01-06 15:20 S.B. 66 1 School Personnel Amendments 2025 GENERAL SESSION STATE OF UTAH Chief Sponsor: Lincoln Fillmore 2 3 LONG TITLE 4 General Description: 5 This bill amends the definition of certain school employees to "education support 6 professional." 7 Highlighted Provisions: 8 This bill: 9 ▸ amends the definitions of classified school employee and classified employee to 10 "education support professional"; and 11 ▸ makes technical and conforming changes. 12 Money Appropriated in this Bill: 13 None 14 Other Special Clauses: 15 None 16 Utah Code Sections Affected: 17 AMENDS: 18 49-11-205, as last amended by Laws of Utah 2023, Chapter 16 19 49-12-102, as last amended by Laws of Utah 2022, Chapter 171 20 49-13-102, as last amended by Laws of Utah 2022, Chapter 171 21 49-22-102, as last amended by Laws of Utah 2022, Chapter 171 22 53E-1-203, as last amended by Laws of Utah 2024, Chapter 460 23 53G-10-402, as last amended by Laws of Utah 2024, Chapters 20, 507 24 53G-11-205, as last amended by Laws of Utah 2019, Chapter 293 25 53G-11-519, as last amended by Laws of Utah 2024, Chapter 484 26 27 Be it enacted by the Legislature of the state of Utah: 28 Section 1. Section 49-11-205 is amended to read: 29 49-11-205 . Membership Council established -- Members -- Chair -- Duties -- 30 Expenses and per diem. 31 (1) [There is established a ] A Membership Council is established to perform the duties S.B. 66 01-06 15:20 32 under Subsection (5). 33 (2) The Membership Council shall be composed of 15 council members selected as follows: 34 (a) three council members shall be school employees selected by the governing board of 35 an association representative of a majority of school employees who are members of 36 a system administered by the board; 37 (b) one council member shall be [a classified school employee] an education support 38 professional selected by the governing board of the association representative of a 39 majority of [classified school employees] education support professionals who are 40 members of a system administered by the board; 41 (c) two council members shall be public employees selected by the governing board of 42 the association representative of a majority of the public employees who are 43 members of a system administered by the board; 44 (d) one council member shall be a municipal officer or employee selected by the 45 governing board of the association representative of a majority of the municipalities 46 who participate in a system administered by the board; 47 (e) one council member shall be a county officer or employee selected by the governing 48 board of the association representative of a majority of counties who participate in a 49 system administered by the board; 50 (f) one council member shall be a representative of members of the Judges' 51 Noncontributory Retirement System selected by the Judicial Council; 52 (g) one council member shall be a representative of members of the Public Safety 53 Retirement Systems selected by the governing board of the association representative 54 of the majority of peace officers who are members of the Public Safety Retirement 55 Systems; 56 (h) one council member shall be a representative of members of the Firefighters' 57 Retirement System selected by the governing board of the association representative 58 of the majority of paid professional firefighters who are members of the Firefighters' 59 Retirement System; 60 (i) one council member shall be a retiree selected by the governing board of the 61 association representing the largest number of retirees, who are not public education 62 retirees, from the Public Employees' Contributory, Public Employees' 63 Noncontributory, and New Public Employees' Tier II Contributory Retirement 64 Systems; 65 (j) one council member shall be a retiree selected by the governing board of the - 2 - 01-06 15:20 S.B. 66 66 association representing the largest number of public education retirees; 67 (k) one council member shall be a school business official selected by the governing 68 board of the association representative of a majority of the school business officials 69 from public education employers who participate in a system administered by the 70 board; and 71 (l) one council member shall be a special district officer or employee selected by the 72 governing board of the association representing the largest number of special service 73 districts and special districts who participate in a system administered by the board. 74 (3)(a) Each entity granted authority to select council members under Subsection (2) 75 may also revoke the selection at any time. 76 (b) Each term on the council shall be for a period of four years, subject to Subsection 77 (3)(a). 78 (c) Each term begins on July 1 and expires on June 30. 79 (d) When a vacancy occurs on the council for any reason, the replacement shall be 80 selected for the remainder of the unexpired term. 81 (4) The council shall annually designate one council member as chair. 82 (5) The council shall: 83 (a) recommend to the board and to the Legislature benefits and policies for members of 84 any system or plan administered by the board; 85 (b) recommend procedures and practices to improve the administration of the systems 86 and plans and the public employee relations responsibilities of the board and office; 87 (c) examine the record of all decisions affecting retirement benefits made by a hearing 88 officer under Section 49-11-613; 89 (d) submit nominations to the board for the position of executive director if that position 90 is vacant; 91 (e) advise and counsel with the board and the director on policies affecting members of 92 the various systems administered by the office; and 93 (f) perform other duties assigned to it by the board. 94 (6) A member of the council may not receive compensation or benefits for the member's 95 service, but may receive per diem and travel expenses in accordance with: 96 (a) Section 63A-3-106; 97 (b) Section 63A-3-107; and 98 (c) rules made by the Division of Finance pursuant to Sections 63A-3-106 and 99 63A-3-107. - 3 - S.B. 66 01-06 15:20 100 Section 2. Section 49-12-102 is amended to read: 101 49-12-102 . Definitions. 