n — An o ption in present law permits p o p u l a r el e c t i o n of in t ermediate b o a r d members w h e n a pp r o v e d by referendum. This option sho uld be l ib e r a l i z e d by an amendment to the law which w o u l d ma n d a t e r e f e r e n d u m on the p o p u l a r e l ec t io n q u e s t i o n w h e n boards of a co nstituent district or c o m b i n a t i o n o f districts h a v i n g a m aj o ri t y of pupil en r ol l me n t w i t h i n the interm e di a te district p e t i t i o n it, or w h e n the m a j o r i t y of boards, 2Cregardless of enrollment, p e t i t i o n such a vote. 5 M e e t i n g at Sault Ste. Marie, M ic h ig a n, in June, 1968, the M i c h i g a n A s s o c i a t i o n of School Admin is t ra t or s received a report from its R e o r g a n i z a t i o n Study C o m ­ mittee. This C om m it t ee ha d developed, through a 49 q ue s t i o n n a i r e s u b m i t t e d to all s u p e r i n t e n d e n t s of i n t e r ­ mediate school d i s t ri c ts constituent districts, zation. and to all s u p e r i n t e n d e n t s a set of g u i d e li n es It had developed, also, for r e o r g a n i ­ fr o m an a p p l i c a t i o n of these g u i d e l i n e s , a set of three a l t e r n a t i v e maps boundaries of of thirty i n t e r m e d i a t e b ra cing all local scho ol districts show ing school di s tr i ct s e m ­ in the State. The M i c h i g a n A s s o c i a t i o n of School A dm i n i s t r a t o r s received the report of its R e o r g a n i z a t i o n C om mi t t e e but it did not adopt the report. Rather, it agreed to vie w the report as an "in-house d o c u m e n t , " not to be re l ea s ed for public information p u r p o s e s . 26 On S e p t e m b e r 23, 1968, the M i c h i g a n A s s o c i a t i o n of School A d m i n i s t r a t o r s a c ce p t e d a rep ort Thomas Study R ev i ew Committee. overall analysis This report from Its i nc luded an of the M i c h i g a n S c ho o l F in a nc e directed by J. A l a n Thomas. In its analysis, Study, the C o m ­ mitt ee re c og n i z e d that the i n t e r m e d i a t e school distri c ts were in need of e v a l u a t i o n and r e o r g a n i z a t i o n and that the present n u m b e r of these d is t ricts s h ould be r e duced to a more ef f ic i en t n um b er w h i c h could be s t af f ed properly. The Co mmittee, i n Its r e c o m m e n d a t i o n s r e l a t e d to its anal ysis of the s o -c a l l e d Thom as following conclusions districts: pe rtinent Study, d re w the to In t e r m e d i a t e school 50 1. B e ca u se se v eral local and I ntermediate districts ha ve h ig h ly systems already, school sophisticated data processing the State should be enc ouraged, not only to assume leade r sh i p in the locating and p l a n n i n g of d a t a p ro c es s i n g c e n t e r s , but it should in some m a n n e r insure the co m patibility of eq u ipment w h i c h w o u l d g u ar a nt e e a st ate-wide data sy s te m ne t wo rk to avoid d u p l i c a t i o n of effort and to m a xi m iz e efficiency. 2. The in t er m ed i at e school district s hould not be authorized, u n de r any circumstance, to b u i l d b ui l dings or to equip and o p erate v o ca t i o n a l e du c a t i o n a l p r o g r a m s . The role of the in t er m ed i at e district s hould be no more 27 than to act as a c o n t r a c ti n g a g e n t . O n N o v e m b e r 12, 1968, in a m e m o r a n d u m to the members of the State Board of Education, Dr. S uperin t en d en t of Public Instruction, Ira Polley, State stated the following: 1. A l th o u g h the e n a b l i n g statutes for i n t e r ­ m ed i at e school districts apply unifor m ly to all such districts , the functions and roles assumed by these d is t ricts vary w id e ly t hr o ug h ou t the State. Not only is this variance r e l a t e d to g eo g r a p h i c a l location, size of p o p u l a t i o n em­ braced, and the number of constituent districts in cluded In each, it seems to be r el a t e d also to at titudes p r e v a i l i n g in the constituent school district and the fi n an c ia l resources available for their operation. 2. There is a great need for r e d i s t r i c t i n g the interme d ia t e scho ol district In terms of g e o ­ g ra p h i c a l areas embraced by each. The present n umber should be drastic al l y r e d u c e d for e f f i ­ ciency and f i na ncial resource availability. Contrary to e ar l i e r In f ormation, no agreeme nts 51 have been reached by any re s po n si b le group co n ­ cerning the proper n u m b e r or a r rangements of reorgan i ze d i n termediate school districts. 