Senator Lincoln Fillmore proposes the following substitute bill:


1     
PUBLIC SCHOOL CURRICULUM REQUIREMENTS

2     
2022 GENERAL SESSION

3     
STATE OF UTAH

4     
Chief Sponsor: Lincoln Fillmore

5     
House Sponsor: ____________

6     

7     LONG TITLE
8     General Description:
9          This bill addresses requirements related to the approval of materials for classroom use
10     and certain policies.
11     Highlighted Provisions:
12          This bill:
13          ▸     defines terms;
14          ▸     requires a process if a local school board or charter school governing board chooses
15     to adopt or approve instructional materials for classroom use across the school
16     district or charter school;
17          ▸     requires local school boards and charter school governing boards to adopt policies
18     to provide guidance to educators on the use of learning materials that have not yet
19     been considered for adoption or approval under the open process;
20          ▸     requires that contracts for online or digital learning materials include a requirement
21     for notice if the provider changes the content of the materials; and
22          ▸     makes technical and conforming changes.
23     Money Appropriated in this Bill:
24          None
25     Other Special Clauses:

26          None
27     Utah Code Sections Affected:
28     AMENDS:
29          53G-4-402, as last amended by Laws of Utah 2021, Chapters 84, 262, 324, and 345
30          53G-5-404, as last amended by Laws of Utah 2021, Chapter 324
31     

32     Be it enacted by the Legislature of the state of Utah:
33          Section 1. Section 53G-4-402 is amended to read:
34          53G-4-402. Powers and duties generally.
35          (1) A local school board shall:
36          (a) implement the core standards for Utah public schools using instructional materials
37     that best correlate to the core standards for Utah public schools and graduation requirements;
38          (b) administer tests, required by the state board, which measure the progress of each
39     student, and coordinate with the state superintendent and state board to assess results and create
40     plans to improve the student's progress, which shall be submitted to the state board for
41     approval;
42          (c) use progress-based assessments as part of a plan to identify schools, teachers, and
43     students that need remediation and determine the type and amount of federal, state, and local
44     resources to implement remediation;
45          (d) for each grading period and for each course in which a student is enrolled, issue a
46     grade or performance report to the student:
47          (i) that reflects the student's work, including the student's progress based on mastery,
48     for the grading period; and
49          (ii) in accordance with the local school board's adopted grading or performance
50     standards and criteria;
51          (e) develop early warning systems for students or classes failing to make progress;
52          (f) work with the state board to establish a library of documented best practices,
53     consistent with state and federal regulations, for use by the local districts;
54          (g) implement training programs for school administrators, including basic
55     management training, best practices in instructional methods, budget training, staff
56     management, managing for learning results and continuous improvement, and how to help

57     every child achieve optimal learning in basic academic subjects; and
58          (h) ensure that the local school board meets the data collection and reporting standards
59     described in Section 53E-3-501.
60          (2) Local school boards shall spend Minimum School Program funds for programs and
61     activities for which the state board has established minimum standards or rules under Section
62     53E-3-501.
63          (3) (a) A local school board may purchase, sell, and make improvements on school
64     sites, buildings, and equipment and construct, erect, and furnish school buildings.
65          (b) School sites or buildings may only be conveyed or sold on local school board
66     resolution affirmed by at least two-thirds of the members.
67          (4) (a) A local school board may participate in the joint construction or operation of a
68     school attended by children residing within the district and children residing in other districts
69     either within or outside the state.
70          (b) Any agreement for the joint operation or construction of a school shall:
71          (i) be signed by the president of the local school board of each participating district;
72          (ii) include a mutually agreed upon pro rata cost; and
73          (iii) be filed with the state board.
74          (5) A local school board may establish, locate, and maintain elementary, secondary,
75     and applied technology schools.
76          (6) Except as provided in Section 53E-3-905, a local school board may enroll children
77     in school who are at least five years old before September 2 of the year in which admission is
78     sought.
79          (7) A local school board may establish and support school libraries.
80          (8) A local school board may collect damages for the loss, injury, or destruction of
81     school property.
82          (9) A local school board may authorize guidance and counseling services for children
83     and their parents before, during, or following enrollment of the children in schools.
84          (10) (a) A local school board shall administer and implement federal educational
85     programs in accordance with Title 53E, Chapter 3, Part 8, Implementing Federal or National
86     Education Programs.
87          (b) Federal funds are not considered funds within the school district budget under