102 As used in this chapter: 103 (1)(a) "Benefits normally provided" means a benefit offered by an employer, including: 104 (i) a leave benefit of any kind; 105 (ii) insurance coverage of any kind if the employer pays some or all of the premium 106 for the coverage; 107 (iii) employer contributions to a health savings account, health reimbursement 108 account, health reimbursement arrangement, or medical expense reimbursement 109 plan; and 110 (iv) a retirement benefit of any kind if the employer pays some or all of the cost of 111 the benefit. 112 (b) "Benefits normally provided" does not include: 113 (i) a payment for social security; 114 (ii) workers' compensation insurance; 115 (iii) unemployment insurance; 116 (iv) a payment for Medicare; 117 (v) a payment or insurance required by federal or state law that is similar to a 118 payment or insurance listed in Subsection (1)(b)(i), (ii), (iii), or (iv); 119 (vi) any other benefit that state or federal law requires an employer to provide an 120 employee who would not otherwise be eligible to receive the benefit; or 121 (vii) any benefit that an employer provides an employee in order to avoid a penalty or 122 tax under the Patient Protection and Affordable Care Act, Pub. L. No. 111-148 123 and the Health Care Education Reconciliation Act of 2010, Pub. L. No. 111-152, 124 and related federal regulations, including a penalty imposed by Internal Revenue 125 Code, Section 4980H. 126 (2)(a) "Compensation" means the total amount of payments made by a participating 127 employer to a member of this system for services rendered to the participating 128 employer, including: 129 (i) bonuses; 130 (ii) cost-of-living adjustments; 131 (iii) other payments currently includable in gross income and that are subject to social 132 security deductions, including any payments in excess of the maximum amount 133 subject to deduction under social security law; - 4 - 01-06 15:20 S.B. 66 134 (iv) amounts that the member authorizes to be deducted or reduced for salary deferral 135 or other benefits authorized by federal law; and 136 (v) member contributions. 137 (b) "Compensation" for purposes of this chapter may not exceed the amount allowed 138 under Internal Revenue Code, Section 401(a)(17). 139 (c) "Compensation" does not include: 140 (i) the monetary value of remuneration paid in kind, including a residence or use of 141 equipment; 142 (ii) the cost of any employment benefits paid for by the participating employer; 143 (iii) compensation paid to a temporary employee, an exempt employee, or an 144 employee otherwise ineligible for service credit; 145 (iv) any payments upon termination, including accumulated vacation, sick leave 146 payments, severance payments, compensatory time payments, or any other special 147 payments; 148 (v) any allowances or payments to a member for costs or expenses paid by the 149 participating employer, including automobile costs, uniform costs, travel costs, 150 tuition costs, housing costs, insurance costs, equipment costs, and dependent care 151 costs; or 152 (vi) a teacher salary bonus described in Section 53F-2-513. 153 (d) The executive director may determine if a payment not listed under this Subsection 154 (2) falls within the definition of compensation. 155 (3)(a) "Final average salary" means the amount calculated by averaging the highest five 156 years of annual compensation preceding retirement subject to Subsections (3)(b), (c), 157 (d), (e), and (f). 158 (b) Except as provided in Subsection (3)(c), the percentage increase in annual 159 compensation in any one of the years used may not exceed the previous year's 160 compensation by more than 10% plus a cost-of-living adjustment equal to the 161 decrease in the purchasing power of the dollar during the previous year, as measured 162 by a United States Bureau of Labor Statistics Consumer Price Index average as 163 determined by the board. 164 (c) In cases where the participating employer provides acceptable documentation to the 165 office, the limitation in Subsection (3)(b) may be exceeded if: 166 (i) the member has transferred from another agency; or 167 (ii) the member has been promoted to a new position. - 5 - S.B. 66 01-06 15:20 168 (d) If the member retires more than six months from the date of termination of 169 employment, the member is considered to have been in service at the member's last 170 rate of pay from the date of the termination of employment to the effective date of 171 retirement for purposes of computing the member's final average salary only. 172 (e) If the member has less than five years of service credit in this system, final average 173 salary means the average annual compensation paid to the member during the full 174 period of service credit. 175 (f) The annual compensation used to calculate final average salary shall be based on a 176 period, as determined by the board, consistent with the period used to determine 177 years of service credit in accordance with Subsection (7). 178 (4) "Participating employer" means an employer that meets the participation requirements 179 of Sections 49-12-201 and 49-12-202. 180 (5)(a) "Regular full-time employee" means an employee: 181 (i) whose term of employment for a participating employer contemplates continued 182 employment during a fiscal or calendar year; 183 (ii) whose employment normally requires an average of 20 hours or more per week, 184 except as modified by the board; and 185 (iii) who receives benefits normally provided by the participating employer. 186 (b) "Regular full-time employee" includes: 187 (i) a teacher whose term of employment for a participating employer contemplates 188 continued employment during a school year and who teaches half-time or more; 189 (ii) [a classified school employee] an education support professional: 190 (A) who is hired before July 1, 2013; and 191 (B) whose employment normally requires an average of 20 hours per week or 192 more for a participating employer, regardless of benefits provided; 193 (iii) an officer, elective or appointive, who earns $500 or more per month, indexed as 194 of January 1, 1990, as provided in Section 49-12-407; 195 (iv) a faculty member or employee of an institution of higher education who is 196 considered full-time by that institution of higher education; and 197 (v) an individual who otherwise meets the definition of this Subsection (5) who 198 performs services for a participating employer through a professional employer 199 organization or similar arrangement. 