3. There seems to be a need for a state p l an for intermediate school dist rict develo p me n t in Michigan. This plan, p re f er a b l y d e ve l o p e d by the State Department of Educa tion, should include such elements as (a) p r o p o s e d bo un d a r i e s of i n t e r ­ mediate school districts; (b) p r o p o s e d revis io n and r ec o d i f i c a t i o n of all e n a b l i n g statutes p e r ­ taining to intermediate school dis tricts; (c) p r o ­ posed m e thods and sources of f i na n ci a l support of intermediate school districts; and (d) pr o po s ed programs and functions to be carried out by i n t e r ­ mediate school districts. This pl an shou ld be d eveloped before conside ra t io n is given to such significant proposals as those to pr ovide the intermediate district ad di t io n al tax le vying powers for all school purposes w i t h i n its b o u n d a r i e s .2o Presently, the in termediate school district, other duties, 1. among it req uired to p e r f o r m the f o ll o wi n g tasks: Enfor cement of the finance accou n ti n g code, the state t r a n s p or t at i on code, the child a ccounting code, the school lunch code, and the tea cher c e r t i f i c a t i o n code. 2. Un d er the d i r e c t i o n of the State Superintendent, conduct audits and make such other reports as m ight be r e q u i r e d by h i m co n ce r n i n g local c o n ­ stituent school district operation. 3. Preside over school di strict boundary a l t e r ­ ations, annexations, consolidations, and area studies. 4. A dm i ni s t e r the provisi o ns of Act 190 p e r ­ taining to sp ecial e d u c a t i o n if such 52 provisions have been a d op t ed by the electorate. 5. The allocat i on of d el i nq u en t taxes to local school districts. 6. The e n forcement attendance 7. of compuls o ry school laws. Par ticipants in actions of the ta x a l lo c a t i o n board as p r o v i d e d by the Ta x L i m i t a t i o n Act. 8. E x pe d it e the p r o v is i on s of Act 289 of 1964 which pertains to ar ea-wide district reorgan ization. O n July 31, studies for school 29 1968, the State B o ar d of E du c at i on adopted unanim o us l y the fo l lo w i n g resolution: That the State Boa rd of E d u c a t i o n ask the staff to draft legisl a ti o n to be i n tr od u ce d at the next session to reduce the number of i n t e r m ed i at e di s ­ tricts from its present number to from 30 to 40; to insure that they are elected on a d e mo c ra t ic basis and to give t he m the necessary a u t h o r i z a ­ tion to centra li z ed purchasing, c en t ra l iz e d bus mai n te n an c e and routing; that they h av e centra li z ed p sy c h o l o g i c a l testing, including experts in p s y ­ chological t es t i n g and counseling; that they be resp onsible for the p ro g ra m s for both the o u t ­ standing students and those in sp e ci a l ed u cation and that they have staff me mbers who ca n help local districts in n e g o t i a t i o n pr o bl e m s and seeing that the contracts are carried o u t .30 On Nov ember 13, 1968, fo l lo w in g a D e p a r t me n t of E du c ation staff rep ort s u m m a ri z in g co nclusions and recomme ndations re ached by several a u t h o r i t a t i v e groups concerning the future role of the i n te r me d ia t e school 53 district, the Board ad opted unanimo u sl y the f o ll o wi n g resolution: That the staff consult with a p propriate experts and p r o c e e d to draft p r op o s e d l e g i s l a t i o n on the i n t e r me d ia t e school district, for the Board's c o n s i d e r a t i o n at the next meeting , in accordance with the m o t i o n adopted July 3 1 9 19 68.31 Th e p r o p o s e d l e gi s l at io n for the r e o r g a n i z a t i o n of intermediate school districts and for a d d i n g ad d it i on a l powers and r e sp o ns i b i l i t i e s to these districts includes the following: 1. S ta t e- w id e R e d i s t r i c t i n g Plan a. D e v e l o p m e n t . The State Committee on the R e o r g a n i z a t i o n of School Districts shall be continued in existence, for the p u r ­ pose of this p r o p o s e d Act, to develop a p l a n for the r e d i s t r i c t i n g of i n t e r ­ m e d i a t e school districts. b. D e ad lines for Complet