Education

Administration

Rule 484: Data Standards

Effective Date: 08/07/2026

Admin. Code Reference: R277-484

Rule Type: Superseded Rule

NOTICE OF SUBSTANTIVE CHANGE

TYPE OF FILING: Amendment

Filing ID: 58062

Rule or section number:

R277-484

1. Agency Information

Title catchline:

Education, Administration

Building:

Board of Education

Street address:

250 E 500 S

City, state:

Salt Lake City, UT

Mailing address:

PO Box 144200

City, state and zip:

Salt Lake City, UT 84114-4200

2. Contact Persons

Name:

Phone:

Email:

Elisse Newey

801-538-7500

Elisse.newey@schools.utah.gov

Please address questions regarding information on this notice to the persons listed above.

3. General Information

A. Rule or section catchline:

R277-484. Data Standards

B. Purpose of the new rule or reason for the change:

The amendments are due to the passage of SB 58 during the 2026 General Session.

C. Summary of the new rule or change:

The amendments establish new requirements for student attendance monitoring and data quality.

The amendments add definitions related to attendance validated and learner validated programs, update data submission requirements to reflect program type, incorporate new data quality and monitoring requirements, add provisions for attendance data audits and corrective action, and align data reporting with new statutory attendance tracking requirements.

4. Legislative Action Information

A. Are any changes in this filing

because of state legislative action?

Changes are because of legislative action.

B. If yes, any bill number and

session:

SB 58 (2026 General Session)

5. Fiscal Information

Provide an estimate and written explanation of the aggregate anticipated cost or savings to:

A. State budget:

This rule change is not expected to have fiscal impact on state government revenues or expenditures.

The rule change is due to the passage of SB 58 in the 2026 General Session, and the Utah State Board of Education (USBE) believes that any fiscal impacts were captured in the fiscal note to SB 58 (2026).

B. Local governments:

This rule change is not expected to have fiscal impact on local governments' revenues or expenditures.

The rule change is due to the passage of SB 58 (2026) and the USBE believes that any fiscal impacts were captured in the fiscal note to SB 58 (2026).

C. Small businesses ("small business" means a business employing 1-49 persons):

This rule change is not expected to have fiscal impact on small businesses' revenues or expenditures.

This only applies to the USBE and Local Education Agencies (LEAs).

D. Non-small businesses ("non-small business" means a business employing 50 or more persons):

There are no non-small businesses in the industry in question, Elementary and Secondary Schools (North American Industry Classification System (NAICS) 611110). Because there are no non-small businesses, they do not account for any service delivery for Elementary and Secondary Schools. Therefore, non-small businesses are not expected to receive increased or decreased revenues per year. This proposed rule change is not expected to have any fiscal impact on non-small businesses' revenues or expenditures because there are no applicable non-small businesses, and it does not require any expenditures of, or generate revenue for non-small businesses.

E. Persons other than small businesses, non-small businesses, state, or local government entities ("person" means any individual, partnership, corporation, association, governmental entity, or public or private organization of any character other than an agency):

This rule change is not expected to have fiscal impact on revenues or expenditures for persons other than small businesses, businesses, or local government entities.

The rule change is due to the passage of SB 58 (2026) and the USBE believes that any fiscal impacts were captured in the fiscal note to SB 58 (2026).

F. Compliance costs for affected persons:

There are no compliance costs for affected persons.

The rule change is due to the passage of SB 58 (2026) and the USBE believes that any fiscal impacts were captured in the fiscal note to SB 58 (2026).

6. Regulatory Impact Summary Table

Enter the cost or savings in the relevant cell. If there is no cost or savings, enter, "$0." If a cost or savings is inestimable, enter, "inestimable."

Fiscal Cost

FY2027

FY2028

FY2029

FY2030

FY2031

State Budget

Local Governments

Small Businesses

Non-Small Businesses

Other Persons

Total Fiscal Cost

Fiscal Benefits

FY2027

FY2028

FY2029

FY2030

FY2031

State Budget

Local Governments

Small Businesses

Non-Small Businesses

Other Persons

Total Fiscal Benefits

Net Fiscal Benefits

7. Regulatory Impact Analysis Approval

The State Superintendent of the Utah State Board of Education, Molly Hart, has reviewed and approved this regulatory impact analysis.