200 (c) "Regular full-time employee" does not include [a classified school employee] an 201 education support professional: - 6 - 01-06 15:20 S.B. 66 202 (i)(A) who is hired on or after July 1, 2013; and 203 (B) who does not receive benefits normally provided by the participating 204 employer even if the employment normally requires an average of 20 hours per 205 week or more for a participating employer; 206 (ii)(A) who is hired before July 1, 2013; 207 (B) who did not qualify as a regular full-time employee before July 1, 2013; 208 (C) who does not receive benefits normally provided by the participating 209 employer; and 210 (D) whose employment hours are increased on or after July 1, 2013, to require an 211 average of 20 hours per week or more for a participating employer; or 212 (iii) who is a person working on a contract: 213 (A) for the purposes of vocational rehabilitation and the employment and training 214 of people with significant disabilities; and 215 (B) that has been set aside from procurement requirements by the state pursuant to 216 Section 63G-6a-805 or the federal government pursuant to 41 U.S.C. Sec. 8501 217 et seq. 218 (6) "System" means the Public Employees' Contributory Retirement System created under 219 this chapter. 220 (7) "Years of service credit" means: 221 (a) a period consisting of 12 full months as determined by the board; 222 (b) a period determined by the board, whether consecutive or not, during which a regular 223 full-time employee performed services for a participating employer, including any 224 time the regular full-time employee was absent on a paid leave of absence granted by 225 a participating employer or was absent in the service of the United States government 226 on military duty as provided by this chapter; or 227 (c) the regular school year consisting of not less than eight months of full-time service 228 for a regular full-time employee of an educational institution. 229 Section 3. Section 49-13-102 is amended to read: 230 49-13-102 . Definitions. 231 As used in this chapter: 232 (1) "Benefits normally provided" means the same as that term is defined in Section 233 49-12-102. 234 (2)(a) "Compensation" means the total amount of payments made by a participating 235 employer to a member of this system for services rendered to the participating - 7 - S.B. 66 01-06 15:20 236 employer, including: 237 (i) bonuses; 238 (ii) cost-of-living adjustments; 239 (iii) other payments currently includable in gross income and that are subject to social 240 security deductions, including any payments in excess of the maximum amount 241 subject to deduction under social security law; and 242 (iv) amounts that the member authorizes to be deducted or reduced for salary deferral 243 or other benefits authorized by federal law. 244 (b) "Compensation" for purposes of this chapter may not exceed the amount allowed 245 under Internal Revenue Code, Section 401(a)(17). 246 (c) "Compensation" does not include: 247 (i) the monetary value of remuneration paid in kind, including a residence or use of 248 equipment; 249 (ii) the cost of any employment benefits paid for by the participating employer; 250 (iii) compensation paid to a temporary employee, an exempt employee, or an 251 employee otherwise ineligible for service credit; 252 (iv) any payments upon termination, including accumulated vacation, sick leave 253 payments, severance payments, compensatory time payments, or any other special 254 payments; 255 (v) any allowances or payments to a member for costs or expenses paid by the 256 participating employer, including automobile costs, uniform costs, travel costs, 257 tuition costs, housing costs, insurance costs, equipment costs, and dependent care 258 costs; or 259 (vi) a teacher salary bonus described in Section 53F-2-513. 260 (d) The executive director may determine if a payment not listed under this Subsection 261 (2) falls within the definition of compensation. 262 (3)(a) "Final average salary" means the amount calculated by averaging the highest 263 three years of annual compensation preceding retirement subject to Subsections (3)(b), 264 (c), (d), and (e). 265 (b) Except as provided in Subsection (3)(c), the percentage increase in annual 266 compensation in any one of the years used may not exceed the previous year's 267 compensation by more than 10% plus a cost-of-living adjustment equal to the 268 decrease in the purchasing power of the dollar during the previous year, as measured 269 by a United States Bureau of Labor Statistics Consumer Price Index average as - 8 - 01-06 15:20 S.B. 66 270 determined by the board. 271 (c) In cases where the participating employer provides acceptable documentation to the 272 office, the limitation in Subsection (3)(b) may be exceeded if: 273 (i) the member has transferred from another agency; or 274 (ii) the member has been promoted to a new position. 275 (d) If the member retires more than six months from the date of termination of 276 employment and for purposes of computing the member's final average salary only, 277 the member is considered to have been in service at the member's last rate of pay 278 from the date of the termination of employment to the effective date of retirement. 279 (e) The annual compensation used to calculate final average salary shall be based on a 280 period, as determined by the board, consistent with the period used to determine 281 years of service credit in accordance with Subsection (7). 282 (4) "Participating employer" means an employer that meets the participation requirements 283 of Sections 49-13-201 and 49-13-202. 284 (5)(a) "Regular full-time employee" means an employee: 285 (i) whose term of employment for a participating employer contemplates continued 286 employment during a fiscal or calendar year; 287 (ii) whose employment normally requires an average of 20 hours or more per week, 288 except as modified by the board; and 289 (iii) who receives benefits normally provided by the participating employer. 