1     
COMPETENCY-BASED LEARNING AMENDMENTS

2     
2016 GENERAL SESSION

3     
STATE OF UTAH

4     
Chief Sponsor: Howard A. Stephenson

5     
House Sponsor: Kim Coleman

6     

7     LONG TITLE
8     General Description:
9          This bill establishes the Competency-Based Education Grants Program.
10     Highlighted Provisions:
11          This bill:
12          ▸     amends existing competency-based education provisions;
13          ▸     enacts Title 53A, Chapter 15, Part 17, Competency-Based Education Grants
14     Program, including:
15               •      enacts definitions;
16               •     enacts provisions related to the State Board of Education (board) duties;
17               •     enacts provisions related to planning grants;
18               •     enacts provisions related to implementation grants;
19               •     enacts provisions related to expansion grants;
20               •     enacts provisions related to waivers from board rule; and
21               •     enacts provisions related to institutions of higher education and prohibitions on
22     penalizing students in a competency-based education program .
23     Money Appropriated in this Bill:
24          None
25     Other Special Clauses:
26          None
27     Utah Code Sections Affected:
28     AMENDS:
29          53A-1-409, as last amended by Laws of Utah 2015, Chapter 415

30     ENACTS:
31          53A-15-1701, Utah Code Annotated 1953
32          53A-15-1702, Utah Code Annotated 1953
33          53A-15-1703, Utah Code Annotated 1953
34          53A-15-1704, Utah Code Annotated 1953
35          53A-15-1705, Utah Code Annotated 1953
36          53A-15-1706, Utah Code Annotated 1953
37          53A-15-1707, Utah Code Annotated 1953
38          53A-15-1708, Utah Code Annotated 1953
39     

40     Be it enacted by the Legislature of the state of Utah:
41          Section 1. Section 53A-1-409 is amended to read:
42          53A-1-409. Competency-based education -- Recommendations -- Coordination.
43          [(1) As used in this section:]
44          [(a) "Competency" means a demonstrable acquisition of a specified knowledge, skill,
45     or ability that has been organized into a hierarchical arrangement leading to higher levels of
46     knowledge, skill, or ability.]
47          [(b) "Competency-based education" means an education approach that requires a
48     student to acquire a competency and includes a classroom structure and operation that aid and
49     facilitate the acquisition of specified competencies on an individual basis wherein a student is
50     allowed to master and demonstrate competencies as fast as the student is able.]
51          [(c) "Gain score" means the measured difference of a student's score at the beginning
52     and end of a time period that may be aggregated at the class, grade, school, and school district
53     levels.]
54          [(2) The State Board of Education shall:]
55          [(a) provide expertise to and consult with local school boards, school districts, and
56     charter schools relating to competency-based education and progress-based assessments;]
57          [(b) before the beginning of the 2014 General Session of the Legislature, make

58     recommendations to the Public Education Appropriations Subcommittee, including the amount
59     and allocation of public education money, based upon both new public education money and
60     the reallocation of money required to develop and implement:]
61          [(i) competency-based education and progress-based assessments;]
62          [(ii) (A) a weighted competency unit that distributes public education money based on
63     student achievement resulting from competency-based program objectives, strategies, and
64     standards; and]
65          [(B) a course-level funding formula that distributes funds to school districts and charter
66     schools that establish competency-based education;]
67          [(iii) a plan to assist students, teachers, schools, and districts that need remediation
68     based upon Subsections (2)(b)(i) and (ii);]
69          [(iv) the reallocation of teaching resources from noncore electives into grades 1-3, 7-12
70     math, and 7-12 English; and]
71          [(v) a teacher development program focused on achieving progress in basic academic
72     subjects, including instruction in explicit, systematic, and intensive phonics for teachers in
73     grades kindergarten through 3;]
74          [(c) assist school districts and charter schools to develop and implement:]
75          [(i) competency-based education; and]
76          [(ii) the use of gain scores; and]
77          [(d) develop and use monetary and nonmonetary incentives, tools, and rewards to
78     encourage school districts and charter schools to accomplish the items described under this
79     section.]
80          [(3) A funding formula described in Subsection (2)(b)(ii)(B) shall:]
81          [(a) base the funding for a competency-based course on a proportionate amount of the
82     weighted pupil unit;]
83          [(b) partially distribute funds based on initial enrollment;]
84          [(c) distribute remaining funds based on a student's successful completion of a course
85     through demonstrated competency and subject mastery; and]

