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Ml 48106 18 BEDFORD ROW, LONDON WC1R 4EJ, ENGLAND 8106354 Bl a c k , Su sa n A STUDY OF PROVISIONS FOR JOINT INSTRUCTIONAL COUNCILS IN MICHIGAN PUBLIC SCHOOL MASTER AGREEMENTS PH.D. Michigan State University University Microfilms International 300 N. Zeeb Road, Ann Arbor, M I 48106 1980 PLEASE NOTE: In a ll cases th is material has been film ed 1n the best possible way from the available copy. Problems encountered w ith th is document have been Id e n tifie d here w ith a check mark v * . 1. Glossy photographs _ _ 2. Colored Illu s tra tio n s ________ 3. Photographs with dark background _ _ 4. Illu s tra tio n s are poor copy _ _ _ 5. ° r in t shows through as there 1s te x t on bothsides o f page _ _ _ , 6. In d is tin c t, broken or small p r in t on severalpages 7. T ig h tly bound copy w ith p r in t lo s t 1n spine _______ 8. Computer p rin to u t pages w ith in d is tin c t p rin t _ _ _ 9. Page(s) lacking when material received, and not available from school or author 10. Page(s) _______ seem to be missing in numbering only as te x t follows 11. Poor carbon copy ________ 12. Not o rig in a l copy, several pages with blurred type _ 13. Appendix pages are poor copy _ _ _ _ _ 14. O riginal copy w ith lig h t type ________ 15. Curling and wrinkled pages ________ 16. O th e r____________________________________________________ __ University Microfilms International A STUDY OF PROVISIONS FOR JOINT INSTRUCTIONAL COUNCILS IN MICHIGAN PUBLIC SCHOOL MASTER AGREEMENTS By Susan Black A DISSERTATION Submitted to Michigan State University in p a rtia l fu lfillm e n t o f the requirements fo r the degree of DOCTOR OF PHILOSOPHY Department of Secondary Education and Curriculum 1980 ABSTRACT A STUDY OF PROVISIONS FOR JOINT INSTRUCTIONAL COUNCILS IN MICHIGAN PUBLIC SCHOOL MASTER AGREEMENTS By Susan Black The Problem The purpose o f this research study was to analyze and evaluate con tractual provisions fo r curriculum in Michigan public school master agreements. 1. Four research questions provided the focus of the study: To what extent is shared decision making fo r curriculum a contractual provision in Michigan public school master agreements? 2. To what extent do contractual provisions fo r jo in t in ­ structional councils in Michigan public school master agreements approximate, re p lic a te , or depart from the Michigan Education Association's model language for curriculum? 3. To what extent do contractual provisions fo r jo in t instructional councils in Michigan public school mas­ te r agreements specify a stated purpose, responsi­ b i l i t y , au th o rity, method of selection, support, size, composition, meeting schedule, and leadership, com­ ponents o f the c rite rio n model? Susan Black 4. To what extent do master agreements 1n Michigan public school d is tric ts contain language which strengthens or re s tric ts provisions fo r jo in t Instructional councils? Design of the Study Sample school d is tric ts judged to represent large, middle, and small sized school d is tric ts were derived from a population o f 532 K-12 bargaining public school d is tric ts in Michigan. The sample population included Groups B and G and a random sample from Group M, descriptors of size taken from the Michigan Department of Education. Analysis o f data involved a systematic investigation o f master agreements negotiated by the school d is tric ts in the sample. Data were tabulated according to the c r ite r ia in the model. Findings Findings from an analysis o f contractual provisions fo r curriculum ; DEDICATION To my son, J e ff, and rny daughter, Sandra 11 ACKNOWLEDGEMENTS Sincere appreciation 1s extended to the members o f my disserta­ tion committee: Dr. Samuel C orl, Chairperson Dr. Peggy R iethm lller, Dissertation Director Dr. Jack Schwllle Dr. Louis Romano Dr. John Lopls I am Indebted to the Marquette Public School D is tric t and to Dr. Richard P. Klahn, Superintendent, who supported a leave o f absence to pursue my doctoral program. Gratitude 1s the memory o f the heart. — J. B. Massleu, Letter to the Abbe Slcard I wish to extend my gratitude to my parents, Ruth and Tony Poulos; and to special friends, Barbara, Jenny, June, Lo rrle, Judy, and Carolyn, who provided constant support and encouragement during my residency at Michigan State University. And to Dr. Elisha G r e ife r ... Thou wert my guide, philosopher, and friend. —Alexander Pope, Essay on Man, Epistle IV 111 I TABLE OF CONTENTS L ist o f T a b le s ............................................................................................... Chapter I: vi THE PROBLEM........................................................................... 1 Purpose of the Study ....................................................................... Significance o f the Study ................................................................ General1zab1l1ty ............................................................................... Limitations and Assumptions ............................................................ O v e rv ie w ............................................................................................... 1 2 8 9 11 Chapter I I : ........................................................ 13 Introduction ....................................................................................... Scope of B argainin g ........................................................................... Federal and Statutory Scope o f Bargaining Provisions . Early Interpretation o f Scope o f Bargaining .................... Debate over Scope o f Bargaining Provisions .................... Summary........................................................................................... Shared Decision-Making Studies .................................................... Shared Dec1s1on-Mak1ngin Education ...................................... Shared Dec1s1on-Makingo f Curriculum Issues ...................... Summary........................................................................................... Michigan Studies ............................................................................... Summary........................................................................................... 13 13 13 16 19 28 29 32 36 46 47 53 Chapter I I I : REVIEW OF LITERATURE ........................................................ 55 P o p u la tio n ........................................................................................... The S a m p le ........................................................................................... Sources o f Data ................................................................................... Description o f the Instruments .................................... . . . . 55 56 57 58 Chapter IV: DESIGN OF THE STUDY ANALYSIS OF D A T A ................................................................ 59 Introduction ....................................................................................... Plan fo r the Analysis o f Data ........................................................ Table 1 ................................................................................................... Table 2 ................................................................................................... Summary........................................................................................... Table 3 ................................................................................................... Summary........................................................................................... Table 4 ................................................................................................... Summary........................................................................................... 59 60 62 66 67 71 74 81 83 1v I Table 5 ................................................................................................... Group B ............................... Group G ........................................................................................... Group M ........................................................................................... Summary........................................................................................... Table 6 ................................................................................................... Summary........................................................................................... Table 7 ................................................................................................... Summary........................................................................................... Table 8 ................................................................................................... Summary........................................................................................... Table 9 ................................................................................................... Summary........................................................................................... Table 1 0 ............................................................................................... Summary........................................................................................... Summary................................................................................................... Chapter V: 87 87 88 89 90 94 95 98 100 102 104 107 108 112 143 144 FINDINGS, EVALUATION, AND RECOMMENDATIONS, AND REFLECTIONS.................................................................... 145 Review ............................................................................................... Research Questions ........................................................................... F in d in g s ............................................................................................... Research Question One .............................................................. Research Question Two .............................................................. Research Question Three .......................................................... Research Question Four ........................................................... Evaluation o f the Model .................................................................... Summary........................................................................................... Recommendations for Research ........................................................ Reflections on the Study ................................................................ 145 146 147 147 147 148 151 152 158 158 161 Appendix........................................................................................................... 164 Bibliography ................................................................................................... 181 v LIST OF TABLES Table 1. D is tric ts in which Master Agreements Contain Provisions for Joint Instructional C o u n c ils ................................................................................................... 63 Table 2. Purpose o f Joint Instructional Councils ............................. 68 Table 3. Responsibilities o f Joint Instructional Councils . . . 75 Table 4. Size and Composition o f Joint Instructional 84 C o u n c ils ................................................................................................... Table 5. Method o f Selection for Membership and Frequency o f Membership Selection to Joint Instructional Councils ...................................................................... 91 Table 6. Leadership and Vote Rights o f Joint Instructional Councils ....................................................................... 95 Table 7. Meeting Schedules fo r Joint Instructional Councils . . 100 Table 8. Support Provisions fo r Joint Instructional C o u n c ils ....................................................................................................... 104 Table 9. Authority In Joint Instructional Councils ......................... 107 Table 10. Contractual Language which Strengthens and/or Restricts Joint Instructional Councils ........................................... 112 I CHAPTER I THE PROBLEM This research study is an investigation of the extent to which pro­ visions fo r shared curriculum decision-making through jo in t instruction­ al councils* have been negotiated into master agreements in Michigan public school d is tr ic ts . The study w ill evaluate existing contractual provisions fo r curriculum councils according to Sec. 1.18 (Curriculum and Instruction) o f the Michigan Education Association Negotiations Notebook (see Appendix). Purpose of the Study The purpose o f the study is to analyze and evaluate contractual provisions fo r curriculum in Michigan public school master agreements negotiated by school management and professional teacher associations. The study focuses on four concerns: 1. To what extent is shared decision-making fo r curriculum a contractual provision in Michigan public school mas­ te r agreements? 2. To what extent do contractual provisions fo r jo in t in ­ structional councils in Michigan public school master agreements approximate, re p lic a te , or depart from the Michigan Education Association's model language fo r cur­ riculum designated as the c rite rio n fo r evaluation? 3. To what extent do contractual provisions fo r jo in t in ­ structional councils in Michigan public school master ♦Synonymous terms fo r jo in t Instructional council include c u rri­ culum council, professional study committee, and curriculum policies committee. 1 I 2 agreements specify a stated purpose, res p o n sib ility , au­ th o rity , method of selectio n, support, size , composition, meeting schedule, and leadership components of the c r i­ terion model? 4. To what extent do master agreements in Michigan public school d is tric ts contain language which strengthens or re­ s tric ts provisions fo r jo in t instructional councils? Significance o f the Study Since the enactment o f the Michigan Public Employment Relations Act (PERA) in 1965, teacher organizations and school boards have in ­ creasingly formalized th e ir working relationship through the bargaining of master agreements. Currently, there are 532 bargaining, K-12 public school d is tric ts in Michigan with contracts of varying scope, power, and complexity. Research sponsored by the National In s titu te o f Education (McDonnel and Pascal, 1979) Indicates that teachers f i r s t bargain fo r welfare items such as salary schedules, fringe benefits, hours, and security systems; then they begin to bargain over educational policy. Based upon fifte e n years of powerful and pervasive bargaining in Michigan, th is study analyzes the extent to which public school d is tric ts are bargaining over educational policy in terms of formalizing contractual curriculum provisions. The Michigan Education Association (MEA), representative of 507 K-12 bargaining public school d is tr ic ts , regularly provides a Negotia­ tions Notebook, a sourcebook of model contract language fo r its local a f f ilia t e s . Prior to the current issue, contract language fo r curricu­ lum was included as a suggested optional item. However, in the newest e d itio n , the contents have been organized into four categories includ­ ing Section 1, "Contract proposals necessary to negotiate the adopted I 3 Statewide Bargaining Goals and Minimum Contract Standards," and Section 2, "All other basic contract provisions," Section 1.18, Curriculum and Instructional M aterials, has been adopted as a statewide bargaining goal and is described as: ...c o n tra c tu a lly defined procedures fo r assuring teach­ er decision-making in curriculum design and related instruc­ tional areas as well as instructional management and report­ ing systems. Of in terest is th is recent s h ift o f emphasis and newly defined policy. Since the state teacher organization plays an advocacy role toward local a f f ilia t e s in terms of prescribing contract language, an analysis of current "working" master agreements indicates the extent to which contracts negotiated by local d is tric ts pattern or p ara lle l the model provisions prescribed by the MEA. A study sponsored by the National School Board Association (NSBA) (Ziemer and Thompson, 1975) reveals that when interviewed, invariably superintendents and school board members maintain that th e ir d is tric ts "do not negotiate curriculum," despite the fact that contracts bar­ gained by the d is tric ts indisputably contain language fo r curriculum. Ziemer and Thompson have found th at school d is tric ts have often bar­ gained away th e ir residual management rig h t to control curriculum through co lle c tive negotiations. A report which examines the extent to which curriculum is negoti­ ated 1n master agreements and analyzes the content of such provisions may prove informative to parties which engage in the bargaining process. In addition to describing an evolving phenomenon, th is study may pro­ vide school management and teachers with a system for comparing and evaluating cu rricu lar provisions in th e ir master agreements. I 4 As contracts Increase 1n scope and s ize , adjustment of disputes raised concerning the content and interp retatio n of contract provisions also increases 1n terms of frequency of use of the adjudicative mecha­ nism and the categories o f dispute topics. Between 1965 and 1970 there were fewer than one hundred a rb itra tio n awards issued in Michigan pub­ lic school d is tr ic ts . Such awards dealt almost exclusively with eco­ nomic issues of salary, fringe benefits, security systems, and dismiss­ a l. By 1979 there have been more than two thousand a rb itra tio n awards, covering complaints over welfare items and also non-economic issues such as professional growth, promotions, and curriculum and instruction. Once a contract contains a provision, that item is subject to the contractual adjudicative procedure, a grievance mechanism with binding a rb itra tio n as the terminal step, unless other specific language con­ tro ls the process. Consequently, with the advent and growth of c u rri­ cular provisions in Michigan public school master agreements, i t is lik e ly th a t, to a greater extent, curricu lar disputes w ill be processed through the grievance mechanism and eventually disposed of by a d is in ­ terested th ird party a rb itra to r. A report on the extensiveness and content of curricu lar provisions in master agreements in Michigan public school d is tric ts may provide information fo r school management and teacher negotiators in terms of implications fo r having disputes over curricu lar policies and proce­ dures resolved by a rb itrato rs trained outside the educational setting. In Michigan, as in several other states (see appendix, "Summary of Public Sector Labor Relations P o lic ie s "), c o lle c tive bargaining in edu­ cation is permissible fo r "wages, hours, and conditions of employment." Debate has taken place recently regarding the interp retatio n o f th is I 5 broad scope o f bargaining provision and hinges on the intent of "condi­ tions of employment" in terms of what issues are permissive topics un­ der such a provision. In Michigan the professional teacher organiza­ tio n s, Michigan Education Association (MEA) and Michigan Federation of Teachers (MFT), have advocated a broad scope of bargaining and have adopted the position that policies and procedures are negotiable as a condition of employment since they are part of the teacher's role as a professional. School boards, on the other hand, are advocates fo r a narrow scope of bargaining in order to preserve p ris tin e management rights to control policy making. In several states with broad scope of bargaining provisions, state legislators have conducted investigations into the implications of in ­ cluding broad scope of bargaining provisions in leg is la tio n allowing c o lle c tive bargaining in the public sector. A troublesome broad scope of bargaining provision c h a ra c te ris tic a lly has been narrowed by le g is ­ la tiv e a c tiv ity by the addition of language to c la r ify the meaning and intent of the provision (Minnesota) or incorporating a management rights provision which excludes certain topics from the bargaining pro­ cess (Montana). Courts and state boards, adm inistrative agencies fo r public em­ ployment le g is la tio n , generally attempt to determine the intent of the legislature in regard to interp retatio n o f scope o f bargaining issues. As Tyll van Geel (1976) points out, "...c o u rts in various states have decided this question d iffe re n tly ." van Geel cites the New York Court of Appeals which supported an expansive d e fin itio n and the New Jersey Supreme Court which found a narrower interp retatio n of the scope of bargaining language appropriate. van Geel states, But regardless o f how the state courts have interpreted th e ir state statutes, a t least with regard to the question of whether the curriculum is a mandatory subject of negotia­ tio ns, a ll have said that i t is not, apparently because they view the curriculum as a question o f policy without s ig n ifi­ cant implications fo r the working conditions of teachers (p. 129). In the event that Michigan state legislators decide to analyze the implications o f the existing broad scope of bargaining provision in the Public Employments Relations Act, th is study may provide an awareness of the extent to which curriculum has been interpreted as a permissive subject of negotiations as a "condition of employment." A s ig n ific a n t feature of th is study is a discussion of the ade­ quacy of the c rite rio n model which w ill be used to evaluate existing provisions for curriculum in Michigan public school master agreements. The model selected fo r the c rite rio n is Section 1.18 of "Statewide Bar­ gaining Goals and Minimum Contract Standards" from the MEA Negotiations Notebook. The model is comprised of nine components: purpose, resp on sibili­ ty , au th o rity, method of selection, support, size, composition, meet­ ing schedule, and leadership. For ease of comparison, the components lis te d as size and composition are treated together. A discussion of each of the nine components of the c rite rio n model follows. The discussion begins with a statement of the component as extracted from the model. Purpose. The purpose o f th is Council shall be to i n i ­ t ia te and establish policies affectin g the nature and design of the Instructional program of the d is t r ic t . 2. R esponsibilities. a. Develop c r ite r ia fo r the on-going evaluation of a ll Instructional programs. b. Annually review and establish policies concerning a ll testing programs and instructional management systems. c. Review and make recommendations on a ll proposed p ilo t, experimental and/or Innovative programs. d. Promulgate other policies relatin g to the d is tr ic t's instructional programs and curriculum. 3. Size and composition. The Council shall be comprised of an equal number of teachers and administrators. 4. Method of selection. The Council members shall be selected annually by th e ir respective representative groups. 5. Leadership and vote rig h ts . The Council shall have co-chairpersons, one a teacher and one an administra­ to r who shall chair a lte rn a tiv e meetings. Each member of the Council w ill have an equal vote. 6. Meeting schedules. The Council shall meet on a regu­ la rly schedulecT basis. 7. Support. Teachers serving on the Council shall be given released time with classroom substitutes provided. 8. Authority. Changes in existing instructional programs and proposed new Instructional programs must be re­ viewed and a ffirm a tiv e ly recommended by the Council prior to Board consideration, adoption, or Implementa­ tion. In most Instances, the language in the model is c le a r, d e fin itiv e , and unambiguous; however, 1n some instances, the language in the model may be open to a variety o f Interpretations. Standards of construction fo r ambiguity o f contract language are established by Impartial a rb itra ­ tors who find terms 1n master agreements ambiguous i f "plausible conten­ tions may be made for con flictin g Interpretations" thereof (Elkouri and Elkourt, p. 296). I 8 A rbitrators generally have found that loosely constructed contract language may give ris e to disputes over meaning 1f the parties do not have a clear understanding o f the terms 1n which th e ir provision 1s ex­ pressed. Words such as "regularly scheduled basis" and "selected" may be imprecise and ambiguous, resulting in a c o n flic t over interpretation. Evaluation o f the model w ill be conducted according to the follow­ ing c r ite r ia : (1) the degree of precision and s p e c ific ity o f pre­ scribed contractual language, and (2) the comprehensiveness of the com­ ponents which comprise the design o f the model. Contractual provisions from the designated sample w ill be analyzed according to whether they approximate, re p lic a te , or depart from the model. P articu lar atten­ tio n w ill be focused on language which approximates or departs from the model in order to determine whether existing provisions suggest more specific or comprehensive language which would be proposed as improve­ ments in the model. A reading and comparison o f working contract lan­ guage fo r curriculum may suggest components which are not currently in ­ cluded in the model. G e n eralizab ility The Michigan Public Employment Relations Act (PERA) is sim ilar to most other statutory provisions which define scope of bargaining as "wages, hours, and conditions o f employment." As indicated in "Sum­ mary of Public Sector Labor Relations Policies" (see Appendix), nearly t h ir t y states contain scope o f bargaining provisions which are sim ilar to the Michigan language. The findings of this research study are generalIzable to a degree (taking into consideration factors of legal opinions and other statutory provisions which may narrow the scope of 9 permissive bargaining subjects) to states with broad scope provisions sim ilar to those found 1n Michigan. Master agreements analyzed fo r this study have been selected from school d is tric ts lis te d 1n B u lletin 1011 (Analysis of Michigan Public School Revenues and Expenditures) published by the Michigan Department of Education. Chart I I (Grouping of D is tric ts by Pupil Membership) provides a l i s t o f a ll Michigan public school d is tric ts categorized by student membership (see Appendix). Probability samples have been de­ rived from Group B (20,000-49,000), Group G (3,500-3,999), and Group M (500-999), groups determined to represent large, middle, and small sized d is tric ts . The model and the master agreements w ill be compared w ithin each o f these categories of d is tric ts so that the e ffe c t of d is t r ic t size can be considered. Limitations and Assumptions 1. Comparisons of provisions fo r Joint Instructional Councils are lim ited by the fa ct that master agreements have d iffe re n t terms of duration. Contracts Included 1n the study may represent one, two, or even three school years. Therefore, a contract which 1s in e ffe c t for the 1979-80 school year may have been negotiated one or two years e a r lie r . 2. The most current Information available regarding the number and population status of Michigan public school d is tric ts 1s B ulletin 1011 published by the Michigan Department of Education in 1978. A re­ cent check with the DOE reveals that some o f the school d is tric ts in this study have experienced enrollment declines and w ill be reclassi­ fied In the future. However, fo r the purposes of th is study, the I 10 current designated categories o f Groups B, G, and M w ill be used as a rb itra ry descriptors o f size. 3. This study does not attempt to analyze or account fo r existing and operational Joint Instructional Councils which are not mandated by contractual provision. I t is possible and lik e ly that some school d is­ t r ic ts have policies and provisions fo r such councils, but such systems are not within the scope of th is study. 4. The MEA model fo r curriculum contract language has been se­ lected as the c rite rio n fo r th is study. Of the 532 bargaining K-12 public school d is tric ts 1n Michigan which comprise the population of this report, 507 are MEA a f f ilia t e s , twenty are MFT a f f ilia t e s , and fiv e are independent bargaining units. MFT d is tric ts . The sample contains only two Therefore, the MEA model, as representative of the ma­ jo r it y of a f f ilia t e s studied, has been determined to be an appropriate c rite rio n . 5. Within the framework of this study, no attempt is made to evaluate the re la tiv e success o f any Joint Instructional Council in terms of e ith e r its procedural or substantive provisions. 