8. Family Impact Information

A. The agency has considered this rule's impact on family health, stability, and formation:

☒

9. Citation Information

Provide citations to the statutory authority for the rule. If there is also a federal requirement for the rule, provide a citation to that requirement:

Utah Constitution, Article X, Section 3

Subsections 53E-3-301(d) and (e)

Section 53E-3-401

Subsection 53E-3-401(8)(a)

Subsection 53E-3-511(8)

11. Public Notice Information

The public may submit written or oral comments to the agency identified in box 1.

A. Comments will be accepted until:

07/31/2026

12. Effective Date Information

This rule change MAY become effective on:

08/07/2026

(NOTE: This is the date the agency anticipates making the filing effective. It is NOT the effective date)

13. Agency Authorization Information

Agency head or

designee and title:

Elisse Newey, Deputy Superintendent of Policy

Date:

06/16/2026

R277. Education, Administration.

R277-484. Data Standards.

R277-484-1. Authority and Purpose.

(1) This rule is authorized by:

(a) Utah Constitution Article X, Section 3, which vests general control and supervision over public education in the Board;

(b) Subsection 53E-3-401(4), which allows the Board to make rules to execute the Board's duties and responsibilities under the Utah Constitution and state law;

(c) Subsection 53E-3-401(8)(a), which allows the Board to take corrective action against an education entity that fails to comply with Board rules; and

(d) Subsection 53E-3-511(8), which requires the Board to ensure LEA inclusion of data in an LEA's Student Information System.

(2) The Superintendent shall perform certain data collection related duties essential to the operation of statewide educational accountability and financial systems as mandated in state and federal law.

(3) The purpose of this rule is to:

(a) support the operation of required educational accountability and financial systems by ensuring accurate, timely, and complete

submission and validation of data by LEAs including student enrollment and attendance data;

(b) support the provision of equal opportunity for students;

(d) ensure maintenance of basic contact and demographic information for each LEA and school[.]; and

(e) establish data quality, audit, and corrective action requirements for LEA data systems.

R277-484-2. Definitions.

As used in this rule and the Board Reporting Deadline Table incorporated by reference in this rule:

(1) "Annual Financial Report" means an account of LEA revenue and expenditures by source and fund sufficient to meet the reporting requirements specified in Subsections 53E-3-301(3)(d) and (e).

(2) "Annual Program Report" means an account of LEA revenue and expenditures by source and program sufficient to meet the reporting requirements specified in Subsections 53E-3-301(3)(d) and (e).

(3) "Attendance Validated Program" means the same as defined in Rule R277-100.

[(3)](4) "Comprehensive Administration of Credentials for Teachers in Utah Schools" or "CACTUS" means the online licensing database

maintained by the Superintendent, which will be phased out and replaced by USIMS.

[(4)](5) "Contact information" means the name, title, email address, and phone number for a designated individual.

[(5)](6) "Data Warehouse" means the database of demographic information, course taking, and test results maintained by the

Superintendent on all students enrolled in Utah schools.

[(6)](7) "Designated individual" means:

(a) an LEA governing board chair;

(b) a local administrator;

(d) a school principal.

(8) "Educational services" means providing:

(a) high quality instruction for each student that includes direct interaction between a teacher and students;

(b) personalized learning supports for each student; and

[(7)](9) "Governing board chair" means the chair or president of an LEA governing board.

[(8)](10) "LEA" includes, for purposes of this rule, the Utah Schools for the Deaf and the Blind.

[(9)](11) "LEA demographic information" means:

(a) the LEA name;

(b) the LEA number;

(d) the website;

(e) a phone number; and

(f) the LEA's grade range.

(12) "Learner validated program" means the same as defined in Rule R277-100.

[(10)](13) "Local administrator" means a district superintendent or charter school director.

[(11)](14) "MSP" means Minimum School Program, the set of state supported K-12 public school funding programs.

[(12)](15) "New School" for purposes of Rule R277-484 means any school that receives a unique institutional identifier, including:

(a) a newly created school;

(b) a reopened school;

(i) charter authorizers; or

(ii) a change in a school's LEA's affiliation;

(d) the creation of a satellite school as defined in Subsection 53G-5-303(1)(b); or

(e) a split in an LEA or a split in a school to accommodate additional grade ranges;

[(13)](16) "Private School Entity" means an educational entity that:

(a) maintains a physical presence within Utah;

(i) if the school only provides online instruction, the school's primary headquarters shall be located in Utah; and

(b) possesses a valid business license issued by the Utah Department of Commerce.

