Enrolled Copy S.B. 99 1 Excellence in Education and Leadership Supplement Amendments 2025 GENERAL SESSION STATE OF UTAH Chief Sponsor: Lincoln Fillmore House Sponsor: Karen M. Peterson 2 3 LONG TITLE 4 General Description: 5 This bill amends existing timeline and appropriation requirements to the Excellence in 6 Education and Leadership Supplement. 7 Highlighted Provisions: 8 This bill: 9 ▸ amends existing timeline and appropriation requirements to the Excellence in Education 10 and Leadership Supplement; 11 ▸ requires the State Board of Education to obtain and house a web-based application portal; 12 and 13 ▸ makes technical changes. 14 Money Appropriated in this Bill: 15 This bill appropriates $600,000 in operating and capital budgets for fiscal year 2026, all of 16 which is from the various sources as detailed in this bill. 17 Other Special Clauses: 18 This bill provides a special effective date. 19 Utah Code Sections Affected: 20 AMENDS: 21 53F-2-526 (Effective upon governor's approval), as enacted by Laws of Utah 2024, 22 Chapter 374 23 24 Be it enacted by the Legislature of the state of Utah: 25 Section 1. Section 53F-2-526 is amended to read: 26 53F-2-526 (Effective upon governor's approval). Excellence in Education and 27 Leadership Supplement. 28 (1) As used in this section: S.B. 99 Enrolled Copy 29 (a) "Center" means the Center for the School of the Future at Utah State University 30 established in Section 53B-18-801. 31 (b) "Eligible teacher" means a teacher who is a top-performing teacher that the center 32 determines using an LEA's assessment methods, including: 33 (i) student growth or achievement measures; 34 (ii) professional evaluations; 35 (iii) parent or student surveys; and 36 (iv) other data-driven criteria the LEA establishes and the center verifies for validity. 37 (c) "Eligible teacher" includes an individual whom an LEA participating in the program 38 employs and who holds: 39 (i) a license the state board issues; and 40 (ii) a position that includes a current classroom teaching assignment. 41 (d) "High poverty school" means the same as the term is defined in Section 53F-2-513. 42 (e) "LEA" means: 43 (i) a school district; 44 (ii) a charter school; 45 (iii) the Utah Schools for the Deaf and the Blind; and 46 [(iii)] (iv) a regional education service agency. 47 (f) "Program" means the Excellence in Education and Leadership Supplement created in 48 Subsection (2). 49 (g) "Tier performance level" means the following levels of performance for a teacher in 50 comparison to all teachers the center determines in accordance with Subsection (7): 51 (i) the top 5% of teachers; 52 (ii) the next 6%-10% of teachers; and 53 (iii) the next 11%-25% of teachers. 54 (h) "Top-performing" means the top 25% of teachers in comparison to all teachers the 55 center determines using the methods described in Subsection (1)(b). 56 (2) Beginning July 1, 2024, there is created a five-year pilot program known as the 57 Excellence in Education and Leadership Supplement to provide a [salary supplement] 58 performance-based award to an eligible teacher in recognition for outstanding 59 instructional talent. 60 (3)(a) No later than December 31, 2024, an LEA shall declare the LEA's intent to 61 participate in the program to the center. 62 (b) If an LEA declares an intent to participate in the program, the LEA shall: - 2 - Enrolled Copy S.B. 99 63 (i) develop a process for a school principal or the principal's designee to assess a 64 teacher's performance consistent with this section to determine if a teacher is an 65 eligible teacher, including the corresponding tier performance level; and 66 (ii) create an appeals process for an employee who is not nominated to be an eligible 67 teacher. 68 (4) No later than [April 1] July 1, 2025, an LEA shall: 69 (a) attend a training that the center creates regarding the guidelines for developing a 70 process described in Subsection (3); and 71 (b) develop and submit for approval the LEA's process described in Subsection (3) to the 72 center. 73 (5)(a) The center shall review the LEA's process described in Subsection (3) and 74 approve the process or request that the LEA make changes to the submitted process. 75 (b) If the center requests changes to the LEA's submitted process, the LEA shall work 76 with the center to make necessary changes to receive final approval from the center. 77 (c) No later than [June 30] August 15, 2025, the center shall provide final approval or 78 denial of an LEA's process. 