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S.B. 71 Enrolled

             1     

SCHOOL DISTRICT AMENDMENTS

             2     
2008 GENERAL SESSION

             3     
STATE OF UTAH

             4     
Chief Sponsor: Carlene M. Walker

             5     
House Sponsor: Gregory H. Hughes

             6     
             7      LONG TITLE
             8      General Description:
             9          This bill modifies provisions relating to the creation of a new school district.
             10      Highlighted Provisions:
             11          This bill:
             12          .    enacts definitions;
             13          .    lengthens the time in which transition teams must be appointed;
             14          .    extends the deadline for the existing school district to prepare an inventory of
             15      existing school district property;
             16          .    defines a date at which existing school district property and liabilities are to be
             17      determined;
             18          .    extends the deadline by which the transition teams are to determine the allocation of
             19      existing school district property;
             20          .    requires transition teams to prepare a written report setting forth the property
             21      allocation;
             22          .    modifies a provision relating to the reimbursement of transition team and other costs
             23      and expenses;
             24          .    modifies the required content of an inventory that an existing district is required to
             25      provide;
             26          .    requires transition teams to consider the value of school buildings and associated
             27      property in making the allocation of other existing district property;
             28          .    requires an existing school district to make money available to the remaining district
             29      and the new district, provides for who can access and spend that money, and


             30      requires transition teams to consider that money in allocating existing district property;
             31          .    requires an existing school district to transfer title of property to the new district
             32      within a certain time, except upon the mutual agreement of the school district
             33      boards;
             34          .    prohibits an existing school district from transferring title to school district property
             35      without the consent of specified boards or bodies;
             36          .    modifies provisions relating to the composition of the school district boards of the
             37      new district and remaining district;
             38          .    clarifies application of the changes in this bill to the procedure to create a new
             39      district; and
             40          .    makes technical changes.
             41      Monies Appropriated in this Bill:
             42          None
             43      Other Special Clauses:
             44          This bill provides revisor instructions.
             45      Utah Code Sections Affected:
             46      AMENDS:
             47          53A-2-117, as last amended by Laws of Utah 2007, Chapters 215 and 297
             48          53A-2-118, as last amended by Laws of Utah 2007, First Special Session, Chapter 1
             49          53A-2-118.1, as last amended by Laws of Utah 2007, First Special Session, Chapters 1,
             50      2, and 4
             51          53A-2-121, as last amended by Laws of Utah 2007, Chapter 215
             52      Uncodified Material Affected:
             53      ENACTS UNCODIFIED MATERIAL
             54     
             55      Be it enacted by the Legislature of the state of Utah:
             56          Section 1. Section 53A-2-117 is amended to read:
             57           53A-2-117. Definitions.


             58          As used in Sections 53A-2-117 through 53A-2-121 :
             59          (1) "Allocation date" means:
             60          (a) June 30 of the second calendar year after the creation election date; or
             61          (b) another date that the transition teams under Section 53A-1-118.1 mutually agree to.
             62          (2) "Canvass date" means the date of the canvass of an election under Subsection
             63      53A-2-118 (5) at which voters approve the creation of a new school district under Section
             64      53A-2-118.1 .
             65          (3) "Creation election date" means the date of the election under Subsection
             66      53A-2-118 (5) at which voters approve the creation of a new school district under Section
             67      53A-2-118.1 .
             68          [(1)] (4) "Existing district" or "existing school district" means a school district from
             69      which a new district is created.
             70          [(2)] (5) "New district" or "new school district" means a school district created under
             71      Section 53A-2-118 or 53A-2-118.1 .
             72          [(3)] (6) "Remaining district" or "remaining school district" means an existing district
             73      after the creation of a new district.
             74          Section 2. Section 53A-2-118 is amended to read:
             75           53A-2-118. Creation of new school district -- Initiation of process -- Procedures
             76      to be followed.
             77          (1) A new school district may be created from one or more existing school districts, as
             78      provided in this section.
             79          (2) (a) The process to create a new school district may be initiated:
             80          (i) through a citizens' initiative petition;
             81          (ii) at the request of the board of the existing district or districts to be affected by the
             82      creation of the new district; or
             83          (iii) at the request of a city within the boundaries of the school district or at the request
             84      of interlocal agreement participants, pursuant to Section 53A-2-118.1 .
             85          (b) (i) Each petition submitted under Subsection (2)(a)(i) shall be signed by qualified