[(14)](17) School for [the purpose of ]this rule means an entity with a unique institutional identifier.

[(13)](18) "School demographic information" means:

(a) the school name;

(b) the school number;

(d) the website;

(e) a phone number;

(f) the school type; and

(g) the school grade range.

[(14)](19) "Schools interoperability framework" or "SIF" means an open global standard for seamless, real time data transfer and usage for

Utah public schools.

[(15)](20) "Student achievement backpack" has the same meaning as that term is defined in Subsection 53E-3-511(1)(d).

[(16)](21) "Student information system" or "SIS" means a student data collection system used for Utah public schools.

[(17)](22) "Utah eTranscript and Record Exchange" or "UTREx" means a system that allows individual detailed student records to be

exchanged electronically between public education LEAs and the Board, and allows electronic transcripts to be sent to any post-secondary institution, private or public, in-state or out-of-state, that participates in the etranscript service.

[(18)](23) "Utah Schools Information Management System or USIMS" has the same meaning as that term is defined in Subsection R277-

312-2(6).

[(19)](24) "Utah Student Record Store" has the same meaning as that term is defined in Subsection 53E-3-511(1)(d).

[(20)](25) "Year" means both the school year and the fiscal year for a Utah LEA, which runs from July 1 through June 30.

R277-484-3. Inclusion of Private School Entities in CACTUS or USIMS.

(1) For data collection and management, the USBE shall include private school entities in CACTUS or USIMS that meet the criteria outlined in this section.

(2) To be included in CACTUS or USIMS, a private school entity shall demonstrate a connection to USBE oversight or Educator Licensing through one or more of the following:

(a) participation in the Carson Smith Scholarship Program;

(b) the submission of Preschool Early Education Program (PEEP) scores;

(d) accreditation and the operation of an Alternate Pathway to Professional Educator License (APPEL) program;

(e) seeking USBE oversight due to the receipt of Individuals with Disabilities Education Act (IDEA) funds;

(f) accredited private schools employing educators holding a valid Utah educator license and seeking to record educator assignments within CACTUS or USIMS; or

(g) participation in any program with the USBE that requires inclusion in CACTUS or USIMS.

R277-484-4. Incorporation by Reference of Board Reporting Deadline Table.

(1) This rule incorporates by reference the Board Reporting Deadline Table dated June 6, 2024.

(2) A copy of the Board Reporting Deadline Table is located[ at]:

(a) [http://schools.utah.gov/administrativerules/documentsincorporated]on the Utah State Board of Education website; and

(b) at the Utah State Board of Education offices - 250 East 500 South, Salt Lake City, Utah - 84111.

R277-484-5. Deadlines for Data Submission.

(1) An LEA shall submit student level data to the Board through UTREx.

(2) An LEA shall submit teacher assignment and salary data to the Board through CACTUS or USIMS.

(3) An LEA shall, by 5 p.m. Mountain Standard Time on the date specified in the Board Reporting Deadline Table, submit reports in the format specified by the Superintendent.

(4) If a deadline in the Board Reporting Deadline Table falls on a weekend or state holiday in a given year, an LEA shall submit the report on the next business day following the date specified in the Board Reporting Deadline Table.

(5) An LEA shall assign an individual to oversee compliance with this rule.

(6) A new school as defined in Subsection R277-484-2(12) shall meet the deadline submission requirements required of LEAs, as outlined in the Board Reporting Deadline Table, Notice of School Opening, in Subsection R277-484-4(2)(a).

R277-484-6. Adjustments to Deadlines.

(1) An LEA may seek an extension of a deadline to ensure continuation of funding and provide more accurate information to allocation formulas by submitting a written request to the Superintendent no later than 24 hours before the specified deadline in Board Reporting Deadline Table.

(2) An extension request shall include:

(a) The reasons for the extension request;

(b) The signatures of the LEA business administrator and local administrator; and

(3) If an LEA requests an extension under Subsection (1), the Superintendent may do any of the following after taking into consideration the pattern of LEA compliance with reporting deadlines and the urgency of the need for the data to be submitted:

(a) Approve the request and allow the MSP fund transfer process to continue; or

(b) Deny the request and stop the MSP fund transfer process; or

(4) If, after receiving an extension, an LEA fails to submit the report by the designated date, the MSP fund transfer process shall be stopped and the procedures described in Section R277-484-7 shall apply.

(5) An extension shall apply only to the specific reports and dates for which an extension was requested.

