Skip to main content
All Resources
ChecklistSave as PDF

SB 68 Audit Readiness Checklist

A practitioner-built checklist covering every SB 68 requirement: safety coordinator designation, comprehensive audit scoping, threat assessment protocols, and DESE reporting. Use it as a self-audit before the July 1, 2026 deadline.

Talk to a Consultant

Section 1: Safety Coordinator Designation

Every covered school must appoint a qualified safety coordinator with statutory authority. Confirm every box below before July 1, 2026.

  • Safety coordinator named in writing, with role, authority, and reporting line documented
  • Board minutes record the appointment and the scope of authority granted
  • Coordinator's qualifications match SB 68 expectations (training, experience, time allocation)
  • Time-allocation expectation is realistic (this is not an unfunded add-on to a busy principal)
  • Coordinator has authority to direct audits, escalate threats, and report to DESE without bypass
  • Backup coordinator named for continuity during absence or transition
  • Coordinator's contact information published internally and shared with first responders

Section 2: Comprehensive Safety Audit

The audit must be conducted to the statutory standard, not a recycled internal review. Independence and documentation are the two questions auditors will ask first.

  • Independent auditor engaged (no operational role at the school)
  • Audit scope documented and signed off by the board
  • Physical plant walkthrough completed (entry control, sightlines, locks, signage)
  • Visitor management procedures observed in operation, not just reviewed in policy
  • Emergency signage and exit routes inspected against current standards
  • Crisis response plans pressure-tested with a tabletop exercise
  • Staff training records pulled, dated, and matched to current rosters
  • Reunification procedures documented end-to-end with named responsible parties
  • Findings report delivered with a corrective action plan and owners assigned
  • Audit deliverables retained in a secure, retrievable location for state review

Section 3: Threat Assessment Protocols

Threat assessment is not a checklist exercise. Auditors expect a defined process, trained personnel, and an evidence trail.

  • Threat assessment team designated and trained to a recognized standard
  • Intake, triage, and escalation procedure documented in writing
  • Documentation template adopted for every reported concern
  • Decision-rights matrix clarifies who can pause class, restrict access, or notify law enforcement
  • Coordination with local law enforcement documented and tested
  • Family notification protocol clarified, including timing and channel
  • Records retention policy meets state requirements and protects student privacy
  • Annual review of cases conducted to surface patterns and refine response

Section 4: DESE Reporting

DESE will ask for documentation in a specific format. Build the reporting trail now, not the week of the deadline.

  • Reporting calendar reflects DESE's stated deadlines and internal lead times
  • Document inventory cross-references every SB 68 requirement to a source file
  • Submission owner identified (not just the safety coordinator)
  • Board awareness confirmed via meeting minutes for major findings
  • Communication plan ready for parents, staff, and authorizers if findings require it
  • Annual review cadence locked into the board calendar after the first submission

Section 5: The Three Highest-Risk Gaps We See

If you are short on time, these are the three places where most schools we audit are exposed.

  • Coordinator named but without documented authority — auditors will flag this immediately.
  • Internal review treated as the comprehensive audit — independence is the controlling word in the statute.
  • Threat assessment relies on undocumented informal processes — without a paper trail, you cannot demonstrate compliance.
If you tick fewer than 30 of the 42 items on this checklist, you are at material risk of an adverse finding. We can help. info@ciicsconsultingllc.com.
C II C Consulting, LLC
info@ciicsconsultingllc.com · https://www.ciicsconsultingllc.com
Your Bridge from Vision to Victory
Need a hand?

We built this from the inside.

If anything on this list is uncomfortable, you are exactly the kind of organization we work with. A 20-minute conversation is enough to know if we can help.

Contact