             86      electors residing within the geographical boundaries of the proposed new school district equal in
             87      number to at least 15% of the number of electors in the area who voted for the office of
             88      governor at the last regular general election.
             89          (ii) Each request or petition submitted under Subsection (2)(a) shall:
             90          (A) be filed with the clerk of each county in which any part of the proposed new school
             91      district is located;
             92          (B) indicate the typed or printed name and current residence address of each governing
             93      board member making a request, or registered voter signing a petition, as the case may be;
             94          (C) describe the proposed new school district boundaries; and
             95          (D) designate up to five signers of the petition or request as sponsors, one of whom
             96      shall be designated as the contact sponsor, with the mailing address and telephone number of
             97      each.
             98          (c) A signer of a petition under Subsection (2)(a)(i) may withdraw or, once withdrawn,
             99      reinstate the signer's signature at any time before the filing of the petition by filing a written
             100      withdrawal or reinstatement with the county clerk.
             101          (d) The process under Subsection (2)(a)(i) may only be initiated once during any
             102      four-year period.
             103          (e) A new district may not be formed pursuant to Subsection (2)(a) if the student
             104      population of the proposed new district is less than 3,000 or the existing district's student
             105      population would be less than 3,000 because of the creation of the new school district.
             106          (f) Within 45 days after the filing of a petition under Subsection (2)(a)(i) or five
             107      business days after the filing of a request under Subsection (2)(a)(ii) or (iii), the clerk of each
             108      county with which a request or petition is filed shall:
             109          (i) determine whether the request or petition complies with Subsections (2)(a), (b), (d),
             110      and (e), as applicable; and
             111          (ii) (A) if the county clerk determines that the request or petition complies with the
             112      applicable requirements:
             113          (I) certify the request or petition and deliver the certified request or petition to the


             114      county legislative body; and
             115          (II) mail or deliver written notification of the certification to the contact sponsor; or
             116          (B) if the county clerk determines that the request or petition fails to comply with any
             117      of the applicable requirements, reject the request or petition and notify the contact sponsor in
             118      writing of the rejection and reasons for the rejection.
             119          (g) If the county clerk fails to certify or reject a request or petition within the time
             120      specified in Subsection (2)(f), the request or petition shall be considered to be certified.
             121          (h) (i) If the county clerk rejects a request or petition, the request or petition may be
             122      amended to correct the deficiencies for which it was rejected and then refiled.
             123          (ii) Subsection (2)(d) does not apply to a request or petition that is amended and refiled
             124      after having been rejected by a county clerk.
             125          (i) If a county legislative body receives a request from a school board under Subsection
             126      (2)(a)(ii) or a petition under Subsection (2)(a)(i) which is certified by the county clerk on or
             127      before December 1:
             128          (i) the county legislative body shall appoint an ad hoc advisory committee, as provided
             129      by Subsection (3), on or before January 1;
             130          (ii) the ad hoc advisory committee shall submit its report and recommendations to the
             131      county legislative body, as provided by Subsection (3), on or before July 1; and
             132          (iii) if the legislative body of each county with which a request or petition is filed
             133      approves a proposal to create a new district, the proposal shall be submitted to the respective
             134      county clerk to be voted on by the electors of each existing district at the regular general or
             135      municipal general election held in November.
             136          (3) (a) The legislative body of each county with which a request or petition is filed shall
             137      appoint an ad hoc advisory committee to review and make recommendations on a request for
             138      the creation of a new school district submitted under Subsection (2)(a)(i) or (ii).
             139          (b) The advisory committee shall:
             140          (i) seek input from:
             141          (A) those requesting the creation of the new school district;


