Representative Melissa G. Ballard proposes the following substitute bill:


1     
PUBLIC SCHOOL INSTRUCTIONAL MATERIAL

2     
REQUIREMENTS

3     
2023 GENERAL SESSION

4     
STATE OF UTAH

5     
Chief Sponsor: Lincoln Fillmore

6     
House Sponsor: Melissa G. Ballard

7     

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

26     Other Special Clauses:
27          None
28     Utah Code Sections Affected:
29     AMENDS:
30          53G-4-402, as last amended by Laws of Utah 2021, Chapters 84, 262, 324, and 345
31          53G-5-404, as last amended by Laws of Utah 2021, Chapter 324
32     

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

57     management, managing for learning results and continuous improvement, and how to help
58     every child achieve optimal learning in basic academic subjects; and
59          (h) ensure that the local school board meets the data collection and reporting standards
60     described in Section 53E-3-501.
61          (2) Local school boards shall spend Minimum School Program funds for programs and
62     activities for which the state board has established minimum standards or rules under Section
63     53E-3-501.
64          (3) (a) A local school board may purchase, sell, and make improvements on school
65     sites, buildings, and equipment and construct, erect, and furnish school buildings.
66          (b) School sites or buildings may only be conveyed or sold on local school board
67     resolution affirmed by at least two-thirds of the members.
68          (4) (a) A local school board may participate in the joint construction or operation of a
69     school attended by children residing within the district and children residing in other districts
70     either within or outside the state.
71          (b) Any agreement for the joint operation or construction of a school shall:
72          (i) be signed by the president of the local school board of each participating district;
73          (ii) include a mutually agreed upon pro rata cost; and
74          (iii) be filed with the state board.
75          (5) A local school board may establish, locate, and maintain elementary, secondary,
76     and applied technology schools.
77          (6) Except as provided in Section 53E-3-905, a local school board may enroll children
78     in school who are at least five years old before September 2 of the year in which admission is
79     sought.
80          (7) A local school board may establish and support school libraries.
81          (8) A local school board may collect damages for the loss, injury, or destruction of
82     school property.
83          (9) A local school board may authorize guidance and counseling services for children
84     and their parents before, during, or following enrollment of the children in schools.
85          (10) (a) A local school board shall administer and implement federal educational
86     programs in accordance with Title 53E, Chapter 3, Part 8, Implementing Federal or National
87     Education Programs.

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

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

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

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

212     established under Title 11, Chapter 44, Performance Efficiency Act.
213          (23) A local school board may establish or partner with a certified youth court in
214     accordance with Section 80-6-902 or establish or partner with a comparable restorative justice
215     program, in coordination with schools in that district. A school may refer a student to a youth
216     court or a comparable restorative justice program in accordance with Section 53G-8-211.
217          (24) (a) As used in this Subsection (24):
218          (i) "Learning material" means any learning material or resource used to deliver or
219     support a student's learning, including textbooks, reading materials, videos, digital materials,
220     websites, and other online applications.
221          (ii) (A) "Instructional material" means learning material that a local school board
222     adopts and approves for use within the LEA.
223          (B) "Instructional material" does not include learning material used in a concurrent
224     enrollment, advanced placement, or international baccalaureate program or class or another
225     class with required instructional material that is not subject to selection by the local school
226     board.
227          (iii) "Supplemental material" means learning material that:
228          (A) an educator selects for classroom use; and
229          (B) a local school board has not considered and adopted, approved, or prohibited for
230     classroom use within the LEA.
231          (b) A local school board shall:
232          [(a)] (i) make [curriculum] instructional material that the school district uses readily
233     accessible and available for a parent to view;
234          [(b)] (ii) annually notify a parent of a student enrolled in the school district of how to
235     access the information described in Subsection [(24)(a)] (24)(b)(i); and
236          [(c)] (iii) include on the school district's website information about how to access the
237     information described in Subsection [(24)(a)] (24)(b)(i).
238          (c) In selecting and approving instructional materials for use in the classroom, a local
239     school board shall:
240          (i) establish an open process, involving educators and parents of students enrolled in
241     the LEA, to review and recommend instructional materials for board approval; and
242          (ii) ensure that under the process described in Subsection (24)(c)(i), the board:

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

274          (ii) ensure that the charter school meets the data and reporting standards described in
275     Section 53E-3-501; and
276          (iii) use fund and program accounting methods and standardized account codes capable
277     of producing financial reports that comply with:
278          (A) generally accepted accounting principles;
279          (B) the financial reporting requirements applicable to LEAs established by the state
280     board under Section 53E-3-501; and
281          (C) accounting report standards established by the state auditor as described in Section
282     51-2a-301.
283          (b) Before, and as a condition for opening a charter school:
284          (i) a charter school shall:
285          (A) certify to the authorizer that the charter school's accounting methods meet the
286     requirements described in Subsection (4)(a)(iii); or
287          (B) if the authorizer requires, conduct a performance demonstration to verify that the
288     charter school's accounting methods meet the requirements described in Subsection (4)(a)(iii);
289     and
290          (ii) the authorizer shall certify to the state board that the charter school's accounting
291     methods meet the requirements described in Subsection (4)(a)(iii).
292          (c) A charter school shall file the charter school's annual financial audit report with the
293     Office of the State Auditor within six months of the end of the fiscal year.
294          (d) For the limited purpose of compliance with federal and state law governing use of
295     public education funds, including restricted funds, and making annual financial audit reports
296     under this section, a charter school is a government entity governed by the public education
297     code.
298          (5) (a) A charter school shall be accountable to the charter school's authorizer for
299     performance as provided in the school's charter agreement.
300          (b) To measure the performance of a charter school, an authorizer may use data
301     contained in:
302          (i) the charter school's annual financial audit report;
303          (ii) a report submitted by the charter school as required by statute; or
304          (iii) a report submitted by the charter school as required by its charter agreement.