88     Chapter 7, Part 3, Budgets.
89          (11) (a) A local school board may organize school safety patrols and adopt policies
90     under which the patrols promote student safety.
91          (b) A student appointed to a safety patrol shall be at least 10 years old and have written
92     parental consent for the appointment.
93          (c) Safety patrol members may not direct vehicular traffic or be stationed in a portion
94     of a highway intended for vehicular traffic use.
95          (d) Liability may not attach to a school district, its employees, officers, or agents or to a
96     safety patrol member, a parent of a safety patrol member, or an authorized volunteer assisting
97     the program by virtue of the organization, maintenance, or operation of a school safety patrol.
98          (12) (a) A local school board may on its own behalf, or on behalf of an educational
99     institution for which the local school board is the direct governing body, accept private grants,
100     loans, gifts, endowments, devises, or bequests that are made for educational purposes.
101          (b) These contributions are not subject to appropriation by the Legislature.
102          (13) (a) A local school board may appoint and fix the compensation of a compliance
103     officer to issue citations for violations of Subsection 76-10-105(2)(b).
104          (b) A person may not be appointed to serve as a compliance officer without the
105     person's consent.
106          (c) A teacher or student may not be appointed as a compliance officer.
107          (14) A local school board shall adopt bylaws and policies for the local school board's
108     own procedures.
109          (15) (a) A local school board shall make and enforce policies necessary for the control
110     and management of the district schools.
111          (b) Local school board policies shall be in writing, filed, and referenced for public
112     access.
113          (16) A local school board may hold school on legal holidays other than Sundays.
114          (17) (a) A local school board shall establish for each school year a school traffic safety
115     committee to implement this Subsection (17).
116          (b) The committee shall be composed of one representative of:
117          (i) the schools within the district;
118          (ii) the Parent Teachers' Association of the schools within the district;

119          (iii) the municipality or county;
120          (iv) state or local law enforcement; and
121          (v) state or local traffic safety engineering.
122          (c) The committee shall:
123          (i) receive suggestions from school community councils, parents, teachers, and others
124     and recommend school traffic safety improvements, boundary changes to enhance safety, and
125     school traffic safety program measures;
126          (ii) review and submit annually to the Department of Transportation and affected
127     municipalities and counties a child access routing plan for each elementary, middle, and junior
128     high school within the district;
129          (iii) consult the Utah Safety Council and the Division of Family Health Services and
130     provide training to all school children in kindergarten through grade 6, within the district, on
131     school crossing safety and use; and
132          (iv) help ensure the district's compliance with rules made by the Department of
133     Transportation under Section 41-6a-303.
134          (d) The committee may establish subcommittees as needed to assist in accomplishing
135     the committee's duties under Subsection (17)(c).
136          (18) (a) A local school board shall adopt and implement a comprehensive emergency
137     response plan to prevent and combat violence in the local school board's public schools, on
138     school grounds, on its school vehicles, and in connection with school-related activities or
139     events.
140          (b) The plan shall:
141          (i) include prevention, intervention, and response components;
142          (ii) be consistent with the student conduct and discipline policies required for school
143     districts under Chapter 11, Part 2, Miscellaneous Requirements;
144          (iii) require professional learning for all district and school building staff on what their
145     roles are in the emergency response plan;
146          (iv) provide for coordination with local law enforcement and other public safety
147     representatives in preventing, intervening, and responding to violence in the areas and activities
148     referred to in Subsection (18)(a); and
149          (v) include procedures to notify a student, to the extent practicable, who is off campus

150     at the time of a school violence emergency because the student is:
151          (A) participating in a school-related activity; or
152          (B) excused from school for a period of time during the regular school day to
153     participate in religious instruction at the request of the student's parent.
154          (c) The state board, through the state superintendent, shall develop comprehensive
155     emergency response plan models that local school boards may use, where appropriate, to
156     comply with Subsection (18)(a).
157          (d) A local school board shall, by July 1 of each year, certify to the state board that its
158     plan has been practiced at the school level and presented to and reviewed by its teachers,
159     administrators, students, and their parents and local law enforcement and public safety
160     representatives.
161          (19) (a) A local school board may adopt an emergency response plan for the treatment
162     of sports-related injuries that occur during school sports practices and events.
163          (b) The plan may be implemented by each secondary school in the district that has a
164     sports program for students.
165          (c) The plan may:
166          (i) include emergency personnel, emergency communication, and emergency
167     equipment components;
168          (ii) require professional learning on the emergency response plan for school personnel
169     who are involved in sports programs in the district's secondary schools; and
170          (iii) provide for coordination with individuals and agency representatives who:
171          (A) are not employees of the school district; and
172          (B) would be involved in providing emergency services to students injured while
173     participating in sports events.
174          (d) The local school board, in collaboration with the schools referred to in Subsection
175     (19)(b), may review the plan each year and make revisions when required to improve or
176     enhance the plan.
177          (e) The state board, through the state superintendent, shall provide local school boards
178     with an emergency plan response model that local school boards may use to comply with the
179     requirements of this Subsection (19).
180          (20) A local school board shall do all other things necessary for the maintenance,