             142          (B) the school board and school personnel of each existing school district;
             143          (C) those citizens residing within the geographical boundaries of each existing school
             144      district;
             145          (D) the State Board of Education; and
             146          (E) other interested parties;
             147          (ii) review data and gather information on at least:
             148          (A) the financial viability of the proposed new school district;
             149          (B) the proposal's financial impact on each existing school district;
             150          (C) the exact placement of school district boundaries; and
             151          (D) the positive and negative effects of creating a new school district and whether the
             152      positive effects outweigh the negative if a new school district were to be created; and
             153          (iii) make a report to the county legislative body in a public meeting on the committee's
             154      activities, together with a recommendation on whether to create a new school district.
             155          (4) For a request or petition submitted under Subsection (2)(a)(i) or (2)(a)(ii):
             156          (a) The county legislative body shall provide for a 45-day public comment period on the
             157      report and recommendation to begin on the day the report is given under Subsection (3)(b)(iii).
             158          (b) Within 14 days after the end of the comment period, the legislative body of each
             159      county with which a request or petition is filed shall vote on the creation of the proposed new
             160      school district.
             161          (c) The proposal is approved if a majority of the members of the legislative body of
             162      each county with which a request or petition is filed votes in favor of the proposal.
             163          (d) If the proposal is approved, the legislative body of each county with which a request
             164      or petition is filed shall submit the proposal to the county clerk to be voted on:
             165          (i) by the legal voters of each existing school district;
             166          (ii) in accordance with the procedures and requirements applicable to a regular general
             167      election under Title 20A, Election Code; and
             168          (iii) at the next regular general election or municipal general election, whichever is first.
             169          (e) Creation of the new school district shall occur if a majority of the electors within


             170      both the proposed school district and each remaining school district voting on the proposal vote
             171      in favor of the creation of the new district.
             172          (f) Each county legislative body shall provide notice of the action as required in Section
             173      53A-2-101.5 .
             174          (g) If a proposal submitted under Subsection (2)(a)(i) or (ii) to create a new district is
             175      approved by the electors, the existing district's documented costs to study and implement the
             176      proposal shall be reimbursed by the new district.
             177          (5) (a) If a proposal submitted under Subsection (2)(a)(iii) is certified under Subsection
             178      (2)(f) or (g), the legislative body of each county in which part of the proposed new school
             179      district is located shall submit the proposal to the respective clerk of each county to be voted
             180      on:
             181          (i) by the legal voters residing within the proposed new school district boundaries;
             182          (ii) in accordance with the procedures and requirements applicable to a regular general
             183      election under Title 20A, Election Code; and
             184          (iii) at the next regular general election or municipal general election, whichever is first.
             185          (b) (i) If a majority of the legal voters within the proposed new school district
             186      boundaries voting on the proposal at an election under Subsection (5)(a) vote in favor of the
             187      creation of the new district:
             188          (A) each county legislative body shall, within [30] 60 days after the canvass [of the
             189      election] date, file with the lieutenant governor the written notice, with the accompanying map
             190      or plat, required under Section 53A-2-101.5 ; and
             191          (B) upon the lieutenant governor's issuance of the certificate under Section 67-1a-6.5 ,
             192      the new district is created.
             193          (ii) Notwithstanding the creation of a new district as provided in Subsection
             194      (5)(b)(i)(B):
             195          (A) a new school district may not begin to provide educational services to the area
             196      within the new district until July 1 of the second calendar year following the creation election [at
             197      which voters approve creation of the new school district] date;