6. Comprehensive reading o f a ll contracts in the sample is re­ quired to ensure extracting a ll provisions related to curriculum coun­ c ils . In some cases such provisions are housed within a rtic le s which deal with broader concepts, as Working Conditions, Teacher Rights, and Board Responsibilities. Every attempt has been made to find a ll re fe r­ ences to c u rric u la r provisions per se and contract language which strengthens or re s tric ts such provisions by conducting two separate readings. In addition, a check o f randomly selected contracts been conducted by an Independent reader. has » 11 Overview Chapter I presents an Introduction to the study, a description of the four concerns which comprise the purpose of the study, the s ig n ifi­ cance of the research investigation, and a discussion of the proposal to evaluate contract data in selected Michigan public school agreements according to a designated c rite rio n . rationale fo r evaluating the model. The discussion concludes with a The extent to which the findings of th is study are generalIzable to larger populations 1s presented. Chapter I I is a review of precedent lite ra tu re on the related top­ ics of scope of bargaining, shared decision-making, and a collection of Michigan studies. Chapter I I I is an explanation o f the design of the study. This chapter contains a description of the target population, the sample from the population, including a ration ale fo r the selection of repre­ sentative groups, a description o f the source of data used to design the study, and a description of the instrument used to e x tra c t, record, and compare data in master agreements. Chapter IV contains the analysis of the data. One table shows the number of d is tric ts 1n the sample which have contractual provisions for jo in t instructional councils. of the model. Other tables correspond to the elements A fin a l table records other contract language which strengthens or re s tric ts curriculum provisions. A te x t discussion follows each of the tables. Chapter V reports on the conclusions drawn from the analysis of data presented in Chapter IV. A special section reports on the strengths and weaknesses o f the c rite rio n model and makes recommenda­ tions fo r improvement based upon comparisons with existing contractual I 12 provisions. research. The fin a l chapter contains recommendations fo r further ) CHAPTER I I REVIEW OF LITERATURE Introduction The review of related lite ra tu re fo r this study is organized ac­ cording to the following sections: (1) scope of bargaining, (2) shared decision-making, and (3) Michigan studies. Each major division of pre­ cedent lite ra tu re is furth er divided into subsections fo r c la r ity of discussion. Summaries at the conclusion of each major division report on the main findings. Scope of Bargaining This section of the review of related lite ra tu re w ill be comprised of four subsections: (1) federal and statutory leg isla tio n of scope of bargaining provisions fo r teacher-school board negotiations, (2) early interpretations o f scope o f bargaining provisions, (3) debate over scope of bargaining provisions, and (4) current status of broad and narrow scope o f bargaining provisions. Federal and Statutory Scope of Bargaining Provisions The standard fo r scope of bargaining provisions in state statutes fo r public employees has been derived from the National Labor Relations Act (Wagner Act) enacted in 1935. The NLRA as amended became known as the T aft-H artley Act of 1947 and contains 1n Section 8(d) a description of the scope of bargaining fo r the private sector: 13 14 For the purposes of th is section, to bargain c o lle c tiv e ­ ly 1s the performance of the mutual obligation of the em­ ployer and the representative o f the employees to meet at reasonable times and confer in good fa ith with respect to wages, hours, and other terms and conditions of employment (29 USC 141s June 23, 1947). The extent to which language from the T a ft-H a rtle y Act has become a model fo r public sector scope of bargaining provisions is apparent when data extracted from "Summary of Public Sector Labor Relations P o li­ cies" (U. S. Department of Labor, May, 1979) is compared. As described in the Appendix, twenty-six state statutes have scope of bargaining pro­ visions which rep lic a te or closely approximate the language in the fed­ eral a ct. Each of these twenty-six statutes contains a provision for "wages, hours, and other terms and conditions o f employment" and, as noted, in the display of data, although some provisions have s lig h t variations or modifications of the language, they basically have the same coverage. Twelve state statutes d if f e r considerably from the national model: eight contain more precise lim itatio n s on allowable bargaining topics, and four contain less precise lim ita tio n s . Thirteen states have no statute fo r public employee or teacher bargaining. In Michigan, Act 379, the PERA, enacted on July 23, 1965, and signed into law by Governor George Romney, amends Act 336 of the Public Acts of 1947. Act 379 Is e n title d : An Act to prohibit strikes by certain public employees, to provide fo r the mediation of grievances and the holding o f elections; to declare and protect the rights and p r iv i­ leges o f public employees; and to prescribe means of en­ forcement and penalties fo r the vio latio n o f the provisions o f this Act. Act 379 describes the scope o f bargaining allowable in public sector negotiations in Michigan as "wages, hours, and other terms and 1 15 conditions of employment," a rep licatio n of the model language in the federal law. Michigan and other states with sim ilar language fo r scope o f bar­ gaining are considered to have a "broad" scope provision in that they do not contain (1) language which defines the intent or meaning, or (2) a residual management rights section which controls the interpretation of the scope o f bargaining provision by re s tric tin g its context. William F. Kay Cl973) has conducted a comparison and discussion of the concept o f narrow scope o f bargaining provisions. Kay states: A number o f state legislatures have chosen a more lim ited d e fin itio n . For example, the Minnesota Public Employees Relations Act of 1971 (MSA, Ch. 33, 179.61) re­ duces the scope of bargaining fo r professional employees by this additional lim itin g language: in the case of professional employees, the terms mean the hours of em­ ployment, the compensation therefo re, and the economic aspects re la tin g to employment, but does not mean edu­ cational policies o f the d is t r ic t (p. 157). The Minnesota statute provides an example of a narrow scope of bargaining by the addition of language which c la r ifie s the meaning and intent o f the provision. Another example of a state provision which incorporates a narrow scope o f bargaining is the Montana Statute (HB 455 1971L). In Montana teachers and school boards may: ...discuss matters rela tin g d ire c tly to the employerteacher relatio n sh ip , such as salary, hours, and other terms of employment, and to negotiate and bargain fo r agreement on such matters. However, the statute s p e c ific a lly excludes certain topics from the bargaining process and makes them the o f fic ia l province of manager­ ia l discretion: The negotiation and bargaining for agreement shall not include matters o f curriculum, policy of operation, I 16 selection o f teachers and other personnel, or physical plant of schools or other school f a c ilit ie s . The Montana statute provides an example of a narrow scope of bar­ gaining by incorporating a management rights provision fo r operational and policy matters. An example o f a compromise provision 1s found 1n the Indiana scope of bargaining section o f the state teacher bargaining law (IC 20, Sec. 1 1973). In Indiana, the scope of bargaining is de­ fined as "salaries, wages, hours, and salary and wage-related fringe benefits," The parties have a: ...d u ty to discuss curriculum development and revision; textbook selection; teaching methods; selection, assignment, or promotion of personnel; student d is c ip lin e , expulsion or supervision o f students; pupil-teacher ra tio ; class size; budget appropriations; and other conditions of employment. According to Richard Pegnetter (1979), the duty to discuss does not mean having to come to a consensus or an agreement. There is no obligation, implied or other, fo r one party to have to enter into a fo r­ mal, w ritten agreement as the resu lt of a mandate to discuss issues at the bargaining table. Early Interp retatio n of Scope of Bargaining Since the advent of co lle c tive bargaining between teacher unions and school boards in the mid-1960s, there has been discussion regarding the d e fin itio n and interp retatio n of scope of bargaining. Early in ­ quiries often attempted to determine an acceptable l i s t of bargaining topics which were compatible with the law. In a review of the legal basis fo r negotiating curriculum, Ken­ neth Noble (1971) found that when negotiations f i r s t took place be­ tween public school boards and teacher associations in Michigan, " . . . \ 17 one question emerged as cru cial: for negotiation?" what subjects were legitim ate issues In contrast to states which provide a clear delinea­ tion of bargainable issues (Iowa, Nevada), the Michigan PERA, patterned a fte r the National Labor Relations Act fo r the private sector, does not suggest specific topics for c o llec tive negotiations. During the early development of c o lle c tiv e bargaining in the pub­ lic sector, some school boards refused to accept the contention of teacher unions that such items as fringe benefits and curriculum p o li­ cies were appropriate issues fo r the bargaining tab le; subsequently, school boards turned to agencies which administered the PERA and the courts to obtain judgments to c la r ify the intended statutory scope of negotiations. In 1966 the North Dearborn Heights School D is tric t challenged the AFT teacher union contention that curriculum was a negotiable item. U ltim ately, the union f ile d an un fair labor practice with the Michigan Labor Mediation Board, charging that the topic of curriculum was a "condition of employment" and, therefore, an issue which could be re ­ solved through the bargaining process. Chief T ria l Examiner Robert Pisarski ruled that teachers, under law, were e n title d to "...e v a lu a te curriculum and class schedules, size of classes, selection of textbooks, m aterials, and s u p p lie s ..." a ll of which were judged to be components of the educational working condition. This case which has never been appealed continues to stand as a legal opinion that curriculum and other matters are tie d to the concept of working conditions in Michigan. In 1969 the issue o f bargaining fo r fringe benefits was raised by the Mt. Morris Educational Association to the Genessee County C ircu it 18 Court. Judge P h illip C. E llio t t cited the s im ila rity in language be­ tween the PERA and the NLRA to rule that the state act authorized a school board, . . . t o bargain with its teachers' representative about any subject that would be a lawful objective of a union of private employees unless agreement on such subject is pro­ h ib ite d , contrary to law, or an abuse of the public employ­ e r's authority or discretion (pp. B5-6). Judge E llio t t 's decision upheld the NLRA as the standard fo r the Michi­ gan PERA even though the federal act deal with the private sector and the PERA dealt with the public sector. An early investigation into the issue of scope of bargaining was presented by Shi 1s and W h ittier (1968) who raised the question of the interpretation o f the term "working conditions" for employees in the educational setting. Within the te x t of th e ir discussion, the authors signaled that: . ..t h e tra d itio n a l view that a board retains complete control over educational policies and programs on a uni­ la te ra l basis is now meeting a daily challenge from unions and employee associations (p. 359). Shi 1s and W h ittier id e n tifie d a contextual problem with scope of bargaining provisions during the early and developmental stages of col­ le c tiv e bargaining in the public sector and concluded th at under a broad interp retatio n o f statutory provisions fo r the scope of bargain­ ing issues, superintendents and school boards were, in e ffe c t, bargain­ ing away th e ir u n ila te ra l rights to determine educational policy. The authors predicted that " ...a s agreements accelerate in number, more and more jo in t decision-making w ill result" (p. 389), they forecast: In addition, I 19 As each state fin a lly evolves a law, boards w ill become more accustomed to discussing educational p o lic ies, as well as s a la rie s , wages, and working conditions, with employee organizations. School administrators should begin to adjust th e ir thinking early so as to develop greater understanding and appreciation o f the problem--and the assets--derived from formal bargaining relationships resulting from good fa ith (p. 389). Debate over Scope of Bargaining Provisions The debate over whether scope of bargaining provsiions should be interpreted according to broad or narrow lines has a corollary with lines of a f f ilia t io n with labor (teacher organizations) and management (school boards). An examination of speeches, statements, p o licies, and a rtic le s in­ dicates that alignment with a teacher bargaining organization equates with advocacy fo r a broad interp retatio n of scope of bargaining provi­ sions, whereas a f f ilia t io n with school management assumes advocacy fo r a narrow interpretation of scope of bargaining language. In 1968, the leadership of the large and powerful national teacher organizations, the American Federation of Teachers (AFT) and the National Education Association (NEA), each issued policy statements regarding the interp retatio n of the term "conditions of employment." Charles Cogen, President of AFT in 1968, stated, "There's no lim it to how fa r w e 'll go. We claim our ju ris d ic tio n is as extensive as the to ta l area o f education" (p. 8 ). Allan West, President of the NEA in 1968, commented: We take the position th at everything that affects the q u ality of education is negotiable. Teachers had always had a say in instructional and cu rricu lar decision-making in terms o f administration-picked committees; now teachers want to select th e ir own (p. 8 ). 20 Livingston and Wollet (1967), labor attorneys fo r the NEA, stated the case fo r a broad d e fin itio n of bargainable subject matter in these terms: Statutes governing negotiations (in the private sector) r e s tr ic t the scope of mandatory bargaining to "wages, hours, and other terms and conditions o f employment." However, such a d e fin itio n applied to teacher negotiations makes mis­ ch ief. Teachers p artic ip a te in decision-making over educa­ tional programs and s ervices.. . i t is s o cially desirable fo r teachers to p articip ate in decision-making in respect to edu­ cational programs and services. Their special knowledge and competence as educational practitioners should, when blended with the "lay" perspective of the school board, produce better policy decisions.. .the best way to accommodate the basic d i f ­ ference between teacher negotitions and other types o f nego­ tia tio n s is to avoid p rio r restrain ts on the scope of bargain­ ing by tre a tin g teachers separately and adopting a broad def­ in itio n o f bargainable subject matter (p. E -l). Samuel Lambert, former executive d ire cto r of the NEA, provided a Report on Negotiations Legislation fo r the Advisory Commission on In te r­ governmental Relations (1971) in which he stated, "Many school boards would lim it the obligation to negotiate to salaries and other economic aspects o f employment" (p. 6). Having discussed the ration ale fo r th is position, Lambert de­ scribes the problems of adopting a narrow viewpoint regarding scope of bargaining: Serious disputes have developed under th is type o f d e fi­ nitio n over the n e g o tia b ility o f teacher proposals regarding educational programs and services. Whereas school boards have resisted many o f these demands on the grounds of non­ n e g o tia b ility , teacher organizations generally have contended that they do, in fa c t, come within the meaning of the phrase "conditions of employment." While there has been some sug­ gestion that the inevitable confrontation might be avoided i f there were a specific statutory enumeration of the nego­ tia b le subjects, th is would introduce an undesirable and possibly unworkable in f le x ib ilit y (p. 6 ). I 21 Lambert continues by describing the incongruity of applying p r i­ vate sector standards to the public sector and, sim ilar to Livingston and W o llett, ascribes a special qu ality o f professionalism to teachers: Teachers c h a ra c te ris tic a lly seek to p articip ate in de­ cision making in respect to teaching methods, curriculum content, educational f a c i l i t i e s , and other matters designed to change the nature or improve the q u ality of the educa­ tio nal service being given to the children, and they see negotiation as the vehicle fo r such p a rtic ip atio n . Accord­ in g ly, we propose that a broad and somewhat open-ended d e fi­ n itio n o f scope o f negotiation be adopted—to w it, that a school board be obligated to negotiate in regard to "the terms and conditions of professional service and other mat­ ters o f concern" (p. 6 ). Lambert bases his appeal fo r an "open-ended d e fin itio n " on the special competencies of teachers to p articip ate in educational decision making and the social d e s ira b ility of having better policy decisions as a result of teacher particip atio n in th is managerial function. Advocates of a narrower, more re s tric tiv e interpretation of scope of bargaining provisions generally base th e ir positions on the claim fo r residual managerial rights of a school board to retain ju r is ­ diction and governance over educational policy. Robert Ackerly and W. Stanfield Johnson (1969) have developed a position regarding the scope of bargaining. As described in a pam­ phlet prepared fo r the National Association of Secondary School Prin­ cipals (NASSP), they maintain: Issues not related to employee welfare but involving school and educational policies are not proper subjects fo r bargaining. Neither the public nor the principal should permit educational policies (such as curriculum textbook selection, assignment practices, d iscip lin e and the lik e ) to be the subject of a power confrontation be­ tween the employer and the teachers' bargaining agent (p. 9). The authors q u alify th e ir position by advocating the use of fo r­ mal councils as a structure through which teachers could exercise th e ir 22 professional judgment, but they stress, ...decision s should be made on the basis of professional s k i l l , experience, and the results o f research, rather than the bargaining le g is la tio n (p. 9 ). Ackerly and Johnson predicted that "wages, hours, and conditions of employment" w ill " ...in e v ita b ly be loosely interpreted by teachers' organizations to include everything they wish to include" Ip. 9 ). Wesley Wildman (1967) has concluded: . . . t h a t boards engaging in bargaining may be well ad­ vised, in some cases at le a s t, to take the position that there is a realm o f policy over which the board is charged by the public to exercise continuing u n ila te ra l discretion, and that such matters should not be subjected to the give and take of the bargaining arena (p- 8 ). Myron Lieberman (1972) supports the position of Wildman. Lieber- man states: One would hardly expect or desire th a t curriculum, meth­ odology, or educational services be subjected to the pres­ sures that inevitably characterize negotiations over con­ ditions of employment (p. 8 ). Benjamin Epstein (1969) elaborates on the fears and predictions of Ackerly, Johnson, and Wildman when he states: There are many subjects o f a purely professional nature, o f equal in terest to teachers and adm inistrators, which are not appropriately discussed in the atmospheric conditions of the bargaining table (p. 20). Epstein cites the NASSP policy statement (1965) which proposes that such considerations of a professional nature take place away from the bargaining ta b le. He supports the arrangement of formal councils made up of representatives chosen by teachers, princip als, and super­ visors as a mechanism fo r making educational decisions and po licies. Such councils would have advisory authority only and managerial dis­ cretion to act would be retained by the school board. 23 Ashby, McGinniis, and Persing Cl972) discuss strategies and meth­ ods which school boards might employ in order to circumvent being com­ pelled to negotiate over educational policy, and s p e c ific a lly curricu­ la r items. The authors maintain that any board or d is tr ic t which has h is to ric a lly made u n ila te ra l policy decisions without employing consul­ ta tiv e mechanisms with the teacher body is , in e ffe c t, forcing a teach­ er union to obtain the power of shared decision-making through the bargaining process. On the other hand, boards which have in stitu ted processes and structures for accommodating teacher interests in school policy are in a more favorable position to keep such issues away from the bargaining ta b le . Concurring with Epstein, Wildman, Lieberman, and others who sup­ port a narrow scope o f bargaining, the authors state: We believe that curriculum development work is better accomplished when both administrators and teachers are wear­ ing the hat of s ta ff membership and not the hats of a lle ­ giance to adversary organization—e ith e r the teachers' o r­ ganization or the board (p. 49). Ashby, et a h , propose that cu rricu lar decisions and policies should be developed through non-mandated teacher and board jo in t coun­ c ils which would incorporate the following: 1. Power to assess p rio ritie s and generally d ire ct the work o f other groups, such as departmental organiza­ tions and grade-level conferences. 2. The provision o f funds fo r curriculum development work. 3. The provision released time of time fo r curriculum work—e ith e r in or fo r organized summer task force. 4. The encouragement of a climate in which teachers are given la titu d e and encouragement in experimental pro­ je c ts . 5. Provisions fo r cross-representation on curriculum coun­ c ils and committees--teachers, adm inistrators, supervi­ sors, and, in some cases, students and parents (p. 47). I 24 Some authors w riting on the subject of the scope o f negotiations have explored the issue from a theoretical rather than a pragmatic po­ s itio n . For example, Harry H. Wellington (1972) questions whether the paradigms of the private sector can be translated to the public sector in terms of negotiable issues. Wellington d etails an economic analogy to conclude: Expanding on the scope of negotiations requires negotiating on policy issues in which other groups have a legitim ate in ­ te re s t. For example, to permit teachers to negotiate c u rri­ culum change would be to exclude other groups, or at least to give teachers a privileged role in the policy-making pro­ cess to the detriment of other groups. Since negotiations on broad educational policy should not be lim ited to the employee organizations, i t can be argued that teacher in s is­ tence upon such negotiations calls fo r a new look at exclu­ sive recognition (p. 8 ). Myron Lieberman (1972) supports the viewpoint that educational policy should not be negotiated under the pressures of bargaining and advocates re s tra in t fo r the position that c itize n particip atio n at the bargaining table would counteract the inherent problem. As Lieberman reasons: Representatives of parents or citizen groups are ty p i­ c a lly volunteers who can walk away from the situation with l i t t l e or no personal risk i f they do not act responsibly. This is something to bear in mind before endorsing th ird party forms of "participation" in the negotiating process (p. 8 ). Charles W. Cheng (1976) has discovered a relationship between scope o f bargaining provisions in state laws and c itize n access to decision­ making in educational in s titu tio n s . He concludes that the scope o f bar­ gaining between teachers' unions and school systems has expanded Into various policy areas, giving unions Increased power in defining the pub­ l i c in te re s t and leaving "disenfranchised" community groups further away from s u ffic ie n t participation in the educational policy-making process. 25 Cheng finds an apparent paradox in the Increase In the number of educational policy Issues which are bargainable and the small number of professionals (who are not necessarily accountable to the public) who have the power to debate and resolve such Issues. John Metzler (1973) proposes that there is a " ...re d is trib u tio n of functions taking place and a change from u n ilatera l to b ila te ra l de­ cision making" in the co llec tive bargaining arena encompassing teachers and school boards. M etzler, having examined the problems inherent in applying the private sector industrial model of bargaining to the public sector, finds: ...t h e educational process w ill be better served i f the scope of bargaining among boards of education and teachers' organizations is lim ited . The basic question is whether in ­ terests of children are served by the active interaction of co lle c tive bargaining in program development and educational processes (p. 140). Metzler concludes th at such interests are not best served through the co lle c tive bargaining system. Current Status and Debate De facto analysis o f the impact of scope of bargaining on the system of public sector teacher negotiations confirms early forecasts that teachers' organizations would obtain decision-making power and control through a broad interp retatio n of "conditions of employment." An extensive report prepared by L. McDonnell and A. Pascal (1979) indicates that teacher bargaining progresses through definable and pre­ dictable phases, the f i r s t being welfare (salary and fringe benefits), the second working conditions and job security, and the th ird issues i 26 of educational policy. As the authors point out, master agreements, over time, almost invariably become more advantageous to the teachers as they gain more benefits and power by progressing through these stages of bargaining. Tom James (1975) delineates the emerging governance controversy of c o lle c tiv e bargaining in education: Hardly anyone disputes that teachers ought to p a r tic i­ pate, in some fashion, in school policy-making. The boun­ dary lie s in deciding to what extent, in what structure (whether c o lle g ia l or adversarial) and with what relatio n to the tra d itio n a lly democratic forms of public control (p. 94). The pervasiveness and persistence o f the unresolved scope o f bar­ gaining issue has resulted in le g is la tiv e debate at the state level over proposals to modify existing broad scope of bargaining language. Recently, Nevada, Indiana, Montana, and other states have enacted omnibus b ills which l i s t extensive management rig h ts , a procedural tac­ t ic to provide an addendum to re s tric t existing broad scope language in teacher and public employee laws. According to James: The specification of an important and related are attempting to recast public representatives a ing table (p. 95). management prerogatives indicates trend. A few state legislatures the bargaining process to give stronger position at the bargain­ William F. Kay (1973) discusses current a c tiv ity in the courts which has had a direct bearing on the scope o f bargaining issue. In the f i r s t major te s t on the scope o f bargaining (Pennsylvania Labor Re­ lations Board v. State College Area School D is tr ic t, October, 1971), the Board ruled that the following issues were not negotiable: planning time, assignments, work space, class size, calendar, access to 27 personnel f ile s . Pennsylvania teachers had charged th a t such issues f e ll within the language permitting bargaining over "working condi­ tio ns." In Kansas, which allows bargaining under a teacher statute for "s a la rie s , wages, hours, and terms and conditions of professional ser­ vice," the language was tested in a d is tr ic t court (National Education Association of Shawnee Mission, In c ., v. Board of Education of Shawnee Mission Unified School Board, December, 1971). The court decision de­ termined that res tric tio n s on bargaining issues were appropriate and carried a rule th at bargaining was not permitted on "educational p o li­ cy." A sim ilar court decision was rendered by the Nebraska Supreme Court (School D is tric t of Seward Educational Association v. School Dis­ t r i c t of Seward, 1972) in which the ruling specified: We would hold that conditions of employment can be in ­ terpreted to include only those matters d ire c tly affectin g the teacher's welfare. Without attempting in any way to be s p e c ific , or to lim it the foregoing, we would consider the following to be exclusively within the management pre­ rogative: the rig h t to h ire ; to maintain order and e f f i ­ ciency; to schedule work; to control transfers and assign­ ments; to determine what extracurricu lar a c tiv itie s may be supported or sponsored; and to determine the curriculum, class size, and types of specialists to be employed. Harry Edwards (1973) claims that a decision involving the West­ wood Community Schools could be used as a model fo r defining the scope o f negotiations in other states experiencing pressure fo r c la r ity on the issue, Edwards found that the Michigan Employment Relations Com­ mission (MERC) used the following c r ite r ia to derive its award: (1) Is the subject of such v ita l concern to both labor and management th at i t 28 is lik e ly to lead to controversy and industrial conflict? (2) Is col­ le c tiv e bargaining appropriate fo r resolving such issues? Edwards finds th at application of these c r ite r ia w ill lead to a broadening of scope, but that the questions are appropriate to apply to the question of bargainable issues. Summary Most states with statutes fo r co llec tive bargaining in the public sector pattern th e ir scope of bargaining provisions a fte r the national standard in the NLRA which provides fo r negotiations over "wages, hours, and other terms and conditions of employment." The Michigan Public Em­ ployment Relations Act replicates th is federal language. Early predictions and forecasts that a broad interp retatio n of scope of bargaining provisions would resu lt in teacher organizations' bargaining over issues previously regarded as the s t r ic t province of management, such as curriculum po licy, have been borne out over time. Advocates of a broad scope o f bargaining interp retatio n tend to have teacher a ffilia tio n s while advocates of a narrow scope of bargain­ ing interp retatio n tend to have school management a f f ilia tio n s . Each side has developed its own ration ale and ju s tific a tio n fo r its position. Broad scope arguments allude to the professionalization of the teacher, the incongruity of applying industrial private sector standards to pub­ li c sector, and the potential benefits fo r the system by allowing teachers to have some managerial power in shaping educational policy. Narrow scope arguments tend to re fle c t the theory o f residual management rig h ts , the inappropriateness of having policy decided through the adversary relationship inherent in the c o llective 29 bargaining process, and the e ffe c t of excluding interest groups (p a r ti­ cu larly parents and c itize n s ) from access to the decision-making proc­ ess. Apparently, several state legislatures are examining the scope of bargaining provisions in th e ir statutes fo r public employee negotia­ tions and are proposing res tric tio n s on prevailing language. As teach­ er unions expand th e ir influence into the realm of educational policy, there may be more a c tiv ity in the courts and legislatures to c la rify ambiguous language in the statutes,w ith subsequent impact on the na­ ture and scope of co lle c tive bargaining in the educational setting. Shared Decision-Making Studies In the chronology of the development of adm inistrative theory, the era o f s c ie n tific management (1910-1935) gradually evolved into the era of human relations (1935-1950). The human relations movement, an outgrowth of the Western E le c tric studies o f the 1920s, emphasized hu­ man and interpersonal factors in the administration of an organization. Supervisors stressed democratic procedures, motivational techniques, and employee involvement to achieve the goal of higher worker morale and subsequent higher productivity. Behavioral scientists made s ig n ific a n t contributions to manage­ ment theory beginning in the 1940s. Herbert A. Simon (1945) and Ches­ te r I . Barnard (1938) combined the classical concepts of organizational structure with human relations concepts to produce the underpinnings of a new adm inistrative theory. The theory advocated by Simon proposed the concept of v e rtic a l specialization which is , in e ffe c t, decision­ making behavior. According to Simon, 30 With general policy making concentrated at the top, policy specification carried out at the middle ranks, and actual work performance carried out a t the lower ranks (p. 9 ), the organization becomes an e ffic ie n t mechanism for the making and im­ plementation o f decisions. Modern adm inistrative theory places decision-making at the core o f management and a ll other functions in a subordinate le v e l. Although some adm inistrative theorists equate management with decision-making, most find that decision-making 1s the central a c tiv ity with a ll other functions related in some way to that process. L itc h fie ld (1968) views administration as a cycle o f a c tiv itie s which begins and ends with decision-making: (1) decision-making, (2) programming, (3) communicat­ ing, (4) con tro llin g , (5) reappraising. A new cycle o f adm inistrative process begins when the reappraising a c tiv ity is completed. Research fo r employee particip atio n in decision-making within an organizational structure 1s mainly derived from studies conducted in Industrial settings; however, as William M ille r and David Newbury (1970) suggest, such studies "hold great significance for education" (p. 172). According to Robert 6. Owens (1970): A great deal o f research on democratic leadership and participation in decision-making was triggered by manage­ ment's feeling that employees were resisting change and Improvement (p. 106). The results o f studies which analyze the effects o f incorporating shared decision-making systems in complex organizations invariably showed that workers who were given the opportunity to particip ate in managerial decisions were more content and more productive. I 31 Of p articu lar note are studies by Rensls L ikert (1961) which In­ dicates the v ia b ilit y o f Involvement o f employees In declslon-making In the Industrial s e ttin g . L ik e rt, who d iffe re n tia te s between job-cen­ tered and employee-centered supervision, suggests a pattern o f overlappalng decision-making and communication groups, a model which 1s ap p li­ cable to educational organizations. L. Coch and J. R. P. French (1948) conducted a series o f experi­ ments at the Harwood Manufacturing Plant which resulted In finding that workers who participated In discussing proposed changes 1n work schedules, plans, and price rates were superior in production, sa tis ­ factio n , and adjustment. Further substantiation o f the benefits to the organization o f de­ signing a system for allowing employee particip atio n 1n decision-making has been offered by Eugene Kaczka and Roy Kirk (1967) who supported H k e rt's study when they determined that an employee-oriented rather than a task-oriented managerial climate would y ie ld a higher level o f organizational performance. As reported in Trewatha and Newport (1976), Douglas McGregor's Theory X and Theory Y paradigms delineate patterns o f behavior that res u lt as a consequence o f Imposing authoritarian or democratic management styles upon employees. As McGregor discovered, workers who were allowed to particip ate In management o f th e ir work environment were more sa tisfie d and productive. Robert Owens (1970) finds that industrial-based studies of shared declsion-making have a p p lic a b ility to educational systems: In both factory and school organizations, employees are staffed according to sim ilar methods and have sim ilar expectations fo r th e ir roles within the organization. Owens offers a dec1s1on-mak1ng dimension which t 32 delineates degrees o f participation in decision-making 1n professional­ ly , semi professionally, and nonprofessionally staffed organizations. He proposes that categorizing school systems by these three dimensions depends upon the unique characteristics o f each d is t r ic t , but that most school organizations f i t the semi professionally staffed model. Apparently, the role o f employees 1n the decision-making process o f an organization is related to the extent to which the workers are perceived as members o f a professional s ta ff. In public school systems there Is ambivalence toward the status o f a teacher as an autonomous professional e n tity and the inherent rig h t o f teachers to participate in the central decision-making o f the school. Shared Decision-Making in Education Literature describing Investigations and research Into shared de­ cision-making in the educational setting find that the act o f decision­ making is the essential function o f the organization. As Robert Owens (1970) proposes, the school organization is a decision-making structure and Its s ig n ifican t a c tiv ity is choosing from among educational a lte r ­ natives within its ju ris d ic tio n . Educational administration o f the 1950s devoted considerable a t­ tention to the research studies conducted 1n the industrial setting and re lie d on findings from such studies to prescribe behavioral styles for superintendents, princip als, and other school managers. R. Campbell, et al_. (1966), find that school administration is comprised o f fiv e stages (s im ila r to those id e n tifie d by L itc h fie ld 1n the industrial s e ttin g ): (1) decision-making, (2) programming, (3) stim ulating, (4) coordinating, and (5) appraising. The authors propose 33 that there 1s a congruence o f adm inistrative function and style between the Ind ustrial and school models. As Owens (1970) discusses, "For many years school administrators have been urged to be democratic leaders." He draws together fiv e generalizations from the research lite r a tu re on organizational decision making to support his contention that a democratically run school Is p ra c tic a l, workable, and desirable: 1. E ffective particip atio n by teachers in meaningful or­ ganizational decisions does "pay o ff." 2. Teacher do not want to be Involved in every decision, nor do they expect to be. 3. An Important task o f the principal is to distinguish between the decisions in which teachers should be in ­ volved and those which should be handled in other ways. 4. The roles and functions o f teachers in decision-making can be varied according to the nature o f the problem. 