290 (b) "Regular full-time employee" includes: 291 (i) a teacher whose term of employment for a participating employer contemplates 292 continued employment during a school year and who teaches half time or more; 293 (ii) [a classified school employee] an education support professional: 294 (A) who is hired before July 1, 2013; and 295 (B) whose employment normally requires an average of 20 hours per week or 296 more for a participating employer, regardless of benefits provided; 297 (iii) an officer, elective or appointive, who earns $500 or more per month, indexed as 298 of January 1, 1990, as provided in Section 49-13-407; 299 (iv) a faculty member or employee of an institution of higher education who is 300 considered full time by that institution of higher education; and 301 (v) an individual who otherwise meets the definition of this Subsection (5) who 302 performs services for a participating employer through a professional employer 303 organization or similar arrangement. - 9 - S.B. 66 01-06 15:20 304 (c) "Regular full-time employee" does not include [a classified school employee] an 305 education support professional: 306 (i)(A) who is hired on or after July 1, 2013; and 307 (B) who does not receive benefits normally provided by the participating 308 employer even if the employment normally requires an average of 20 hours per 309 week or more for a participating employer; 310 (ii)(A) who is hired before July 1, 2013; 311 (B) who did not qualify as a regular full-time employee before July 1, 2013; 312 (C) who does not receive benefits normally provided by the participating 313 employer; and 314 (D) whose employment hours are increased on or after July 1, 2013, to require an 315 average of 20 hours per week or more for a participating employer; or 316 (iii) who is a person working on a contract: 317 (A) for the purposes of vocational rehabilitation and the employment and training 318 of people with significant disabilities; and 319 (B) that has been set aside from procurement requirements by the state pursuant to 320 Section 63G-6a-805 or the federal government pursuant to 41 U.S.C. Sec. 8501 321 et seq. 322 (6) "System" means the Public Employees' Noncontributory Retirement System. 323 (7) "Years of service credit" means: 324 (a) a period consisting of 12 full months as determined by the board; 325 (b) a period determined by the board, whether consecutive or not, during which a regular 326 full-time employee performed services for a participating employer, including any 327 time the regular full-time employee was absent on a paid leave of absence granted by 328 a participating employer or was absent in the service of the United States government 329 on military duty as provided by this chapter; or 330 (c) the regular school year consisting of not less than eight months of full-time service 331 for a regular full-time employee of an educational institution. 332 Section 4. Section 49-22-102 is amended to read: 333 49-22-102 . Definitions. 334 As used in this chapter: 335 (1) "Benefits normally provided" means the same as that term is defined in Section 336 49-12-102. 337 (2)(a) "Compensation" means the total amount of payments made by a participating - 10 - 01-06 15:20 S.B. 66 338 employer to a member of this system for services rendered to the participating 339 employer, including: 340 (i) bonuses; 341 (ii) cost-of-living adjustments; 342 (iii) other payments currently includable in gross income and that are subject to social 343 security deductions, including any payments in excess of the maximum amount 344 subject to deduction under social security law; 345 (iv) amounts that the member authorizes to be deducted or reduced for salary deferral 346 or other benefits authorized by federal law; and 347 (v) member contributions. 348 (b) "Compensation" for purposes of this chapter may not exceed the amount allowed 349 under Internal Revenue Code, Section 401(a)(17). 350 (c) "Compensation" does not include: 351 (i) the monetary value of remuneration paid in kind, including a residence or use of 352 equipment; 353 (ii) the cost of any employment benefits paid for by the participating employer; 354 (iii) compensation paid to a temporary employee or an employee otherwise ineligible 355 for service credit; 356 (iv) any payments upon termination, including accumulated vacation, sick leave 357 payments, severance payments, compensatory time payments, or any other special 358 payments; 359 (v) any allowances or payments to a member for costs or expenses paid by the 360 participating employer, including automobile costs, uniform costs, travel costs, 361 tuition costs, housing costs, insurance costs, equipment costs, and dependent care 362 costs; or 363 (vi) a teacher salary bonus described in Section 53F-2-513. 364 (d) The executive director may determine if a payment not listed under this Subsection 365 (2) falls within the definition of compensation. 366 (3) "Corresponding Tier I system" means the system or plan that would have covered the 367 member if the member had initially entered employment before July 1, 2011. 368 (4)(a) "Final average salary" means the amount calculated by averaging the highest five 369 years of annual compensation preceding retirement subject to Subsections (4)(b), (c), 370 (d), (e), and (f). 371 (b) Except as provided in Subsection (4)(c), the percentage increase in annual - 11 - S.B. 66 01-06 15:20 372 compensation in any one of the years used may not exceed the previous year's 373 compensation by more than 10% plus a cost-of-living adjustment equal to the 374 decrease in the purchasing power of the dollar during the previous year, as measured 375 by a United States Bureau of Labor Statistics Consumer Price Index average as 376 determined by the board. 377 (c) In cases where the participating employer provides acceptable documentation to the 378 office, the limitation in Subsection (4)(b) may be exceeded if: 379 (i) the member has transferred from another agency; or 380 (ii) the member has been promoted to a new position. 381 (d) If the member retires more than six months from the date of termination of 382 employment, the member is considered to have been in service at the member's last 383 rate of pay from the date of the termination of employment to the effective date of 384 retirement for purposes of computing the member's final average salary only. 385 (e) If the member has less than five years of service credit in this system, final average 386 salary means the average annual compensation paid to the member during the full 387 period of service credit. 