             198          (B) a remaining district may not begin to provide educational services to the area within
             199      the remaining district until the time specified in Subsection (5)(b)(ii)(A); and
             200          (C) each existing district shall continue, until the time specified in Subsection
             201      (5)(b)(ii)(A), to provide educational services within the entire area covered by the existing
             202      district [as though the new district had not been created].
             203          Section 3. Section 53A-2-118.1 is amended to read:
             204           53A-2-118.1. Option for school district creation.
             205          (1) (a) After conducting a feasibility study, a city with a population of at least 50,000,
             206      as determined by the lieutenant governor using the process described in Subsection
             207      10-2-302 (2), may by majority vote of the legislative body, submit for voter approval a measure
             208      to create a new school district with boundaries contiguous with that city's boundaries, in
             209      accordance with Section 53A-2-118 .
             210          (b) (i) The determination of all matters relating to the scope, adequacy, and other
             211      aspects of a feasibility study under Subsection (1)(a) is within the exclusive discretion of the
             212      city's legislative body.
             213          (ii) An inadequacy of a feasibility study under Subsection (1)(a) may not be the basis of
             214      a legal action or other challenge to:
             215          (A) an election for voter approval of the creation of a new school district; or
             216          (B) the creation of the new school district.
             217          (2) (a) By majority vote of the legislative body, a city of any class, a town, or a county,
             218      may, together with one or more other cities, towns, or the county enter into an interlocal
             219      agreement, in accordance with Title 11, Chapter 13, Interlocal Cooperation Act, for the purpose
             220      of submitting for voter approval a measure to create a new school district.
             221          (b) (i) In accordance with Section 53A-2-118 , interlocal agreement participants under
             222      Subsection (2)(a) may submit a proposal for voter approval if:
             223          (A) the interlocal agreement participants conduct a feasibility study prior to submitting
             224      the proposal to the county;
             225          (B) the combined population within the proposed new school district boundaries [meets


             226      the minimum population threshold for a city of the second class] is at least 50,000;
             227          (C) the new school district boundaries:
             228          (I) are contiguous;
             229          (II) do not completely surround or otherwise completely geographically isolate a
             230      portion of an existing school district that is not part of the proposed new school district from
             231      the remaining part of that existing school district, except as provided in Subsection (2)(d)(iii);
             232          (III) include the entire boundaries of each participant city or town, except as provided
             233      in Subsection (2)(d)(ii); and
             234          (IV) subject to Subsection (2)(b)(ii), do not cross county lines; and
             235          (D) the combined population within the proposed new school district of interlocal
             236      agreement participants that have entered into an interlocal agreement proposing to create a new
             237      school district is at least 80% of the total population of the proposed new school district.
             238          (ii) The determination of all matters relating to the scope, adequacy, and other aspects
             239      of a feasibility study under Subsection (2)(b)(i)(A), including whether to conduct a new
             240      feasibility study or revise a previous feasibility study due to a change in the proposed new
             241      school district boundaries, is within the exclusive discretion of the legislative bodies of the
             242      interlocal agreement participants that enter into an interlocal agreement to submit for voter
             243      approval a measure to create a new school district.
             244          (iii) An inadequacy of a feasibility study under Subsection (2)(b)(i)(A) may not be the
             245      basis of a legal action or other challenge to:
             246          (A) an election for voter approval of the creation of a new school district; or
             247          (B) the creation of the new school district.
             248          (iv) For purposes of determining whether the boundaries of a proposed new school
             249      district cross county lines under Subsection (2)(b)(i)(C)(IV):
             250          (A) a municipality located in more than one county and entirely within the boundaries of
             251      a single school district is considered to be entirely within the same county as other participants
             252      in an interlocal agreement under Subsection (2)(a) if more of the municipality's land area and
             253      population is located in that same county than outside the county; and