5. The points in the decision-making process at which teachers are involved can be varied according to the nature o f the problem (p. 106). Emery Stoops and Max L. R afferty (1961) advocate a democratic sys­ tem for administering schools for both philosophic and practical rea­ sons. The authors find advantages inherent in the democratic approach to managing a public school system: 1. Better employee morale. An administration which stresses cooperative approaches to current problems w ill achieve a high personnel morale as a by-product o f the democratic technique. 2. Increased e ffic ie n c y . An employee who 1s given an op­ portunity to p articip ate in planning and policy making w ill usually be productive o f suggestions and criticism s which can add much to school d is tr ic t operational e f­ fectiveness. 3. Public re la tio n s . Employees who have a voice 1n the drawing up of plans, ru les, and salary schedules are going to be much more apt to speak enthusiastically I 34 o f the school d is t r ic t which, 1n a very real sense, they represent (pp. 538-539). Owens (1970) cautions that even though research has shown that participation by teachers 1n decision-making has In trin s ic rewards for the organization and adm inistrative participants 1n the organization, such participation can be overdone. Edwin Bridges (1967) has found that excessive Involvement o f teachers 1n decision-making results in th e ir resentment and resistance. Teachers prefer having an administra­ to r who can resolve problems and are impatient at having to become In ­ volved in committee work. The "zone o f indifference" id e n tifie d by Chester I . Barnard (1938) can be found 1n school systems as well as In Industrial systems. Barnard proposed that there is an area in which an adm inistrator's decision w ill be accepted without question, and this zone Includes decisions which teachers perceive as r ig h tfu lly the prov­ ince o f adm inistrators. When an adm inistrator confronts teachers with a problem which they feel is within th e ir zone o f Ind ifferen ce, they respond with Ir r ita t io n and resentment. C iting the results o f research studies which advocate shared de­ cision making in the educational organization, the American Association o f School Administrators (AASA) has adopted a resolution which defines the roles, re s p o n s ib ilitie s , and relationships o f the school board, superintendent, and school s ta ff. According to the resolution: I f democracy, with its fundamental emphasis on the worth, d ig n ity , and Importance o f each in d ivid u al, has taught the people o f th is country anything, 1t 1s that on the whole the capacities o f people are used more f r u it f u lly , results are more rewarding, and the job Is done better when the individuals who are d ire c tly Involved 1n any common endeavor p articip ate fre e ly in setting goals, developing operational procedures, and establishing general working conditions (1963, pp. 7 -8 ). I 35 The AASA has compiled a code o f behaviors for school administra­ tors* teachers, and school boards which Includes the following compo­ nents: 1. We believe that the superintendent has a responsibility to see th at opportunities are provided for s ta ff mem­ bers—teachers, supervisors, prin cip als, and sp ecialists— to play appropriate roles in developing personnel p o li­ cies and In maintaining professional working conditions. 2. We believe that shared resp on sibility 1n policy develop­ ment 1s a professional concept. I t assumes a commonality o f goals and Interests among teachers, school boards, and administrators; and 1t assumes th at service to c h il­ dren 1s the paramount consideration and that welfare pro­ visions fo r teachers are means to that end. 3. We believe that no matter how generous and benevolent a rb itra ry decisions may be, they have a d e b ilita tin g e ffe c t. When people are involved, they not only assume resp on sibility for making decisions work, but each per­ forms at a higher level o f productivity. 4. We believe that fa ilu re to find appropriate and accept­ able means o f involving s t a f f members—teachers, prin­ c ip als, and supervisors— in developing policy that d i­ re c tly affects them w ill lead to divisiveness, tension, and c o n flic t that w ill impair the schools and adversely a ffe c t the education o f children (pp. 12-13). Some doctoral dissertations have dealt with the Implications of shared decision-making for teachers within the educational organiza­ tio n . Eldon Dwight Johnson (1967) urges a p p lic a b ility o f findings from industrial-based studies on shared decision-making to the educational s e ttin g . Johnson finds th at the use o f In trin s ic motivators (achieve­ ment, recognition, res p o n s ib ility, and interpersonal relatio n s) result In higher teacher morale; and he Indicates that i t is the responsibil­ ity o f administrators to provide an organizational climate which fa­ c ilita t e s communication and provides fo r f a ir execution o f p o licies. Johnson makes a case fo r providing a satisfying work place 1n order to reap the benefits o f productivity and harmony among teacher employees. I 36 C liffo rd Allen Burket (1965) studied twenty-six school d is tric ts In terms o f the relationship between administrative style and s ta ff morale. Burket concluded that a s ig n ific a n tly positive relationship exists between s ta ff morale and the democratic school administration: the more democratic the adm inistration, the higher the s t a f f morale. Shared Decision-Making o f Curriculum Issues Studies describing teacher Involvement in decision-making Indicate th a t, over time, teachers have increased th e ir participation 1n th is process. To a greater extent, teachers today are making decisions about curriculum, Instructional m aterials, school p o lic ie s, budget, selection o f personnel, and factors which a ffe c t th e ir personal and professional w elfare. According to M ille r and Newbury (1970), " . . . a major area o f s ta ff involvement 1s teacher participation 1n curriculum development." The Commission on Teacher Education and Professional Standards examined trends and practices o f staff-involvement through Inservice education and found th at school d is tric ts are Increasingly providing released time during the school day for allowing teachers to share in policy decisions. Studies from the la te 1960s, a fte r c o lle ctive bargaining had been Introduced in the public sector, lend support to the theory and prac­ tic e of having teachers particip ate in shared decision-making for cur­ riculum issues. John H. Johansen (1967) studied the au th o ritative In ­ fluences operative 1n local curriculum decision-making and the subse­ quent Implementation o f curricu lar changes. Johansen's analysis of data reveals that Individual participation In curriculum development t 37 a c tiv itie s In and o f I t s e l f Increases the likelihood o f curriculum im­ plementation. In addition, Johansen discovered that the perception by teachers that they had the power to Influence curriculum decision-mak­ ing Increases curriculum Implementation; hierarchical authority struc­ tures decrease curriculum Implementation. Gary P e ltie r (1967) conducted an extensive Investigation Into the process o f curriculum revision as conducted In the Denver schools from 1873 to 1967. P e ltie r's research report suggests th at teacher Involve­ ment 1n curriculum revision 1s a sig n ific an t factor In the process o f Improvement o f the Instructional program. The author found that a pro­ gram allowing teacher participation in curriculum revision resulted 1n a strong commitment to see the plans executed on paper translated into actual practice. In addition, P e ltie r cites the emergence o f teacher leadership and In it ia t iv e as a resu lt o f having teachers particip ate as groups In the decision-making process. P e ltie r concludes: Teacher particip atio n resulted in a teaching s ta ff In ­ creasingly a le rt to Its problems. The program o f curricu­ lum revision had stimulated and motivated professional study and had been most e ffe c tiv e in creating the desire for the assistance o f constructive supervision (p. 215). The lite r a tu re regarding shared decision-making o f curricu lar is ­ sues 1s lim ited 1n terms o f quantity and has been prim arily reported on during the entrenchment period (la te 1960s) o f c o lle ctive bargaining in education. Apparently, once educators realized that the process o f negotiations had become In s titu tio n a liz e d , some Investigations, apart from the scope o f bargaining Issue, were conducted 1n to the theory o f shared decision-making for educational policy and practice. I 38 Whereas lines o f d is tin c tio n are apparent in regard to the advocacy of narrow and lim ited scope of bargaining, an examination of the w rit­ ings available on the topic of curriculum as a subject o f shared deci­ sion making does not reveal such s t r ic t labor-management ( teacher-boarcfl alignment. The Association fo r Supervision and Curriculum Development (ASCD) adopted a resolution at the 22nd Annual Conference in Dallas, Texas (1967), which states: In the present context o f professional negotiations, i t 1s essential that welfare concerns and cu rricu lar con­ cerns be handled as separate e n titie s . ASCD believes that program and c u rric u la r decisions per se must not be nego­ tia te d Items. A ll professional personnel should have the rig h t to p artic ip a te in cu rric u la r policy making; the pro­ cedures to be followed are negotiable, but the result or outcome of the process must not be subject to negotiations. Rather, such decisions must resu lt from the application of a variety o f professional expertise a fte r a thorough study of a ll factors basic to a curriculum decision. Curriculum making is a study process and not a confrontation Ip . 6 ). Arthur Corey, former Executive Secretary of the C alifo rn ia Teach­ ers' Association (1968) finds the concept of bargaining fo r procedures (not formal curriculum content) more acceptable than having teachers usurp Board power to set curriculum policies through negotiations. He says: Because the principles of professional negotiation recog­ nize the rig h t o f teachers' associations to p artic ip ate in decisions regarding the educational program, i t does not f o l­ low that such decisions should be regularly made at the bar­ gaining table or through a process of formal negotiations (p. 514). Corey finds that curriculum policy is the province of the school board and its delegates at the adm inistrative level of the school sys­ tem and that the only appropriate function of union personnel is to make advisory recommendations o f a procedural nature: I 39 The process of negotiations should become a court of la s t resort rather than a regular a c tiv ity . I t is neither possible nor desirable fo r our associations to do th at work which ought to be done by the people employed fo r th at pur­ pose. Associations should not attempt to make curriculum decisions (p. 514). William F. Young (1969) states his opposition to mandated curricu­ lum decision-making through master contracts: I t is unwise to negotiate specific curriculum develop­ ment a c tiv itie s and curriculum content. A c tiv itie s and content should evolve as teachers and administrators work together on a co-professional basis in an e ffo rt to improve the Instructional program. Hopefully, continuing experi­ ence with curriculum negotiation w ill also resu lt in lim it ­ ing the process to consideration of organizational patterns fo r curriculum work, teacher representation 1n curriculum development a c tiv itie s , and structure fo r curriculum deci­ sion making (p. 323). Young emphasizes that procedural aspects of curriculum are more appropriate fo r the bargaining table than substantive or content issues. John Bennion (1969) examines the power struggle inherent in deter­ mining curriculum control through the bargaining process and finds that such negotiated issues may endanger the role and function of the cur­ riculum specialist: A major task o f the curriculum adm inistrator should be to head o ff the trend toward involving the curriculum in negotiations by helping to structure a framework in which teachers play the central role in curriculum development (p. 349). Bennion bases his argument on the model fo r curriculum described by Richard Williams (1968) in which Williams argues that by s h iftin g the responsibility fo r curriculum development to the teachers as a change in organizational structure, there w ill be less pressure to ob­ ta in power through the c o lle c tive bargaining system. Williams finds this system more appealing in that i t would involve adm inistrators, * 40 teachers, and curriculum specialists 1n cu rricu lar decision-making In an atmosphere o f mutual tru s t. Roberto Alfonso (1968) has been an outspoken c r it ic o f having teachers enter into shared decision-making fo r c u rric u lar issues through the bargaining process: ...although involving teachers in decisions about cur­ riculum and instruction Is a basic tenet of every respectable te x t in curriculum, there is slippage between ideal and ac­ tual behavior and discrepancy between what is professed and what is done (p. E-2). I t is th is discrepancy, Alfonso believes, which has contributed to the demands o f teacher organizations to have decision making authority today. Alfonso finds that the trend to have teachers share authority fo r curricu lar decisions is unacceptable, an antithesis o f a ll accepted principles of curriculum development, since real and honest development must occur in an open, in te lle c tu a l, experimental environment. This environment, according to the author, is not possible a t the bargaining table. He finds that negotiated curriculum principles are characterized by "frozen practices, legalized practices, and re s tric tio n on change," the result o f making decisions from a power base rather than a coopera­ tiv e base. Some authors have announced th e ir support fo r the process of col­ le c tiv e bargaining as a mechanism fo r assuring teacher involvement in cu rricu lar decision-making. These w riters supply a rationale fo r ensur­ ing teacher rights of access to curriculum decision-making through the bargaining system. Girard Hottleman (1969) states his rationale fo r bargaining over curriculum and instruction: I 41 Curriculum 1s the primary substance by which the goal of optimum education of each child is achieved. In view of th is , curriculum and instruction are essential matters fo r teacher concern, and, in negotiation language, make up the bulk of the teachers' working conditions. The teachers' pur­ pose is to carry out the school board's essential objective of educating children; they do th is through the process of instruction via a curriculum. Responsibility fo r learning rests with the classroom teacher; because of th is , he must have considerable control over the terms of that responsi­ b i l i t y . His effectiveness depends on the qu ality o f his relationship to his res p o n s ib ility. The host of considera­ tions re la tin g to information and resources to assist the teacher define the parameters o f negotiable items fo r im­ provement o f curriculum and instruction (p. 55). Wendell Hough (1969) agrees with the opinion expressed by Alfonso; ...ad m in istrato rs and curriculum workers have been more a rtic u la te in w riting and speaking about democratic curriculum development and involvement o f teachers than has actually occurred 1n practice (p. 534). Hough finds that the system of co llec tive bargaining may be an insurance policy for assuring that teachers w ill have the opportunity to p a r tic i­ pate in cu rricu lar decisions. He calls fo r strong leadership by both teachers and administrators to develop workable models fo r curriculum development and improvement. Arthur Salz (1969) and John G. Sperling (1970) base th e ir beliefs that teachers should engage in c o lle c tiv e bargaining fo r curriculum Is ­ sues on the premise th at the teacher is a professional and should have the rights and privileges o f exerting control over programs and p o li­ cies. Both w riters agree with Hough that promises on paper are not re a lity , and that 1t takes a formal, contractual agreement to ensure that teacher opinions and decisions w ill be seriously considered and ultim ately implemented. In an extensive report, Sperling proposes that worry on the part of administrators about teacher power over curriculum is fo r the most part I 42 unfounded and th a t, in a c tu a lity , such power w ill be minimal under colle c tiv e ly bargained contracts. Sperling does not fin d the current state of the a rt of curriculum development and implementation sophis­ ticated enough to warrant concern fo r teacher take-over. Sperling details a proposal fo r the contractual establishment of instructional committees which, he contends, should provide the follow 1. Funds to purchase materials to hire consultants 2. Released time fo r the teachers who p articip ate 3. Permanent headquarters fo r the committee 4. Teacher control over the committee 5. Reward system to encourage teacher particip atio n in such committees 6. Provisions fo r adm inistrator, student, and community mem­ bership on the committees (p. 5). Hy Kornbluh (1373) raises t h e ... ...fundamental question in rela tio n to bargaining goals of education and teachers—the question of teacher organiza­ tions and the teachers' role in educational policy making— curriculum, instru ctio n , innovations, and changes in the schools Ip. 22). Kornbluh finds a pragmatic rationale fo r having teachers assume leader­ ship in setting policy: since teachers are the f i r s t lin e to receive critic is m fo r school shortcomings and fa ilu re s , they should have the f i r s t opportunity to make decisions. A fter pointing out the inherent risks in such a system, Kornbluh states: What is needed is the a b ilit y to bargain fo r adequate alte rn a tiv e structures with enough decision-making power or influence to guarantee an e ffe c tiv e voice in the fin a l decision making process. One way to achieve th is is through bargaining fo r a jo in t committee or jo in t council th at has real power, specified 1n the contract. I f this approach does not work, then the next round of bargaining 43 can focus on putting more power into negotiating these de­ cisions rig h t at the bargaining table. As a f i r s t prin­ c ip le , I think i t wise to attempt to get agreement on the substance and d e ta ils o f curriculum and Instruction deci­ sions and other educational issues away from the heat of the bargaining tab le. The process and structure fo r mak­ ing these kinds o f decisions, and the provisions fo r fund­ ing, too, can be bargained (p. 24). Shirley Jackson (1971) anticipates pressure on school boards and school administration to accommodate teacher demands for participation in curriculum decision-making. Consequently, Jackson proposes altern a­ tiv e methods for involving personnel in th is process. She elaborates on a "preferred model" fo r shared decision-making, schematically pre­ sented on the following page. Jackson recommends the following guidelines fo r in s titu tin g the curriculum council plan: 1. The committee be comprised of an equal number o f teach­ ers, students, administrators (including department chairpersons) and parents or community members 2. The curriculum directo r be the chairperson of the group; the business manager serve as an e x -o ffic io member 3. The committee meet at set times with an agenda prepared and submitted to a ll in advance of the meeting 4. The committee receive a ll proposals in rationale fo r the program proposed 5. The committee establish a l i s t o f p rio ritie s a t the beginning of each meeting 6. Each person proposing an item to the committee be given a reply within a two month period by the chair of the commi ttee 7. The committee establish guidelines during its f i r s t meeting; guidelines w ill be used as an objective means of reviewing various items presented; guidelines must have as th e ir central theme "the welfare of students" 8. The committee recognize that its recommendations can be Implemented only i f tim e, money, s ta ff, and f a c i l i ­ tie s permit; the involvement of parents and students w riting with a DIAGRAM OF STRUCTURE OF A CURRICULUM COUNCIL Board of^Education Central Administration I------------- ,-----------Parents Students Curriculum Committee ,--------------,--- 1-------------- ,---------------- ,— Citizens Committees Administrators Teachers Subject Committee------------------:------------------------------ Other Committees Ad Hoc Ad Hoc Ad Hoc Ad Hoc Specialists 45 should aid and assist in the securing of funds fo r worthy projects 9. The committee serve only as a cu rricu lar council and not a negotiating team 10. The committee be comprised o f people who are not serv­ ing as negotiators 11. The committee be empowered to in v ite specialists to its meetings when th e ir services are needed . 12. Items which may considered include: a. To what extent is the curriculum meeting the needs of students? b. What type of c u rric u lar offerings might have more value and meaning fo r students? c. How are textbooks and equipment selected from the many offerings? d. What type of change or innovation should be con­ sidered and/or planned for? e. How e ffe c tiv e is the in-service program? f. What additional community resources might be u tilize d ? g. Do the educational objectives o f the school need changing? (p. 16) Jackson recognizes the unique characteristics of school d is tric ts and realizes the impropriety of imposing her preferred model on dis­ tr ic ts which may require adaptations or variations of th is system. she states: I f persons demanding access to the decision-making pro­ cess are invitod in by the school system, no one organiza­ tional pattern fo r curriculum decision making w ill f i t every school or system. The pattern derived w ill vary depending on the type and size of d is t r ic t , s t a f f , and community. Re­ gardless of how the curriculum planning or curriculum deci­ sion-making process functioned p rio r to community awareness and professional negotiations, the advent of legalized pro­ fessional negotiations and community consultations in the area of curriculum development w ill d e fin ite ly have an impact upon the process. Consequently, the school d is t r ic t should review the possible alternatives open to them and select As 46 courses o f action and policies which w ill enhance the possi­ b i l i t y o f the desired future state of a ffa irs occurring (p. 21 ). Summary Research from the industrial setting indicates th at employees who particip ate in shared decision-making are more s a tis fie d , adjusted, and productive. Studies conducted in the educational setting indicate that maximizing teachers' opportunities to p articip ate in setting policy and determining procedure results in higher teacher morale. C ritic s of models of organizational structure with contractual pro­ visions fo r teacher-board shared decision-making argue th a t: (1) cur­ riculum should not be derived or determined as the resu lt of power con­ frontations through co lle c tive negotiations; (2) only procedural, not substantive, cu rricu lar issues are appropriate as bargaining issues; and (3) teachers, through th e ir assocaitions, should have only advisory authority to the Board which must retain fin a l authority over educa­ tional policy. Advocates of having teachers share in cu rricu lar decision-making through master agreement provisions include in th e ir ratio n ale: (1) the discrepancy between theory and practice in regard to professed op­ portunities fo r teacher input fo r educational policy—the b e lie f that the co lle c tive bargaining system assures teachers of re a l, not imagined, opportunities to p articip ate in the decision-making process; (2) the teachers' professional status which makes i t imperative that the teacher should particip ate in a c tiv itie s which have an impact on job perfor­ mance; and (3) support fo r the jo in t instructional council as part of I 47 the organizational system as an acceptable means fo r formalizing the shared decision-making process between teachers and school management. Models of varying scope and complexity fo r jo in t instructional councils have been developed by educational and negotiations leaders during the 1970s. The models r e fle c t d iffe re n t opinions about the com­ position, au th o rity, support, and membership o f the proposed councils. Michigan Studies Since the advent o f c o lle c tive bargaining fo r public employees in 1965, studies conducted w ithin the state of Michigan have examined, described, and evaluated the implications of bargaining upon curricu lar policy and procedures. Karl Ohlendorf (1970) describes the evolving and developing a t t i ­ tudes and approaches toward curriculum involvement by the state union: For several years in Michigan we have stressed the nego­ tia tio n of a structure and process designed to involve the teacher in educational decision-making. Called by various names, such as instructional council, curriculum council, or professional study committee, these stuctures are designed to give teachers and administrators an opportunity to d is­ cuss educational problems throughout the year in a coopera­ tiv e setting (pp. 30-31). Ohlendorf has lis te d several factors which he claims favor greater particip atio n o f teachers in Michigan in structured decision-making: 1. Change in goal direction o f the professional association and greater s p e c ific ity of goals and rational channeling o f resources o f the EA to achieve those goals. 2. EA has changed from an organization which larg ely promoted improvements in the fie ld o f education to one which is much concerned with the implementation of programs. 3. Trained teacher negotiators and organized leadership have turned th e ir attention to professional areas (pp. 33-36). 48 4. C ollective bargaining works as a technique to improve the q u a lity of education; the process does not prevent teachers from being innovative. 5. Change in power from the state to local level with sub­ sequent involvement of teachers. 6. Outside pressures forcing teachers to involve themselves in instructional decision-making; financial pressure on school boards to obtain better service from the teachers. Marilyn Steele (1969) has rank-ordered a l i s t of ten items which, in her opinion, are the ones the state union should bargain fo r " i f members want to retain a public image of a professional organization rather than a labor union." Steele recommends that the MEA expand bar­ gaining into the following areas: 1. In-service education programs fo r teachers 2. Teacher involvement in curriculum review 3. Teacher involvement in textbook selection 4. Teacher aides 5. Special programs fo r the impaired 6. Free planning periods 7. Pupil progress reports 8. Parent-teacher conferences 9. Teacher evaluation 10. School v is ita tio n (p. 37) Several unpublished doctoral dissertations have dealt with the top­ ic of c o lle c tive setting bargaining and education in the Michiganpublic school and have drawn conclusions regarding the impactof bargaining on curriculum. Lois Redmond (1969) found that of the teachers surveyed in her sam­ ple, most believed that curriculum councils should be provided in the I 49 master agreements fo r th e ir d is tric ts and that teachers should have more influence in curriculum development. She also reported that teachers from d is tric ts with councils provided fo r in the contracts perceived that the council was more involved in a study of the to ta l school curriculum than were d is tric ts without curriculum councils. Marilyn Steele (1969) investigated the trend of negotiations by examining th ir ty master agreements in e ffe c t in 1966-1968. Her analysis reported: 1. There were s ig n ific a n tly more instructional provisions fo r instruction in Michigan master contracts in 1967 than in 1966-67. 2. Large d is tric ts tended to include a greater number of instructional provisions than small d is tr ic ts , but the difference is not s ta tis tic a lly s ig n ific a n t. 3. The MFT negotiated more instructional provisions than the MEA in the f i r s t year o f teacher bargaining; the MEA s ig n ific a n tly increased the number of instructional provisions the second year. 4. School d is tric ts having high per pupil expenditure in 1966-67 wrote s ig n ific a n tly more instructional provi­ sions in 1966-67 contracts. 5. The instructional supply budget fo r a ll d is tr ic ts , large and small, MFT or MEA, declined s ig n ific a n tly dur­ ing the second year of c o lle c tiv e bargaining. 6. Small school d is tric ts spent a greater percentage of th e ir budgets fo r instructional supplies in 1966-67 than large d is tric ts . 