In accordance with Section 68-3-14 and the Family Educational Rights and Privacy Act, 20 U.S.C. Sec. 1232g, the program manager shall submit a report on the program to the Education Interim Committee no later than September 1 of each year that includes:

1. (1) the number and outcomes of appeals processed through the appeals process established in Section 53F-6-417;
2. (2) the total amount and usage of rollover funds as described in Section 53F-6-411;
3. (3) a summary of the income verification process and outcomes, including the number of households verified through each method described in Section 53F-6-402;

4. (4) for scholarship rollovers:

   1. (a) the total amount of funds rolled over;
   2. (b) the number of students with rollovers; and
   3. (c) the impact on subsequent year scholarship amounts;

5. (5) for restricted expenses:

   1. (a) the total amount spent on extracurricular and physical education expenses;
   2. (b) the percentage of scholarship funds used for restricted expenses by students; and

   3. (c) the number of students reaching:

      1. (i) the 20% restriction limit for physical education expenses; and
      2. (ii) the 20% limit for extracurricular related expenses;
6. (6) in consultation with the financial administrator, all financial data necessary for the preparation of the report required under this section no later than 30 days before each reporting deadline;
7. (7) the total amount of tuition and fees qualifying providers charged for the current year and previous two years;
8. (8) the total amount of goods paid for with scholarship funds in the previous year and a general characterization of the types of goods;
9. (9) administrative costs of the program;
10. (10) the number of scholarship students from each county and the aggregate number of eligible students on the waitlist described in Section 53F-6-405;
11. (11) the percentage of first-time scholarship students who were enrolled in a public school during the previous school year or who entered kindergarten or a higher grade for the first time in Utah;
12. (12) the program manager's strategy and outreach efforts to reach eligible students whose family income is at or below 200% of the federal poverty level and related obstacles to enrollments;
13. (13) in the report that the program manager submits in 2025, information on steps the program manager has taken and processes the program manager has adopted to implement the program;

14. (14) breakdown of scholarship students by:

    1. (a) private school enrollment versus home-based education; and
    2. (b) enrollment preference tier through which the student received the scholarship; and
15. (15) any other information regarding the program and the program's implementation that the committee requests.

Amended by Chapter 25, 2025 General Session