             254          (B) a municipality located in more than one county that participates in an interlocal
             255      agreement under Subsection (2)(a) with respect to some but not all of the area within the
             256      municipality's boundaries on the basis of the exception stated in Subsection (2)(d)(ii)(B) may
             257      not be considered to cross county lines.
             258          (c) (i) A county may only participate in an interlocal agreement under this Subsection
             259      (2) for the unincorporated areas of the county.
             260          (ii) Boundaries of a new school district created under this section may include:
             261          (A) a portion of one or more existing school districts; and
             262          (B) a portion of the unincorporated area of a county, including a portion of a township.
             263          (d) (i) As used in this Subsection (2)(d):
             264          (A) "Isolated area" means an area that:
             265          (I) is entirely within the boundaries of a municipality that, except for that area, is
             266      entirely within a school district different than the school district in which the area is located; and
             267          (II) would, because of the creation of a new school district from the existing district in
             268      which the area is located, become completely geographically isolated.
             269          (B) "Municipality's school district" means the school district that includes all of the
             270      municipality in which the isolated area is located except the isolated area.
             271          (ii) Notwithstanding Subsection (2)(b)(i)(C)(III), a municipality may be a participant in
             272      an interlocal agreement under Subsection (2)(a) with respect to some but not all of the area
             273      within the municipality's boundaries if:
             274          (A) the portion of the municipality proposed to be included in the new school district
             275      would, if not included, become an isolated area upon the creation of the new school district; or
             276          (B) (I) the portion of the municipality proposed to be included in the new school district
             277      is within the boundaries of the same school district that includes the other interlocal agreement
             278      participants; and
             279          (II) the portion of the municipality proposed to be excluded from the new school
             280      district is within the boundaries of a school district other than the school district that includes
             281      the other interlocal agreement participants.


             282          (iii) (A) Notwithstanding Subsection (2)(b)(i)(C)(II), a proposal to create a new school
             283      district may be submitted for voter approval pursuant to an interlocal agreement under
             284      Subsection (2)(a), even though the new school district boundaries would create an isolated area,
             285      if:
             286          (I) the potential isolated area is contiguous to one or more of the interlocal agreement
             287      participants;
             288          (II) the interlocal participants submit a written request to the municipality in which the
             289      potential isolated area is located, requesting the municipality to enter into an interlocal
             290      agreement under Subsection (2)(a) that proposes to submit for voter approval a measure to
             291      create a new school district that includes the potential isolated area; and
             292          (III) 90 days after a request under Subsection (2)(d)(iii)(A)(II) is submitted, the
             293      municipality has not entered into an interlocal agreement as requested in the request.
             294          (B) Each municipality receiving a request under Subsection (2)(d)(iii)(A)(II) shall hold
             295      one or more public hearings to allow input from the public and affected school districts
             296      regarding whether or not the municipality should enter into an interlocal agreement with respect
             297      to the potential isolated area.
             298          (C) (I) This Subsection (2)(d)(iii)(C) applies if:
             299          (Aa) a new school district is created under this section after a measure is submitted to
             300      voters based on the authority of Subsection (2)(d)(iii)(A); and
             301          (Bb) the creation of the new school district results in an isolated area.
             302          (II) The isolated area shall, on July 1 of the second calendar year following the creation
             303      election [at which voters approve the creation of a new school district] date, become part of the
             304      municipality's school district.
             305          (III) Unless the isolated area is the only remaining part of the existing district, the
             306      process described in Subsection (4) shall be modified to:
             307          (Aa) include a third transition team, appointed by the [local] school district board of the
             308      municipality's school district, to represent that school district;
             309          (Bb) require allocation of the existing district's property among the new district, the