79 (6) Before [the start of the 2025-2026 school year] August 31, 2025, an LEA with an 80 approved process as described in Subsection (5) shall: 81 (a) ensure each school principal or the principal's designee attends a training that the 82 center creates regarding: 83 (i) how to effectively use the LEA's approved process to select and submit to the 84 center nominations for eligible teachers, including the corresponding tier 85 performance level; and 86 (ii) how to protect student and educator data privacy when submitting nominations 87 and applications, as described in Subsection (9)(b)(ii). 88 (b) provide information to teachers within the LEA regarding the program and how the 89 school's principal or principal's designee will use the approved LEA process to make 90 nominations of eligible teachers; and 91 (c) ensure each school principal or the principal's designee [uses] is able to use the LEA's 92 approved process to evaluate and select which teachers within the school to nominate 93 as eligible teachers, including the corresponding tier performance level[; and] . 94 [(d) as provided in Subsection (9), submit to the center a list of the nominated eligible 95 teachers for the center to consider.] 96 (7) In assessing if a nominated teacher is an eligible teacher, the center shall create an - 3 - S.B. 99 Enrolled Copy 97 assessment process that: 98 (a) uses the methods described in Subsection (1)(b); 99 (b) calibrates the submissions an LEA submits to determine, for all nominated teachers 100 statewide, which teachers are eligible teachers, including the corresponding tier 101 performance level; 102 (c) may use additional criteria as determined by the center in consultation with 103 participating LEAs; and 104 (d) establishes a scoring rubric including the scores required for a designation in each 105 tier performance level. 106 (8)(a) The center shall collaborate with LEAs to create: 107 (i) selection and submission guidelines for: 108 (A) the approval of the LEA's process as described in Subsection (5); and 109 (B) the list of nominated eligible teachers described in Subsection (6); 110 (ii) methods to determine student growth and achievement measures for subject areas 111 that do not have standardized assessment data; 112 (iii) the weightings for each element of the assessment process described in 113 Subsection (7); and 114 (iv) the trainings described in this section. 115 (b) In addition to the requirements in Subsection (8)(a), an LEA may include the 116 following if the LEA collaborates with the center to do so: 117 (i) methods to determine student growth and achievement measures for subject areas 118 that have standardized assessment data; and 119 (ii) methods for combining measures described in Subsections (8)(a)(ii) and (8)(b)(i) 120 as appropriate to assure compatibility across all subject areas. 121 [(b)] (c) The center may provide program related technical assistance to an LEA. 122 (9)(a) An LEA shall: 123 (i) apply to the center on behalf of the nominated eligible teachers within the LEA 124 through a process and format that the center determines; and 125 (ii) ensure a school principal or the principal's designee reevaluates an eligible 126 teacher's designation under this section every three years. 127 (b) The center shall: 128 (i) create an application process for an LEA to submit the list of nominated eligible 129 teachers described in Subsection (9)(a), including a deadline for submission of the 130 list of nominated teachers to the center; - 4 - Enrolled Copy S.B. 99 131 (ii) coordinate with the state board in the creation of the application process described 132 in Subsection (9)(b)(i) to ensure that any sharing of student and educator data 133 during the application process: 134 (A) complies with the Family Educational Rights and Privacy Act, 34 C.F.R. Part 135 99; 136 (B) complies with Title 53E, Chapter 9, Student Privacy and Data Protection; and 137 (C) uses disclosure avoidance techniques, including aggregating and otherwise 138 de-identifying data; 139 (iii) no later than October 1, 2026, determine if a nominated teacher is an eligible 140 teacher through the process described in Subsection (7); 141 (iv) verify: 142 (A) the validity of the LEA's process and assessment of an eligible teacher as 143 described in Subsections (4) and (5); and 144 (B) the nominations described in Subsection (7) with the LEA and school 145 administrators; 146 (v) certify a list of eligible teachers, including the total amount of funding the LEA 147 receives for the LEA's eligible teachers; and 148 (vi) provide the list described in Subsection [(9)(b)(iv)] (9)(b)(v) to the state board. 