388 (f) The annual compensation used to calculate final average salary shall be based on a 389 period, as determined by the board, consistent with the period used to determine 390 years of service credit in accordance with Subsection (8). 391 (5) "Participating employer" means an employer that meets the participation requirements 392 of: 393 (a) Sections 49-12-201 and 49-12-202; 394 (b) Sections 49-13-201 and 49-13-202; 395 (c) Section 49-19-201; or 396 (d) Section 49-22-201 or 49-22-202. 397 (6)(a) "Regular full-time employee" means an employee: 398 (i) whose term of employment for a participating employer contemplates continued 399 employment during a fiscal or calendar year; 400 (ii) whose employment normally requires an average of 20 hours or more per week, 401 except as modified by the board; and 402 (iii) who receives benefits normally provided by the participating employer. 403 (b) "Regular full-time employee" includes: 404 (i) a teacher whose term of employment for a participating employer contemplates 405 continued employment during a school year and who teaches half time or more; - 12 - 01-06 15:20 S.B. 66 406 (ii) [a classified school employee] an education support professional: 407 (A) who is hired before July 1, 2013; and 408 (B) whose employment normally requires an average of 20 hours per week or 409 more for a participating employer, regardless of benefits provided; 410 (iii) an appointive officer whose appointed position is full time as certified by the 411 participating employer; 412 (iv) the governor, the lieutenant governor, the state auditor, the state treasurer, the 413 attorney general, and a state legislator; 414 (v) an elected official not included under Subsection (6)(b)(iv) whose elected position 415 is full time as certified by the participating employer; 416 (vi) a faculty member or employee of an institution of higher education who is 417 considered full time by that institution of higher education; and 418 (vii) an individual who otherwise meets the definition of this Subsection (6) who 419 performs services for a participating employer through a professional employer 420 organization or similar arrangement. 421 (c) "Regular full-time employee" does not include: 422 (i) a firefighter service employee as defined in Section 49-23-102; 423 (ii) a public safety service employee as defined in Section 49-23-102; 424 (iii) [a classified school employee] an education support professional: 425 (A) who is hired on or after July 1, 2013; and 426 (B) who does not receive benefits normally provided by the participating 427 employer even if the employment normally requires an average of 20 hours per 428 week or more for a participating employer; 429 (iv) [a classified school employee] an education support professional: 430 (A) who is hired before July 1, 2013; 431 (B) who did not qualify as a regular full-time employee before July 1, 2013; 432 (C) who does not receive benefits normally provided by the participating 433 employer; and 434 (D) whose employment hours are increased on or after July 1, 2013, to require an 435 average of 20 hours per week or more for a participating employer; or 436 (E) who is a person working on a contract: 437 (I) for the purposes of vocational rehabilitation and the employment and 438 training of people with significant disabilities; and 439 (II) that has been set aside from procurement requirements by the state - 13 - S.B. 66 01-06 15:20 440 pursuant to Section 63G-6a-805 or the federal government pursuant to 41 441 U.S.C. Sec. 8501 et seq. 442 (7) "System" means the New Public Employees' Tier II Contributory Retirement System 443 created under this chapter. 444 (8) "Years of service credit" means: 445 (a) a period consisting of 12 full months as determined by the board; 446 (b) a period determined by the board, whether consecutive or not, during which a regular 447 full-time employee performed services for a participating employer, including any 448 time the regular full-time employee was absent on a paid leave of absence granted by 449 a participating employer or was absent in the service of the United States government 450 on military duty as provided by this chapter; or 451 (c) the regular school year consisting of not less than eight months of full-time service 452 for a regular full-time employee of an educational institution. 453 Section 5. Section 53E-1-203 is amended to read: 454 53E-1-203 . State Superintendent's Annual Report. 455 (1) The state board shall prepare and submit to the governor, the Education Interim 456 Committee, and the Public Education Appropriations Subcommittee, by January 15 of 457 each year, an annual written report known as the State Superintendent's Annual Report 458 that includes: 459 (a) the operations, activities, programs, and services of the state board; 460 (b) subject to Subsection (4)(b), all reports listed in Subsection (4)(a); and 461 (c) data on the general condition of the schools with recommendations considered 462 desirable for specific programs, including: 463 (i) a complete statement of fund balances; 464 (ii) a complete statement of revenues by fund and source; 465 (iii) a complete statement of adjusted expenditures by fund, the status of bonded 466 indebtedness, the cost of new school plants, and school levies; 467 (iv) a complete statement of state funds allocated to each school district and charter 468 school by source, including supplemental appropriations, and a complete 469 statement of expenditures by each school district and charter school, including 470 supplemental appropriations, by function and object as outlined in the United 471 States Department of Education publication "Financial Accounting for Local and 472 State School Systems"; 473 (v) a statement that includes data on: - 14 - 01-06 15:20 S.B. 66 474 (A) fall enrollments; 475 (B) average membership; 476 (C) high school graduates; 477 (D) [licensed and classified employees] all employees, including data reported by 478 school districts on educator ratings described in Section 53G-11-511; 479 (E) pupil-teacher ratios; 480 (F) average class sizes; 481 (G) average salaries; 482 (H) applicable private school data; and 483 (I) data from statewide assessments described in Section 53E-4-301 for each 484 school and school district; 485 (vi) statistical information for each school district and charter school regarding: 486 (A) student attendance by grade level; 487 (B) the percentage of students chronically absent; 488 (C) the percentage of student excused absences; and 489 (D) the percentage of student unexcused absences; 490 (vii) statistical information regarding incidents of delinquent activity in the schools, 491 at school-related activities, on school buses, and at school bus stops; and 492 (viii) other statistical and financial information about the school system that the state 493 superintendent considers pertinent. 