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Study Title: "Essential Programs and Services: Equity and Adequacy in Funding to Improve Learning for All Children"
   
Date Completed: January 1999
   
Calculated Base Costs:

Basic Foundation Amount (in 1996 dollars):
$4,407 per pupil level K-5
$4,543 per pupil level 6-8
$5,081 per pupil level 9-12

  Implementation of the Essential Programs and Services (EPS) model would cost an additional $132 million, or a 10% increase over the total state and local expenditures for 1996-97 reaching a total of $1.42 billion.
  Standard teacher salary: $32,291 (for 1997-98 school year)
  School Personnel costs for Year One includes EPS model Personnel Ratios, the most recent district and staff profiles for salaries and benefits, and regional salary differences. Following years include Year One costs plus adjustments for inflation.
  Costs for Specialized Student Populations: Special Education students would receive a 2.1 weighting; English Language Learners (ELL) would receive a 1.15 weighting (later updated to between 1.3 and 1.6); "Disadvantaged Youth" (as determined by using data on free and reduced-priced lunch) would receive a 1.02 weighting (later updated to 1.15); and students in grades K-2 would receive a weighting of 1.1.
   
Major Recommendations: Essential Programs are those programs and courses Maine schools need to offer all students so that they may meet the goals in the Maine standards for eight Learning Results program areas (Career Preparation, English Language Arts, Health & Physical Education, Mathematics, Modern and Classical Languages, Science and Technology, Social Studies, Visual and Performing Arts.)
  Essential Services are those resources and services required to insure that each Maine student is offered an equitable opportunity to achieve the Learning Results standards in each of the eight program areas.
  The study recommended FTE teacher-student ratios of 1:17 for grades K-5, 1:16 for grades 6-8 and 1:15 for grades 9-12. It also specified minimum ratios for students and counselors and guidance, library, and health personnel, and for school administrative staff and support and clerical staff.
  Funding should be distributed in a lump sum of general purpose aid and local communities should decide how the resources will be distributed among programs and services.
  It recommended an accountability system with a three-phase mechanism which supports local control while insuring statewide accountability.
  A study should be conducted to make recommendations to the Legislature as to the best method of transitioning educational funding to the EPS Model.
   
Special Features of the Study: This study is still ongoing. For example:
  Adjustments for special education, vocational education, teacher educational attainment, transportation, and small schools are still under development.
  Public meetings continue to be held throughout the state.
   
Implementation: The Legislature enacted Public Law Chapter 660 (L.D. 2103) "An Act Regarding Essential Programs & Services" in April, 2002 which required the Department of Education and the State Board of Education to continue development of a school funding system based on the EPS model.
  Chapter 127 of the Maine Department of Education regulations, adopted in September 2002, set timelines and targets for state and local efforts to implement the EPS model.
  The Legislature enacted Public Law Chapter 504 (L.D. 1623) "An Act to Implement School Funding Based on Essential Programs and Services" in May 2003, which phases in implementation of the EPS model from 2005-06 through 2009-10 and increases the state share of total education funding to 50% by 2009-10.
   
Methodology: Effective Strategies/Successful Schools
  A 17-member committee representing various education constituencies and chaired by Weston Bonney, a member of the State Board of Education, contracted for research and consultative assistance with the University of Southern Maine office of the Maine Education Policy Research Institute.
   Used empirical information from Maine schools, information on high-performing Maine schools, national information, when available, and expert opinions. This included data from staffing patterns, program resources and expenditures.
  Developed three prototypical schools and grade configurations to facilitate the EPS model building process, including a K-5 Elementary School with 250 students, a 6-8 Middle School with 400 students and a 9-12 High School with 500 students.
  Used the most recent national literature on school resources and performance and expert testimony from individuals with knowledge and experience covering topics under consideration, such as the connections between resources and student performance and costs associated with Specialized Student Populations.
   
Additional Factors:   The study included consideration of programs for disadvantaged students, special education, ELL, primary (K-2) grades, pre-school, parental involvement, and gifted and talented, vocational education, supplies, small schools, equipment and transportation. The study did not include consideration of facilities and technology hardware.
   
Public Input: The committee held over 25 public forums and meetings across the state at which over 420 individuals commented on the study's draft report.
   
Prepared for: The Maine Legislature
   
Prepared by: Maine Education Policy Research Institute