86          [(d) not be dependent on the amount of time a student is instructed in the course or the
87     age of the student.]
88          (1) As used in this section, "competency-based education" means the same as that term
89     is defined in Section 53A-15-1702.
90          [(4)] (2) A local school board or a charter school governing board may establish a
91     competency-based education program.
92          [(5)] (3) A local school board or charter school governing board that establishes a
93     competency-based education program shall:
94          (a) establish assessments to accurately measure competency;
95          (b) provide the assessments to an enrolled student at no cost to the student;
96          (c) award credit to a student who demonstrates competency and subject mastery;
97          (d) submit the competency-based standards to the State Board of Education for review;
98     and
99          (e) publish the competency-based standards on its website or by other electronic means
100     readily accessible to the public.
101          [(6)] (4) A local school board or charter school governing board may:
102          (a) on a random lottery-based basis, limit enrollment to courses that have been
103     designated as competency-based courses;
104          (b) waive or adapt traditional attendance requirements;
105          (c) adjust class sizes to maximize the value of course instructors or course mentors;
106          (d) enroll students from any geographic location within the state; and
107          (e) provide proctored online competency-based assessments.
108          Section 2. Section 53A-15-1701 is enacted to read:
109     
Part 17. Competency-Based Education Grants Program

110          53A-15-1701. Title.
111          This part is known as "Competency-Based Education Grants Program."
112          Section 3. Section 53A-15-1702 is enacted to read:
113          53A-15-1702. Definitions.

114          As used in this part:
115          (1) "Blended learning" means a formal education program in which a student learns:
116          (a) at least in part, through online learning with some element of student control over
117     time, place, path, and pace;
118          (b) at least in part, in a supervised brick-and-mortar location away from home; and
119          (c) in a program in which the modalities along each student's learning path within a
120     course or subject are connected to provide an integrated learning experience.
121          (2) "Board" means the State Board of Education.
122          (3) "Competency-Based education" means a system where a student advances to higher
123     levels of learning when the student demonstrates competency of concepts and skills regardless
124     of time, place, or pace.
125          (4) "Extended learning" means learning opportunities outside of a traditional school
126     structure, including:
127          (a) online learning available anywhere, anytime;
128          (b) career-based experiences, including internships and job shadowing;
129          (c) community-based projects; and
130          (d) off-site postsecondary learning.
131          (5) "Grant program" means the Competency-Based Education Grants Program created
132     in this part.
133          (6) "Institution of higher education" means an institution listed in Section 53B-1-102.
134          (7) "Local education agency" or "LEA" means:
135          (a) a school district;
136          (b) a charter school; or
137          (c) the Utah Schools for the Deaf and the Blind.
138          (8) "Review committee" means the committee established under Section 53A-15-1703.
139          (9) "STEM" means science, technology, engineering, and mathematics.
140          Section 4. Section 53A-15-1703 is enacted to read:
141          53A-15-1703. Competency-Based Education Grants Program -- Board duties --