494 (2)(a) For the purposes of Subsection (1)(c)(v): 495 (i) the pupil-teacher ratio for a school shall be calculated by dividing the number of 496 students enrolled in a school by the number of full-time equivalent teachers 497 assigned to the school, including regular classroom teachers, school-based 498 specialists, and special education teachers; 499 (ii) the pupil-teacher ratio for a school district shall be the median pupil-teacher ratio 500 of the schools within a school district; 501 (iii) the pupil-teacher ratio for charter schools aggregated shall be the median 502 pupil-teacher ratio of charter schools in the state; and 503 (iv) the pupil-teacher ratio for the state's public schools aggregated shall be the 504 median pupil-teacher ratio of public schools in the state. 505 (b) The report shall: 506 (i) include the pupil-teacher ratio for: 507 (A) each school district; - 15 - S.B. 66 01-06 15:20 508 (B) the charter schools aggregated; and 509 (C) the state's public schools aggregated; and 510 (ii) identify a website where pupil-teacher ratios for each school in the state may be 511 accessed. 512 (3) For each operation, activity, program, or service provided by the state board, the annual 513 report shall include: 514 (a) a description of the operation, activity, program, or service; 515 (b) data and metrics: 516 (i) selected and used by the state board to measure progress, performance, 517 effectiveness, and scope of the operation, activity, program, or service, including 518 summary data; and 519 (ii) that are consistent and comparable for each state operation, activity, program, or 520 service; 521 (c) budget data, including the amount and source of funding, expenses, and allocation of 522 full-time employees for the operation, activity, program, or service; 523 (d) historical data from previous years for comparison with data reported under 524 Subsections (3)(b) and (c); 525 (e) goals, challenges, and achievements related to the operation, activity, program, or 526 service; 527 (f) relevant federal and state statutory references and requirements; 528 (g) contact information of officials knowledgeable and responsible for each operation, 529 activity, program, or service; and 530 (h) other information determined by the state board that: 531 (i) may be needed, useful, or of historical significance; or 532 (ii) promotes accountability and transparency for each operation, activity, program, 533 or service with the public and elected officials. 534 (4)(a) Except as provided in Subsection (4)(b), the annual report shall also include: 535 (i) the report described in Section 53E-3-507 by the state board on career and 536 technical education needs and program access; 537 (ii) the report described in Section 53E-3-515 by the state board on the Hospitality 538 and Tourism Management Career and Technical Education Pilot Program; 539 (iii) the report described in Section 53E-3-516 by the state board on certain incidents 540 that occur on school grounds; 541 (iv) the report described in Section 53E-4-202 by the state board on the development - 16 - 01-06 15:20 S.B. 66 542 and implementation of the core standards for Utah public schools; 543 (v) the report described in Section 53E-5-310 by the state board on school turnaround 544 and leadership development; 545 (vi) the report described in Section 53E-10-308 by the state board and Utah Board of 546 Higher Education on student participation in the concurrent enrollment program; 547 (vii) the report described in Section 53F-5-506 by the state board on information 548 related to personalized, competency-based learning; and 549 (viii) the report described in Section 53G-9-802 by the state board on dropout 550 prevention and recovery services. 551 (b) The Education Interim Committee or the Public Education Appropriations 552 Subcommittee may request a report described in Subsection (4)(a) to be reported 553 separately from the State Superintendent's Annual Report. 554 (5) The annual report shall be designed to provide clear, accurate, and accessible 555 information to the public, the governor, and the Legislature. 556 (6) The state board shall: 557 (a) submit the annual report in accordance with Section 68-3-14; and 558 (b) make the annual report, and previous annual reports, accessible to the public by 559 placing a link to the reports on the state board's website. 560 (7)(a) Upon request of the Education Interim Committee or Public Education 561 Appropriations Subcommittee, the state board shall present the State Superintendent's 562 Annual Report to either committee. 563 (b) After submitting the State Superintendent's Annual Report in accordance with this 564 section, the state board may supplement the report at a later time with updated data, 565 information, or other materials as necessary or upon request by the governor, the 566 Education Interim Committee, or the Public Education Appropriations Subcommittee. 567 Section 6. Section 53G-10-402 is amended to read: 568 53G-10-402 . Instruction in health -- Parental consent requirements -- Conduct 569 and speech of school employees and volunteers -- Political and religious doctrine 570 prohibited. 571 (1) As used in this section: 572 (a) "LEA governing board" means a local school board or charter school governing 573 board. 574 (b) "Refusal skills" means instruction: 575 (i) in a student's ability to clearly and expressly refuse sexual advances by a minor or - 17 - S.B. 66 01-06 15:20 576 adult; 577 (ii) in a student's obligation to stop the student's sexual advances if refused by another 578 individual; 579 (iii) informing a student of the student's right to report and seek counseling for 580 unwanted sexual advances; 581 (iv) in sexual harassment; and 582 (v) informing a student that a student may not consent to criminally prohibited 583 activities or activities for which the student is legally prohibited from giving 584 consent, including the electronic transmission of sexually explicit images by an 585 individual of the individual or another. 