i on and A d o p t i o n . The State C o mm i tt e e on R e o r g a n i z a t i o n of S chool Dist ricts shall pr e sent the c o m ­ p l e t e d plan, no later th an July 1, 1970, to the State B o a r d of Education. The State Board of E d u c a t i o n shall adopt this plan, or its amended version, and serve notices on the e x i s t i n g i ntermediate sch ool districts no later than March 1, 1 9 7 1 3 of such adoption. Such notices shall have the effect of law. c. H e a r i n g s . Not only shall the State C o m ­ m it t e e on the R e o r g a n i z a t i o n of School D i st ricts be r e q u i r e d to conduct p ublic he arings during the develop m en t process for a plan, the State Boa rd of E d u c a t i o n shall be r eq u ir e d to hold at least one state-wide public h e a r i n g before fi nally a d o p t i n g the p l a n not later than sixty days after July 1, 1971* 54 2. d. Nu m b e r of D i s t r i c t s . Th e n u m b e r of i n t e r ­ medi ate s ch o ol districts to be i n c l u d e d in the plan shall not be more than 35 nor less tha n 20. e. Exempt ions from R e d i s t r i c t i n g . The p l a n shall not provide for any change in the boundaries of an e x i s t i n g interm e di a te sc ho ol distri ct w h ic h shall have included, on the 4th Friday count in September, 1 9 6 9 * an aggregate constituent school m e m b e r s h i p of 100,000 or more. (Note: A c co r d i n g to p re sent project i on s , such ex e mp t e d distr i ct s wou l d include Genesee, Kent, Macomb, O a k ­ land, and W a y n e Interm ed i at e School D i s ­ tricts . There seems to be no significant re a s o n for cha nging the b ou n da r ie s of these districts .) f. O th e r Conditions in R e d i s t r i c t i n g . No local school district shall be e xc l u d e d from b e c o m i n g a part of an i n te r me d ia t e school distrct. The r e o r g a n i z e d i n t e r ­ mediate school districts, as set forth in the a dopted plan, shall not divide const ituent school d i st ricts as these may exist at the date of adoption. Also, w hile the r ed i s t r i c t e d in t er m ed i at e school districts may include up to 100,000 in their a g gr egate school membe rs h ip s , these may not include a g e o g r a p h i c a l area so large as to re q ui r e more than one and o ne -half hours of d r i v i n g time fr om any point in these to the logical location of th eir central admin is t ra t iv e offices. O t h e r Changes in the I n t e r m e di a te School D i s ­ t rict Laws a. E l e c t i o n of B o a r d s . P r o p o s e d amendments • shall p r ov i de for the p o p u l a r el e c t i o n in all i nt e rm e di a te s chool d istricts, r e ­ d i s t r i c t e d and ex e mp t ed from r e di s tricting, of a seven me m be r b o a r d of e d u c a t i o n wi th s ta g gered terms arranged so that two new me mbers will be e l e c t e d every two years, wi th the e x c e p t i o n of one e l e c t i o n at w hi c h time only one m e mb e r shall be elected. The elections shall be h el d in the co ns tituent school districts at such 55 times that the ne ed for s pecial e le c ti o ns with the r e s u l t i n g costs are avoided. b. c. Int erim B o a r d . Until such time, aft er July 1, 1971, that board members may be elected on a po p u l a r basis, the board members incumbent in the interm e di a te school districts on June 30, 1971, shall continue to serve in these offices as members of an i n te r im board. The pl ace of r es i dency of incumbent b o a r d members shall determine the interim board on w hich they shall be d e s i g n a t e d to serve. (Note: This m ethod of d e s i g n a t i n g i n te r i m b oards may cause a variation, f r o m r e o r g a n i z e d di stricts to r e o r g a n i z e d distr icts, in the n u mb e r s e rv i ng on i n t e r i m b o a r d s .) Newly P r ov i de d P o w e r s . With the c o n c u r ­ rence and agreement of one of more c o n ­ stitue nt school dis tricts, the in t er m ed i at e school district shall be p r o v i d e d the authority, on a p e rm i s s i v e basis, to assist the constituent school di strict or d i s ­ tricts in (1) n e g o t i a t i n g and i m pl e m e n t i n g labor contracts; (2) p r o v i d i n g p u r c h a s i n g services; (3) p r o v i d i n g bus m a i n t e n a n c e and bus r ou t in g services; (4) p r o v i d i n g p s y ­ chological te s t i n g and c o u n s el i ng services; (5) p r o v i