142     Review committee -- Technical assistance training.
143          (1) There is created the Competency-Based Education Grants Program consisting of
144     the grants created in this part to improve educational outcomes in public schools by advancing
145     student mastery of concepts and skills through the following core principles:
146          (a) student advancement upon mastery of a concept or skill;
147          (b) competencies that include explicit, measurable, and transferable learning objectives
148     that empower a student;
149          (c) assessment that is meaningful and provides a positive learning experience for a
150     student;
151          (d) timely, differentiated support based on a student's individual learning needs; and
152          (e) learning outcomes that emphasize competencies that include application and
153     creation of knowledge along with the development of important skills and dispositions.
154          (2) The grant program shall incentivize an LEA to establish competency-based
155     education within the LEA through the use of:
156          (a) personalized learning;
157          (b) blended learning;
158          (c) extended learning;
159          (d) educator professional learning in competency-based education; or
160          (e) any other method that emphasizes the core principles described in Subsection (1).
161          (3) The board shall:
162          (a) in accordance with Title 63G, Chapter 3, Utah Administrative Rulemaking Act,
163     adopt rules:
164          (i) for the administration of the grant program and awarding of grants; and
165          (ii) to define outcome-based measures appropriate to the type of grant for an LEA that
166     is awarded a grant under this part to use to measure the performance of the LEA's plan or
167     program;
168          (b) establish a grant application process;
169          (c) in accordance with Subsection (4), establish a review committee to make

170     recommendations to the board for:
171          (i) metrics to analyze the quality of a grant application; and
172          (ii) approval of a grant application; and
173          (d) with input from the review committee, adopt metrics to analyze the quality of a
174     grant application.
175          (4) (a) The review committee shall consist of STEM and blended learning experts,
176     current and former school administrators, current and former teachers, and at least one former
177     school district superintendent, in addition to other staff designated by the board.
178          (b) The review committee shall:
179          (i) review a grant application submitted by an LEA;
180          (ii) make recommendations to the LEA to modify the application, if necessary; and
181          (iii) make recommendations to the board regarding the final disposition of an
182     application.
183          (5) (a) The board shall provide technical assistance training to assist an LEA with a
184     grant application under this part.
185          (b) An LEA may not apply for a grant under this part unless:
186          (i) a representative of the LEA attends the technical assistance training before the LEA
187     submits a grant application; and
188          (ii) the representative is a superintendent, principal, or a person in a leadership position
189     within the LEA.
190          (c) The technical assistance training shall include:
191          (i) instructions on completing a grant application, including grant application
192     requirements;
193          (ii) information on the scoring metrics used to review a grant application; and
194          (iii) information on competency-based education.
195          (6) The board may use up to 5% of an appropriation provided to fund this part for
196     administration of the grant program.
197          Section 5. Section 53A-15-1704 is enacted to read:

198          53A-15-1704. Planning grants -- Requirements.
199          (1) (a) The board shall, subject to legislative appropriations, award a planning grant to,
200     subject to Subsection (1)(c), an LEA:
201          (i) that submits a planning grant application that meets the requirements established by
202     the board, subject to Subsection (2);
203          (ii) if an LEA designee has attended the technical assistance training described in
204     Section 53A-15-1703; and
205          (iii) if the LEA planning grant application has been recommended by the review
206     committee.
207          (b) An LEA that receives a grant under Subsection (1)(a) shall expend the grant funds
208     no later than one calendar year after receiving the funds.
209          (c) The board may not select more than three LEAs to award planning grants to under
210     this section.
211          (2) (a) A planning grant application shall include evidence that the LEA:
212          (i) can provide a general description of the program the LEA would like to plan;
213          (ii) is intending to plan for:
214          (A) schoolwide implementation; or
215          (B) if the LEA intends to implement initially with a population smaller than
216     schoolwide, phasing the plan in schoolwide or districtwide over a specified period of time;
217          (iii) can describe the types of partners that will help with the plan and, eventually,
218     implement the program;
219          (iv) planning activities and program will focus on:
220          (A) implementation of the core principles described in Section 53A-15-1703;
221          (B) use of the methods, as applicable, described in Section 53A-15-1703; and
222          (C) the outcome-based measures adopted by the board under Section 53A-15-1703;
223          (v) has:
224          (A) the capacity, qualifications, local governing body support, and time to successfully
225     plan the program; and