586 (2)(a) The state board shall establish curriculum requirements under Section 53E-3-501 587 that include instruction in: 588 (i) community and personal health; 589 (ii) physiology; 590 (iii) personal hygiene; 591 (iv) prevention of communicable disease; 592 (v) refusal skills; and 593 (vi) the harmful effects of pornography. 594 (b) In accordance with Title 63G, Chapter 3, Utah Administrative Rulemaking Act, the 595 state board shall make rules that, and instruction shall: 596 (i) stress the importance of abstinence from all sexual activity before marriage and 597 fidelity after marriage as methods for preventing certain communicable diseases; 598 (ii) stress personal skills that encourage individual choice of abstinence and fidelity; 599 (iii) prohibit instruction in: 600 (A) the intricacies of intercourse, sexual stimulation, or erotic behavior; 601 (B) the advocacy of premarital or extramarital sexual activity; or 602 (C) the advocacy or encouragement of the use of contraceptive methods or 603 devices; and 604 (iv) except as provided in Subsection (2)(d), allow instruction to include information 605 about contraceptive methods or devices that stresses effectiveness, limitations, 606 risks, and information on state law applicable to minors obtaining contraceptive 607 methods or devices. 608 (c) In accordance with Title 63G, Chapter 3, Utah Administrative Rulemaking Act, the 609 state board shall make rules for an LEA governing board that adopts instructional - 18 - 01-06 15:20 S.B. 66 610 materials under Subsection (2)(g)(ii) that: 611 (i) require the LEA governing board to report on the materials selected and the LEA 612 governing board's compliance with Subsection (2)(h); and 613 (ii) provide for an appeal and review process of the LEA governing board's adoption 614 of instructional materials. 615 (d) The state board may not require an LEA to teach or adopt instructional materials that 616 include information on contraceptive methods or devices. 617 (e)(i) At no time may instruction be provided, including responses to spontaneous 618 questions raised by students, regarding any means or methods that facilitate or 619 encourage the violation of any state or federal criminal law by a minor or an adult. 620 (ii) Subsection (2)(e)(i) does not preclude an instructor from responding to a 621 spontaneous question as long as the response is consistent with the provisions of 622 this section. 623 (f) The state board shall recommend instructional materials for use in the curricula 624 required under Subsection (2)(a). 625 (g) An LEA governing board may choose to adopt: 626 (i) the instructional materials recommended under Subsection (2)(f); or 627 (ii) other instructional materials in accordance with Subsection (2)(h). 628 (h) An LEA governing board that adopts instructional materials under Subsection 629 (2)(g)(ii) shall: 630 (i) ensure that the materials comply with state law and board rules; 631 (ii) base the adoption of the materials on the recommendations of the LEA governing 632 board's Curriculum Materials Review Committee; 633 (iii) adopt the instructional materials in an open and regular meeting of the LEA 634 governing board for which prior notice is given to parents of students who attend 635 the respective schools; and 636 (iv) give parents an opportunity to express the parents' views and opinions on the 637 materials at the meeting described in Subsection (2)(h)(iii). 638 (3)(a) A student shall receive instruction in the courses described in Subsection (2) on at 639 least two occasions during the period that begins with the beginning of grade 8 and 640 the end of grade 12. 641 (b) At the request of the state board, the Department of Health and Human Services shall 642 cooperate with the state board in developing programs to provide instruction in those 643 areas. - 19 - S.B. 66 01-06 15:20 644 (4)(a) The state board shall adopt rules that: 645 (i) provide that the parental consent requirements of Sections 76-7-322 and 76-7-323 646 are complied with; and 647 (ii) require a student's parent to be notified in advance and have an opportunity to 648 review the information for which parental consent is required under Sections 649 76-7-322 and 76-7-323. 650 (b) The state board shall also provide procedures for disciplinary action for violation of 651 Section 76-7-322 or 76-7-323. 652 (5)(a) In keeping with the requirements of Section 53G-10-204, and because school 653 employees and volunteers serve as examples to students, school employees or 654 volunteers acting in an official capacity may not support or encourage criminal 655 conduct by students, teachers, or volunteers. 656 (b) To ensure the effective performance of school personnel, the limitations described in 657 Subsection (5)(a) also apply to a school employee or volunteer acting outside of the 658 school employee's or volunteer's official capacity if: 659 (i) the employee or volunteer knew or should have known that the employee's or 660 volunteer's action could result in a material and substantial interference or 661 disruption in the normal activities of the school; and 662 (ii) that action does result in a material and substantial interference or disruption in 663 the normal activities of the school. 664 (c) The state board or an LEA governing board may not allow training of school 665 employees or volunteers that support or encourage criminal conduct. 666 (d) The state board shall adopt, in accordance with Title 63G, Chapter 3, Utah 667 Administrative Rulemaking Act, rules implementing this section. 668 (e) Nothing in this section limits the ability or authority of the state board or an LEA 669 governing board to enact and enforce rules or take actions that are otherwise lawful, 670 regarding an educator's, employee's, or volunteer's qualifications or behavior 671 evidencing unfitness for duty. 672 (6) Except as provided in Section 53G-10-202, political, atheistic, sectarian, religious, or 673 denominational doctrine may not be taught in the public schools. 674 (7)(a) An LEA governing board and an LEA governing board's employees shall 675 cooperate and share responsibility in carrying out the purposes of this chapter. 