7. There was l i t t l e difference in the instructional supply budgets of MFT and MEA d is tric ts in the f i r s t year of teacher bargaining. However, the second year MEA d is­ tr ic t s spent a greater percentage fo r instructional supplies than MFT d is tric ts . Michael Jon Homes (1971) found that his study would be enhanced by further research to examine the impact that bargaining in Michigan has I 50 had upon the process o f curriculum and Instruction In development and improvement. Kenneth Noble (1971) researched curriculum provisions 1n d is tric ts which had provisions for jo in t instructional councils. Noble discovered great disp arity and d iv e rs ity among provisions fo r councils, but drew together data to conclude: 1. Most jo in t curriculum councils had between eight and eighteen members; membership usually consisted of teachers and adm inistrators, and rarely included par­ ents or students. 2. Teachers selected some of the members of the council and served as the major source of consultants and ad­ visors. 3. Other consultants retained by the council included lo ­ cal school d is tr ic t personnel, intermediate school dis­ t r i c t personnel, college fa c u lty , and textbook publish­ ers. 4. Councils ty p ic a lly met once per month and generally met a fte r school; some d is tric ts granted released time for meetings. 5. Joint councils dealt with a wide variety of topics. However, most of th e ir work focused on modifying e x is t­ ing courses and m aterials, adding new courses or mater­ ia ls , and developing in-service train in g fo r teachers. 6. Products of the councils' e ffo rts included textbook adoptions, curriculum guides, or in-service programs. 7. Joint councils exerted great influence upon change in educational programs. 8. Perceptions of the councils' work included viewing them as exerting some influence in shaping curriculum and providing a s lig h tly positive influence on some factors which contribute to curriculum development. 9. Councils were reported as most successful in increasing teacher particip atio n in curriculum decision-making and broadening the scope o f the instructional program; they were viewed as least successful in promoting respect, harmony, s k ills , and accountability among the profes­ sional s ta ff. I 51 Certain research reports and studies conducted by the Michigan Edu­ cation Association have d e a lt, in p a rt, with bargaining fo r curriculum in public school d is tric ts . An extensive survey conducted by a team of researchers (Hecker, et a l . , 1968) reported the following: A clear m ajority of teachers believed that teacher in ­ volvement in curriculum decisions should be negotiated. Nearly sixty percent of teachers believed that there should be a greater degree of teacher planning for curricu­ la r decisions negotiated in future agreements. A m ajority believed that freedom of the classroom teacher to determine methods of instru ctio n , with broad goals, should be negotiated in future agreements. Specific responses to negotiation questions are reported below. For each of the following contract y e a rs --!969-70, 1970-71, 1971-72, 1972-73, 1973-74, 1974-75, 1975-76, 1976-77, and 1977-78-th e Michigan Education Association has published Research Reports, the results of tabulating specific items in selected master agreements representing MEA a f f ilia t e s , MFT a f f ilia t e s , and independent bargaining units within the state. One of the items reported is referred to as Instructional Policies. From 1970 through 1974, the tabulation fo r th is item consisted of three questions: 1. Is there a curriculum council established in the contract? 2. Are bimonthly or oftener meetings established? 3. Is secretarial assistance provided by the Board? In 1974-75, a fourth question was added: 4. Does the contract require the Board to act on a recom­ mendation? In 1977-78, the format o f the investigation changed: 1. Is there an in s tru ctio n al/p o lic ie s council? 2. Does the council have regularly scheduled meetings? Negotiation Questions 6. In the negotiation of future agreements, should the local association plan to expand the scope of the negotiation to Include other areas? G. Greater degree o f teacher planning fo r curricular decisions EXPERIENCE IN YEARS SYSTEMS TAUGHT GRAND SEX ' GRADE LEVEL 6-15 16 OR MORE ONE TWO OR MORE TOTAL MALE FEMALE ELEMENTARY SECONDARY 1-5 Already negotiated here Should be negotiated Should not be negotiated No opinion TOTAL PERCENT: Total Number Not Indicated I. 17.3 65.5 4.2 13.0 100.0 20.7 56.7 7.9 14.7 100.0 20.2 58.6 7.5 13.7 100.0 19.9 61.0 5.5 13.5 99.9 19.0 58.8 3.9 18.4 100.1 20.6 61.5 8.0 9.8 99.9 18.4 58.9 9.5 13.2 100.0 21.3 55.2 5.2 18.4 100.1 18.6 62.4 7.6 11.4 100.0 815 46 284 7 531 39 401 29 362 13 337 12 286 21 190 12 310 15 500 31 Freedom of classroom teacher to determine methods o f instruction within broad goals Already negotiated here Should be negotiated Should not be negotiated No opinion TOTAL PERCENT: Total Number Not Indicated 2. 19.5 59.8 6.6 14.1 100.0 18.6 52.1 13.4 15.8 99.9 19.5 54.4 11.5 14.6 100.0 18.2 50.9 14.4 16.5 100.0 18.2 54.7 12.6 14.5 100.0 821 40 287 4 534 36 406 24 362 13 18.6 55.0 7.7 18.6 99.9 17.7 52.6 15.0 14.7 100.0 19.7 46.8 20.7 12.8 100.0 16.3 55.0 8.6 20.1 100.0 20.3 50.5 16.3 12.9 100.0 . 338 11 293 14 188 14 313 12 503 28 What is your attitu d e toward your Involvement in the determination of your local association's negotiation goals? FELT UN- NO KNOWLINVOLVED EDGE OR FELT SUFFI­ FELT BUT WANT­ NOT A NE­ NOT IN­ TOTAL CIENTLY ED TO BE GOTIATED TOTAL UNIN­ DICATED NUMBER PERCENT INVOLVED VOLVED INVOLVED ITEM Teacher involvement 1n curriculum decisions 3. 19.6 50.3 13.3 16.9 100.1 40.2 16.5 23.5 20.1 264 100.0 9 What is your attitu d e toward your local association's negotiating the lis te d areas with the school board? SHOULD NOT BE SHOULD BE NEGOTIATED NO NEGOTIATED TOTAL NOT IN­ KNOWLTOTAL AND BUT WAS BUT AND WAS EDGE PERCENT NUMBER DICATED WAS NOT WAS NOT Teacher Involvement 1n curriculum decisions 46.6 30.3 .4 1.9 20.8 100.0 264 53 3. Is the council a jo in t (teacher-board) council? 4. Is the board required to act on the council's recommen­ dation? 5. Can the board adopt any instructional policy without approval of the council? Numerical, percentage, and s ta tis tic a l data accompanying the tabu­ lations indicate appreciable increases in the number of d is tric ts with contractual provisions fo r curriculum councils since the e a rlie s t re ­ ports were prepared. In addition, i t appears that curriculum provisions have become increasingly more elaborate and specific over time. Robert Howlett, noted a rb itra to r in both the industrial and educa­ tional settings (1969), described the status of bargaining by Michigan teachers and forecast the trends that he f e l t were inevitable: Our mediators have found l i t t l e in teres t by teachers in policy questions. Teachers are interested prim arily in money, both salaries and fringe benefits. We believe, however, that th is a ttitu d e may change. Michigan teachers have received substantial salary increases during the la s t three years, placing Michigan th ird highest in the nation. Money w ill be more d if f ic u lt to come by; hence, teachers may turn to develop­ ment o f b etter educated children (p. 30). In the decade since Howlett's comment, research indicates that teachers in Michigan have shown increased in te re s t in policy questions and are demanding access to the decision-making system in order to par­ tic ip a te in procedural and substantive curriculum issues. Summary Since the advent o f c o lle c tiv e bargaining fo r teachers in Michigan in 1965, there has been a persistent growth in the area of negotiating fo r curriculum. Several factors favor growth o f teacher decision making in educa­ tional policies through contractual provisions, including sanction, sup­ port, and strength o f the state unions. Doctoral studies conducted under the auspices of state teacher unions and Independently report that teachers desire more involvement in c u rric u la r decisions through formal councils and feel that such councils should be a feature o f th e ir master agreements. Studies con­ ducted on selected samples of school d is tric ts within the state indicate that curriculum provisions, once negotiated into contracts, become a stable item and generally become more re s tric tiv e to management by be­ coming more specific over time. CHAPTER I I I DESIGN OF THE STUDY This research study investigates the extent to which provisions fo r shared curriculum decision-making through jo in t instructional coun­ c ils have been negotiated into master agreements in Michigan public school d is tric ts . The study evaluates contractual provisions fo r c u rri­ culum councils according to a c rite rio n model which is comprised of nine components. This chapter describes the target population of Michigan public school d is tric ts ; the sample of large, medium, and small sized school d is tric ts ; g e n e ra liza b ility factors; sources of data; and instruments designed to extract and tabulate data. Population The population of th is research study is a ll K-12 public school d is tric ts in Michigan which p articip ate in co llective bargaining. The Michigan Department of Education lis ts a to ta l of 579 public school d is tric ts ; however, several of those lis te d are K-8 d is tric ts and are not part of the designated population. "Michigan Teacher Bargaining Units," a master l i s t compiled and published by the Michigan Education Association (November, 1978), in d i­ cates that there are currently 532 K-12 bargaining public school dis­ tr ic ts in Michigan: 55 56 MEA a f f ilia t e s = 508 MFT a f f ilia t e s = 20 Independents = 4 The population fo r th is study is the 532 K-12 bargaining public school d is tric ts in Michigan. The Sample The sample fo r this study is Groups B, G, and M, drawn from the 532 K-12 bargaining public school d is tric ts which comprise the popula­ tio n . The Michigan Department o f Education ( B ulletin 1011) has cate­ gorized a ll school d is tric ts in Michigan according to student enrollment and has applied descriptors of A - N to designate d is tr ic t size. Chart I : "General Information by Type of School D is tric t" (see appendix) provides the most current c la s s ific a tio n of school d is tric ts based on state aid membership. Chart I I : "Grouping of D is tric ts by Pupil Membership" (see appendix) lis ts the groups by le tte r descriptor and corresponding size and provides an alphabetical l i s t of school dis­ tr ic ts fo r each group. The sample fo r this study is Groups B, G, and M, selected as repre­ sentative of large, medium, and small sized school d is tric ts : Group B = 20,000-49,000 student membership Group G = 3,500- 3,999 student membership Group M = 500999 student membership A rationale fo r selecting Groups B, G, and M follows: 1. Only D etroit (233,049 student membership) forms Group A; therefore, the next largest group was chosen. Group B contains nine school d is tric ts : F lin t C ity, Grand Rapids C ity , Lansing, Livonia, Pontiac C ity , Taylor, U tica, War­ ren Consolidated, and Wayne Westland Community. 2. Total school membership (2,023,94^) was divided by the to ­ ta l number o f d is tric ts (579) to determine a middle sized category. Group G most accurately matches that description and contains twenty-three school d is tric ts : Allen Park, 57 Alma, Avondale, C ad illac, Chesaning Union, Clawson C ity , Crestwood, Dowagiac Union, Fruitport Community, Green­ v i l l e , Inkster C ity , Lakeshore, Madison, Mason, Mt. Morris Consolidated, Northview, Northwest, Oxford Area Community, Reeths Puffer, South Lake, St. Joseph, Tecumseh, and West­ wood Community. 3. Group N, the smallest category of d is tric ts (fiv e hundred or less student membership) also contains a large propor­ tion o f K-8 school d is tric ts which are inappropriate fo r the purpose of this study; therefore, the next smallest category, Group M with eighty school d is tric ts was selected. The sample of twenty school d is tric ts from Group M contains: AuGres Sims, Bark R iver-H arris, Bear Lake, Camden Frontier, Central Lake, Dryden Community, Forest Park, Galien Town­ ship, Inland Lakes, Johannesburg-Lewiston, Kingsley Area, Martin, Mesick Consolidated, North Central Area, North Huron, Norway Vulcan Area, Onekama Consolidated, Pewamo Westphalia, P ittsfo rd Area, P o tte rv ille . A random sample of twenty d is tric ts has been selected from Group M which comprises a to tal of eighty d is tric ts . A Michigan map showing the distrib u tio n o f the fifty -tw o d is tric ts in the sample is contained in the appendix. The sample fo r th is study is: Group B = 9 d is tric ts Group G = 23 d is tric ts Group M = 20 d is tric ts 52 Sources o f Data The following sources of data have been used to gather, synthesize, and tabulate information relevant to this study: 1. B ulletin 1011 (Analysis of Michigan Public School Revenues and Expenditures, 1977-78). This pamphlet, published on a lim ited basis by the Michigan Department of Education, contains the most recent and complete l i s t of Michigan public school d is tric ts . Chart I (General Information by Type of School D is tric t for Fiscal Year ended June 30, 1978). Chart I I (Grouping o f D is tric ts by Pupil Membership). 58 2. Negotiations Notebook (Michigan Education Association, 19/9). The notebook contains Part I , Statewide Bargain­ ing Goals (Section 1.18 Curriculum and Instructional Ma­ t e r ia ls ) . This prescribed contract language w ill be the model and c r ite r ia by which selected master agreement provisions fo r curriculum councils w ill be evaluated. 3. Research Reports (Michigan Education Association). The reports are a collection of analyses of contract content in selected bargaining school d is tric ts . From 1970 the yearly analyses have reported, using a code system, on provisions fo r jo in t instructional councils. 4. Michigan State University Labor and Industrial Relations Library and Michigan State University Archives Library. These lib ra rie s are state repositories fo r a ll p u b lic s e c ­ to r labor agreements, including municipal workers, police and f ir e fig h te rs , and teachers. The LIR Library contains f ile s o f current contracts, those which are presently in e ffe c t; the Archives Library contains f ile s of expired documents. Description of the Instruments Two instruments fo r tabulating information relevant to the research study have been constructed: 1. Tabulation Form. A form records information extracted from B u lletin 1011, Research Reports, and the master agreement fo r the school d is t r ic t in the sample. The tabulation form records: school d is t r ic t , location (by county and region), population ( d is tr ic t size and corres­ ponding category B, G, or M), contract date, and details from contract language fo r curriculum councils which correspond to the nine components in the c rite rio n model. The fin a l section of the form contains a description of related contractual provisions which may strengthen or re s tric t contract language fo r curriculum (see copy in appendix). 2. Charts. A set of charts corresponding to the nine estab­ lis h e d components of the c rite rio n model has been con­ structed to record data derived from master contracts. The charts include (1) t i t l e , (2) description of c r ite r ia from the model, (3) l i s t of fifty -tw o sample school dis­ tr ic ts alphabetically by group, and (4) record space. The charts are worksheets which record data by categories. CHAPTER IV ANALYSIS OF DATA Introduction Data obtained from the tabulation instrument used to record in fo r­ mation from master agreements is presented and analyzed th is chapter. in Master agreements were available fo r fifty -o n e of the fifty -tw o d is tric ts in the sample; only the Crestwood (Group G) contract was not obtainable.* Therefore, the study records Crestwood (on tables and in te xt descriptions) as not availab le. Contracts, the primary source of information, are available at the Michigan State University Labor and Ind ustrial Relations Library and the MSU Archives Library. Accordingly, several readings were conducted on s ite a t these locations. Master contracts fo r the public sector are available fo r public review but do not c ircu late from the lib ra ry . A master l i s t of the d is tric ts in the sample was created, then or­ ganized alphabetically by Groups B, G, and M. Contracts were read syste­ m atic a lly, following the l i s t . A fter a thorough review of the entire contract, noting sections which would require a re-reading, the re­ searcher proceeded to record pertinent information correlated to the components o f the model on the tabulation sheet. ♦Despite repeated e ffo rts to secure the Crestwood contract through the MEA O ffice of Negotiations and the MSU Labor and Industrial Rela­ tions Library as well as personal investigations and requests, the con­ tra c t was not issued. 59 60 Worksheets corresponding to the components of the model were con­ structed. Each worksheet was coded by number to the proposed table for the fin a l study and contained a l i s t of the d is tric ts according to group. Slots on the worksheet were f il l e d in with information from the tabulation sheets. Subsequently, the worksheets, when revised, became the tables included in the study. Twenty contracts were selected a t random and given to an indepen­ dent reader to check fo r thoroughness and accuracy of the researcher’ s notes. In two instances the independent reader recorded information which the researcher had not; in both cases the contract a r tic le noted dealt with shared decision-making (budget, class size) fo r items other than curriculum. The independent reader and researcher agreed that accuracy of the investigation depended on a thorough reading of the contracts. The re­ searcher determined that references to curriculum, jo in t curriculum councils, and related provisions often are housed in unlikely and mis­ leading sections o f the contract. For example, specific references to procedural aspects of curriculum were found under "Teaching Hours" (Cen­ tr a l Lake), "Teaching Goals" ( F lin t ) , "Reduction in Personnel" (C adil­ la c ), and "Miscellaneous Provisions" (Lakeshore). Plan fo r the Analysis of Data The model designated as th e ic rite rio n fo r th is investigation, Sec­ tion 1.18 Statewide Bargaining Goals and Minimum Contract Standards ( Ne­ gotiations Notebook, 1979-80), is comprised o f nine components: pur­ pose, res p o n s ib ility , au th o rity, method of selection, support, s ize, composition, meeting schedule, and leadership. For purposes of 61 comparison, the components lis te d as size and composition are treated together. Analysis o f the contractual provisions fo r jo in t instructional councils is conducted according to the sequence o f components lis te d above. In addition, a chart is given indicating each o f the school d is tric ts in the sample, whether the d is tr ic t contract contains a pro­ vision fo r a curriculum council, and the t i t l e of the council. F in a lly , a presentation is made showing related contractual provisions which add to or subtract from the strength of curriculum councils mandated by contract. The presentation of the analysis of data follows this sequence: 1. D is tric ts in which master agreements currently contain pro­ visions fo r jo in t instructional councils 2. Purpose of jo in t instructional councils 3. Responsibilities of jo in t instructional councils 4. Size and composition of the jo in t instructional councils 5. Method of selection fo r membership and frequency of mem­ bership selection to jo in t instructional councils 6. Leadership and vote rights of jo in t instructional councils 7. Meeting schedules fo r jo in t instructional councils 8. Support provisions fo r jo in t instructional 9. Authority of jo in t instructional councils 10. councils Contractual provisions which strengthen and/or r e s tric t provisions fo r jo in t instructional councils Data are presented in tables which contain the sample school dis­ t r ic t s lis te d alphabetically according to Groups B, cussion describes sig n ifica n t findings. G, and M. Text dis­ 62 Table 1 A comprehensive reading o f the sample contracts fo r this study was conducted in order to determine i f the contracts contained provisions fo r jo in t instructional councils.* As indicated in Table 1, d is tric ts in which master agreements contain provisions fo r jo in t instructional councils, a reading of a ll contracts revealed that provisions fo r cur­ riculum councils may be separate a rtic le s or components of the agreement or may be incorporated in other a rtic le s . For example, the 1979-81 Madison (Group G) contract contains A rtic le XXVI, Professional Study Committee; the 1979-82 Alma (Group G) contract contains a provision fo r the Coordinating Council under A rtic le XIX School Calendar and Miscel­ laneous. The terminology used to describe jo in t councils is generally in d i­ cative of the purpose and resp onsibility with which the council is charged. A name such as Instructional Council (Grand Rapids), Curricu­ lum Council (Wayne Westland), Joint Curriculum Committee (Oxford) and Curriculum Committee (Johannesburg-Lewiston) is an indicator that the council has a more lim ited function, generally to study, review, dis­ cuss, and recommend instructional and cu rricu lar changes fo r the school d is t r ic t . A name such as Professional Study Committee ( F lin t , Mt. M orris), or Coordinating Council (Pontiac, Alma) indicates more l a t i ­ tude in terms of educational concerns which the council may consider. In F lin t, fo r example, the Professional Study Committee may discuss and study "subjects mutually agreed upon relatin g to the school system"; ♦Important to note that some master agreements may contain re fe r­ ence to shared curriculum decision making systems which are operational under board policy and not master agreement. This study only considers councils which are mandated by the p a rties ' co llec tive bargaining agreements. 63 and 1n Alma, the Coordinating Council should "channel ideas, projects, recommendations, and items of concern to a d e fin ite conclusion." Of the nine school d is tric ts which comprise Group B, the group re­ presenting large school systems, eight (89%) master agreements contain provisions fo r jo in t instructional councils. Of twenty-two d is tric ts in Group G, representing middle-sized school systems, twelve (55%) con­ tain provisions for jo in t instructional councils. Of the twenty dis­ tr ic ts in Group M, representative o f small sized systems, six (30%) contain provisions fo r jo in t instructional councils. Neither Taylor (Group B) nor Inkster (Group G), the only two d is­ tr ic ts in the sample which are a f f ilia t e d with the Michigan Federation of Teachers rather than the Michigan Education Association, have provi­ sions fo r jo in t instructional councils. Table 1. D is tric ts in which Master Agreements Contain Provisions fo r Joint Instructional Councils Group B D is tric ts Council Name F lin t Professional Study Committee Grand Rapids Instructional Council Lansing Instructional Council Livonia Curriculum Committee Pontiac Coordinating Council Taylor Utica Central Curriculum Council Warren Steering Committee Wayne Westland Curriculum Council 64 Table 1, continued Group G D is tric ts Council Name Allen Park Instructional and Curriculum Council Alma Coordinating Council Avondale Cadi 1lac Chesaning Clawson Curriculum Study Committee Crestwood (not available) Dowagiac Curricular Study and A rticu lation Commi ttee Fruitport Greenville Professional Study Committee Inkster Lakeshore Madison Professional Study Committee Mason Professional Development Committee Mt. Morris Professional Study Committee Northview Northwest Professional Development Council Oxford Area Joint Curriculum Committee Reeths Puffer South Lake Professional S ta ff Curriculum Council St. Joseph Tecumseh Westwood Professional Council 65 Table 1, continued Group M D is tric ts Council Name Au Gres Sims Bark River Harris Bear Lake Camden Frontier Central Lake Dryden Community Forest Park Glaien Township Inland Lakes Johannesburg-Lewi ston Curriculum Committee Kingsley Area Martin Mesick Consolidated North Central Area North Huron Professional Study Committee Norway Vulcan Area Professional Study Committee Onekama Consolidated Pewamo Westphalia Instructional Council P ittsfo rd Area Curriculum Council P o tte rv ille Curriculum Council Tables 2-9 correspond to the components of the c rite rio n model, Section 1.18 Statewide Bargaining Goals and Minimum Contract Standards ( Negotiating Notebook, 1979-80). Each table contains a heading which 66 1s a statement of the c r ite r ia by which the contractual provision Is evaluated. Following the heading, the model c rite rio n 1s Included, a rep licatio n o f the language contained in the MEA model. The model proposes th at contractual provisions fo r curriculum con­ tain a stated purpose and suggests that the appropriate statement of purpose is : The purpose o f th is Council shall be to in it ia te and es­ tablish policies affecting the nature and design of the instructional program o f the d is tr ic t. Table 2 . No contracts contain language which replicates the stated purpose in the model; however, several contracts contain language which approxi­ mates the model c rite rio n . In Group B, each of the eight d is tric ts with jo in t instructional council provisions has contract language which establishes the purpose o f the council. Four d is tric ts (Lansing, Pon­ tia c , U tica, Grand Rapids) contain language fo r the purpose of curricu­ lum councils which indicates th at the reason fo r the council is to i n i ­ t ia te policies fo r the d is t r ic t . The remainder of the d is tric ts with councils ( F lin t , Livonia, War­ ren, Wayne Westland) are to study and review recommendations. In Group G, eleven o f the twelve contracts with provisions fo r councils contain language stating a purpose. west. The exception is North­ Two d is tric ts of the eleven (Allen Park and Oxford Area) approxi­ mate the model language by giving councils authority to recommend in ­ structional policies fo r the d is t r ic t . study, discuss, and recommend. Other councils may review, 67 In Group M, fiv e of the six contracts with provisions fo r councils include a stated purpose. The exception is P o tte rv ille . None of the fiv e statements indicates the degree o f autonomy to in it ia t e and estab­ lis h policies suggested in the model; councils in Group M d is tric ts may consult, a s s is t, study, discuss, suggest, and consider curriculum de­ velopment. Summary A greater proportion of contracts in Group B d is tric ts (four of eight) contain language describing the purpose of instructional councils which p a ra lle l the model c rite rio n . In Group G, two of eleven con­ tracts contain language which approximates the model; and in Group M, none of the stated purposes fo r councils approximates the model. Dis­ t r ic t s with language which approximates the model fo r the purpose of the council grant the council a degree of autonomy to in it ia t e and estab­ lis h instructional and c u rric u la r policies fo r the d is t r ic t . D is tric ts with provisions which do not approximate the model allow councils to re­ view, study, discuss, investigate, and suggest proposed change. Stated purposes fo r Groups G and M indicate more diverse responsi­ b ilit ie s than Group B. For example, in G reenville, the council may "study matters of professional concern" and in Tecumseh the council should "discuss and study subjects relatin g to the school system." Group B d is tric ts tend to define the purpose of the council as " in itia te and recommend policies which a ffe c t and determine the instructional program" (Grand Rapids) and "to review a ll curriculum changes including those not necessarily funded through th is committee" (Warren). 68 Table 2. Model c rite rio n : Purpose of Joint Instructional Councils. the purpose of th is council shall be to in it ia t e and establish policies affectin g the nature and design of the instructional program of the d is t r ic t . Group B Stated Purpose F lin t To discuss and study subjects mutually agreed upon rela tin g to the school system Grand Rapids To in it ia t e and recommend those policies which a ffe c t and determine the instruc­ tional program Lansing To act as a decision making body to re­ commend to the superintendent regarding curriculum development, instru ctio n, im­ provement, evaluation, and s ta ff develop­ ment fo r the d is t r ic t Livonia To study specific areas of the curriculum Pontiac To implement the to ta l school program, not ju s t a specific grade or subject area, to enable teachers to particip ate in the process o f cooperative decision making with building adm inistrative s ta ff Tayl or No jo in t instructional council provision Utica To assist in formulating policies and programs in curriculum Warren To review a ll curriculum changes includ­ ing those not necessarily funded through th is committee Wayne Westland To review, study, and research curriculum programs and proposed changes and make recommendations to the superintendent Group G Stated Purpose Allen Park To review and recommend policies a ffe c t­ ing the nature and design of the instruc­ tional program o f the d is tr ic t Alma To channel ideas, projects, recommenda­ tio n s, and items of concern to a d e fi­ n ite conclusion 69 Table 2, continued Avondale No jo in t instructional council provision Cadillac No jo in t instructional council provision Chesaning No jo in t instructional council provision Clawson When a curriculum study committee is ne­ cessary, n o tific a tio n shall be sent to the EA president. The EA w ill volunteer one teacher to be on the committee. Crestwood (not available) Dowagiac To review a ll pending cu rricu lar changes p rio r to th e ir being presented to the Board of Education Fruitport No jo in t instructional council provision Greenville To study matters of professional concern presented by members of study committee Inkster No jo in t instructional council provision Lakeshore No jo in t instructional council provision Madison To review teaching techniques, courses of study, textbooks, curriculum guides, pu­ p il testin g , student discip lin e policy, guidance programs, programs fo r special education, and any other professional area Mason To investigate matters and policies in ­ volving curriculum, s ta ff u t iliz a tio n , school design and teaching equipment; to maintain a free flow of ideas and sug­ gestions Mt. Morris To discuss subjects mutually agreed upon rela tin g to the school system Northview No jo in t instructional council provision Northwest (not given) Oxford Area To recommend to the superintendent changes in curriculum and textbooks, K-12, and the committee shall establish it s own procedures and meeting schedule 70 Table 2, continued which w ill be reflected in the minutes o f the f i r s t meeting Reeths Puffer No jo in t instructional council provision South Lake To study and improve the school instruc­ tio nal program and related matters St. Joseph No jo in t instructional council provision Tecumseh To discuss and study subjects relatin g to the school system Westwood No jo in t instructional council provision Group M Stated Purpose Au Gres Sims No jo in t instructional council provision Bark River Harris No jo in t instructional council provision Bear Lake No jo in t instructional council provision Camden Frontier No jo in t instructional council provision Central Lake No jo in t instructional council provision Dryden Community No jo in t instructional council provision Forest Park No jo in t instructional council provision Galien Township No jo in t instructional council provision Inland Lakes No jo in t instructional council provision Oohannesburg-Lewi ston To review, discuss, suggest, and coordin­ ate the existing curriculum through the d is t r ic t Kingsley Area No jo in t instructional council provision Martin No jo in t instructional council provision Mesick Consolidated No jo in t instructional council provision North Central Area No jo in t instructional council provision North Huron To provide e ffe c tiv e consultation with and assistance to the Board to make needed improvements in the school 71 Table 2, continued instructional program which i t deter­ mines as feasible Norway Vulcan Area To study such matters as curriculum and student d iscip lin e Onekama Consolidated No jo in t instructional council provision Pewamo Westphalia Community To discuss and study curriculum develop­ ment and revision, student d is c ip lin e , special student problems, or any other issues related to the education o f stu­ dents P ittsfo rd Area To consider recommendations from teacher sub-committees and administration; a ll matters pertaining to instructional pro­ gram P o tte rv ille (no purpose given) Table 3 Table 3 compares contract provisions fo r curriculum with the model c rite rio n : as part of its re s p o n s ib ilitie s , the council shall (1) de­ velop c r ite r ia fo r the on-going evaluation of a ll instructional pro­ grams; (2) annually review and establish policies concerning a ll testing programs and instructional management systems; (3) review and make re­ commendations on a ll proposed p ilo t , experimental, and/or innovative programs; and (4) promulgate other policies rela tin g to the d is tr ic t's instructional program. Comparison of res p o n sib ilitie s of curriculum councils as defined in master agreements with the model c rite rio n has been conducted on a matching system of components of the c rite rio n rather than according to the content of the e n tire paragraph. 