181     prosperity, and success of the schools and the promotion of education.
182          (21) (a) Before closing a school or changing the boundaries of a school, a local school
183     board shall:
184          (i) at least 120 days before approving the school closure or school boundary change,
185     provide notice to the following that the local school board is considering the closure or
186     boundary change:
187          (A) parents of students enrolled in the school, using the same form of communication
188     the local school board regularly uses to communicate with parents;
189          (B) parents of students enrolled in other schools within the school district that may be
190     affected by the closure or boundary change, using the same form of communication the local
191     school board regularly uses to communicate with parents; and
192          (C) the governing council and the mayor of the municipality in which the school is
193     located;
194          (ii) provide an opportunity for public comment on the proposed school closure or
195     school boundary change during at least two public local school board meetings; and
196          (iii) hold a public hearing as defined in Section 10-9a-103 and provide public notice of
197     the public hearing as described in Subsection (21)(b).
198          (b) The notice of a public hearing required under Subsection (21)(a)(iii) shall:
199          (i) indicate the:
200          (A) school or schools under consideration for closure or boundary change; and
201          (B) the date, time, and location of the public hearing;
202          (ii) at least 10 days before the public hearing, be:
203          (A) published:
204          (I) in a newspaper of general circulation in the area; and
205          (II) on the Utah Public Notice Website created in Section 63A-16-601; and
206          (B) posted in at least three public locations within the municipality in which the school
207     is located on the school district's official website, and prominently at the school; and
208          (iii) at least 30 days before the public hearing described in Subsection (21)(a)(iii), be
209     provided as described in Subsections (21)(a)(i)(A), (B), and (C).
210          (22) A local school board may implement a facility energy efficiency program
211     established under Title 11, Chapter 44, Performance Efficiency Act.

212          (23) A local school board may establish or partner with a certified youth court in
213     accordance with Section 80-6-902 or establish or partner with a comparable restorative justice
214     program, in coordination with schools in that district. A school may refer a student to a youth
215     court or a comparable restorative justice program in accordance with Section 53G-8-211.
216          (24) (a) As used in this Subsection (24):
217          (i) "Learning material" means any learning material or resource used to deliver or
218     support a student's learning, including textbooks, reading materials, videos, digital materials,
219     websites, and other online applications.
220          (ii) (A) "Instructional material" means learning material that a local school board
221     adopts and approves for use throughout the LEA.
222          (B) "Instructional material" does not include learning material used in a concurrent
223     enrollment, advanced placement, or international baccalaureate program or class.
224          (iii) "Supplemental material" means learning material that:
225          (A) an educator selects for classroom use;
226          (B) a local school board has not yet adopted or approved for classroom use within the
227     LEA; and
228          (C) a local school board has not prohibited for classroom use within the LEA.
229          [(24)] (b) A local school board shall:
230          [(a)] (i) make [curriculum] instructional material that the school district uses readily
231     accessible and available for a parent to view;
232          [(b)] (ii) annually notify a parent of a student enrolled in the school district of how to
233     access the information described in Subsection [(24)(a)] (24)(b)(i); and
234          [(c)] (iii) include on the school district's website information about how to access the
235     information described in Subsection [(24)(a).] (24)(b)(i).
236          (c) In selecting and approving instructional materials for use in the classroom, a local
237     school board shall:
238          (i) establish an open process, involving educators and parents of students enrolled in
239     the LEA, to review and recommend instructional materials for board approval; and
240          (ii) ensure that under the process described in Subsection (24)(c)(i), the board:
241          (A) before the meetings described in Subsection (24)(c)(ii)(B), posts the recommended
242     learning material online to allow for public review or, for copyrighted material, make the