676 (b) An LEA governing board shall provide appropriate professional development for the 677 LEA governing board's teachers, counselors, and school administrators to enable the - 20 - 01-06 15:20 S.B. 66 678 teachers, counselors, and school administrators to understand, protect, and properly 679 instruct students in the values and character traits referred to in this section and 680 Sections 53E-9-202, 53E-9-203, 53G-10-202, 53G-10-203, 53G-10-204, and 681 53G-10-205, and distribute appropriate written materials on the values, character 682 traits, and conduct to each individual receiving the professional development. 683 (c) An LEA governing board shall make the written materials described in Subsection 684 (7)(b) available to [classified employees] education support professionals, students, 685 and students' parents. 686 (d) In order to assist an LEA governing board in providing the professional development 687 required under Subsection (7)(b), the state board shall, as appropriate, contract with a 688 qualified individual or entity possessing expertise in the areas referred to in 689 Subsection (7)(b) to develop and disseminate model teacher professional 690 development programs that an LEA governing board may use to train the individuals 691 referred to in Subsection (7)(b) to effectively teach the values and qualities of 692 character referenced in Subsection (7)(b). 693 (e) In accordance with the provisions of Subsection (5)(c), professional development 694 may not support or encourage criminal conduct. 695 (8) An LEA governing board shall review every two years: 696 (a) LEA governing board policies on instruction described in this section; 697 (b) for a local school board, data for each county that the school district is located in, or, 698 for a charter school governing board, data for the county in which the charter school 699 is located, on the following: 700 (i) teen pregnancy; 701 (ii) child sexual abuse; and 702 (iii) sexually transmitted diseases and sexually transmitted infections; and 703 (c) the number of pornography complaints or other instances reported within the 704 jurisdiction of the LEA governing board. 705 (9) If any one or more provision, subsection, sentence, clause, phrase, or word of this 706 section, or the application thereof to any person or circumstance, is found to be 707 unconstitutional, the balance of this section shall be given effect without the invalid 708 provision, subsection, sentence, clause, phrase, or word. 709 Section 7. Section 53G-11-205 is amended to read: 710 53G-11-205 . Education employee associations -- Equal participation -- 711 Prohibition on endorsement or preferential treatment -- Naming of school breaks. - 21 - S.B. 66 01-06 15:20 712 (1) As used in this section: 713 (a) "Education employee association" includes teacher associations, teacher unions, 714 teacher organizations, and [classified education employees'] education support 715 professionals' associations. 716 (b) "School" means a school district, a school in a school district, a charter school, or the 717 state board and its employees. 718 (2) A school shall allow education employee associations equal access to the following 719 activities: 720 (a) distribution of information in or access to teachers' or employees' physical or 721 electronic mailboxes, including email accounts that are provided by the school; and 722 (b) membership solicitation activities at new teacher or employee orientation training or 723 functions. 724 (3) If a school permits an education employee association to engage in any of the activities 725 described in Subsection (2), the school shall permit all other education employee 726 associations to engage in the activity on the same terms and conditions afforded to the 727 education employee association. 728 (4) It is unlawful for a school to: 729 (a) establish or maintain structures, procedures, or policies that favor one education 730 employee association over another or otherwise give preferential treatment to an 731 education employee association; or 732 (b) explicitly or implicitly endorse any education employee association. 733 (5) A school's calendars and publications may not include or refer to the name of any 734 education employee association in relation to any day or break in the school calendar. 735 Section 8. Section 53G-11-519 is amended to read: 736 53G-11-519 . Utah Recognizing Inspiring School Employees Award. 737 (1) As used in this section: 738 (a) "Association" means the governing board of the association that represents a 739 majority of [classified school employees] education support professionals employed 740 in the state. 741 (b) ["Classified school employee"] "Education support professional" means [the same as 742 that term is] a classified employee defined in the Recognizing Achievement in 743 Classified School Employees Act, 20 U.S.C. Sec. 6682. 744 (c) "Eligible individual" means [a classified school employee] an education support 745 professional who meets the eligibility requirements to be a nominee for the - 22 - 01-06 15:20 S.B. 66 746 Recognizing Achievement in Classified School Employees Act, 20 U.S.C. Sec. 6681 747 et seq. 748 (2)(a) In accordance with the Recognizing Achievement in Classified School 749 Employees Act, 20 U.S.C. Sec. 6681 et seq., the governor shall annually nominate [a 750 classified school employee] an education support professional for the Recognizing 751 Inspiring School Employees Award Program. 752 (b) The governor shall consider submissions from the association in making the 753 nomination described in Subsection (2)(a). 754 (c) The association shall submit a list of eligible individuals to the governor no later than 755 September 1 each year. 756 (3)(a) There is created the Utah Recognizing Inspiring School Employees Award 757 Program to recognize excellence exhibited by public school system employees 758 providing services to students in pre-kindergarten through grade 12. 759 (b) The Utah Recognizing Inspiring School Employees Award shall be awarded to the 760 governor's nominee for the federal Recognizing Inspiring School Employees Award 761 Program under the Recognizing Achievement in Classified School Employees Act, 762 20 U.S.C. Sec. 6681 et seq. 763 Section 9. Effective date. 764 This bill takes effect on May 7, 2025. - 23 -