226          (B) an intentional and feasible planning process;
227          (vi) will align the LEA's budget as necessary with the planning process; and
228          (vii) will communicate and promote the plan with parents, teachers, and members of
229     the community.
230          (b) The board may adopt other requirements in addition to the requirements in
231     Subsection (2)(a).
232          Section 6. Section 53A-15-1705 is enacted to read:
233          53A-15-1705. Implementation grants -- Requirements.
234          (1) (a) The board shall, subject to legislative appropriations, award an implementation
235     grant to, subject to Subsection (1)(c), an LEA:
236          (i) that submits an implementation grant application that meets the requirements
237     established by the board, subject to Subsection (2);
238          (ii) if an LEA designee has attended the technical assistance training described in
239     Section 53A-15-1703; and
240          (iii) if the LEA implementation grant application has been recommended by the review
241     committee.
242          (b) An LEA that receives a grant under Subsection (1)(a) shall expend the grant funds
243     no later than two calendar years after receiving the funds.
244          (c) An LEA is not eligible to receive an implementation grant under this section unless
245     the board has previously awarded the LEA a planning grant under Section 53A-15-1704.
246          (2) (a) An implementation grant application shall include evidence that the LEA:
247          (i) can logically articulate the proposed program's mission, theory of change, and the
248     program's intended goals and outcomes;
249          (ii) (A) program will have schoolwide implementation; or
250          (B) if the LEA intends to implement initially with a population smaller than
251     schoolwide, program includes steps to phase the program in schoolwide or districtwide over a
252     specified period of time;
253          (iii) has an understanding of similar programs and can use this knowledge to strengthen

254     the LEA's program implementation;
255          (iv) program will focus on:
256          (A) direct alignment with the core principles described in Section 53A-15-1703;
257          (B) use of the methods, as applicable, described in Section 53A-15-1703; and
258          (C) the outcome based measures adopted by the board under Section 53A-15-1703;
259          (v) program will address a need, determined by data, in the LEA or community;
260          (vi) has a strong evaluation plan that will clearly measure the success of the LEA's
261     program against the stated goals and objectives;
262          (vii) has a list of signatures of key stakeholders and partners who are committed to
263     implementing the program;
264          (viii) has the capacity, qualifications, local governing body support, and time to
265     successfully implement this program;
266          (ix) has an intentional and feasible scope of work to implement the program;
267          (x) will align the LEA's budget as necessary with the planning process; and
268          (xi) will communicate and promote the plan with parents, teachers, and members of the
269     community.
270          (b) The board may adopt other requirements in addition to the requirements in
271     Subsection (2)(a).
272          (3) A program under this section may include:
273          (a) a waiver, subject to Section 53A-15-1707, of required school hours attended or
274     traditional school calendar scheduling; and
275          (b) an adjustment of educator compensation to reflect the implementation of a waiver
276     under Subsection (3)(a).
277          Section 7. Section 53A-15-1706 is enacted to read:
278          53A-15-1706. Expansion grants -- Requirements.
279          (1) (a) The board shall, subject to legislative appropriations and to expand an existing
280     LEA program schoolwide or districtwide, award a grant to, subject to Subsection (1)(c), an
281     LEA:

