First Substitute S.B. 110

Senator Aaron Osmond proposes the following substitute bill:

1 SCHOOL-BASED BUDGETING AMENDMENTS
2 2013 GENERAL SESSION
3 STATE OF UTAH
4 Chief Sponsor: Howard A. Stephenson
5 House Sponsor: Daniel McCay
6 Cosponsors:
7 J. Stuart Adams
8 Margaret DaytonScott K. Jenkins
Peter C. Knudson
Mark B. MadsenJerry W. Stevenson
Stephen H. Urquhart 9
10 LONG TITLE
11 General Description:
12 This bill allows local school boards to approve school-based budgeting.
13 Highlighted Provisions:
14 This bill:
15 . if approved by a local school board, allows a school principal to:
16 . prepare a school budget;
17 . consult with an advisory committee in preparing a school budget; and
18 . submit the school budget to the local school board for approval;
19 . requires a school budget to be aligned with and support the school instructional,
20 academic, and student achievement goals;
21 . if approved by a local school board, allows a school principal to determine how to
22 use revenue available to the school to meet the needs of the school's students; and
23 . requires a school district to publish on the school district's website information on
24 revenue available to a school participating in school-based budgeting and the school

25 budget.
26 Money Appropriated in this Bill:
27 None
28 Other Special Clauses:
29 None
30 Utah Code Sections Affected:
31 AMENDS:
32 53A-1a-108.5, as enacted by Laws of Utah 2002, Chapter 324
33 ENACTS:
34 53A-2-501, Utah Code Annotated 1953
35 53A-2-502, Utah Code Annotated 1953
36 53A-2-503, Utah Code Annotated 1953
37 53A-2-504, Utah Code Annotated 1953
38 53A-2-505, Utah Code Annotated 1953
39 53A-2-506, Utah Code Annotated 1953
40
41 Be it enacted by the Legislature of the state of Utah:
42 Section 1. Section 53A-1a-108.5 is amended to read:
43 53A-1a-108.5. School improvement plan.
44 (1) (a) Each school community council shall annually evaluate the school's U-PASS
45 test results and use the evaluations in developing a school improvement plan.
46 (b) In evaluating U-PASS test results and developing a school improvement plan, a
47 school community council may not have access to data that reveal the identity of students.
48 (2) Each school improvement plan shall:
49 (a) identify the school's most critical academic needs;
50 (b) recommend a course of action to meet the identified needs;
51 (c) list any programs, practices, materials, or equipment that the school will need to
52 implement its action plan to have a direct impact on the instruction of students and result in
53 measurable increased student performance; and
54 (d) describe how the school intends to enhance or improve academic achievement,
55 including how financial resources available to the school, such as School LAND Trust Program

56 money received under Section 53A-16-101.5 and state and federal grants, or, if approved under
57 Section 53A-2-504 , the school budget will be used to enhance or improve academic
58 achievement.
59 (3) The school improvement plan shall focus on the school's most critical academic
60 needs but may include other actions to enhance or improve academic achievement and
61 community environment for students.
62 (4) The school principal shall make available to the school community council the
63 school budget and other data needed to develop the school improvement plan.
64 (5) The school improvement plan shall be subject to the approval of the local school
65 board of the school district in which the school is located.
66 (6) A school community council may develop a multiyear school improvement plan,
67 but the plan must be presented to and approved annually by the local school board.
68 (7) Each school shall:
69 (a) implement the school improvement plan as developed by the school community
70 council and approved by the local school board;
71 (b) provide ongoing support for the council's plan; and
72 (c) meet local school board reporting requirements regarding performance and
73 accountability.
74 Section 2. Section 53A-2-501 is enacted to read:
75 Part 5. School-based Budgeting Act
76 53A-2-501. Title.
77 This part is known as the "School-based Budgeting Act."
78 Section 3. Section 53A-2-502 is enacted to read:
79 53A-2-502. Purposes of school-based budgeting.
80 The purposes of school-based budgeting are to:
81 (1) create a system of excellent schools in Utah led by great principals who have the
82 authority, resources, and responsibility to teach all students well;
83 (2) engage those closest to the students in making key decisions that impact the
84 students;
85 (3) empower schools and hold them accountable for results; and
86 (4) develop a simple, and transparent approach to help schools achieve results for

87 students.
88 Section 4. Section 53A-2-503 is enacted to read:
89 53A-2-503. Local school board to approve or deny creation of school-based
90 budget -- Revenues for a school-based budget.
91 (1) A school principal may petition the principal's local school board for the
92 opportunity to create a school-based budget.
93 (2) The local school board shall approve or deny a principal's request to create a
94 school-based budget.
95 (3) If a local school board approves a principal's request to create a school-based
96 budget, the local school board shall tell the principal the total amount of revenue that will be
97 allocated to the school for purposes of creating the school-based budget.
98 Section 5. Section 53A-2-504 is enacted to read:
99 53A-2-504. School budget -- Principal to determine use of school revenue.
100 (1) If a principal's request to create a school-based budget is approved under Section
101 53A-2-503 , the principal of a school shall:
102 (a) prepare a budget for the expenditure of revenue allocated to the school under
103 Section 53A-2-503 ;
104 (b) consult with an advisory committee appointed under Subsection (2) in preparing the
105 budget; and
106 (c) submit the budget to the local school board for approval.
107 (2) (a) The principal shall appoint an advisory committee to:
108 (i) review the instructional, academic, and student achievement goals of the school;
109 and
110 (ii) recommend how a school budget may be created to achieve the goals described in
111 Subsection (2)(a)(i).
112 (b) The advisory committee:
113 (i) shall include a parent or guardian member of the school community council who
114 serves as chair of the school community council; and
115 (ii) may include the following personnel employed at the school:
116 (A) administrators;
117 (B) teachers; and

118 (C) instructional support personnel.
119 (3) A school budget prepared and approved under Subsection (1) shall be aligned with
120 and support:
121 (a) the goals described in Subsection (2)(a)(i); and
122 (b) the school improvement plan developed under Section 53A-1a-108.5 .
123 (4) (a) If a local school board disapproves a school budget submitted under Subsection
124 (1), the local school board shall provide a written explanation of why the budget was
125 disapproved and request that the principal revise the budget.
126 (b) The principal shall submit a revised school budget to the local school board for
127 approval.
128 (5) In preparing a school budget, a principal shall determine:
129 (a) how to use revenue available to the school to meet the needs of the school's
130 students;
131 (b) the number and type of both licensed and classified staff positions;
132 (c) the teaching assignments or other work assignments of licensed and classified
133 personnel at the school;
134 (d) how to provide for instructional support services, such as curriculum development
135 or professional development;
136 (e) how to provide for building and grounds maintenance;
137 (f) what instructional materials to acquire, subject to the requirements of Sections
138 53A-13-101 and 53A-14-107 ; and
139 (g) what other resources are necessary for the education of the school's students.
140 Section 6. Section 53A-2-505 is enacted to read:
141 53A-2-505. School budget -- Employee salaries and benefits.
142 (1) A school budget shall include revenue and planned expenditures for the actual cost
143 of the salaries and benefits of personnel employed at the school.
144 (2) If a local school board approves a school-based budget under Section 53A-2-504 , a
145 school shall be charged for the actual cost of the salaries and benefits of personnel employed at
146 the school.
147 Section 7. Section 53A-2-506 is enacted to read:
148 53A-2-506. Revenue and budget information published on school district website.

149 A school district shall publish on the school district's website:
150 (1) the amount of revenue allotted by the local school board to each school approved to
151 create a school-based budget; and
152 (2) each school budget approved by the local school board.

[Bill Documents]