72 In Group B, three school d is tric ts have w ritten descriptions of council res p o n sib ilities which, in p art, rep lic ate components of the model (Grand Rapids, U tica, Wayne Westland). In Grand Rapids, the cur­ riculum council has the resp on sibility o f (1) developing recommendation of policies which w ill lead to improvement of instruction , an approxi­ mation o f #4 in the model. Also in Grand Rapids, the council should (2) annually review testing programs in regard to the adequacy and ap­ propriateness of the tests given, an approximation of #2 in the model. In U tica, the council should (1) review a ll major revisions, p ilo t programs, and new programs, whether in itia te d by teachers or administra­ to rs , an approximation o f #3 in the model. Also in U tica, the council has the resp o n sib ility o f (2) c a llin g attention to the curricula mat­ ters considered important to the school d is t r ic t and providing continu­ ous evaluation o f on-going programs, an approximation of #1 in the model. In Wayne Westland, the curriculum council must (1) review and re­ commend proposed p ilo t , experimental, and innovative programs which involve new approaches to the teaching/learning process, an approxima­ tio n of #3 in the model. Also, the council should (2) evaluate imple­ mented programs in w riting at designated periods, an approximation of #1 in the model. Of the eight d is tric ts in Group B which have contract language for curriculum councils, fiv e emphasize curriculum in th e ir stated responsi­ b ilit ie s (Grand Rapids, Lansing, U tica, Warren, Wayne Westland). The other three ( F lin t , Livonia, and Pontiac) charge the councils with a broader scope o f re s p o n s ib ilitie s . For example, in F lin t a subject which the council may study is the health and welfare of teachers; in Livonia, the council may id e n tify and review problems and areas of 73 concern; in Pontiac, the council must implement a system-wide discip lin e policy. In Group G, one d is t r ic t , Northwest, contains a statement o f re­ spo nsib ility which approximates the model. In Northwest the council must (3) consider, study, and make recommendations to the Board o f Edu­ cation o f any proposals fo r major changes in curriculum, teaching meth­ ods, textbooks, educational f a c i l i t i e s , or other proposals which repre­ sent s ig n ific a n t changes in the educational process, an approximation of #3 in the model. Eleven of the twelve d is tric ts in Group G contain language which de­ fines the res p o n s ib ilitie s o f the curriculum council. not l i s t resp o n sib ilities o f its council. Allen Park does Of the eleven d is tric ts with such language, seven emphasize curriculum in th e ir stated resp on sibili­ tie s (Alma, Clawson, Dowagiac, Northwest, Oxford, South Lake, Tecumseh). Four d is tric ts (G reenville, Madison, Mason, Mt. Morris) contain state­ ments of resp o n sib ilities which are not s t r ic tly lim ited to curriculum in terests. For example, the Madison curriculum council is given re­ sp o n sib ility to system atically review the student d isc ip lin e policy, and the Mason council must develop a teacher evaluation form. In Group M, two d is tric ts (North Huron, P itts fo rd ) contain state­ ments o f resp on sibility which approximate the model. In North Huron the council must (1) cooperate in an on-going study and assist the Board whereby i t may bring about desirable changes..., an approximation o f #1 in the model. In P itts fo rd , the council should (3) cooperate in an on-going study ot assist the Board in bringing about desirable changes..., an approximation of #1 in the model. 74 Five o f the six d is tric ts In Group M contain language which de­ fines the resp o n sib ilities o f the council. resp on sibilities o f the council. P o tte rv llle does not 11st Of the fiv e d is tric ts which contain such language, three emphasize curriculum concerns (JohannesburgLewiston, North Huron, P itts fo rd ) and two require the councils to en­ gage 1n a c tiv itie s removed from the area o f curriculum (Norway-Vulcan, Pewamo-Uestphalla). In Norway-Vulcan, the council 1s required to re­ commend matters of student discip lin e to the Board, and In PewamoUestphalla, the council 1s given the resp on sibility to discuss and study student discip lin e and special student problems. Summary Few d is tric ts in the e n tire sample contain statements of responsi­ b i l i t y which approximate the components of the model. D is tric ts appear to have delineated res p o n sib iliite s fo r instructional councils accord­ ing to narrow scope, emphasizing curriculum -instruction only, or accord­ ing to broad scope, allowing the council to deal with such matters as student d is c ip lin e , teacher w elfare, and teacher evaluation. More con­ tracts define the res p o n sib ilities o f the jo in t instructional council according to a narrow scope. 4 Table 3. Model C riterion: 1. 2. 3. 4. Responsibilities of Joint Instructional Councils as a part of its res p o n s ib ilitie s , the Council shall: Develop c r ite r ia fo r the on-going evaluation of a ll instructional programs; Annually review and establish policies concerning a ll testing programs and instructional management systems; Review and make recommendations on a ll proposed p ilo t, experimental, and/or innovative programs; Promulgate other policies rela tin g to the d is t r ic t 's instructional programs and curriculum. Group B Responsibilities F lin t 1. 2. Review and recommend changes in the school code and curriculum Study such subjects as attendance, compensatory education, development of cu rric ­ ulum, discip lin e policy, evaluation of teachers, health and welfare of teach­ ers, human relatio n s , in-service, school lib ra ry services, student rig h ts, supplies and equipment, and student teachers Grand Rapids 1. 2. Develop recommendation o f policies which w ill lead to improvement of instruction Be the only agency to speak in behalf o f the to ta l teaching s ta ff of the school system on instructional matters Annually review testing program in regard to the adequacy and appropriateness of the tests given 3. Lansing 1. 2. 3. 4. 5. 6. Function as an in itia tin g agency and clearing house fo r research and innovations A recommending agency fo r policy change and philosophy renewal An agency fo r curriculum realignment, to review and balance curricu lar emphasis A promotional agency fo r accountability procedures A consulting agency fo r citize n s ' groups; to bring ideas and concerns to teach­ ers, administrators and citizens into focus; to provide resource people, re ­ search, and background information on curriculum and instructional matters An agency fo r reviewing Federal, State, and lo c a lly funded programs, especially those affecting more than one building Livonia 1. 2. 3. Id e n tify and review problems and areas of concern Set p rio ritie s Determine methods fo r studying those areas Pontiac 1. Develop an individual school calendar, encompassing planning of in-service days, conference days, report card marking time, student a c tiv itie s , and approval of the second s ta ff meeting established by contract 2. Cooperatively implement a system-wide discipline policy and/or procedure and resolution of disputes arising from that policy/procedure 3. Resolve any disputes over the implementation of the attendance procedure with assistance of the Pupil Personnel Director 4. Discuss the resolution of school problems and procedures, including curriculum development, school budget, and community relations Taylor No jo in t instructional council provision Utica 1. Review a ll major revisions, p ilo t projects and new programs, whether in itia te d by teachers or administrators 2. Call attention to the curricula matters considered important to the school dis­ t r i c t and provide continuous evaluation of on-going programs 3. Serve as a channel of communication among the school community to bring about better understanding in directions about instructional matters 4. Communicate fu lly and fre e ly with those they represent Warren 1. Establish teacher curriculum study groups (comprised of both teachers and admini stra to rs) 2. Allocate funds for teacher in itia te d projects of an innovative nature and pro­ jects of in-service 3. Submit reports, proposals, and recommendations to the Associate Superintendent fo r Instruction and the Association President Wayne Westland 1. Review and recommend proposed p ilo t , experimental, and innovative programs which involve new approaches to the teaching/learning process 2. Evaluate implemented programs in w riting at designated periods; d istrib u te w rit­ ten evaluations to affected s ta ff members, members o f Curriculum Council, and members o f the Board of Education 3. Establish a Program Review Committee to provide a vehicle whereby a teacher may have a program reviewed for possible alternation or termination Group G Responsibilities Allen Park No resp on sibilities lis te d Alma Recommend appropriate action on curriculum, research, study, experimentation, in service tra in in g , v is ita tio n , resource people, released time, conferences, ma­ t e r ia ls , workshops, and other items the council in its action finds necessary Avondale No jo in t instructional council provision Cadillac No jo in t instructional council provision Chesaning No jo in t instructional council provision Clawson Study Crestwood Contract not available Dowagiac Review a ll pending curricu lar changes, new textbook adoptions, and proposals fo r new instructional programs and media prior to th e ir being presented to the Board of Education fo r adoption Fruitport No jo in t instructional council provision Greenville To study matters of professional concern and, i f the Committee agrees on any one policy change, such change shall be recommended to the Board fo r its consid­ eration as Board policy Inkster No jo in t instructional council provision Lakeshore No jo in t instructional council provision and recommend to the Board any changes in the d is tr ic t's curriculum Madison Systematically review at regular meetings teaching techniques, courses of study, textbooks, curriculum guides, pupil testin g , student discipline policy, gui­ dance programs, programs fo r Special Education, and any other professional area which the committee may agree to consider Mason To develop a teacher evaluation form and other matters to be decided upon by the Com­ mittee Mt. Morris 1. Appoint sub-committees comprised of teachers and administrators to study and re­ port upon Curriculum Review and any other mutually agreed upon subject 2. Investigate the p o s sib ility of establishing an in-service training program in which a ll teachers would be required to participate Northview No jo in t instructional council provision Northwest 1. Develop and implement in-service training fo r the Northwest Professional S ta ff; determine the nature of the training and the dates and times fo r training 2. Make reconmendations to the respective parties concerning contractual provisions in regard to In-Service Education fo r future agreements 3. Consider, study, and make recommendations to the Board of Education of any pro­ posals fo r major changes in curriculum, teaching methods, textbooks, educa­ tional f a c il it ie s , or other proposals which represent significant changes in the educational process 4. To make available to members of the Board and Association summaries of discus­ sions and findings which result from the functioning of the Council Oxford Area Recommend changes in curriculum and textbook K-12 Reeths Puffer No jo in t instructional council provision South Lake 1. 2. 3. 4. To select To assess Report to Establish Steering Committee and Advisory Committee work being done by various ad hoc curriculum committees the Board on current curriculum status and need and maintain communication among Board, Administration, and S taff St. Joseph No j o i n t in s tru c tio n a l provision Tecumseh Appoint ad hoc committees comprised of teachers and administrators to study and sub­ mit w ritten reports Westwood No jo in t instructional council provision Group M Responsibilities Au Gres Sims No jo in t instructional council provision Bark River Harris No jo in t instructional council provision Bear Lake Ho jo in t instructional council provision Camden Frontier No jo in t instructional council provision Central Lake No jo in t instructional council provision Dryden No jo in t instructional council provision Forest Park No jo in t instructional council provision Galien Township No jo in t instructional council provision Inland Lakes No jo in t instructional council provision JohannesburgLewiston 1. Discuss and coordinate the existing curriculum throughout the d is tr ic t 2. Take recommendations to appropriate departments fo r consideration 3. Submit an annual progress report to the Board of Education Kingsley Area No jo in t instructional council provision Martin No jo in t instructional council provision Mesick Consolidated No jo in t in s tru c tio n a l council provision North Central No jo in t instructional council provision North Huron 1. 2. Cooperate in an on-going study and assist the Board whereby i t may bring about desirable changes and innovations in teaching methods and techniques, class composition, curriculum, and any other phases of the instructional program To establish additional ad hoc subcommittees as necessary Norway Vulcan To recommend matters of curriculum and student discipline to the Board of Education Onekama No jo in t instructional council provision Pewamo Westphalia To discuss and study curriculum development and revision, student discisp lin e, spe­ cial student problems, or any other issues related to the education of students P ittsford 1. To consider a ll matters pertaining to the instructional program of the d is tr ic t and its implementation, such as teaching techniques, courses of study, te x t­ books, curriculum, and educational tools 2. To establish ad hoc study committees whenever necessary 3. To cooperate in an on-going study to assist the Board in bringing about de­ sirable changes in teaching methods and techniques, class composition, cur­ riculum, and any other phases o f the instructional program P o tte rv ille Not given in contract 81 Table 4 Table 4, Size and Composition of Joint Instructional Councils, com­ pares contractual provisions with the model c rite rio n : the Council shall be comprised of an equal number of teachers and administrators. The model proposes that the Council membership shall be teachers and ad­ m inistrators and th a t they shall be represented 1n equal numbers. A review of the tabulated data reveals th at several school d is ­ tr ic ts have w ritten size and composition provisions which allow member­ ship of students, community, or other groups on the council; at the same tim e, however, teachers and administrators are represented on the Council in equal numbers. In such cases, the researcher has considered that such d is tric ts do not precisely f i t the model and more appropri­ a tely belong in a special category. The reporting system fo r Table 4 has four categories: (1) exact < re p lic a tio n —the language provides fo r only teacher and adm inistrative » membership on the Council in equal numbers; (2) special—the language provides fo r groups other than teacher and adm inistrative membership on the Council, but teachers and administrators are represented equally; (3) d iffe re n t—the language departs from the model in terms of size and/or composition o f membership; (4) not given—contract language does not specify size and/or membership characteristics of the Council. Group B Exact rep licatio n : Special: D ifferen t: F lin t, Grand Rapids, Warren Lansing Livonia, Pontiac, U tica, Wayne There appears to be no correlation between size of the d is tr ic t and membership on councils. For example, the F lin t Council is * i 82 comprised of six members, Pontiac ten, and Wayne twenty-six. Lansing f i t s the special category, having a to ta l of twenty-four council members including six teachers, six administrators, six students, and six par­ ents. Of the four d is tric ts which have d iffe re n t size and composition standards, each has more teachers than administrators. The Pontiac Council is unique in that i t is comprised of teachers only. The average size of Group B councils is 14.25 members. Group G Exact rep licatio n : Special: D iffe re n t: Not given: Clawson, Madison, Mason, Mt. Morris, South Lake Oxford, Tecumseh Alma, G reenville, Northv/est Allen Park, Dowagiac Of the twelve d is tric ts with provisions fo r councils, fiv e systems rep lic a te the model c rite rio n and have equal numbers of teachers and administrators as members. Two d is tric ts have special systems, three have d iffe re n t systems, and two do not specify membership. In Group G, provisions fo r size and membership Indicate proportion­ al representation in some cases. For example, in Northwest, the six teachers permitted membership must represent the elementary and secon­ dary schools equally. The fiv e administrators include the superinten­ dent or designee and two elementary and two secondary principals. Other d is tric ts which specify representation fo r teachers and/or admin­ is tra to rs include Oxford, South Lake, and Tecumseh. The average size of councils in Group G d is tric ts is 6.6. Group M Exact rep licatio n : Special-: D iffe re n t: Not given: Pewamo-Westphalia P o tte rv ille Johannesburg-Lewiston, P ittsford North Huron, Norway-Vulcan 83 The P ittsfo rd Council is comprised of a to ta l of seven members, three teachers, two adm inistrators, two students; elementary and secon­ dary principals may be used as resource persons, but do not have perma­ nent status as members of the council. The P o tte rv ille Council, comprised of nine members, includes three teachers (one from each b u ild in g ), three adm inistrators, and three par­ ents. The parents do not have voting rig hts. Norway Vulcan does not state the size or composition of its coun­ c i l , but does specify that the Superintendent is a member. The average size o f councils in Group M d is tric ts is 6.75. Summary Councils in Group B d is tric ts are ty p ic a lly larger (average 14.25) than councils in Group G and Group M (average 7 ). Group G contracts more often specify teacher and administrator representation of build­ ings on the councils than contracts in other groups. Three o f eight Group B contracts, fiv e of twelve Group G contracts, and one of six Group M contracts rep lica te the model. 84 Table 4. Size and Composition of Joint Instructional Councils Model C riterio n : Group B the Council shall be comprised of an equal number of teachers and administrators. Total Size Teachers Adminis­ tra to rs 6 3 3 Grand Rapids 14 7 7 Lansing 24 6 6 Livonia 6 5 Pontiac 10 10 14 8 6 8 6 F lin t Students 6 Taylor Utica Central Comm: Steering Comm. Elementary Secondary 1 each high school 10 Warren 14 7 Wayne Westland 26 14 12 8 6 princ. 1 cent, o ff. 12 Group G Allen Park Alma Avondale Cadillac Chesaning Clawson Crestwood (no information availab le) Community Other 6 par­ ents 85 T o ta l S ize Teachers Administr a t o r s Students Community Other Dowagiac Fruitport 2 Others Greenville Inkster Lakeshore Madison 8 4 4 Mason 6 3 3 Mt. Morris 6 3 3 Northview Northwest Oxford Area 11 3 elem. 3 secon. - 1 super. or desig­ nee - 2 elem. 2 secon. - 9 4 each elem ., j.h ., s .h ., spec. 4 4 1 elem. or m.s., 1 s.h. 2 12 4 from d iff. ju r is d iction of prin. supt., curr. d ir ., 1 s.h. admin., 2 elem. - - 1 1 asst super, exo fficio Reeths Puffer South Lake St. Joseph Tecumseh Westwood - - tea. asst, pres., EA chpsn. 86 Group M Total Size Teachers Adminis­ tr a to r s Students Community Other - E l. & seed. princ. resource persons Au Gres S1ms Bark River Harris Bear Lake Camden Frontier Central Lake Oryden Community Forest Park Galien Township Inland Lakes JohannesburgLewiston 5 3 2 p rin ­ cipals Kingsley Area Martin Mesick Consolidated North Central Area - North Huron Norway Vulcan Area - not given not given Onekama Con­ solidated Pewamo Westphalia 6 3 by EA 3 appt. by Bd. - P ittsford Area 7 3 by EA 2 selc. by Bd. 2 selc. by stud. council P o tte rv ille 9 3; 1 each build. 3 - 3par­ ents; nonvoting 87 Table 5 Table 5, Method of Selection fo r Membership and Frequency of Selec­ tio n , compares contractual provisions with the model c rite rio n : the Council members shall be selected annually by th e ir respective represen­ ta tiv e groups. Comparisons with th is model language consist of an eval­ uation of the three parts to the c r ite r ia : method of selection, annual selection, and representative groups. A reading of contractual provisions fo r curriculum councils reveals that the term "selected" is widely used; however, other terms with more specific implications such as "elected" and "appointed" are frequently used to describe the method of selection. Therefore, fo r purposes of comparison, consideration w ill be given to the d iffe re n t terms employed by the parties. Group B In Group B, seven of eight d is tric ts with provisions fo r curricu­ lum councils have established a method of selecting teachers fo r member­ ship. The exception is Livonia which does not describe its method of selecting members in the agreement. Four of the seven d is tric ts de­ scribe teacher members as elected ( F lin t , Lansing, Pontiac, Warren), two systems appoint teachers (Grand Rapids, U tic a ), and one system se­ lects teachers (Wayne Westland). Only Pontiac includes a provision in its contract fo r the annual selection of members. No other d is t r ic t contract contains reference to the frequency of selection of council members. Representative groups fo r teachers in six of the seven d is tric ts with provisions fo r councils re fe r s p e c ific a lly to the Education 88 Association; the exception 1s Pontiac which does not describe the repre­ sentative group. Administrative membership on curriculum councils is described as "selected" in a ll fiv e o f the contracts which contain such selection of administrators. Representative groups specify the School Board (F lin t) and Superintendent (Grand Rapids, Lansing, U tic a ). Wayne Westland does not specify the school management level responsible fo r selecting ad­ m inistrators fo r council membership. In Lansing, student members of the Council are appointed by the Junior Board of Education and parent members of the Council are desig­ nated by the Parent Teacher Association. Group G In Group G of the twelve systems with council provisions, eight specify a method of selection fo r teacher membership. Three d is tric ts provide fo r teacher appointment (Alma, Northwest, Oxford), and fiv e pro­ vide fo r teacher selection (G reenville, Madison, Mason, Mt. Morris, Clawson). Four of the twelve d is tric ts do not specify how teachers w ill be chosen fo r membership (Allen Park, Dowagiac, South Lake, Tecum­ seh) . Of the eight systems specifying a method of selection to the coun­ c i l , a ll designate the Educational Association as the representative group fo r the teachers. Of the twelve systems with council provision, seven specify a method o f choosing adm inistrative membership. Four d is tric ts describe administrators as appointed (Alma, Mason, Mt. Morris, Oxford), two de­ scribe administrators as selected (G reenville, Madison), and fiv e do 89 not describe a method (South Lake, Tecumseh, Fllen Park, Clawson, North­ west). Clawson and Northwest contain language which specifies selec­ tion o f teachers and not administrators. The Oowagiac contract de­ scribes adm inistrative membership on the council as a job function; th is system does not describe teacher selection. Six of the twelve systems with council provisions describe the re­ presentative group of the adm inistrative selection. Two describe the Board as the authority to select administrators (Alma, Madison), two describe the Superintendent (Mason, Oxford), and two use the term ad­ m inistration (G reenville, Mt. M orris). No contracts in Group G specify frequency of membership selection to curriculum councils. Group M In Group M d is tr ic ts , four of the six systems with council provi­ sions specify a method o f selecting teacher members. Three d is tric ts describe the teachers as selected (North Huron, Pewamo-Westphalia, and P itts fo rd ), and one d is tr ic t describes teachers as chosen ( Johannes burgLewiston). Each of the four d is tric ts containing method of selection proce­ dures refers to the Education Association as the representative group for the teachers. Of the six systems with council provisions, two d is tric ts contain language which describes the method of selection o f administrators. P itts fo rd , administrators are selected by the Board, and in PewamoWestphalia, administrators are appointed by the Board. In 90 In P itts fo rd , student members are selected by the Student Council and building principals are expected to serve as ad hoc resource per­ sonnel as part of th e ir job function. No contracts in Group M contain language specifying the frequency of membership selection to curriculum councils. Summary There does not appear to be any school d is tr ic t in the sample which replicates the model. The only d is t r ic t which describes frequency of member selection to curriculum councils is Pontiac; however, that school d is tr ic t does not specify the method o f selection fo r administrators, and describes teacher selection as elected but does not describe the representative group. Whether teachers are appointed, elected, or selected by th e ir re­ presentative groups, th at group invariably is the Education Association or union, and not building fa cu ltie s or other groups. The d iffe re n tia tio n among selected, appointed, and elected probab­ ly does not hold such significance when applied to adm inistrative mem­ bership on councils as i t does fo r teachers. Administrators in a ll groups are selected by the school board or superintendent. I t is pos­ s ib le , and lik e ly , that in many cases school boards delegate th e ir con­ tractual authority to select adm inistrative members to the superinten­ dent. * 91 Table 5. Method of Selection fo r Membership and frequency of Membership Selection to Joint Instructional Councils Model C riterion: the council members shall be selected annually by th e ir respective representative groups. Group B Teachers Adminis­ tra to rs Students F lin t elected by VFT appt. by Board Grand Rapids appt. by EA appt. by Super. Lansing voted by EA appt. by appt. by Super. J r. Bd. o f Ed. Commu­ n ity Other Annual Selection par­ ents desig. by PTA Livonia Pontiac elected annual Taylor appt. by Super. Utica appt. by EA Warren selec. by EA (bldgs); 1 appt. by EA pres. Wayne Westland selec. by EA policy & pro­ cedure appt. appt. by EA appt. by Board Group G Allen Park Alma Avondale Other 92 Teachers Administr a to r s Students Commun ity Other Annual Selection Other Cadillac Chesaning Clawson 1 tchr. volunt. by EA Crestwood (contract not availab le) Dowagiac a ll bldg. p r in c .; asst, super. a ll dept. and grade level chairs job func­ tion Fruitport Greenville selec. by EA selec. by adminis. selec. by EA selec. by Bd. 1 elem., 1 j.h ., 1 s .h ., selec. by EA 3 appt. by super. Inkster Lakeshore Madison Mason Mt. Morris selec. by EA 3 appt. by admini s. Northview Northwest appt, by EA Oxford Area appt. by EA Reeths Puffer appt. by super. selec. by Bd. 93 Teachers South Lake - - Group M Au Gres S1ms Bark River Harris Bear Lake Camden Frontier Central Lake - Dryden Consolidated Forest Park Galien Township Inland Lakes - chosen J>y EA Kingsley Martin Mesick Consolidated North Central North Huron - - (data not given) Westwood JohannesburgLewiston Commun ity (data not given) St. Joseph Tecumseh Administra to rs Students selec. by EA - - - Other Annual Selection Other 94 Teachers Norway Vulcan Administrato rs Students Commun ity Other - - - - Onekama Consolidated - - - Pewamo selec. Westphalia by EA appt. ty Bd. - P ittsfo rd Area selec. by EA selec. by Bd. selec. by Std. Counc. P o tte rv ille - - - Annual Selection Other princ. ad hoc re ­ source Table 6 Table 6, Leadership and Vote Rights of Joint Instructional Councils compares contract language with the model c rite rio n : the Council shall have co-chairpersons, one a teacher and one an administrator who shall chair a lte rn a tiv e meetings. Each member o f the Council w ill have an equal vote. In Group B, only Lansing and Pontiac have language which refers to leadership of the curriculum council. In Lansing, the contract speci­ fie s th at an administrator and teacher w ill altern ate as the chair of the council; in Pontiac, the contract specifies that the council w ill elect its chair and secretary, but does not state that the chair w ill a ltern ate. In Group B, there are no stated provisions fo r equal voting power among members. In Group G, there are three references to the chair and vote rights: in Dowagiac, the Assistant Superintendent is made the perma­ nent chair; in Northwest, the council membership elects the chair and 95 secretary; 1n Oxford, the Assistant Superintendent, an e x -o ffic io coun­ c il member, votes only in the event o f a t ie . In Group G, there are no stated provisions fo r equal voting power among members. In Group M, only P ittsfo rd has language fo r leadership; the chair w ill be chosen at the f i r s t meeting to preside over council meetings. Sub-committees appointed by the council are to have co-chairs, as de­ scribed in the contract. In Group M, there are no stated provisions fo r equal voting power among members. Summary No school d is tric ts in Groups B, G, or M rep lica te proposed by the model. the language Only Lansing, of a ll systems having of language for leadership, authorizes a co-chair method. some form No school d is tric ts in the sample have contract language which describes or de­ fines the voting power o f the council membership. Table 6. Leadership and Vote Rights of Joint Instructional Councils Model C rite ria : Group B the council shall have co-chairpersons, one a teacher and one an adm inistrator, who shall chair altern ative meetings. Each member o f the council w ill have an equal vote. Co-chairpersons A lternative Chair FI i nt Grand Rapids Lansing Livonia administrator and teacher alternate Equal Vote Other 96 Co-chairpersons A lte r n a tiv e C hair Pontiac Equal Vote Other e lect, chai r and sect. Taylor Utica Warren Wayne Westland Group G Allen Park Alma Avondale Cadillac Chesaning Clawson Crestwood Dowagiac Fruitport Greenville Inkster Lakeshore Madison Mason Mt. Morris Northview (data not available) asst. super. perm. chair 97 Co-chairpersons A lte r n a tiv e C hair Equal Vote e le c t. chair Northwest asst. sup. votes in t i e only Oxford Area Reeths Puffer South Lake St. Joseph Tecumseh Westwood Group M Au Gres Sims Bark River Harris Bear Lake Camden Frontier Central Lake Dryden Community Forest Park Galien Township Inland Lakes JohannesburgLewiston Kingsley Area Martin Mesick Consolidated North Central Area North Huron Other - asst, exo ffic . 