             310      remaining district, and the municipality's school district;
             311          (Cc) require each of the three transition teams to appoint one member to the
             312      three-member arbitration panel, if an arbitration panel is established; and
             313          (Dd) require the municipality's school district to bear 1/3 of the costs of arbitration.
             314          (IV) The existing district shall continue to provide educational services to the isolated
             315      area until July 1 of the second calendar year following the creation election [at which voters
             316      approve the creation of a new school district] date.
             317          (3) (a) If a proposal under this section is approved by voters:
             318          (i) (A) subject to Subsection (3)(e):
             319          (I) each member of the board of the existing district who resides within the boundary of
             320      the new school district shall serve as an initial member of the new district board; and
             321          (II) each member of the board of the existing district who resides within the boundary
             322      of the remaining school district shall serve as an initial member of the remaining district board;
             323      and
             324          [(i)] (B) an election shall be held on the June special election date, as provided in
             325      Section 20A-1-204 , in the year following the creation election [at which voters approved the
             326      creation of a new school district] date, to elect:
             327          [(A)] (I) all other members to the board of the new school district; and
             328          [(B)] (II) all other members to the board of the remaining district;
             329          (ii) school district property shall be divided between the existing school district and the
             330      new school district as provided in Subsection (4);
             331          (iii) transferred employees shall be treated in accordance with Sections 53A-2-116 and
             332      53A-2-122 ;
             333          (iv) (A) an individual residing within the boundaries of a new school district at the time
             334      the new school district is created may, for six school years after the creation of the new school
             335      district, elect to enroll in a secondary school located outside the boundaries of the new school
             336      district if:
             337          (I) the individual resides within the boundaries of that secondary school as of the day


             338      before the new school district is created; and
             339          (II) the individual would have been eligible to enroll in that secondary school had the
             340      new school district not been created; and
             341          (B) the school district in which the secondary school is located shall provide
             342      educational services, including, if provided before the creation of the new school district,
             343      busing, to each individual making an election under Subsection (3)(a)(iv)(A) for each school
             344      year for which the individual makes the election; and
             345          (v) within one year after the new district begins providing educational services, the
             346      superintendent of each remaining district affected and the superintendent of the new district
             347      shall meet, together with the Superintendent of Public Instruction, to determine if further
             348      boundary changes should be proposed in accordance with Section 53A-2-104 [or Subsection
             349      53A-2-118 (2)].
             350          (b) Each member [elected to] of a school district board of a new district and remaining
             351      district [at an election] under Subsection (3)(a)(i) shall take office on July 15 immediately
             352      following the election under Subsection (3)(a)(i)(B).
             353          (c) (i) Subject to Subsection (3)(c)(ii), the terms of the initial members of the school
             354      district board of the new district and remaining district [who are elected at an election under
             355      Subsection (3)(a)(i)] shall be staggered and adjusted by the county legislative body so that:
             356          (A) the school district board members' successors are elected at a future regular general
             357      election; and
             358          (B) the terms of their successors coincide with the schedule of terms for school district
             359      board members established in Section 20A-14-202 .
             360          (ii) (A) The term of a member [elected to a school district board at an election] under
             361      Subsection (3)(a)(i) may not be less than 17 months.
             362          (B) In order to comply with the requirements of Subsection (3)(c)(i), the term of a
             363      member elected to a school district board at an election under Subsection (3)(a)(i)(B) held in an
             364      even-numbered year may exceed four years but may not exceed five years.
             365          (d) (i) The term of each member of the school district board of the existing district


             366      terminates on July [15] 1 of the second year after the creation election [at which voters approve
             367      the creation of a new district] date, regardless of when the term would otherwise have
             368      terminated.
             369          (ii) Notwithstanding the [election] existence of a board for the new district and a board
             370      for the remaining district under Subsection (3)(a)(i), the board of the existing district shall
             371      continue, until the time specified in Subsection 53A-2-118 (5)(b)(ii)(A), to function and exercise
             372      authority as a board to the extent necessary to continue to provide educational services to the
             373      entire existing district [as though the new district had not been created].
             374          (iii) A person may simultaneously serve as a member of the board of an existing district
             375      and a member of the board of:
             376          (A) a new district; or
             377          (B) a remaining district.
             378          (e) If two or more members of an existing school district board reside within the same
             379      local school board district, as established by the county legislative body under Section
             380      20A-14-201 , of the new district or remaining district: