Comprehensive School Library Monitoring Timeline This 26-week timeline concludes in early December 2026. Phase 1: Fiscal Analysis (8 Weeks) ●​ Objective: Collect and review financial transactions for school library transactions ●​ Scope: Sample of 12 districts and 3 charters. ●​ Key Focus Areas: ■​ Funding Streams: Reviewing all school library funding streams including state funding (WPU), federal grants (Title I, Title IV) etc. ■​ Receipts: Reviewing ledgers, purchase orders and itemized book titles. ■​ Book Fair Review: Reviewing how cash generated on-campus from Scholastic Book Fairs is tracked, deposited, and spent. ■​ Internal Controls: Reviewing financial structures to identify who holds final signature authority to authorize a book purchase package at the district level. ●​ Primary Contacts: District Business Administrators and accounting teams. ●​ Staff Hours Required: ■​ USBE Staff Hours: 180 Hours ■​ LEA District Staff Hours: 180 Hours Total (~12 hours total across each of the 15 sampled LEAs) Phase 2: Supply Chain & Procurement (7 Weeks) ●​ Objective: Conduct a comprehensive, technical review of procurement contracts, supply chain distribution logistics, and digital asset management systems (library databases/online collections). ●​ Scope: Sample of 12 districts and 3 charters to focus on the major national vendors and distribution channels utilized in Utah. ●​ Key Focus Areas: ■​ Contractual Terms & Financial Commitments: Auditing Master Service Agreements and technical service contracts with major national distributors. ■​ Vendor Agreements: Reviewing contracts with major distributors to check for automatic renewals or multi-year financial commitments. ■​ Distribution Center Technical Processing: Investigating vendor-provided shelf-ready services—specifically, whether distributors perform pre-shipment processing (including automated cataloging, spine labeling, and electronic barcoding) that bypasses manual, on-site inspection protocols at the LEA level. ■​ Inventory Control & Safeguards: Auditing the technical infrastructure of digital library reading apps and physical inventory software to evaluate content-filtering capabilities, digital curation oversight, and the operational viability of parental restriction and opt-out logs. ■​ Legal Liability Clauses: Reviewing vendor contract language for vendor accountability and legal liability for LEAs. ●​ Primary Contacts: LEA Procurement Directors, Purchasing Agents, and Legal Counsel ●​ Staff Hours Required: ■​ USBE Staff Hours: 220 Hours ■​ LEA District Staff Hours: 75 Hours Total (~5 hours total across each of the 15 sampled LEAs) Phase 3: Regulatory Compliance & Training (7 Weeks) ●​ Objective: Assess local board policies and conduct a statewide system review of library staff qualifications, purchasing standards, and professional development pathway and training. ●​ Scope: All 41 Districts and charters. Policy text is publicly available and a single digital survey can be scaled statewide. ●​ Key Focus Areas: ■​ Policy Alignment: Cross-mapping all LEA policies against Board Rule R277-628 and §53G-10-103. ■​ The Challenge Process: Reviewing the steps and timelines districts take when a book is formally challenged by a parent. ■​ Librarian Qualifications & Credentials: Verifying school-level library staff data to determine the qualifications of school libraries staffed by certified Library Media Specialists, licensed educators, or classified media clerks. ■​ Systemic Training Pathways: Reviewing the required onboarding and annual training provided by the district to frontline library staff regarding sensitive materials and collection maintenance. ■​ Collection Development Standards: Identifying the specific criteria, professional review journals (e.g., School Library Journal, Kirkus), or rubrics used to evaluate a book's educational value before it is purchased. ■​ Professional Organization Influence: Reviewing three years of training logs, state conference agendas, and policy templates to determine the role outside professional organizations play in shaping local district guidelines. ■​ Distributor Guidance: Evaluating district collection development processes and reliance on selection lists, automated text-alignment data, or marketing materials provided directly by major book distributors when updating their catalogs. ■​ Parental Complaint Logs: Collecting data from all supervisors on the exact number of formal book challenges filed over the last 3 years. ●​ Primary Contacts: The 41 District-level Library Media Supervisors and all charter school directors. ●​ Staff Hours Required: ■​ USBE Staff Hours: 160 Hours ■​ LEA District Staff Hours: 534 Hours Total (~3 hours across the entire statewide network of traditional district supervisors and charter administrators.) Phase 4: Synthesis, Evaluation, & Reporting (4 Weeks) ●​ Objective: Consolidate and analyze data from all preceding phases to produce a conclusive final report. ●​ Scope: Data analysis phase only. No new information is requested from districts. ●​ Key Focus Areas: ■​ Analysis of Data ■​ Final Report Drafting & Presentation ●​ USBE Staff Hours: 120 Hours Summary Table Phase ~ Calendar Window USBE Hours District Office Hours Phase 1: Fiscal June 8 – August 3, 2026​ 180 Hours 180 Hours ​ Analysis (8 Weeks) (12 hours each) Phase 2: Supply August 3 – September 21, 220 Hours 75 Hours​ Chain & 2026​ (5 hours each) Procurement (7 Weeks) Phase 3: Regulatory September 21 – November 160 Hours 534 Hours ​ Compliance & 9, 2026 ​ (3 hours each) Training (7 Weeks) Phase 4: Synthesis, November 9 – December 7, 120 Hours 0 Hours Evaluation, & 2026 ​ Reporting (4 Weeks) TOTALS June to December 2026 680 Hours 789 Total LEA Hours