282          (i) that submits an expansion grant application that meets the requirements established
283     by the board, subject to Subsection (2);
284          (ii) if an LEA designee has attended the technical assistance training described in
285     Section 53A-15-1703; and
286          (iii) if the LEA expansion grant application has been recommended by the review
287     committee.
288          (b) An LEA that receives a grant under Subsection (1)(a) shall expend the grant funds
289     no later than two calendar years after receiving the funds.
290          (c) An LEA is not eligible to receive an expansion grant under this section unless the
291     board has previously awarded the LEA an implementation grant under Section 53A-15-1705.
292          (2) (a) An expansion grant application shall include evidence that the LEA:
293          (i) has an established program that:
294          (A) has successfully met previous goals;
295          (B) has shown outcomes that are in alignment with the core principles described in
296     Section 53A-15-1703 and used methods, as applicable, described in Section 53A-15-1703;
297          (C) is supported by LEA management and leadership;
298          (D) is suitable for expansion schoolwide or districtwide; and
299          (E) is the program, with any necessary modifications, that the LEA plans to expand if
300     awarded the expansion grant;
301          (ii) can logically articulate the LEA's program mission, theory of change, and the
302     program's intended goals and outcomes;
303          (iii) program as proposed for expansion is focused on:
304          (A) direct alignment with the core principles identified in Section 53A-15-1703;
305          (B) use of the methods, as applicable, described in Section 53A-15-1703; and
306          (C) the outcome based measures adopted by the board under Section 53A-15-1703;
307          (iv) that the program will directly address a need, determined by data, in the LEA or
308     community;
309          (v) has clearly articulated core components that ensure, when expanded, the program

310     will yield positive outcomes;
311          (vi) has a strong evaluation plan that will clearly measure the success of the LEA's
312     program against the stated goals and objectives;
313          (vii) has a list of signatures of key stakeholders and partners who are committed to
314     expanding the program;
315          (viii) has the capacity, qualifications, local governing body support, and time to
316     successfully expand the program;
317          (ix) has an intentional and feasible scope of work to expand the program;
318          (x) has a strategic budget that is aligned with the LEA's scope of work; and
319          (xi) will communicate and promote the plan with parents, teachers, and members of the
320     community.
321          (b) The board may adopt other requirements in addition to the requirements in
322     Subsection (2)(a).
323          (3) A program under this section may include:
324          (a) a waiver, subject to Section 53A-15-1707, of required school hours attended or
325     traditional school calendar scheduling; and
326          (b) an adjustment of educator compensation to reflect the implementation of a waiver
327     under Subsection (3)(a).
328          Section 8. Section 53A-15-1707 is enacted to read:
329          53A-15-1707. Waiver from board rule -- Board recommended statutory changes.
330          (1) An LEA may apply to the board in a grant application submitted under this part for
331     a waiver of a board rule that inhibits or hinders the LEA from accomplishing its goals set out in
332     its grant application.
333          (2) The board may grant the waiver, unless:
334          (a) the waiver would cause the LEA to be in violation of state or federal law; or
335          (b) the waiver would threaten the health, safety, or welfare of students in the LEA.
336          (3) If the board denies the waiver, the board shall provide in writing the reason for the
337     denial to the waiver applicant.

338          (4) (a) The board shall request from each LEA that receives a grant under this part for
339     each year the LEA receives funds:
340          (i) information on a state statute that hinders an LEA from fully implementing the
341     LEA's program; and
342          (ii) suggested changes to the statute.
343          (b) The board shall, in a written report, provide any information received from an LEA
344     under Subsection (4)(a) and the board's recommendations to the Legislature no later than
345     November 30 of each year.
346          Section 9. Section 53A-15-1708 is enacted to read:
347          53A-15-1708. Cooperation of institutions of higher education -- Transferring
348     students not to be penalized.
349          (1) An institution of higher education:
350          (a) shall recognize and accept on equal footing as a traditional high school diploma a
351     high school diploma awarded to a student who successfully completes an educational program
352     that uses, in whole or in part, competency-based education; and
353          (b) cooperate with an LEA:
354          (i) as applicable, to facilitate the advancement of a student who attends a
355     competency-based education program; and
356          (ii) as requested, in the development of an LEA plan or program under this part.
357          (2) If a student attending an LEA that establishes competency-based education within
358     the LEA transfers to another school within the LEA or to another LEA entirely that does not
359     have a competency-based education program, the student may not be penalized by being
360     required to repeat course work that the student has successfully completed, changing the
361     student's grade, or receive any other penalty related to the student's previous attendance in the
362     competency-based education program.