243     recommended learning material available at the LEA for public review;
244          (B) before adopting or approving the recommended instructional materials, holds at
245     least two public meetings on the recommendation that provides an opportunity for educators
246     and parents of students enrolled in the LEA to express views and opinions on the
247     recommendations; and
248          (C) adopts or approves the recommended instructional materials in an open and regular
249     board meeting.
250          (d) A local school board shall adopt a supplemental materials policy that provides
251     flexible guidance to educators on the selection of supplemental materials or resources that an
252     educator reviews and selects for classroom use using the educator's professional judgment,
253     including whether any process or permission is required before classroom use of the materials
254     or resources.
255          (e) If an LEA contracts with another party to provide online or digital materials, the
256     LEA shall include in the contract a requirement that the provider give notice to the LEA at any
257     time that the provider makes a material change to the content of the online or digital materials.
258          (f) Nothing in this Subsection (24) requires a local school board to review all learning
259     materials used within the LEA.
260          Section 2. Section 53G-5-404 is amended to read:
261          53G-5-404. Requirements for charter schools.
262          (1) A charter school shall be nonsectarian in its programs, admission policies,
263     employment practices, and operations.
264          (2) A charter school may not charge tuition or fees, except those fees normally charged
265     by other public schools.
266          (3) A charter school shall meet all applicable federal, state, and local health, safety, and
267     civil rights requirements.
268          (4) (a) A charter school shall:
269          (i) make the same annual reports required of other public schools under this public
270     education code, including an annual financial audit report described in Section 53G-4-404;
271          (ii) ensure that the charter school meets the data and reporting standards described in
272     Section 53E-3-501; and
273          (iii) use fund and program accounting methods and standardized account codes capable

274     of producing financial reports that comply with:
275          (A) generally accepted accounting principles;
276          (B) the financial reporting requirements applicable to LEAs established by the state
277     board under Section 53E-3-501; and
278          (C) accounting report standards established by the state auditor as described in Section
279     51-2a-301.
280          (b) Before, and as a condition for opening a charter school:
281          (i) a charter school shall:
282          (A) certify to the authorizer that the charter school's accounting methods meet the
283     requirements described in Subsection (4)(a)(iii); or
284          (B) if the authorizer requires, conduct a performance demonstration to verify that the
285     charter school's accounting methods meet the requirements described in Subsection (4)(a)(iii);
286     and
287          (ii) the authorizer shall certify to the state board that the charter school's accounting
288     methods meet the requirements described in Subsection (4)(a)(iii).
289          (c) A charter school shall file the charter school's annual financial audit report with the
290     Office of the State Auditor within six months of the end of the fiscal year.
291          (d) For the limited purpose of compliance with federal and state law governing use of
292     public education funds, including restricted funds, and making annual financial audit reports
293     under this section, a charter school is a government entity governed by the public education
294     code.
295          (5) (a) A charter school shall be accountable to the charter school's authorizer for
296     performance as provided in the school's charter agreement.
297          (b) To measure the performance of a charter school, an authorizer may use data
298     contained in:
299          (i) the charter school's annual financial audit report;
300          (ii) a report submitted by the charter school as required by statute; or
301          (iii) a report submitted by the charter school as required by its charter agreement.
302          (c) A charter school authorizer may not impose performance standards, except as
303     permitted by statute, that limit, infringe, or prohibit a charter school's ability to successfully
304     accomplish the purposes of charter schools as provided in Section 53G-5-104 or as otherwise

305     provided in law.
306          (6) A charter school may not advocate unlawful behavior.
307          (7) Except as provided in Section 53G-5-305, a charter school shall be organized and
308     managed under Title 16, Chapter 6a, Utah Revised Nonprofit Corporation Act, after its
309     authorization.
310          (8) A charter school shall provide adequate liability and other appropriate insurance,
311     including:
312          (a) general liability, errors and omissions, and directors and officers liability coverage
313     through completion of the closure of a charter school under Section 53G-5-504; and
314          (b) tail coverage or closeout insurance covering at least one year after closure of the
315     charter school.
316          (9) Beginning on July 1, 2014, a charter school, including a charter school that has not
317     yet opened, shall submit any lease, lease-purchase agreement, or other contract or agreement
318     relating to the charter school's facilities or financing of the charter school's facilities to the
319     school's authorizer and an attorney for review and advice before the charter school enters the
320     lease, agreement, or contract.
321          (10) A charter school may not employ an educator whose license is suspended or
322     revoked by the state board under Section 53E-6-604.
323          (11) (a) Each charter school shall register and maintain the charter school's registration
324     as a limited purpose entity, in accordance with Section 67-1a-15.
325          (b) A charter school that fails to comply with Subsection (11)(a) or Section 67-1a-15 is
326     subject to enforcement by the state auditor, in accordance with Section 67-3-1.
327          (c) If a charter school is an operating charter school with affiliated satellite charter
328     schools, as defined in Section 53G-5-303:
329          (i) the operating charter school shall register as a limited purpose entity as defined in
330     Section 67-1a-15;
331          (ii) each affiliated satellite charter school is not required to register separately from the
332     operating charter school; and
333          (iii) the operating charter school shall:
334          (A) register on behalf of each affiliated satellite charter school; and
335          (B) when submitting entity registry information under Section 67-1a-15 on behalf of