149 (10)(a) Subject to legislative appropriations, the state board shall: 150 (i) within 45 days of receiving the list described in Subsection (9)(b)(v) from the 151 center, disburse funding to an LEA in the amount the center verifies that an LEA 152 qualifies to receive for [salary supplements] performance-based awards under this 153 section;[ and] 154 (ii)[(A) except as provided in Subsection (10)(a)(ii)(B), ]allocate [1%] up to 4.25% 155 of the funds appropriated under this section to the center; and 156 [(B) provide no more than $500,000 to the center each fiscal year from the funds 157 described in Subsection (10)(a)(ii)(A).] 158 (iii) develop a method to compensate an LEA for program administration that: 159 (A) does not exceed 4% of the total funds appropriated under this section; 160 (B) first compensates an LEA for fixed efforts associated with development and 161 management of the LEA's teacher performance-based award program; and 162 (C) allocates any remaining balance to compensate an LEA for variable efforts 163 associated with ongoing program administration and management. 164 (b) The annual [salary supplement] performance-based award for an eligible teacher is: - 5 - S.B. 99 Enrolled Copy 165 (i) $10,000 for a teacher in the top 5% of teachers; 166 (ii) $5,000 for a teacher in the next 6%-10% of teachers; and 167 (iii) $2,000 for a teacher in the next 11%-25% of teachers. 168 (c) If the eligible teacher is employed at a high poverty school, the eligible teacher shall 169 receive an additional [salary supplement] performance-based award that is equal in 170 amount to the eligible teacher's [salary supplement] performance-based award 171 described in Subsection (10)(b). 172 (11)(a) An LEA shall: 173 (i) within 45 days of receiving the LEA's funds from the state board for all eligible 174 teachers, use the program funds to provide a [salary supplement] 175 performance-based award equal to the amount specified in Subsection (10) for 176 each eligible teacher in each tier performance level; and 177 (ii) provide the [salary supplement] performance-based award in an eligible teacher's 178 regularly occurring compensation in equal amounts through the contracted school 179 years related to the [salary supplement] performance-based award. 180 (b) An LEA: 181 [(i) may use up to 4% of the money appropriated to the LEA for salary supplements 182 to cover administrative costs associated with implementing the program;] 183 [(ii)] (i) may use money appropriated to the LEA for the [salary supplement] 184 performance-based award for employer-paid benefits;[ and] 185 [(iii)] (ii) may not include a [salary supplement] performance-based award received 186 under this section: 187 (A) in a retirement calculation; or 188 (B) as part of retirement contributions[.] ; and 189 (iii) may not reduce an eligible teacher's award to ensure the LEA maintains the 190 funds described in Subsection (10)(a)(iii). 191 (c) The [salary supplement] performance-based award is not part of an eligible teacher's 192 base pay, and is subject to the eligible teacher's designation as an eligible teacher. 193 (12) [Notwithstanding the provisions of this section] Except as provided for in Subsection 194 (11), if the appropriation for the program is insufficient to cover the costs associated 195 with [salary supplement] performance-based awards, an LEA may distribute the funds to 196 each eligible teacher of the same tier of performance level on a pro rata basis. 197 (13)(a)(i) [The center and the state board shall collaborate regarding data sharing and 198 other relevant interactions to facilitate the successful administration of the - 6 - Enrolled Copy S.B. 99 199 program.] In accordance with state and federal privacy laws, the state board shall 200 provide the following data to the center: 201 (A) relevant student achievement data; 202 (B) relevant teacher data; and 203 (C) any other relevant data as the center determines. 204 (ii) If the center needs data from a non-participating LEA for purposes of the 205 program, the state board: 206 (A) shall provide the data; and 207 (B) may provide the data in a de-identified manner, including providing an 208 individual teacher's or student's data with a unique identifier that is not 209 associated with the teacher's or student's name or school provided identification 210 number. 211 (b) The state board shall: 212 (i) consult with the center; and 213 (ii) contract with a third party to obtain and house a secure web-based portal for 214 authorized LEA and state board users to: 215 (A) allow a teacher to track the teacher's students' academic achievement and 216 growth and assess within the teacher's LEA the teacher's individual progress 217 toward becoming an eligible teacher nominee; 218 (B) report results of the chosen model or models at the district, school, and subject 219 or grade levels; 220 (C) provide diagnostic data showing the growth and achievement trends for 221 different groups of students associated with a teacher, school, charter system, 222 or district; and 223 (D) provide resources for teachers to interpret the model results, training modules, 224 and receive or request technical support. 