98 Co-chairpersons Norway Vulcan Area A lte r n a tiv e C hair Equal Vote - - - Onekama Consolidated - - - Pewamo Westphalia - - P itts fo rd Area P o tte rv ille - Other (subcommittees have co-chairs; chairs chosen at f i r s t meeting to preside over council meetings) - - - - Table 7 Table 7, Meeting Schedules fo r Joint Instructional Councils, com­ pares contract language with the model c rite rio n : meet on a regularly scheduled basis. the Council shall The researcher has interpreted "regularly scheduled" to mean a meeting time at predetermined intervals. In Group B, six of the eight contracts which contain provisions for councils have language fo r a meeting schedule. Five o f the eight contracts specify that the council w ill meet on a regular basis ( F lin t , Lansing, Pontiac, U tica, Wayne). Four o f the fiv e d is tric ts specifying regular meetings c all fo r monthly meetings ( F lin t , Lansing, Pontiac, Wayne), and one d is tr ic t (U tica) requires nine and one-half days per school year, September through June. Grand Rapids provides that meetings w ill be scheduled "as needed." No meeting schedule is contained in the contracts from Livonia and War­ ren. The Lansing provision is most s p e cific, c a llin g fo r monthly meet­ ings scheduled on the second Wednesday a t 1:00 pm; in addition, the Lansing council may meet "as needed." 99 The Utica council, in addition to meeting throughout the school year, may schedule meetings from June to August on a "need basis." In Group G, six of the twelve contracts which contain provisions fo r councils have language fo r a meeting schedule. Four of the six with language fo r a meeting schedule specify a regular meeting basis (Madi­ son, Mt. Morris, Northwest, Tecumseh). Each of these d is tric ts ca lls fo r meetings to be held at least once each month. Two d is tric ts specify th at the council may c a ll meetings "as needed" (G reenville, Mason). Six d is tric ts have contracts which do not specify any meeting schedule (Allen Park, Alma, Clawson, Dowagiac, Oxford, South Lake). In Group M, three of the six contracts which contain provisions fo r councils have language fo r a meeting schedule. Two o f the three contracts specify a regular meeting basis (Johannesburg-Lewiston and P itts fo rd ). In Johannesburg-Lewiston, the council may meet "two and one-half days per month during the f i r s t semester of the school year," and in P ittsfo rd the council may meet according to a "regular scheduled basis as determined by the council at its f i r s t meeting." Pewamo- Westphalia ca lls fo r meeting schedule to be established at the f i r s t meeting to be held p rio r to October 31 of the school year; the contract does not specify, however, that the meetings must be scheduled through­ out the year on a regular basis. Three contracts make no mention of a meeting schedule (North Huron, Norway Vulcan, P o tte r v ille ). 100 Summary School d is tric ts in Group B most often rep licate the model. Five of eight d is tric ts provide fo r regular meetings, compared with four of twelve in Group G and two of six in Group M. often translates as monthly in terva ls. Regularly scheduled most Four of the fiv e Group B d is­ tr ic ts meet on a monthly basis; four of six in Group G meet monthly. Some d is tric ts retain f l e x ib ilit y over meeting schedules and meet as needed. Table 7. Meeting Schedules for Joint Instructional Councils Model C riterio n : the Council shall meet on a regularly scheduled basis. Group B Meeting Schedule F lin t Monthly (a t least once each month) Grand Rapids As needed (determined by Council) Lansing Monthly; second Wednesday, 1:00 pm and as needed Livonia Not given Pontiac Monthly Taylor No council Utica Meet nine and one-half days per school year, Sep­ tember through June; schedule meetings June through August, on a need basis Warren Not given Wayne Westland Meet a t least monthly during the school year Group G Allen Park Not given Alma Not given Avondale No council 101 Cadillac No council Chesaning No council Clawson Not given Crestwood Data not available Dowagiac Not given Frill tpo rt No council Greenville As needed Inkster No council Lakeshore No council Madison Regular, fixed meetings, not less than monthly Mason As needed Mt. Morris At least once each month Northview No council Northwest Afternoons, no more than once monthly Oxford Area Not given Reeths Puffer No council South Lake Not given St. Joseph No council Tecumseh At least once a month during the school year Westwood No council Group M Au Gres Sims No council Bark River Harris No council Bear Lake No council Camden Frontier No council Central Lake No council 102 Dryden Community No council Forest Park No council Galien Township No council Inland Lakes No council JohannesburgLewiston Two and one-half days per month during f i r s t se­ mester of school year Kingsley No council Martin No council Mesick Consolidated No council North Central No council North Huron Not given Norway Vulcan Not given Onekana Consolidated No council Pewamo Westphalia F irs t meeting called by EA at a mutually accepted date p rio r to October 31 of school year P ittsfo rd Area Regularly scheduled basis as determined by Council at f i r s t meeting P o tte rv ille Not given Table 8 Table 8, Support Provisions fo r Joint Instructional Councils, com­ pares contract language fo r curriculum committees with the model c r i­ terion: teachers serving on the Council shall be given released time with classroom substitutes provided. In order to structure th is comparison, the researcher considered the c r it e r ia to have two components: s titu te s . released time and classroom sub­ While i t may be that released time during the school day implies the need fo r substitutes, unless the contract s p e c ific a lly 103 stated both parts ofthe provision as worded in the model, the contract was not judged to rep licate the model. In Group B, four of the eight contracts which contain provisions fo r instructional councils contain language fo r support provisions. Each of the four d is tric ts allows released time ( F lin t , Grand Rapids, Warren, Wayne Westland). The Warren contract contains language some­ what d iffe re n t from the other three: "released time may be permitted by the Associate Superintendent fo r Instruction to complete committee business." There is no reference to substitute teachers in any of these four contracts. Other support provisions besides those mentioned in the model ap­ pear in the contract language. For example, c le ric a l support ( F lin t ) , expenses (Grand Rapids), conference funds (Lansing), budget (Warren), and remuneration (Warren) are mentioned in contract language fo r coun­ c ils . In Group G, two of the twelve systems with council provisions con­ ta in language fo r support provisions. Both d is tric ts allow released time fo r teacher participants (Mt. Morris, Northwest). In addition, Northwest, the only d is tr ic t in the sample which replicates the model, states that substitutes w ill be provided once monthly fo r teachers to attend curriculum council meetings. Additional support is given to the Mt. Morris committee which re­ ceives c le ric a l help from the Board. In Group M, two of the six systems with council provisions con­ tain language fo r support provisions. Both d is tric ts allow released time fo r teacher members (Johannesburg-Lewiston, North Huron). contract mentions supplying substitute teachers. Neither In North Huron, 104 teachers who p articip ate in curriculum council meetings and a c tiv itie s during vacations and/or during the summer w ill receive compensation. Summary In every case, i f a school d is tr ic t provides contractual support fo r the curriculum council, i t provides released time fo r teacher mem­ bers. Only one d is t r ic t , Northwest in Group G, has language which as­ sures released time and substitute teachers. Support provisions not included in the model but which appear in the contracts include c le r i­ c a l, budget, expenses, conference funds, and remuneration. Table 8. Support Provisions fo r Joint Instructional Councils Model C rite rio n : teachers serving on the Council shall be given re­ leased time with classroom substitutes provided. Group B Released Time F lin t Substitutes C lerical Budget - by Board Other neces. expens. Grand Rapids Lansing no mention Livonia no mention Pontiac no mention Taylor (no council) Utica no mention Warren may be per­ mitted by assoc.; su­ per. for in s t. to com­ plete Comm, business conf. funds $20,000/ sch. y r. includ. $5,000 in-serv. pay at wrkshp. rate; a llo cate funds 105 Wayne Westland tchrs. shall be released from th e ir reg. tching. respon. to attend mtngs. Group G Allen Park (not given) Alma (not given) Avondale Cadillac Chesaning Clawson (not given) Crestwood Oowagiac (not given) Fruitport Greenville (not given) Inkster Lakeshore Madi son (not given) Mason (not given) Mt. Morris yes Northview Northwest Oxford Area yes (not given) Reeths Puffer South Lake (not given) St. Joseph Tecumseh (not given) once monthly 106 Westwood Group M Au Gres Sims Bark River Harris Bear Lake Camden Frontier Central Lake Dryden Community Forest Park Galien Township Inland Lakes Johannesburg-Lewiston yes Kingsley Area Martin Mesick Consolidated North Central Area North Huron yes may meet dur. sch. hours Norway Vulcan (not given) Onekama Consolidated Pewamo Westphalia (not given) P ittsfo rd (not given) P o tte rv ille (not given) compen. fo r sum. vacat. 107 Table 9 Table 9, Authority in Joint Instructional Councils, compares con­ tra c t language fo r curriculum councils with the model c rite rio n : changes in existing instructional programs and proposed new instruction­ al programs must be reviewed and a ffirm a tiv e ly recommended by the Coun­ c il p rio r to Board consideration, adoption, or implementation. The language in the model advocates th at the curriculum council be an advi­ sory body to the Board of Education. The model, in e ffe c t, proposes th at the Council has authority in policy-making procedures by "reviewing and a ffirm a tiv e ly recommending" modifications in programs p rio r to the Board's review. In Group B, seven of the eight contracts with provisions fo r cur­ riculum committees have language related to the authority o f the coun­ c il. Each o f the seven provisions make the council's authority advi­ sory to the Board ( F lin t , Grand Rapids, Lansing, Livonia, U tica, Warren, Wayne Westland). Pontiac does not describe the council authority. In F lin t, council recommendations must reach the Board by May 30 of the school year. In Warren, the Associate Superintendent fo r Instruction "shall forward considerations back to the Steering Committee in a time­ ly manner before In Group making his recommendation to the School Board." G, nine of the twelve contracts with provisions fo r cur­ riculum committees have language describing the council's authority (Alma, Clawson, Dowagiac, G reenville, Madison, Mt. Morris, Oxford, South Lake, Northwest). In each case, the curriculum council acts in an advisory capacity to the Board or Superintendent. In Group M, four of the six contracts with provisions fo r curricu­ lum councils have language describing the advisory capacity of the 108 committee (North Huron, Norway Vulcan, Pewamo-Westphalia, P itts ­ fo rd ). Summary In a ll cases where language describing the authority of the coun­ c il is included in the provisions fo r curriculum, the council is granted advisory authority to make recommendations to the Board or Superintendent. In one instance ( F lin t ) , the Board is required to respond to the Council's recommendation: "Board must acknowledge and respond upon receipt o f report." In Group G, the Mt. Morris and Oxford Councils submit advisory re­ ports to the Superintendent who may make revisions and further recom­ mendations before submitting the report to the Board. Contract language Indicates that several councils have authority to delegate resp on sibility by creating subcommittees. In Group B, three d is tric ts ( F lin t , Grand Rapids, Lansing) permit such authority; in Group G, Oxford may engage in th is a c tiv ity . Table 9. Authority in Joint Instructional Councils Group B F lin t Grand Rapids Final Authority Advi sory rec. to Bd. by May 30 Board Response Bd. must acknowl./ respond upon re­ ceipt of report Other appt. subcom. appt. subcom.; may con­ s u lt commun­ ity , 109 studs., subj. special­ is ts appt. subcom. (steer­ ing com.), formal vote Lansing Livonia Pontiac Taylor (no jo in t instructional council provision) Utica assoc, super, fo r In s t, shall forward consider­ ations to steering comm, in a tim ely manner; assoc, super, makes reccommendations to Board Warren Wayne Westland to supt. who shall present council's recomm. + his own to Bd. Group G Allen Park not given Alma not given estab. tchr. curr. study groups: 2 admin., 5 tchrs. ra tio 110 Avondale Cadillac Chesaning Clawson recom. to Bd. Crestwood Dowagiac Bd. re­ tains rights to make a ll f i ­ nal de­ cisions Frultpo rt Greenville recom. to Bd. Inkster Lakeshore Madison Mason Mt. Morris advis. not given a d v is .; recom. to super. Northview Northwest Oxford Area recom. to super. Reeths Puffer South Lake S t. Joseph Tecumseh Westwood reports to Bd. Ill Group M Au Gres Sims Bark River Harris Bear Lake Camden Frontier Central Lake Dryden Community Forest Park Galien Township Inland Lakes Johannesburg-Lewi ston not given Kingsley Area Martin Mesick Consolidated North Central Area North Huron a d v is ., consultative, fac t-fin d in g capacity Norway Vulcan Area recom. Onekama Consolidated Pewamo Westphalia advis. only P ittsfo rd Area recommends P o tte rv ille not given 112 Table 10 Table 10, Contractual Language which Strengthens and/or Restricts Joint Instructional Councils, describes contractual provisions apart from a rtic le s s p e c ific a lly addressed to the organization and function of jo in t instructional councils but which lend support to or lim it such councils. Contract language relatin g to curriculum councils may be housed in a rtic le s and sections of a master agreement other than those which deal exclusively with curriculum matters. For example, in F lin t a rtic le s which pertain to the Professional Study Committee created by contract include Board Rights and R esponsibilities, Academic Freedom, Teaching Conditions, and Teaching Goals. In school d is tric ts without contrac­ tual provisions fo r curriculum councils, related language contained in the contract may describe decision-making processes, school board in ­ tent to control curriculum, or building committees granted authority to in it ia t e policies and procedures designed to improve the curriculum. In Group B, eight of the nine d is tric ts which comprise th is group contain language which strengthens or lim its existing curriculum coun­ c ils . The exception is Livonia. Taylor school d is t r ic t , a f filia te d with the MFT, does not contain a contractual provision fo r a jo in t in ­ structional council, but does have language which describes meetings between the administration and teaching s ta ff. In Group B contracts, provisions which are related to curriculum appear in the following contract a rtic le s : 1. Board Rights: F lin t , Grand Rapids, Lansing, Pontiac, Taylor, Utica 2. Academic Freedom: F lin t, Grand Rapids 113 3. Teaching/Working Conditions: Pontiac, Taylor, Utica F lin t, Grand Rapids, Lansing, 4. Innovative and Experimental Programs: 5. Other a. Teaching Goals: b. Schedule: c. Building Committee: Warren d. Association Rights: Wayne e. S ta ff Advisory Committee: Lansing, Pontiac F lin t Warren Wayne When curriculum is a topic in a Board Rights provision, i t is e ith e r (1) made the province of the Board to control curriculum ( F lin t , Lansing, U tic a ), or (2) made the subject of shared decision-making authorized by the Board (Grand Rapids, Pontiac, Taylor). Contracts which discuss adademic freedom in re la tio n to curriculum emphasize the teacher's rig h t to select subjects and methods within an accepted and adopted curriculum ( F lin t , Grand Rapids). The Teaching/ Working Conditions a r tic le may specify the requirement o f adequate sup­ plies and texts ( F lin t , Lansing, Pontiac, T ay lo r), provide fo r depart­ ment heads (Grand Rapids), or establish a d e fin itio n of working condi­ tion in the event o f school reorganization (U tic a). A rtic le s which encourage teacher particip atio n in curricu lar de­ cisions, e ith e r on a building level or at the d is t r ic t le v e l, include Teaching Goals ( F l i n t ) , Innovative and Experimental Programs (Lansing, Pontiac), Board Rights (Taylor, U tic a ), and Building Policy Committee (Warren). Pay fo r p artic ip a tio n at curriculum meetings is described under Teaching Conditions (Pontiac) and Schedule D (Warren). Table 10. Contractual Provisions which Strengthen and/or Restrict Language fo r Joint Instructional Councils GROUP B Board Rights and Reponsibilities To establish grade levels and courses of instruction, including special programs; to decide upon the means and methods of instruc­ tio n , the selection of textbooks and other teaching m aterials, and use of teaching aids; to carry on an evaluation of program and to evaluate the effectiveness of individual teacher performance. Academic Freedom Teachers recognize that academic freedom must be balanced against th e ir f ir s t duty which is to teach accepted and adopted curriculum and courses of study. Therefore, teachers w ill exercise respon­ sibly th e ir academic freedom within the scope of the courses of study to which they are assigned, giving due consideration to the maturity levels of th e ir students. Teaching Conditions The Board declares its intentions to provide adequate supplies, textbooks, and m aterials. No curriculum change shall be implemented in a given program u n til s u ffic ie n t textbooks to in it ia te the pro­ gram are available or expected to be available by the fourth Friday of each semester. The Board w ill use its best e ffo rts to coordinate curriculum changes with the ordering of supplies and m aterials. Teaching Goals The Board and the UFT further agree to encourage the teaching and acbninistrative s ta ff in each school or u n it, at the beginning of the school year, to review major needs, id e n tify problems, and establish action p rio ritie s fo r the school year. A prepared state­ ment of the proposed areas o f concentration ( i . e . , the school plan) w i l l , upon completion, be made available to a ll s ta ff members, ap­ propriate d ire cto r, and to the Superintendent o f Conmunity Education. Grand Rapids Lansing Board Rights and Responsibilities The Board and Administrative S ta ff w ill not in i t i a l l y implement in ­ structional policies without seeking the recommendation of the In ­ structional Council prior to implementation. Teaching Conditions; Departmental Chair­ persons Supervisory functions of departmental chairpersons: (1) provide leadership in departmental curriculum studies and experimentation, (2) interpret the curriculum to building s ta ff and school community, (3) acquaint the building s ta ff with current materials and methods. Academic Freedom Academic freedom fo r teacher and students is encouraged, except that the teacher must be acting within accepted and/or adopted curriculum and courses of study. Board Rights and Responsibilities Determine the over-all goals and objectives as well as the policies affecting the educational programs. Innovative and Experimental Programs Proposals fo r innovative programs to existing curricular areas may be in itia te d by teachers and principals on a building basis. Teaching Condi­ tions There shall be a functioning, professionally staffed lib ra ry in each school to supplement and complement the required curriculum. Board Rights and Responsibilities The Board grants lim ited academic freedom: learning according to the established curriculum, specific course content, maturity level o f students, and needs and a b ilitie s of students. Within th is framework, teacher judgment shall determine classroom presentation, discussion, and u tiliz a tio n of instructional m aterials. Prior to presentation, teachers should consult with th e ir immediate super­ visors on items they feel might be considered controversial. Innovative and Experimental Programs Teachers may engage in innovative and experimental practice provided that they receive approval from the principal fo r in s titu tin g changes in instructional organization or teaching practices that Livonia Pontiac deviate from existing procedures already in practice in the in d i­ vidual building. Pontiac Teaching Conditions The Board shall continue to seek and use textbooks and supplementary reading materials which contain the contribution of a ll groups to the development of society. The teachers involved in the pro­ cess of selection should represent the groups considered. The daily rate fo r teachers in the program of curriculum development shall be $75.00. Taylor Board Rights The Superintendent of Schools shall meet at least once a month with representatives of the Union at the request of eith er party to dis­ cuss matters of educational policy and development. The principal of a school shall meet at least once a month with the Union Building Committee at the request of eith er party to discuss school operations and questions relating to the implementation of this agreemnt. The Union Building Committee shall consist of not more than fiv e teachers. Proposed changes in existing policies and procedures for that school shall be subjects fo r discussion at such meetings. Utica Teaching Condi­ tions All returning classroom teachers w ill provide the building p rin c i­ pal with book and instructional supply orders by April 1. The principal w ill review orders. Board Rights The Board of Education agrees that individual teachers shall be free to present the several sides of controversial issues. A ll mat­ te rs , m aterials, and methods of presentation shall be within Board of Education policy and the a rtic le s of this agreement. Working Conditions The Association and the Board recognize the need fo r improved edu­ cational programs. In the event of new courses, programs, or or­ ganizational structure of an experimental nature, working condi­ tions as defined in the contract may be affected. I Warren Wayne Westland Schedule D: Hourly remuneration for curriculum workshops: Curriculum and Materials (B) The Board recognizes that appropriate texts, lib ra ry reference fa ­ c i l i t i e s , maps and globes, laboratory equipment, teaching supplies, a th le tic equipment, current periodicals, standard tests and ques­ tionnaires, and sim ilar materials are the tools of the teaching pro­ fession. The Board agrees at a ll times to keep the school reason­ ably equipped and maintained. The parties w ill confer from time to time fo r the purpose of improving selections, and use of such educational tools. Section D The School Board, through its administration, w ill sincerely foster the dedication expected of the teachers by planning constructively to provide the best possible teacher f a c ilit ie s attainable within the lim its of prudent expenditures, and to assist teachers in the advancement of th e ir s k ills and techniques by providing meaningful and useful seminars and programs. The Board w ill continually re­ view and analyze the needs of the School D is tric t so that a ll com­ mittees, programs, and projects w ill rela te d ire c tly to a quality educational program wither by reason of seeking improvement in teaching methods, too ls, techniques, and/or professional standards of excellence or by reason of seeking improved efficien cy, economy of operation, and/or consideration of ways and means to satisfy the mandatory need fo r student improvement, greater student achieve­ ment and high level employee morale. Building Policy Committee Principals w ill establish an on-going committee for the jo in t de­ velopment of solutions to building problems not covered by the Master Contract. The Board agrees that teacher involvement w ill be meaningful. Association and Teacher Rights Within a reasonable time prior to Board consideration and adoption and/or general publication o f major new or modified fis ca l budge­ tary or tax programs, construction programs, or major revisions of educational policy, the Board shall inform the Association in writing of such proposals and s o lic it the Association's opinion. $6.00. Administration shall forward a copy of the Association's opinion to the Board prior to the meeting on the matter. When Board estab­ lished committees, commissions, task forces, and other groups formed to study such major changes are to include teacher members, such teacher members w ill be appointed by the WWEA. S ta ff Advisory Commi ttee A s ta ff advisory committee shall be established in each school building to assist in formulation and implementation of educational policies and practices within the respective building. Membership of such committees in secondary schools shall be comprised of the building p rin cip a l, department heads, and a WWEA Building Represen­ ta tiv e . Membership of such committees in elementary schools shall be comprised of the building prin cip al, a teacher elected from each grade level u n it, and a WWEA Building Representative. Meetings may be called by the building principal who w ill chair the s ta ff advisory committee or by a majority of the members of the committee. The building principal shall be present at a ll s ta ff advisory com­ mittees and shall have the fin a l responsibility fo r establishing building policy. 119 In Group G, twenty-one o f the twenty-three d is tric ts in the sample contain language describing curriculum apart from a rtic le s which de­ lin eate jo in t instructional councils. One d is t r ic t , Alma, had no con­ tra c t language which supplemented the separate a r tic le fo r the coordina­ ting council. The Crestwood contract was unavailable. In Group G contracts, provisions which are related to curriculum appear in the following contract a rtic le s : 1. Board Rights: Avondale, Dowagiac, F ru itp o rt, G reenville, Madison, Northview, Reeths P u ffer, St. Joseph, Tecumseh. 2. Academic Freedom: 3. Teaching/Working Conditions: Allen Park, Avondale, Clawson, Dowagiac, G reenville, Lakeshore, Mt. M orris, Northwest, South Lake, St. Joseph, Tecumseh, Westwood 4. Teacher/Union Rights: Allen Park, F ru itp o rt, Madison, Mt. Morris, Reeths Puffer, South Lake 5. Teaching Hours: 6. Professional Compensation: 7. Other Mason Chesaning, Clawson Allen Park, South Lake a. Reduction in Personnel: C adillac, Westwood b. Review Comnittee: c. Curriculum Meetings: d. Fair Practices: e. Human Rights: f. Textbook and Course Reform: g. Joint C iv il Rights Committee: h. Appendix B: i. Miscellaneous: j. Department Chairperson: k. Informal Conferences: Chesaning Clawson Inkster Inkster Inkster Inkster Inkster Lakeshore, Mt. Morris Madison, Mt. M orris, Oxford St. Joseph 120 When curriculum is treated as a topic in a Board Rights provision, the Board ty p ic a lly reserves fin a l authority (Avondale, Dowagiac, F ru it­ port, G reenville, Madison, Northview, Tecumseh). In a few d is tr ic ts , the Board Rights a r tic le contains a commitment to confer with teachers fo r recommendations on policy or procedures fo r the educational program (Madison, Northwest, Reeths Puffer, St. Joseph). A rticles designated as Teaching Conditions describe the necessity of adequate supplies and materials (Avondale, Clawson, Mt. Morris, South Lake). Teacher Rights clauses provide fo r consultation between the school administration and the teaching s ta ff and/or union in regard to pro­ posed changes in educational policy (Allen Park, Chesaning, Fruitpo rt, Madison, Mt. Morris, Reeths P u ffer). Inkster, the only school d is t r ic t in Group G which is an MFT a f­ f i l i a t e , and a d is tr ic t without a contractual jo in t instructional coun­ c il provision, delineates procedural and substantive curriculum com­ ponents in the master agreement. Two d is tric ts (Allen Park, South Lake) contain specific langauge fo r remuneration fo r teacher service on curriculum committees; in ad­ d itio n , teachers in the Inkster d is tr ic t receive compnesation fo r such service. In two d is tric ts (C ad illac, Westwood) contract language has been w ritten to cover the p o s s ib ility of a reduction in s ta ff and the impact such a factor may have on curriculum. In both cases, management re­ tains the rig h t to make fin a l curriculum decisions in the lig h t of changing economic conditions. 