336     each affiliated satellite charter school, identify and distinguish registry information for each
337     affiliated satellite, including the address of each affiliated satellite charter school and the name
338     and contact information of a primary contact for each affiliated satellite charter school.
339          (12) (a) As used in this Subsection (12), "contracting entity" means a person with
340     which a charter school contracts.
341          (b) A charter school shall provide to the charter school's authorizer any information or
342     documents requested by the authorizer, including documents held by a subsidiary of the charter
343     school or a contracting entity:
344          (i) to confirm the charter school's compliance with state or federal law governing the
345     charter school's finances or governance; or
346          (ii) to carry out the authorizer's statutory obligations, including liquidation and
347     assignment of assets, and payment of debt in accordance with state board rule, as described in
348     Section 53G-5-504.
349          (c) A charter school shall comply with a request described in Subsection (12)(b),
350     including after an authorizer recommends closure of the charter school or terminates the charter
351     school's contract.
352          (d) Documents held by a contracting entity or subsidiary of a charter school that are
353     necessary to demonstrate the charter school's compliance with state or federal law are the
354     property of the charter school.
355          (e) A charter school shall include in an agreement with a subsidiary of the charter
356     school or a contracting entity a provision that stipulates that documents held by the subsidiary
357     or a contracting entity, that are necessary to demonstrate the charter school's financial
358     compliance with federal or state law, are the property of the charter school.
359          (13) For each grading period and for each course in which a student is enrolled, a
360     charter school shall issue a grade or performance report to the student:
361          (a) that reflects the student's work, including the student's progress based on mastery,
362     for the grading period; and
363          (b) in accordance with the charter school's adopted grading or performance standards
364     and criteria.
365          (14) (a) As used in this Subsection (14):
366          (i) "Learning material" means any learning material or resource used to deliver or

367     support a student's learning, including textbooks, reading materials, videos, digital materials,
368     websites, and other online applications.
369          (ii) (A) "Instructional material" means learning material that a charter school governing
370     board adopts and approves for use throughout the charter school.
371          (B) "Instructional material" does not include learning material used in a concurrent
372     enrollment, advanced placement, or international baccalaureate program or class.
373          (iii) "Supplemental material" means learning material that:
374          (A) an educator selects for classroom use;
375          (B) a charter school governing board has not adopted or approved for classroom use
376     within the charter school; and
377          (C) a charter school governing board has not prohibited for classroom use within the
378     charter school.
379          [(14)] (b) A charter school shall:
380          [(a)] (i) make [curriculum] instructional material that the charter school uses readily
381     accessible and available for a parent to view;
382          [(b)] (ii) annually notify a parent of a student enrolled in the charter school of how to
383     access the information described in Subsection [(14)(a)] (14)(b)(i); and
384          [(c)] (iii) include on the charter school's website information about how to access the
385     information described in Subsection [(14)(a).] (14)(b)(i).
386          (c) In selecting and approving instructional materials for use in the classroom, a charter
387     school governing board shall:
388          (i) establish an open process, involving educators and parents of students enrolled in
389     the charter school, to review and recommend instructional materials for board approval; and
390          (ii) ensure that under the process described in Subsection (14)(c)(i), the charter school
391     governing board:
392          (A) before the public meetings described in Subsection (14)(c)(ii)(B), posts the
393     recommended learning materials online to allow for public review or, for copyrighted material,
394     make the recommended learning material available at the charter school for public review;
395          (B) before adopting or approving the recommended instructional materials, holds at
396     least two public meetings on the recommendation that provide an opportunity for educators and
397     parents of students enrolled in the charter school to express views and opinions on the

398     recommendations; and
399          (C) adopts or approves the recommended instructional materials in an open and regular
400     board meeting.
401          (d) A charter school governing board shall adopt a supplemental materials policy that
402     provides flexible guidance to educators on the selection of supplemental materials or resources
403     that an educator reviews and selects for classroom use using the educator's professional
404     judgment, including whether any process or permission is required before classroom use of the
405     materials or resources.
406          (e) If a charter school contracts with another party to provide online or digital
407     materials, the charter school shall include in the contract a requirement that the provider give
408     notice to the charter school at any time that the provider makes a material change to the content
409     of the online or digital materials.
410          (f) Nothing in this Subsection (14) requires a charter school governing board to review
411     all learning materials used within the charter school.