225 (c) The state board shall use up to 2.5% of the total funds appropriated under this section 226 for the web-based access portal described in Subsection (13)(b). 227 (14)(a) An eligible teacher that receives a [salary supplement] performance-based award 228 under the program has no vested property right in the [salary supplement] 229 performance-based award or the designation as an eligible teacher. 230 (b) An eligible teacher's [salary supplement] performance-based award and designation 231 under this section are void if the school principal or principal's designee, LEA, or the 232 center made or certified the designation improperly. - 7 - S.B. 99 Enrolled Copy 233 (15)(a) Subject to prioritization of the Audit Subcommittee, unless the state board 234 contracts a private auditor in accordance with Subsection (15)(b), the Office of the 235 Legislative Auditor General established under Section 36-12-15 shall, in any fiscal 236 year: 237 (i) conduct an audit of the program including: 238 (A) an evaluation of the implementation of the program; and 239 (B) the efficacy of the program, including program outcomes; and 240 (ii) prepare and submit a written report for an audit described in this section in 241 accordance with Subsection 36-12-15(4)(b)(ii). 242 (b) Subject to legislative appropriations, the state board may contract with an external 243 auditor to perform the audit described in this Subsection (15). 244 (16)(a) The center shall report to the Education Interim Committee no later than the 245 2024 October meeting the following: 246 (i) the methodology and process the center develops to achieve the requirements of 247 Subsection (7); 248 (ii) relevant data and updates resulting from the collaborations described in 249 Subsection (8); 250 (iii) any recommendations for future legislation; and 251 (iv) data regarding [salary supplement] performance-based award programs, including: 252 (A) different approaches used to reward teacher performance, including different 253 evaluation methods; 254 (B) research outlining the effectiveness and impact of different [salary supplement] 255 performance-based award amounts on teacher retention; and 256 (C) other considerations for impactful [salary supplement] performance-based 257 award programs in relation to teacher retention. 258 (b) Beginning November 1, 2026, the center shall provide an annual report to the 259 Education Interim Committee regarding: 260 (i) the statewide metrics used in accordance with Subsection (7); 261 (ii) de-identified and aggregated data showing the number of: 262 (A) [salary supplement] performance-based awards per school, including total 263 number of eligible teachers in each school; 264 (B) eligible teachers in high poverty schools; 265 (C) eligible teachers in each tier performance level; 266 (D) eligible teachers in subject areas that do not have standardized assessments; - 8 - Enrolled Copy S.B. 99 267 and 268 (E) [salary supplement] performance-based award denials per school, including the 269 reasons for a denial; 270 (iii) proportion of eligible teachers in: 271 (A) school districts; and 272 (B) charter schools; and 273 (iv) teacher retention data for a school where an eligible teacher is employed. 274 Section 2. FY 2026 Appropriations. 275 The following sums of money are appropriated for the fiscal year beginning July 1, 276 2025, and ending June 30, 2026. These are additions to amounts previously appropriated for 277 fiscal year 2026. 278 Subsection 2(a). Operating and Capital Budgets 279 Under the terms and conditions of Title 63J, Chapter 1, Budgetary Procedures Act, the 280 Legislature appropriates the following sums of money from the funds or accounts indicated for 281 the use and support of the government of the state of Utah. 282 ITEM 1 To State Board of Education - Minimum School Program - Related to Basic 283 School Programs 284 From Public Education Economic Stabilization 285 Restricted Account, One-time 600,000 286 Schedule of Programs: 287 Effective Teachers in High Poverty Schools 288 Incentive Program 600,000 289 Section 3. Effective Date. 290 This bill takes effect: 291 (1) except as provided in Subsection (2), May 7, 2025; or 292 (2) if approved by two-thirds of all members elected to each house: 293 (a) upon approval by the governor; 294 (b) without the governor's signature, the day following the constitutional time limit of 295 Utah Constitution, Article VII, Section 8; or 296 (c) in the case of a veto, the date of veto override. - 9 -