121 Separate a rtic le s fo r Departmental Chairpersons (Madison, Mt. Mor­ r is , Oxford) describe the role and function of th is position in terms of curriculum development. In each case the chairperson is described as a liaison or coordinator between teachers at the secondary level and the administration. GROUP G Allen Park Union and Teacher Rights The Union shall he consulted by the Superintendent on any new or modified fis c a l, budgetary, or tax programs, construction programs, or major revisions of educational policy which are proposed or under consideration; and the Union shall be given the opportunity to ad­ vise the Superintendent with respect ot said matters prior to th e ir adoption and/or general publication. The Superintendent shall not submit any proposal to the Board fo r additional operational or building millage without prior consultation with the Union. Teaching Conditions Experimental programs, including use of m ulti-texts and other in ­ novative instructional techniques shall be in itia te d and implemented at the request of a majority of the teachers concerned in any given building. Professional Compensation All jo in t teacher-administrator committees shall meet on school time or be voluntary or be compensated fo r a t the substitute teacher rate. Management Rights The Board w ill continue to seek input from appropriate professional s ta ff in curriculum matters, when exercising its rights and decision making processes. However, i t is expressly understood by the Board and Association that a ll fin a l decisions shall be the exclusive right of the Board. Alma Avondale The Board has the rig h t to establish grades and courses of instruc­ tio n , including special programs, to decide upon the means of supply­ ing and to approve the selection of textbooks and other teaching ma­ te ria ls and the use of teaching aids of every kind and nature. Teaching Conditions The Board w ill supply texts and materials. The Association agrees that teachers should employ the materials and equipment in the in ­ structional program. ro ro Teaching Hours Principals and other members o f the administrative s ta ff shall be free to schedule reasonable a c tiv itie s such as curriculum meetings following the dismissal of students, Reduction in Personnel I t is sp e c ific ally recognized that i t is within the sole discretion of the Board of Education to reduce the educational program and cur­ riculum when economic necessity dictates. Teacher Rights The Board agrees to n o tify the Association of a ll regular and spec­ ia l meetings of the Board by sending copies of the agenda to the Secretary and the President of the Association, In the event the Association wishes to confer with or discuss any item(s) on the agenda prior to the announced meeting, the Board or its designated representatives shall meet with the designated representative(s) of the Association at a mutually agreeable time fo r this purpose. Teaching Hours and Loads An Association Representative in each building may present problems to the principal of that building for inclusion on the agenda fo r the f ir s t or second subsequent building faculty meeting. Review Committee A review committee shall be established. I t w ill be made up of six members of the Association as selected by the Association. They w ill meet once a month during the school year with the representa­ tiv e of the Board and the superintendent or his representative; they w ill meet to discuss any problems not the subject of a griev­ ance at the time. Teaching Conditions The Board w ill supply m aterials. The parties shall continue to seek and use textbooks and supplementary reading materials which contain the contribution of minority groups. The parties w ill confer from time to time for the purpose of improv­ ing the selection and use of educational tools, and the Board w ill endeavor to implement a ll jo in t decisions made by its representa­ tives and the Association. Teaching Hours The Association recognizes that from time to time i t is necessary to conduct meetings in the area of curriculum and faculty respon­ s ib ilit ie s , Accordingly, there shall be no more than two faculty meetings per month, of up to one hour duration, and/or one curric­ ulum meeting per month of up to one hour duration. Curriculum Curriculum meetings which involve two or more buildings shall s tart no la te r than twenty minutes a fte r the regularly scheduled student dismissal time; senior high/junior high combination curriculum meetings shall s tart no la te r than ten minutes a fte r the regularly scheduled student dismissal time. Crestwood (no contract available) Dowagiac Teaching Conditions Departmental chairpersons shall recommend well-planned, innovative programs to the school administration; recommend goals and materials fo r improving instruction; be a member of the system-wide curricu­ la r study committee. Board Rights The Board retains the rig h t to make a ll fin a l decisions relating to curriculum. Teacher Rights The Association is offered the opportunity to participate in curric­ ulum study and changes regarding the education of children. Management Rights To establish grade levels and courses of instruction, including special programs; to decide upon the means and methods of instruc­ tio n , the selection of textbooks and other teaching m aterials, and the use of teaching aids of every kind and nature. Board Rights To establish educational policy. Teaching Conditions The teaching s ta ff w ill serve on curriculum committees and meet with the administration fo r the purpose of recommending improvements in curriculum and m aterials, provided, however, that i f such curriculum Fruitport Greenville committees f a il to function or to recommend improvements, the Board shall have authority to proceed with the changes i t considers neces­ sary and to implement them. Fair Practices Teacher representation on any system-wide committee, agency, com­ mission or other such body established by the Board shall be nomi­ nated by the Federation and shall be fu lly compensated when working on curriculum or related programs. The Superintendent of Schools and principals of each school or th e ir representatives shall meet with representatives of the Federation at the request of the Federation at reasonable times with advanced notice on matters of educational policy and development and on mat­ ters relating to the implementation of th is agreement. Promotion of Human Rights and Effective Integration The Federation and the Board mutually recognize that the most sig­ n ific an t social movement occurring in America today is the c iv il rights revolution. Furthermore, the Federation and the Board firm ly believe that the educational leadership in this nation must become actively involved in elminating a ll vestiges of racial segregation in the schools and the community. The parties to this agreement are in accord that in our in terra cial world, e ffe ctive education must be integrated education. Recognizing that racial integration and desegregation are v it a lly necessary in producing good educa­ tio n , the Federation and the Board shall cooperate in implementing a c iv il rights program. Textbook and Course Study Reform The Board shall provide textbooks and show other curriculum mater­ ia l to each student in a ll American history classes which cover in depth the contribution of Blacks and other minority groups in each unit taught in such classes at the e a rlie s t possible time. The Board shall provide supplemental reading materials dealing with Black and other minority group contributions; i . e . , Jewish, Chinese, Indian, American, at the e a rlie s t possible time. Units shall be offered at a ll grade levels in Black, Latin American, African, and Asian history. These units shall be incorporated into the curriculum at the e a rlie s t possible time, Joint C ivil Rights School Committee A jo in t c iv il rights committee consisting of representatives of the bargaining unit selected by the Federation and the Administration shall be establsihed to implement the c iv il rights provisions o f this agreement and to develop new programs dealing with c iv il rights issues in education. Appendix B The Board of Education, the Administration, and the Federation work together toward general curriculum improvement throughout system in the interest of providing a quality education to a ll dents without regard to race, creed, color, or social economic ground. Teaching Conditions Teachers shall attend curriculum and s ta ff meetings by buildings or on a system-wide basis, unless excused by the principal specifically for medical, dental, professional or legal appointments. Such meetings may extend beyond the normal school day, i t being the in ­ tent of the administration to u t iliz e such time for meetings to the best possible professional advantage. Miscellaneous A committee consisting of the Lakeshore Superintendent or Assistant Superintendent plus any three administrators of his choosing, the LEA President, Vice President, Ethics Committee Chairperson, and the Chairperson of the LEA Negotiating Team shall be established to investigate and discuss matters of concern pertaining to the smooth operation of the Lakeshore School System. Items for discus­ sion shall be lim ited to those affecting the entire school system. Findings, recommendations and/or conclusions may be reported to the LEA and the Lakeshore Board of Education. Association Rights and The Association w ill be advised by the Board of Education in re­ sponse to reasonable requests of any new or modified fis c a l, shall the stu­ back­ Responsibilities budgetary or tax programs, c Released Time One hour of released time shall be provided fo r the purpose of a two hour in-service training program. The second hour shall be given by the teachers. These meetings shall be held once during each six-week marking period. A committee of teachers and administrators shall plan and organize the programs. I f no program is planned, then the in-service meet­ ing w ill be cancelled. Board Rights Kingsley Area Martin The Board retains the rights of management and control of school property, f a c ilit ie s , grades and courses of instruction, athletics and recreational programs, methods of instruction, materials used fo r instruction, and the selection, assignment, direction, trans­ fe r , promotion, demotion, d iscip lin e, or dismissal of personnel excepting where expressly and in specific terms lim ited by the provisions of this agreement. u> CO Teaching Conditions A teacher shall be expected to attend professional s ta ff meetings when called by the principal. A teacher may place appropriate edu­ cationally related items on the agenda for the meeting. The agenda for meetings should be presented to the teacher at least one day in advance of the meeting. Teaching F a c ilitie s , Equipment, Supplies The parties w ill confer at least one time each semester fo r the purpose of improving the selection and use of such educational tools as texts, instructional aids, and supplies. The Board under­ takes promptly to act upon a ll jo in t recommendtions thereon made by its representative and the Association. Professional Service In addition to the foregoing professional duties, each teacher s h a ll, to the extent required for the proper discharge of his professional obligations, participate in fa cu lty, departmental, and curriculum meetings, in-service training programs, student a c tiv ity assignments, parent-teacher and student-teacher con­ ferences, and such other professional a c tiv itie s as may reasonably be required. Mesick Board Rights Establish trades and courses of instruction and provide fo r other events; decide upon the means and methods of instruction and selec­ tion of textbooks, teaching m aterials, teaching aids and equipment. North Central Board Rights Determine the services, supplies, and equipment necessary to con­ tinue its operations and to determine the methods, schedules, and standards of operation, the means, methods, and processes of carry­ ing on the work including automation; determine the placement of operations, production techniques to increase leaning capacity, distribution of work and source of materials and supplies. Teaching Conditions The Board recognizes that appropriate te xts, lib ra ry reference f a c ilit ie s , maps and globes, laboratory equipment, audio-visual equipment, a th le tic equipment, current periodicals and sim ilar materials are the tools of the teaching profession. The parties w ill confer from time to time fo r the purpose of improving the selection and use of such tools. Performance Contracting The Board shall continue to review, study, and effectuate improved teaching methods, plans, programs, projects, curriculum, and other innovative means to improve the education and training of the students and schools. The Board shall continue to particip ate, when and where feasible and practicable, with governmental units and agencies—lo c a l, state, or federal—in such innovative means as i t seems necessary to accomplish the improved q u alities of edu­ cation. The parties recognize that increased salaries and costs, lower pu­ p il ra tio s , better f a c ilit ie s , and more classrooms do not always improve the levels of education, nor improve the efficiency or pro­ du ctivity of the teaching process. Every reasonable e ffo rt should be put forth by the Board, the Association, the Administration, and the teacher to improve the levels, efficien cy, and productivity of the educational and teaching processes. «© One innovative means is the so-called "performance contracting pro­ gram." In the event the Board agrees to participate in this pro­ gram, i t w ill give notice to the Association and establish a com­ mittee of fiv e members, including two teachers selected by the Association, to assist in the staffing and in-service tra in in g , and to work with the organization. The Board agrees to provide for Association involvement in any other new or innovative programs from planning through evaluation stages. North Huron Board Rights The Board recognizes the valuable assistance to be gained in its responsibility of determining school policies from effective com­ munication with the Assocition. Accordingly, i t is agreed that re­ presentatives of the Board and the Association shall meet at least once each month to discuss school policies of legitim ate concern to the Association and problems relating to the implementation of the Agreement. Norway Vulcan Board Rights To establish grades and courses of instruction, including special programs, and to provide fo r a th le tic , recreational, and social events fo r students, a ll as deemed necessary or advisable by the Board. To decide upon the means and methods of instruction, se­ lection of textbooks and other teaching m aterials, and the use of teaching aids of every kind and nature. To determine services, 140 To establish grades and courses of instruction, including special programs, and to provide for a th le tic , recreational and social events for students, a ll as deemed necessary or advisable by the Board; to decide upon the means and methods of instruction, the selection of textbooks and other teaching m ateraisl, and the use of teaching aids of every kind and nature; to determine class schedules, the hours of instruction, and the duties, responsi­ b ilit ie s and assignments of teachers and other employees with re­ spect thereto. supplies, and equipment; to determine a ll methods and means of dis­ trib u tin g , disseminating, or selling its services, methods, schedul­ ing, and standards of operation; to determine the means, methods, and processes of carrying on its services and duties; and to deter­ mine any changes in a ll of the prceding, including innovative pro­ grams and practices. Onekama Teaching Conditions Teachers w ill be involved in the selection of th e ir textbooks and th e ir recommendations w ill be strongly considered in the selection of supplies. The Board and Association mutually recognize the importance of con­ tinuous use of adequate teaching reference material in maintaining a high level of professional performance. In furtherance o f that recognition, the Board shall provide a teachers' professional l i ­ brary in each school in the d is tric t and include therein a ll books and publications which are reasonably requested by the teachers. Professional Growth Teachers shall serve on professional committees concerned with school problems during the school day, as deemed necessary by the Administration. Pewamo Westphalia Academic Freedom I t is recognized that democratic values can best be transmitted in an atmosphere which is free from censorship and a r t if ic a l re­ straints upon free inquiry and learning, and in which academic freedom for teacher and students is encouraged, except that: the teacher must be acting within accepted and/or adopted curriculum and courses of study. Pittsford Manaaement To establish grades and courses of instruction, including special programs, and to provide for a th le tic , recreational and social events fo r students, a ll as deemed necessary to advisable by the Board; to decide upon the means and methods of instruction, the selection of textbooks and other teaching m aterials, and the use of teaching aids of every kind and nature. P o tte rv ille Board Rights Determine the services, supplies, tinue its operations; adopt rules od(s) of reporting pupil progress selection of textbooks; determine Professional Improvement The parties support the principle of continuing training for teachers. and equipment necessary to con­ and regulations; determine methto parents; determine the fin a l the courses to be taught. The Board agrees to provide $800.00 per year and the Association $400.00 per year to be placed into a fund for teachers who desire to attend professional conferences, workshops, and programs. This fund of $1,200.00 w ill be administered by a jo in t committee of two teachers and two administrators to be named each September. 143 Summary Of the fifty -tw o school d is tric ts in the complete sample, only one system (Galien Township, Group M) has no contractual provision fo r cur­ riculum, e ith e r in the form of a council or related language. A ll other d is tric ts in the sample have contracts which create curriculum councils or contain a rtic le s which describe c u rric u lar provisions. Contract language related to curriculum councils is found in te r ­ spersed throughout a rtic le s in master agreements. Such language is often found in separate a rtic le s t it le d Board Rights, Teaching/Working Condi­ tio n s, Teacher/Union Rights, and Academic Freedom. A Board Rights provision generally makes policy decisions, a re s i­ dual management rig h t. The Board reserves fin a l authority to deter­ mine policy and procedure, although management may encourage and au­ thorize advisory opinions from teachers and councils. Board Rights provisions which claim fin a l authority are found most frequently in the small sized school d is tric ts . School d is tric ts without provisions fo r jo in t instructional coun­ c ils in master agreements may allow a degree of shared decision-making on curriculum matters. The Taylor system (Group B) describes regular monthly meetings between the Superintendent and Union representatives and the building principals and Union Building Committee fo r purposes of discussing educational policy and other matters, Avondale, Chesan- ing, F ru itp o rt, Inkster, Lakeshore, Reeths P uffer, St. Joseph, and Westwood (Group G) do not have provisions fo r jo in t instructional councils; however, each contract contains language fo r some degree of teacher particip atio n in curriculum decision-making. 144 In Group M, d is tric ts without curriculum council provisions in master agreements which allow some shared decision making include Sark River H arris, Camden Fron tier, Central Lake, Dryden, Forest Park, In ­ land Lakes, Kingsley, North Central, Onekama. Most often, contract language allows teacher groups to confer or consult with school manage­ ment regarding selection of or changes in methods or m aterials. Summary Data extracted from master agreements of the school d is tric ts in the sample were presented in tables corresponding to the components of the model, Section 1.18 Statewide Bargaining Goals and Minimum Contract Standards ( Negotiations Notebook, 1979-80). The investigations compared contract language fo r purpose, res p o n s ib ilitie s , size and composition, method of selection and frequency of selection, leadership and vote rig h ts , meeting schedule, support provisions and autho rity, and author­ it y in curriculum councils in Groups B, G, and M, Michigan school dis­ tr ic t s . For each of the ten separate investigations, data were presented on tables and described in accompanying textual report form. Data were analyzed in terms of whether contract provisions rep licated , approxi­ mated, or departed from the model c r it e r ia . Two additional investigations were conducted and reported in Chap­ te r IV: a review of d is tric ts with contract provisions fo r jo in t in ­ structional councils (Table 1) and a review o f contract language which strengthens and/or re s tric ts provisions fo r jo in t instructional coun­ c ils (Table 10). CHAPTER V FINDINGS, EVALUATION, RE­ COMMENDATIONS, AND REFLECTIONS Chapter V reviews the problem and purpose of the research study, states the order of the presentation of precedent lite r a tu r e , restates the research questions introduced in Chapter I , and recapitulates the findings from the analysis o f data conducted in Chapter IV. A special section evaluates the model c rite rio n . The chapter concludes with re­ commendations fo r furth er research. Review This research study has been an investigation of the extent to which provisions fo r shared curriculum decision-making through jo in t instructional councils have been negotiated into master agreements in Michigan public school d is tric ts . The study has included an evaluation of contractual provisions fo r curriculum councils according to a model c rite rio n , Section 1.18 Statewide Bargaining Goals and Minimum Contract Standards (Negotiations Notebook, 1979-80). Master agreements were analyzed fo r a rtic le s which contained language which strengthened and/ or lim ited provisions fo r curriculum. Literature presented in Chapter I I reviewed precedent studies of the scope of bargaining, shared decision-making, and Michigan studies. The lite ra tu re reviewed the concepts of broad and narrow scope of bar­ gaining and the interp retatio n o f the "conditions of employment" 145 146 language In the PERA and NLRA. Studies describing the progressive fea­ tures o f c o llective bargaining between teacher unions and school boards were cited. Statements by advocates of broad scope provisions (teacher a f f ilia t io n ) and narrow scope provisions (school management a f f i l i a ­ tio n ) were compared. Shared decision-making theories and studies from the industrial and educational settings were discussed, and implications fo r teacher particip atio n in curriculum policy-making were presented. Models and recommendations fo r shared cu rricu lar decision-making were cited . Studies conducted on the public sector bargaining process in Mich­ igan indicate that there has been persistent growth in the area of ne­ gotiating curriculum issues. Research which id e n tifie d factors condu­ cive to negotiating curriculum and studies dealing with teacher per­ ceptions and attitudes toward negotiating curriculum were included in the review of precedent lite r a tu re . Research Questions The research questions which provided the focus fo r this inquiry and investigation are reviewed and findings related to each question discussed in the following section. The research questions are: 1. To what extent is shared decision-making fo r curriculum a contractual provision in Michigan public school mas­ te r agreements? 2. To what extent do contractual provisions fo r jo in t in­ structional councils in Michigan public school master agreements approximate, rep lic ate, or depart from the Michigan Education Association model fo r curriculum? 3. To what extent do contractual provisions fo r jo in t in ­ structional councils in Michigan public school master agreements contain language which specifies a stated purpose, res p o n s ib ility , autho rity, method of 147 selection, support, s ize , composition, meeting schedule,* and leadership, components o f the model designated as the criterion? 4. To what extent do master agreements in Michigan public school d is tric ts contain language which strengthens or re s tric ts provisions fo r jo in t instructional councils? Findings Research Question One This research study has dealt with a selected sample of master agreements representing large, middle, and small sized public school d is tric ts in Michigan. A comprehensive reading of the fifty -tw o con­ tracts in the sample indicates that shared decision-making for curricu­ lum appears in contract language as part o f a formal provision fo r a curriculum council in twenty-six contracts or as part o f a separate a r t ic le , such as Board Rights or Teaching Conditions, in nineteen con­ tra c ts . Five contracts contain no mention of shared decision-making fo r curriculum. As indicated in Table 1 (d is tric ts in which master agreements con­ ta in provisions fo r jo in t instructional councils), eighty-nine percent of large d is tr ic ts , f if t y - f i v e percent of middle sized d is tr ic ts , and th ir t y percent of small sized d is tric ts have contracts which contain provisions fo r curriculum councils. Master agreement provisions for curriculum councils appear to be a function o f school d is tr ic t size. Research Question Two Contractual provisions fo r jo in t instructional councils in Michi­ gan public school master agreemments were evaluated according to Section 148 1.18 Statewide Bargaining Goals and Minimum Contract Standards ( Negotia­ tions Notebook, 1979-80), the model c rite rio n . Of the twenty-six school d is tric ts with contractual provisions for curriculum councils, no master agreement was found to contain a provi­ sion fo r a council which replicated the MEA prototype. Large and mid­ dle sized school d is tric ts more often contain language which approxi­ mates the MEA model than small sized d is tric ts . Large school d is tric ts more often exceed the proposed components in the MEA model by including more elaborate and specific d e tail fo r support, autho rity, and composition of membership. Research Question Three The MEA model is comprised o f the following components: purpose, re s p o n s ib ility , au th o rity, method of selection, support, s ize , composi­ tio n , meeting schedule, and leadership. Each contractual provision for curriculum was evaluated according to the proposed language fo r each of the components lis te d above. Table 2 indicates that a greater proportion of Group B contracts p a ra lle l the stated purpose of curriculum councils supplied by the model. Councils in large d is tric ts have autonomy to in it ia t e and es­ tablish curriculum policies fo r the d is t r ic t . Councils in middle and small sized school d is tric ts have less autonomy and more frequently are permitted to function in a review capacity. The evaluation of council res p o n sib ilities reveals that few of the twenty-six school systems with contractual curriculum councils con­ tain language which approximates the MEA model. Of the twenty-four contracts which define the resp o n sib ilities o f the council, fifte e n 149 imply a narrow scope of ju ris d ic tio n , allowing the council to consider only matters of curriculum -instruction. Nine d is tric ts assign a broad scope o f resp onsibility to the council, permitting them to consider or recommend educational policies and practices beyond the area of curric­ ulum and instruction. The MEA model proposes that jo in t instructional councils be com­ prised of equal numbers o f teachers and administrators. Nine of the twenty-six d is tric ts with contractual curriculum councils replicate the model. Middle sized d is tric ts most often specify teacher and adminis­ tra tio n representation on councils, though not necessarily in equal numbers. Council membership appears to re fle c t the size of the school dis­ tr ic t. Average size of Group B councils is 14.25; average size of Group G and M d is tric ts is seven. Several school d is tric ts accommodate community, parent, and student interests by allowing e ith e r voting or ad-hoc membership on councils. The model requires th at council membership be selected annually by respective representative groups. plicates the model language. No school d is tr ic t contract re­ Only one d is tr ic t describes the fr e ­ quency o f membership selection. The representative group fo r teacher members is the Education Association; the representative group fo r ad­ m inistrators is the School Board or Superintendent. Teacher members are generally elected, and adm inistrative members are usually appointed to th e ir positions. 150 The MEA model proposes that the council have co-chairpersons, one a teacher and one an adm inistrator, to chair a lte rn a tiv e * meetings. According to the model, each council member should have an equal vote. The findings indicate that no school d is tr ic t in the sample r e p li­ cates the model's component fo r leadership and vote rig h ts. d is tr ic t uses a co-chair system. Only one No school d is tric ts describe vote rights o f the council membership. Large school d is tric ts most often rep licate the model proposal to provide regularly scheduled meetings fo r curriculum councils. of the large d is tr ic t councils meet on a monthly basis. Most Other dis­ t r ic t s , when specifying meeting arrangements, provide fle x ib le sched­ ules or allow conducting meetings "as needed." Model language suggests that teacher members o f curriculum coun­ c ils should be assured released time and substitute teachers by con­ tra c t. Only one d is tr ic t in the sample replicates this component. However, in a ll cases where contracts contain support provisions for curriculum councils, teachers are given released time fo r participation. As noted in Chapter IV, released time may imply the use of substitute teachers. Certain school d is tric ts have negotiated c le r ic a l, budget, and remuneration support provisions fo r curriculum councils. The MEA model advocates that the curriculum council have advisory authority to the board. In a ll contracts which contain language de­ scribing council au th o rity, the council is vested with advisory *The researcher finds that the language, to be accurate, should replace "alternative" with the word "altern ate." 151 authority. Some contracts contain provisions fo r response or reaction by the Board. In some contracts, councils have the authority to dele­ gate responsibility to subcommittees which they may establish. Research Question Four Nearly a ll contracts in the sample contain language which pertains to curriculum apart from specific a rtic le s describing a jo in t instruc­ tional council. Of the twenty-six d is tric ts with jo in t instructional council pro­ visions in master agreements, two do not contain additional language which supports or lim its the role and function o f the council. Of the twenty-four d is tric ts with jo in t instructional council provisions and additional controlling language fo r curriculum, fiv e r e s tric t curricu­ lum to a management prerogative and make no accommodation for teachers or other groups to engage in decision-making. In school systems which do not have contractual curriculum coun­ c ils , nineteen d is tric ts have agreements which contain a rtic le s which support some degree o f shared decision-making, usually in the form of conferences or consultations. In these d is tr ic ts , the Board retains fin a l autho rity, by contract, to determine a ll educational policies for the d is tr ic t. Contract language fo r curriculum may be found interspersed through­ out the master agreement. Most often, references to curriculum are housed in Board Rights, Academic Freedom, and Teaching Condition a r t i ­ cles. 152 Except fo r one master agreement, a ll provisions fo r jo in t instruc­ tional councils are procedural, not substantive in nature. Such provi­ sions describe the role and function of the council but do not describe specific course content, instructional methods, or other substantive curriculum components. Evaluation of the Model The model selected fo r this evaluative research study is Section 1.18 Statewide Bargaining Goals and Minimum Contract Standards ( Negotia­ tions Notebook, 1979-80). ponents: The model is comprised of the following com­ purpose, resp o n sib ility, authority, method of selection, sup­ port, size, composition, meeting schedule, and leadership. The Office of Negotiations, a division o f the Michigan Education Association, pro­ vides the model fo r local a f f ilia t e s to pattern in th e ir in d iv id a lly negotiated contracts (see Appendix). Evaluation o f the model considers two factors: (1) the c la r ity of proposed contract language, and (2) the comprehensiveness of the compo­ nents which comprise the model. Experienced negotiators and a rb itra to rs , advocates of clear and unambiguous construction of contract language, c ite ambiguity as one of the primary reasons fo r disputes between the parties to an agreement. Lack o f precision or s p e c ific ity of language may result in lack of agreement over the intent of a passage in a contract. U ltim ately, the dispute may be raised through the grievance procedure and disposed of through binding a rb itra tio n by a neutral th ird party. 153 According to Elkouri and Elkouri (1973): There is no need fo r interp retatio n unless the agree­ ment is ambiguous. I f the words are plain and c lear, conveying a d is tin c t id e a ...th e clear meaning w ill ordin­ a r ily be applied by arb itra to rs (p. 296). Elkouri and Elkouri also state: An agreement is not ambiguous i f the a rb itra to r can determine its meaning without any other guide than a knowl­ edge of the simple facts on which, from the nature of the language in general, its meaning depends. But an agreement is ambiguous i f "plausible contentions may be made fo r con­ f lic t in g interpretations" thereof (p. 296). The authors find that "ambiguity is a matter of impression rather than d e fin itio n " (p. 296). When teacher associations and school boards negotiate th e ir own contract language, th e ir agreement may contain terms judged by other ne­ gotiators and arb itra to rs to be ambiguous; however, the parties to the contract may have a clear understanding of the intent of th e ir language which may fo re s ta ll a dispute over meaning. When the parties adopt language proposed by a th ird party, in this case the state teacher as­ sociation, they may incorporate provisions into th e ir agreement without having a clear understanding of the meaning of the borrowed language. When the terms and conditions of the contract are enforced or made operational, confusion and differences of opinion over the meaning of ambiguous language may re s u lt. In the MEA model, two sections of the proposed language contain language which is ambiguous. The model prescribes a "regularly sched­ uled" meeting time fo r jo in t instructional councils. A rbitration cases have shown that "regularly scheduled" is often interpreted to mean "ac­ cording to a fixed schedule; at predetermined in te rv a ls ." This stan­ dard of construction was applied to the analysis of data in Table 7. 