d i n g co mputer serv ices and ma chine a cc o un t in g services; and (6) p r o v i d i n g c ur r ic u lu m con sultative services and other in-service t r ai n i n g pr ograms for teachers. (Note: The interme d ia t e school d i st ricts are p re s en t ly author iz e d to operate p r o ­ grams d e s i g n a t e d as "coo perative e d u c a t io n al progra ms" on b e h a l f of consti t ue n t school d i s t r i c t s . These could include p r ograms for the gifted as well as the handicapped. As a rule, the interm e di a te school di stricts • confine t he i r activities in the o p e r a t i o n of e du c a t i o n a l programs to those in v ol v in g contracting, with the use of sp ecial p r o p e r t y tax revenues, w it h certain consti tu e nt d i s ­ tricts for the p r o v i s i o n of such services for other constituent school districts. E ve n w it h the pr esent en a bl i ng au t hority to employ teachers and to operate classes on b ehalf of constituent school distri c ts , the int ermediate school districts s e e m re l uc t an t 56 to do this b ec a us e the State Sch ool Aid Act pr o v i d e s no r ei m bu r se m en t for the o pe r a t i o n of classes by in t er m ed i at e school distr ic t s e x c e p t in g for th o se m e nt a ll y h a n d i c a p p e d c h il d re n wh o are trainable but not e du c a b l e . ) 3 2 Summary of Recent Studies and Literature B e a r i n g U p o n the E m e r g i n g Functions of the I n termediate Uni t Among the ge n er a ll y a c ce p t e d sta ndards for i n t e r ­ mediate unit o pe r a t i o n is the statement orientation (responsibility) district should be to the that "the basic of the in t er m ed i at e school local di s tricts in the I n t e r ­ 'S -3 mediate district a r e a . ,,JJ Ac c ep t a n c e of this criterion is tantam o un t to a cc e pt a nc e of the id ea that the i n t e r ­ mediate u n i t ’s p ri mary local sch ool districts. terms, emphasis shou ld be service to St at ed in slightly different some w ri t er s have n o t e d that the interm ed i at e unit's r e s p o n s i b i l i t y sh ould be g en e rally limited to those functions d e s i r e d by local school districts. in termediate The agency is seen as a creature of local school d i s t r i c t s .^ A N a t i o n a l C o m m i s s i o n on the Interme d ia t e A d m i n i s ­ trative Unit was c r eated in 1952 by the D i v i s i o n of County and Rural S u pe r in t e n d e n t s of the D e pa r tm e nt of Rural Educat i on , N a t i o n a l E d u c a t i o n Associ a ti o n, as a result of the new interest in the interm ed i at e unit. 1955 one of t he i r re c om m e n d a t i o n s concerning desirable legal fr a me w or k i n cl u d e d this statement: In The St ructure of the I ntermediate Unit Shou ld Be F l e x i b l e . The legal f ra m ework should pe rm it c ooperation a m on g i nt e rm e di at e units and the joint o p er ation of serv ice pr ograms wh en d e s i r ­ able, and should al l ow adjustment to meet c h a n g ­ ing functions, r e s p o n s ib il i ti e s, and c i r c u m ­ stances .35 A l v i n E. Rhodes stated that p r o g r a m f le x ib i li t y is essential and that all of the service programs u n d e r t a k e n by the i n te r me d ia t e unit of the ar e a served, should be a d apted to the needs and should also include these three functions: 1. Ar t i c u l a t i v e F u n c t i o n s . The m i n i s t e r i a l or a d m i n i s t r a t i v e p r oc esses assig ne d by state a ut h ority to m a i n t a i n a r ti c u l a t i o n among the various segments of the state s ystem of p ublic e ducation, e.g., attendance accounting, f in a nc i al acco unting, legal i n t e r p r e t a t i o n and a pp l ications, and school e l ec t i o n routines. 2. Co o r d i n a t i v e F u n c t i o n s . Activi ti e s carried on among school districts for the purpose of i m ­ p r o v i n g e d u c a t i o n or h e l p i n g districts solve comm on problems. Such services ge n er a ll y r e ­ late to d i s t r i c t - w i d e activities and p r o b l e m s , e.g., c u rr i cu l um planning, workshops, and s p e c i a l study committees. 3. S u p p l e m e n t a r y Serv ice F u n c t i o n s . Direct e d u c a ­ t i o n a l services at pupil or c l as s ro o m level to supplement the local I ns t r u c t i o n a l p r o g r a m or assist teachers w it h c l as s ro o m work, e.g., s u p e r v i s i o n of Instructj.