305          (c) A charter school authorizer may not impose performance standards, except as
306     permitted by statute, that limit, infringe, or prohibit a charter school's ability to successfully
307     accomplish the purposes of charter schools as provided in Section 53G-5-104 or as otherwise
308     provided in law.
309          (6) A charter school may not advocate unlawful behavior.
310          (7) Except as provided in Section 53G-5-305, a charter school shall be organized and
311     managed under Title 16, Chapter 6a, Utah Revised Nonprofit Corporation Act, after its
312     authorization.
313          (8) A charter school shall provide adequate liability and other appropriate insurance,
314     including:
315          (a) general liability, errors and omissions, and directors and officers liability coverage
316     through completion of the closure of a charter school under Section 53G-5-504; and
317          (b) tail coverage or closeout insurance covering at least one year after closure of the
318     charter school.
319          (9) Beginning on July 1, 2014, a charter school, including a charter school that has not
320     yet opened, shall submit any lease, lease-purchase agreement, or other contract or agreement
321     relating to the charter school's facilities or financing of the charter school's facilities to the
322     school's authorizer and an attorney for review and advice before the charter school enters the
323     lease, agreement, or contract.
324          (10) A charter school may not employ an educator whose license is suspended or
325     revoked by the state board under Section 53E-6-604.
326          (11) (a) Each charter school shall register and maintain the charter school's registration
327     as a limited purpose entity, in accordance with Section 67-1a-15.
328          (b) A charter school that fails to comply with Subsection (11)(a) or Section 67-1a-15 is
329     subject to enforcement by the state auditor, in accordance with Section 67-3-1.
330          (c) If a charter school is an operating charter school with affiliated satellite charter
331     schools, as defined in Section 53G-5-303:
332          (i) the operating charter school shall register as a limited purpose entity as defined in
333     Section 67-1a-15;
334          (ii) each affiliated satellite charter school is not required to register separately from the
335     operating charter school; and

336          (iii) the operating charter school shall:
337          (A) register on behalf of each affiliated satellite charter school; and
338          (B) when submitting entity registry information under Section 67-1a-15 on behalf of
339     each affiliated satellite charter school, identify and distinguish registry information for each
340     affiliated satellite, including the address of each affiliated satellite charter school and the name
341     and contact information of a primary contact for each affiliated satellite charter school.
342          (12) (a) As used in this Subsection (12), "contracting entity" means a person with
343     which a charter school contracts.
344          (b) A charter school shall provide to the charter school's authorizer any information or
345     documents requested by the authorizer, including documents held by a subsidiary of the charter
346     school or a contracting entity:
347          (i) to confirm the charter school's compliance with state or federal law governing the
348     charter school's finances or governance; or
349          (ii) to carry out the authorizer's statutory obligations, including liquidation and
350     assignment of assets, and payment of debt in accordance with state board rule, as described in
351     Section 53G-5-504.
352          (c) A charter school shall comply with a request described in Subsection (12)(b),
353     including after an authorizer recommends closure of the charter school or terminates the charter
354     school's contract.
355          (d) Documents held by a contracting entity or subsidiary of a charter school that are
356     necessary to demonstrate the charter school's compliance with state or federal law are the
357     property of the charter school.
358          (e) A charter school shall include in an agreement with a subsidiary of the charter
359     school or a contracting entity a provision that stipulates that documents held by the subsidiary
360     or a contracting entity, that are necessary to demonstrate the charter school's financial
361     compliance with federal or state law, are the property of the charter school.
362          (13) For each grading period and for each course in which a student is enrolled, a
363     charter school shall issue a grade or performance report to the student:
364          (a) that reflects the student's work, including the student's progress based on mastery,
365     for the grading period; and
366          (b) in accordance with the charter school's adopted grading or performance standards

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

398          (B) before adopting or approving the recommended instructional materials, holds at
399     least two public meetings on the recommendation that provide an opportunity for educators
400     whom the charter school employs and parents of students enrolled in the charter school to
401     express views and opinions on the recommendation; and
402          (C) adopts or approves the recommended instructional materials in an open and regular
403     board meeting.
404          (d) A charter school governing board shall adopt a supplemental materials policy that
405     provides flexible guidance to educators on the selection of supplemental materials or resources
406     that an educator reviews and selects for classroom use using the educator's professional
407     judgment, including whether any process or permission is required before classroom use of the
408     materials or resources.
409          (e) If a charter school contracts with another party to provide online or digital
410     materials, the charter school shall include in the contract a requirement that the provider give
411     notice to the charter school any time that the provider makes a material change to the content of
412     the online or digital materials, excluding regular informational updates on current events.
413          (f) Nothing in this Subsection (14) requires a charter school governing board to review
414     all learning materials used within the charter school.