154 The MEA model prescribes that membership to jo in t instructional councils be "selected" by respective representative groups. The term "selected"--open to a variety of interpretations--does not meet the test of clear and unambiguous construction. To te s t fo r ambiguity of the terms "regularly scheduled" and "selected," the researcher interviewed a group of ten individuals com­ prised of professors, graduate students, and teachers. Responses to the inquiry, "What does 'reg u larly scheduled meeting' mean?" are lis te d below according to frequency of reply received: Monthly or weekly Often, frequently Throughout the year At a planned time On an aqenda or calendar 4 2 2 1 1 10 Most respondents attached a specific time frame to the concept of a regularly scheduled meeting.Further inquiry a fte r the i n it ia l re­ sponse was recorded revealed that the respondents' past practice with meeting schedules influenced th e ir answers. All respondents had d i f f i ­ culty phrasing an immediate response; three individuals said they "guessed at the meaning." The second question posed to the group members was, "What does 'selected' mean?" The term was used in the context of selecting an in ­ dividual fo r o ffic e . Chosen Appointed Elected Responses are given below: 6 2 2 "TO” Three of the respondents who indicated that "selected" meant "chosen" stated that they f e l t the terms were synonymous but were un­ clear as to the process of making the selection or choice. Both re- 155 spondents who indicated that "selected" meant "elected" phrased th e ir response as a question: "Does i t (the term 's ele cted ') mean elected?" The MEA model is found to contain ambiguous contract language in two sections. Recommendations fo r improvement in the model include replacing the terms "regularly scheduled" and "selected" with c le a r, un­ ambiguous terms. The MEA model fo r this research study has been judged to be com­ prised of the following components: purpose, res p o n sib ility , authority, method of selection, support, size, composition, meeting schedules, and leadership. The analysis of data reported in Chapter IV compared components of school d is t r ic t master agreements with provisions fo r jo in t instruc­ tional councils with the model c r ite r ia lis te d above. A review of pro­ visions for contractually authorized curriculum councils indicates that three components appear in contractual provisions which are not part of the proposed model: 1. Provisions fo r ad-hoc membership, 2. Provisions fo r fin ancial and c le ric a l support, and 3. Provisions fo r a required Board response to advisory recommendations from the Council. Table 4 (size and composition of jo in t instructional councils) contains a display o f data which indicates that councils in certain school d is tric ts have membership other than teachers and administrators. For example, the Lansing system requires the twenty-four member council to be comprised of equal numbers o f teachers, administrators, students, and parents. Greenville allows two council chairs to be f il le d by mem­ bers other than teachers and administrators. The seven member P ittsfo rd 156 council is comprised of teachers, adm inistrators, and students; elemen­ tary and secondary principals serve in an ad-hoc capacity as resource personnel. The P o tte rv ille council includes non-voting parent member­ ship. The c rite rio n statement "equal numbers of teachers and administra­ tors" does not specify whether ad-hoc or other voting membership is re­ commended. A provision which more accurately describes the composition of council membership and the accompanying status of such membership would strengthen th is component of the model. Table 8 (support provisions fo r jo in t instructional councils) re­ fle c ts the model's proposal that teacher council members should re­ ceive released time with classroom substitutes provided. Contracts with support provisions fo r curriculum councils indicate that support may be interpreted more broadly to include financial and cle rica l as­ sistance by the school board. F lin t and Mt. Morris contracts contain language which c la rifie s Board support fo r th e ir councils by supplying c le ric a l assistance. The Warren school d is t r ic t contract budgets $20,000 per school year, plus $5,000 fo r in-service programs, fo r the curriculum steering committee. Other support provisions include "necessary expenses paid by the Board" (Grand Rapids), "pay fo r teacher members at the workshop rate" (Warren), "conference funds" (Lansing), and "compensation fo r council meetings during the summer and vacations" (North Huron). To f u l f i l l the purposes and resp o n sib ilities assigned to jo in t in ­ structional councils, a commitment to financial support would appear essential. Contract language assuring a lin e item in the budget for 157 operational and c le ric a l assistance would strengthen the council by giving i t s ta b ility and a greater likelihood of remaining operational to f u l f i l l its goals and res p o n sib ilitie s. Table 9 (authority in jo in t instructional councils) describes the advisory capacity o f councils created by contract to recommend changes and proposals to the School Board. Provisions fo r authority in some master agreements suggest that the School Board should be required to respond to a Council recommendation. Procedures fo r Board responses are described in the F lin t contract ("Board must acknowledge and/or respond upon receipt of the Council report") and the Warren contract ("Associate Superintendent fo r Instruc­ tion shall forward considerations back to the Steering Committee in a tim ely manner"). The disposition of an advisory opinion or a recommendation ren­ dered by a Council should be addressed in the model. Revision of this component should include language describing the processing of the proposal forwarded by the Council and the timeliness of consideration by the Board. In certain contracts, Instructional Councils have authority to delegate resp on sibility. The Grand Rapids, Lansing, Warren, and Oxford school systems authorize the curriculum council to create subcommittees to take on special projects or studies. The Grand Rapids Council has authority to consult members of the community, students, and subjectmatter specialists when formulating a proposal fo r curriculum change. The model provision fo r authority of the curriculum council should be improved by defining the procedural function of processing a Council recommendation. The MEA should consider broadening the authority of 158 the council to include delegation of authority to subcommittees and the rig h t to consult outside the school s ta ff on matters i t is studying. Summary The model selected as the c rite rio n fo r this study has been eval­ uated fo r c la r ity and comprehensiveness. The model would be improved by revising existing language which specifies a "regularly scheduled" meeting time and membership "selected" by representative groups. These terms do not meet the standards of construction of contract language and should be rew ritten fo r c la r ity . The model would be improved by revising the components delineating the size and composition of membership, support provisions, and author­ it y of jo in t instructional councils. Language from master agreements suggests provisioning fo r council membership to allow more groups access to the decision-making process. Council recommendations should be processed by the Board with further assured communication with the advisory committee. Authority to delegate responsibility to ad hoc or subcommittees should be established in the model. Recommendations fo r Research Recommendations fo r fu rth er research on the topic of curriculum as a subject of bargaining in public school master agreements are cate­ gorized as (1) legal studies and (2) co lle ctive bargaining studies. Studies designed to explore the legal implications of bargaining over curriculum issues are described below. 1. Public Employment Relations Acts which authorize co llective bargaining between teacher associations and school boards d iffe r in scope of bargaining provisions (see "Summary of Public Sector Labor 159 Relations Policies" in Appendix). Legislative debate and a c tiv ity regarding appropriate scope o f bargaining language has occurred in several states, including Nevada, Indiana, and Montana. When statutory revision of existing scope o f bargaining provisions is enacted, the statute ty p ic a lly is amended to include (1) a management rights pre­ rogative clause making certain policy areas the sole discretion of school administration and/or (2) an enumeration of issues defined as mandatory, permissive, and re s tric te d . A study which examines le g is la tiv e a c tiv ity to broaden or narrow the scope o f bargaining in public employment relations acts and the implications for curriculum is suggested. 2. The Michigan Public Employment Relations Act (PERA) has a broad scope of bargaining provision, a rep licatio n of the National Labor Relations Act (NLRA) which allows bargaining fo r "wages, hours, and other terms and conditions of employment." A study which explores the concept of curriculum as a "condition o f employment" in Michigan and other states with broad scope of bargaining provisions is recom­ mended. 3. in An investigation of the issue of subdelegation of authority Michigan school systems is suggested. T yll van Geel (1976) finds i t necessary to turn to statutory authority to determine whether a school board has the legal rig h t to subdelegate power vested in i t by the state le g is la tu re , van Geel finds that the question o f statutory interpretation is not a problem in states which have c le ar, unambigu­ ous provisions (C a lifo rn ia , New York); however, statutes with s ile n t or ambiguous language do not provide a clear guideline fo r subdelega­ tion o f authority, van Geel states: 160 The recent trend of cases has been such that courts have tended to uphold subdelegations of authority. They seem to be adopting the advice o f commentators who have advocated that subdelegation ought to be permitted when i t contributes to the w orkability of a program (p. 119). The issue of a school board's legal rig h t to delegate authority to determine the procedural and substantive components of curriculum could become the focus of a study. Studies which would tre a t the topic of curriculum as a negotiated item in public school master agreements include those lis te d below: 1. Curriculum councils exist within the school organization as formal, structured, and contractually mandated systems fo r teacher participation in decision-making board policy. or as informal procedures allowed by This research study has made no attempt to evaluate the effectiveness of curriculum councils established in master agreements. A study which compares the effectiveness of councils established by contract and councils created by board policy is recommended. 2. This research study has evaluated contract language fo r cur­ riculum which was developed by the Office of Negotiations, a division of the Michigan Education Association, as a prototype fo r local a f f i l ­ iates. A study which compares and contrasts policies and model con­ tra c t language developed by national and state teacher unions and school board associations is suggested. 3. The Michigan Education Association has 532 local a f f ilia t e s in the state. The MEA has organized the state into eighteen regions, each administered by an area Uniserv director who works with local a f­ f ilia t e s in determining bargaining goals and strategies. A study which investigates the influence of the Uniserv directo r in negotiating cur­ riculum at the local level is suggested. 161 4. This research study has concluded that most contract language for curriculum is procedural in nature. However, some master agree­ ments do contain prescrip tive, substantive components for curriculum. For example, in Inkster, an a r tic le t it le d "Joint C iv il Rights School Committee" specifies that the committee shall "...develop new programs dealing with c iv il rights issues in education." A study which in v e s ti­ gates the extent to which substantive components o f curriculum are ne­ gotiated into master agreements is recommended. Reflections on the Study As a consequence o f collecting and analyzing data and synthesizing precedent lite ra tu re on the topic o f negotiating curriculum in public school master agreements, the researcher has confronted some personal and professional questions which have emerged during the course o f en­ gaging in this study. While the researcher recognizes the move on the part o f teacher associations to obtain real rather than mythical power by establishing curriculum as a bargainable issue as a "condition o f employment," she finds that educational policies should continue to be a residual man­ agement prerogative. Legal implications aside, this researcher finds that teachers should have only advisory authority to make recommenda­ tions to the Board which should retain fin a l ju ris d ic tio n over cu rric ­ ulum. The investigator finds that a proposed model for curriculum pre­ pared by the state union for local a f filia te s eventually may undermine the in d iv id u a lity o f lo c a lly negotiated contracts. Although no con­ tracts in the sample fo r this study were found to contain language 162 which replicated the prototype offered by the Michigan Education Asso­ c ia tio n , the potential fo r uniformity (p a rtic u la rly with the advent of coalition bargaining) exists. This researcher finds that requirements o f large, middle, and small sized school d is tric ts d iffe r considerably and that one model 1s in s u ffic ie n t for a ll public school d is tric ts . The researcher takes issue with lim itin g access o f community and student groups to the School Board in regard to policy-making. When curriculum is negotiated between the parties to the contract, i t would be appropriate to accommodate in te re st groups, not by d irect p a r tic i­ pation, but through steering committee functions or consulting mechani sms. The author o f this study finds that i f curriculum is to be part of a public school master agreement, the parties should bargain only pro­ cedural components, never substantive components. She finds the pro­ cess o f negotiating specific courses and course content carries an in ­ herent risk to entrench programs, methods, and teaching positions which may be inappropriate or undesirable in the future. Bargaining for procedural components only may help keep curriculum content fle x ­ ib le and responsive to assessed needs. Throughout th is research study, the investigator has considered the question of teacher autonomy and individual teacher responsibility to changes recommended by a curriculum council. The researcher has concluded that despite bargaining for a mechanism to assure teacher participation in the curriculum decision-making system, there is no guarantee that an individual teacher w ill accept council recommenda­ tions and v o lu n tarily implement such recommendations in the classroom. The power of teacher autonomy yet must be reckoned with. 163 In conclusion, the researcher retains an ambivalent attitu d e to ­ ward the concept o f bargaining for curriculum issues in master agree­ ments. The te s t o f the value o f negotiating curriculum ultim ately lie s in whether students w ill benefit from the process. APPENDIX MATERIALS USED AS BASIS OF AND DESIGN FOR STUDY SUMMARY OF PUBLIC SECTOR LABOR RELATIONS POLICIES1 State Coverage Scope of Bargaining Alabama Teachers Rules and regulations about the conduct and management of the schools. Alaska Teachers Matters pertaining to employment and f u l­ fillm en t of professional duties Arizona State officers No CB statute fo r public employees (rig h t to work law) Arkansas All state employees No CT statute for public employees (rig h t to work law) California State c iv il service employees and teachers Wages, hours, and other terms and conditions of employment; exclusing mertis, necessity or organization of any service provided by law or Executive Order; other subjects not under scope may be included in memorandum by agreement of the parties Colorado No CB statute fo r public employees Connecticut Teachers Salaries and other conditions of employment Delaware Teachers Salaries, benefits, and working conditions D is tric t of Columbla Public school Employees Terms and nation of dures fo r Education rights Florida All public employees Wages, hours, and terms and conditions of employment, exclusing pensions Georgia State employees Wages, rates of pay, hours, working condi­ tions, and a ll other terms and conditions of employment Hawaii All public employees Wages, hours, and other terms and conditions of employment; excluding classificatio n and reclassificatio n , health fund, retirement, salary ranges and number of incremental and longevity steps, matters inconsistent with merit principle, or managerial discipline and control; consultation on a ll matters affecting employee relations conditions of employment, determi­ appropriate techniques and proce­ negotiations, impact of Board of decisions taken under management 1 As of May, 1979; L I.66:96/979 Documents, US Dept, of Labor, 1979. 164 165 Idaho Teachers Matters and conditions subject to negotiations by agreement of the parties Illin o is State Wages, hours, and other terms and conditions of employment subject to laws, appropriations and expenditures, and personnel rules; ex­ cluding merit system and examinations, p o li­ cies, programs and functions, budget and struc­ ture, standards, scope and delivery of ser­ vices, u tiliz a tio n of technology, retirement, and l i f e insurance programs Indiana Teachers Salaries, wages, hours, and salary and wagerelated fringe benefits. Duty to discuss cur­ riculum development and revision; textbook selection; teaching methods; selection, assign­ ment, or promotion of personnel; student dis­ c ip lin e , expulsion or supervision of students; pupil-teacher ra tio ; class size; budget ap­ propriations and other conditions of employment Iowa All public employees Kansas Teachers Wages, hours, vacations, insurance, holidays, leave, s h ift d iffe re n tia l, overtime, supple• mental pay, seniority, transfer procedures, job classifications, health and safety, eval­ uation, s ta ff reduction, in-service tra in in g , and other mutually agreed upon matters; ex­ cluding merit system and retirement Salaries, wages, hours, and terms and condi­ tions of professional service; excluding mat­ ters fixed by statute or state constitution Teachers cannot be granted negotiating right by Executive Order and have no rig ht to strike Kentucky Local school boards have the authority to en­ te r into collective bargaining at th e ir own discretion No CB statute fo r public employees {rig h t to work law). Lawful for teachers and other pub­ lic employees to engage in collective bargain­ ing with th e ir employers. Louisiana Maine State employees All matters relating to the relationship be­ tween employer and employees including wages, work schedules, and general worki, g conditions. Excluded are matters proscribed by law; regu­ lations governing application fo r state ser­ vice; merit system principles and personnel laws. Maryland Teachers Wages, salaries, hours, and other working con­ ditions, excluding tenure 166 Massachusetts All public employees Wages, hours, standards of productivity and performance and other terms and conditions of employment Michigan Municipal and local government employees Wages, hours, and other terms and conditions of employment Minnesota All public employees Grievance procedure, hours, fringe benefits and terms and conditions of employment; ex­ cluding retirement, contributions or bene­ f it s and employer's personnel policies * Does not have a collective bargaining statute fo r public employees (rig h t to work law) Minnesota Missouri All public employees Salaries and other conditions of employment Montana All public employees Wages, hours, fringe benefits, and other con­ ditions of employment Nebrasks Teachers Terms o f employment and labor-management re­ lations (pertinent case law: negotiation subjects include salary schedules, profes­ sional leave, professional organization dues, dress codes, school calendars and noon duty: Steward Education Association—CIR 1971—1 CIR 39-1 affirm ed-Neb. S. C t.—1972). Nevada Local government Salary or wage rates or other forms of direct monetary compensation; sick leave; vacation leave, holidays, other paid or unpaid leaves of absence; insurance benefits; total hours of work required of an employee on each work day or work week; total number of days of work required of an employee in a work year; dis­ charge and disciplinary procedure; recognition clause; method used to classify employees in the negotiating unit; deduction of dues for the recognized employee organization; protec­ tion of employees in the negotiating unit from discrimination due to participation in recog­ nized employee organizations consistent with the provisions of this chapter; no strike pro­ visions consistent with the provisions of this chapter; grievance and arbitration procedures fo r resolution of disputes relating to in te r­ pretation or application of collective bargain­ ing agreements; general savings clauses; dura­ tion of collective bargaining agreements; safety; teacher preparation time; procedures fo r reduction of work force. (Management rights: determine the content of the work day, including without lim ita tio n , 167 workload factors, except fo r safety considera­ tions; determine the quality and quantity of services to be offered to the public; deter­ mine the means and methods of offering those services.) New Hampshire A ll public employees Wages, hours, and other conditions of employ­ ment; excluding merit system New Jersey A ll public employees Grievance procedure and terms and conditions of employment New Mexico State and local Terms and conditions of employment (management rights: determine methods, means, and per­ sonnel to perform operations; manage, make decisions and act on a ll matters not covered by regulations or cba) New York State All public employees Wages, hours, grievance procedure, and other terms and conditions of employment New York City All c ity employees except teachers North Caro­ lin a A ll public employees All bargaining rights are prohibited by statute; a ll contracts are ille g a l and void as against public policy North Dakota Teachers Salary, hours, and other terms and conditions o f employment; employer-employee relations Ohio A ll public employees Covered by Code; no cb statute Oklahoma Public school em­ ployees Direct or indirect monetary benefits; hours, vacations, sick leave; grievance procedure; and other conditions of employment Pennsylvania A ll public employees Wages, hours, and other terms and conditions of employment; impact of decisions make on issues within management rights Teachers Hours, salaries, working conditions, and other terms and conditions of professional employment % Rhode Island South Caro­ lin a No cb statute for employees (public); right to work law South Dakota All public employees Rates of pay, wages, hours of employment, or other conditions of employment Tennessee Teachers Salaries or wages; grievance procedure; in­ surance; fringe benefits (excluding pensions or retirem ent); working conditions; leave; 168 student discipoine procedure; payrocl deduc­ tions; cannot violate Federal or Std'fe'Tato or municipal charter, employee rights or Board of Education rights Texas All public employees Utah Does not have a cb statute fo r public em­ ployees % Vermont Teachers Virginia Washington Wyoming Salaries, related economic conditions of em­ ployment; procedures for processing complaints and grievances, and any mutually agreed upon matters not in con flict with statutes and laws of Vermont Does not have a cb statute fo r public employees Teachers West Virginia Wisconsin Wages, hours, working conditions, and other terms and conditions of employment Wages, hours, and terms and conditions of employment; units of supervisors and/or prin­ cipals and assistant principals lim ited to compensation, hours, and number of days of work per year Does not have a cb statute fo r public employees Municipal employees, including teachers Wages, hours, and working conditions Right to work statute applicable to the pub­ l ic sector 169 michigan education association CURRICULUM AND INSTRUCTIONAL MATERIALS s e c tio n _ l is _ n o te b o o k Suggested Contract Language A. The Board and the Association shall establish a council known as the Instructional and Curriculum Council. The purpose of this Council shall be to in itia te and establish policies affecting the nature and design of the Instructional program of the d is tric t. As a part of its responsibilities, the Council shall: 1. Develop c rite ria fo r the ongoing evaluation of a ll instructional programs; 2. Annually review and establish policies concerning a ll testing programs and instructional management systems; 3. Review and make recommendations on a ll proposed p ilo t, experimental and/or innovative programs; and, n e g o tia tio n s % 4. Promulgate other policies relating to the d is tric t's instructional programs and curriculum. Changes in existing Instructional programs and proposed new instructional programs must be reviewed and affirm atively recommended by the Council prior to Board consideration, adoption, or Implementation. B. The Council shall be composed of an equal number of teachers, and administrators who shall be selected annually by th e ir respective representative groups. Each member of the Council w ill have an equal vote. The Council shall have co-chairpersons, one a teacher and one an administrator, who shall chair alternative meetings. C. The Council shall meet on a regularly scheduled basis as determined by the Council membership. Teachers serving on the Council shall be given released time with classroom substitutes provided. O ffice of Negotiations Revised 5/78 170 CHART I GENERAL INFORMATION BY TYPE OF SCHOOL DISTRICT FOR FISCAL YEAR ENDED JUNE 30, 1978 Classification of School Districts Based on State Aid Membership Number of Districts r Teaching Positions 233,049 11,219 17.487 260.047 13,042 18,210 , 278,790 17,906 16,777 400,828 2,183 16.426 48,031 23 4,337 17,211 97,384 23 3,810 16,127 85,988 32 4.756 15,301 105,512 34 4,125 15,363 93,352 9,429 20,000 to 49,999 ...................... 9 10,000 to 19,999 ...................... 21 (D) 5,000 to 9.999 ........................ 59 (E) 4,500 to 4,999 ....................... 10 (F) 4,000 to 4.499 ....................... (G) 3,500 to 3,999 ........................ (H) 3,000 to 3,499 ........................ (I) 2,500 to *2,999 ........................ 50,000 and o v e r ...................... (B> (C) Audited Pupil Membership as of 9-30-77 17,832 1 (A) Average Teacher's Salary (J) 2,000 to 2,499 ........................ 59 5.879 14,806 130,525 1,500 to 1,999 ....................... 72 5,657 14,566 124,782 uuu« OCIIM ■IQIAM *N»L AC 3I1A1M IMCHA» ildlON VAN •U*CN IIIM N Ctlt II JOM*« IOi.1 •INK 178 TABULATION FORM DISTRICT:________________________________________ GROUP:_ LOCATI ON:__________________ ________________________ r . (county) (region) POPULATION:_________ _____________ ________________________ (d is tr ic t size) NOTES: 179 Support: Leadership: Budye t Shared Chair Alternate Chair Clerical Majority Chair Supplies Elected Chair Other ’Authority: Advisory _Final authority _Appoint subcommittees _Formal action (vote) Informal action (discussion) Related Contract Provisions; 1. Departmental Chairpersons (Article, Section, Page) -__________________ (Article, Section, Page) 2. Innovative and Experimental Programs 3. Board Rights and R esponsibilities_____________________ (Article, Section, Page) DISTRICT: > Location: Population: (county) (Univserv) »___________ ** “^'district size) ______ ___________ (# teachers) ; History oft Bargaining: ____________ __________________ (1st contract) (# contracts) _L S Salary Information: _______________ (beginning) _______________ (middle) ______________ (top) • _______________ (average) H L Joint Instructional Council Provisions: ______________ (first JIC provision) ______________ (# contract) Description of provision: Notes for Hypotheses: 1/ 2/ 3/ 4/ BIBLIOGRAPHY BIBLIOGRAPHY Ackerly, R. L ., & Johnson, W. S. C ritic a l issues in negotiations leg is ­ la tio n . NASSP B u lle tin , 1969. Alfonso, R. Collective negotiation in curriculum and instruction. gotiation Research Digest, May, 1969. Ne­ American Association of School Administrators. Roles, re s p o n s ib ilitie s , and relationships of the school board, superintendent, and s ta ff. Washington, D. C.: 1963. Ashby, L. W., McGinnis, J. E ., & Persing, T. E. What is negotiable? Common sense in negotiations in public education. D anville, I l l i ­ nois: The Interstate Printers and Publishers, In c ., 1972. Association fo r Supervision and Curriculum Development. ASCD resolution. 22nd Annual Conference, Dallas, Texas, March 1967. In Bishop, L.J. C ollective negotiation in curriculum and instruction: Questions and concerns. Washington, D. C.: 967. Barnard, C. I . The functions of the executive. setts: Harvard University Press, 1938. Cambridge, Massachu­ Bennion, J. W. Curriculum administrators and negotiations. Educational Leadership, January 1969, 349. Bridges, E. M. A model fo r shared decision making in the school p rin cipalship. Educational Administration Q uarterly, Winter 1967, I I I 1, 51. B ulletin 1011. Analysis of Michigan public school revenues and expendi­ tures. Lansing: Michigan Department of Education, 1978. Burket, C. A. 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C.: Bureau of National A ffa irs , 1973. Epstein, B. What is negotiable? Washington, D. C.: NASSP, NEA, 1969. Hecker, S ., e t al_. Survey o f selected provisions from 480 teacher school board agreements, 1968-69. Research Report MR-26, 1968-69. East Lansing: Michigan Education Association, 1969. Homes, M. J. The K-12 curriculum director in Michigan: his character­ is tic s and his self-perceptions of leader behavior with respect to s ta ff development. Unpublished doctoral dissertation, Michigan State University, 1971. Hottleman, G. D. Negotiations in curriculum and instruction: another step up on the professional ladder. Negotiatinq fo r professionalizatio n . Washington, D. C.: National Commission on TeacherEduca­ tion and Professional Standards, NEA, 1970. Hough, W. M. Better curriculum through negotiation? dership, March 1969, 26, 534. Educational Lea­ Howlett, R. G. Address to Federal Mediation and Conciliation Service, A tlanta, Georgia, January 23, 1969. In Negotiating fo r profession­ a liz a tio n . Washington, D. C.: National Commission on Teacher Edu­ cation and Professional Standards, NEA, 1970. Indiana Public Employee Relations Act (IC 20, Sec. 1, 1973). Jackson, S. Shared curriculum decision making and professional negotia­ tions. NEA. Bethesda, Maryland: ERIC Document Reproduction Ser­ vice, ED 083 731, April 1974. James, T. The states struggle to define scope of teacher bargaining. Phi Delta Kappan, October 1975, 57, 2, 94-95. Johansen, J. H. The relationship between teachers' perceptions of in ­ fluence in local curriculum decision-making and curriculum imple­ mentation. Journal of Educational Research, October 1967, 61, 2, 81. Johnson, E. D. An analysis of factors related to teacher s atisfactio n dissatisfactio n. Unpublished doctoral dissertation , Auburn Univer­ s ity , 1967. 183 Kaczka, E ., & Kirk, R. Managerial clim ate, work groups, and organiza­ tional performance. Administrative Science Quarterly. Fall 1967. Kay, W. F. The need fo r lim itatio ns upon the scope of negotiations in public education. Journal of Law and Education. January 1973. 2, 1, 155-75. Kornbluh, H. Bargaining the goals of education and teachers. education (AFT), Fall 1973, 22-25. Changing Lambert, S. Report on negotiations le g is la tio n . In Readings in public school c o llective bargaining. Washington, D. C.~. Educational Service Bureau, Inc. Lieberman, M. A new look at the scope o f negotiations. ment, Dec. 12, 1972, 8. L ik e rt, R. New patters o f management. New York: School manage­ McGraw-Hill, 1961. L itc h fie ld , E. H. Notes on a general theory of administration. is tr a tiv e Science Q uarterly, June 1956, I_, 1, 3-29. Admin­ Livingston, F. R ., & W o llett, D. H. NEA attorneys urge that New Jersey commission recognize differences between public and private sectors. Washington, D. C.: BNA, M ay'l, 1967, No. 190, GERR E -l. McDonnel, L ., & Pascal, A. Organized teachers in American schools. 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Impact of co llec tive bargaining on curriculum -instruction. Report No. 1975-2. National School Boards Association (NSBA), 1975.