(6) The Superintendent may not extend deadlines for the following reports:

(a) AFR;

(b) APR;

(d) a Financial Audit Report; or

(e) any UTREx updates.

(7) Notwithstanding Subsection (6)(e), if an LEA identifies significant errors in a UTREx update, the Superintendent may grant the LEA an extension of no more than eight calendar days to file a new update.

R277-484-7. Official Data Source and Required LEA Compatibility.

(1) The Superintendent shall load operational data collections into the Data Warehouse as of the submission deadlines specified.

(2) The Data Warehouse shall be the sole official source of data for annual:

(a) school performance reports required under Section 53E-5-204;

(b) determination of state and federal accountability reports; and

(3) The Superintendent shall maintain a database of LEA and school:

(a) demographic information;

(b) openings;

(d) contact information for designated individuals.

(4)(a) An LEA shall use an SIS approved by the Superintendent to ensure compatibility with Board data collection systems.

(b) The Superintendent shall maintain a list of approved student information systems.

(5) Before the Superintendent granting approval for an LEA to initiate or replace a student information system that was not previously approved, the LEA shall:

(a) send written request for approval to the Superintendent no later than November 15 of the year before the year the LEA proposes to use the SIS for production software;

(b) submit documentation to the Superintendent that the new or modified student information system is SIF certified;

(c) submit documentation to the Superintendent that an SIF agent can meet the UTREx specifications profile for Vertical Reporting Framework (VRF) and eTranscripts;

(d) ensure that a new student information system can generate valid data collection by submitting a file to the Superintendent for review;

(e) ensure that the new student information system can generate the Statewide Student Identifier (SSID) request file by submitting a file to the Superintendent for review.

(6)(a) The Superintendent shall review documentation and grant or deny an LEA submission under Subsection (4) within 30 calendar days.

(b) [The Superintendent may require an]An approved replacement system [to]shall run in parallel to a state-approved system for a period

of at least three months and be able to generate duplicate reports to previously generated information.

(7) An LEA shall submit daily updates to the Board Clearinghouse using School Interoperability Framework (SIF) objects defined in the UTREx Clearinghouse specification.

(8) An LEA shall electronically submit all public high school transcripts requested by a public education post-secondary school if the post-secondary school is capable of receiving transcripts through the electronic transcript service designated by the Superintendent.

(9) [No later than June 30, 2017, a]An LEA shall ensure that data collected in the Utah Student Record Store for a Student Achievement

Backpack is integrated into the LEA's SIS and is made available to a student's parent or guardian and an authorized LEA user in an easily accessible viewing format.

(10) Failure to comply with any of the requirements of this Section R277-484-5 may result in a recommendation for corrective action in accordance with Rule R277-114.

R277-484-8. Adjustments to Summary Statistics Based on Compliance Audits.

(1) To allocate MSP funds and projecting enrollment, the Superintendent may modify LEA level aggregate membership and fall enrollment counts on the basis of the values in the Membership and Enrollment audit reports, respectively, when an audit report review team agrees that an adjustment is warranted by the evidence of an audit.

(2) An audit report review team shall make a determination under Subsection (1) within 60 working days of the authorized audit report deadline.

(3) The Superintendent may only adjust values downward if an audit report is received after an authorized deadline.

R277-484-9. Financial Consequences of Failure to Submit Reports on Time.

(1) If an LEA fails to submit a report by its deadline as specified in Board Reporting Deadline Table, consistent with procedures outlined in Rule R277-114, the Superintendent may recommend corrective action, including stopping the LEA's MSP funds transfer process, unless the LEA has obtained an extension of the deadline in accordance with the procedure described in Section R277-484-4.

(2) The Superintendent may recommend loss of up to 1.0 WPU from Kindergarten or Grades 1-12 programs, depending on the grade level and aggregate membership of the student, in the current year Mid-Year Update for each student whose prior year immunization status was not accounted for in accordance with Section 53G-9-302 as of June 15.

(3) An LEA that fails to meet data quality standards may be required to submit a corrective action plan and comply with additional

reporting requirements consistent with Section 53G-6-213 and Rule R277-114.

KEY: data standards, reports, deadlines

Date of Last Change: [May 8,] 2026

Notice of Continuation: June 16, 2026

Authorizing, and Implemented or Interpreted Law: Art X Sec 3; 53E-3-301(d) and (e); 53E-3-401; 53E-3-401(8)(a); 53E-3-511(8)

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