BILL ANALYSIS                                                                                                                                                                                                    Ó



                                                                  AB 131
                                                                  Page  1

          Date of Hearing:   April 13, 2011

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                Felipe Fuentes, Chair

                    AB 131 (Cedillo) - As Amended:  April 6, 2011 

          Policy Committee:                              Higher 
          EducationVote:6-3

          Urgency:     No                   State Mandated Local Program: 
          Yes    Reimbursable:              Yes

           SUMMARY  

          This bill expands eligibility, effective July 1, 2012, for 
          state-administered student financial aid to nonresident (AB 540) 
          students who are exempted from paying nonresident tuition and 
          expands eligibility for this AB 540 exemption.  Specifically, 
          this bill:   

          1)Makes AB 540 students eligible to apply for and participate 
            in: 

             a)   Any state-administered student financial aid program, 
               including institutional aid, to the full extent permitted 
               by federal law, and stipulates the number of financial aid 
               awards received by California resident students may not be 
               reduced because of this expanded eligibility.

             b)   The California Community Colleges (CCC) Board of 
               Governors (BOG) fee waiver program and declares this 
               provision to be consistent with specified immigration law.

          2)Stipulates that AB 540 students are not eligible for 
            Competitive Cal Grant Awards unless funds remain available 
            after all eligible non-AB 540 students have received such 
            awards.

          3)Requests the University of California (UC) Board of Regents 
            and requires the California State University (CSU) Board of 
            Trustees and the CCC BOG to establish procedures and forms to 
            enable AB 540 students to apply for and participate in all 
            student aid programs administered by these segments, to the 
            full extent permitted by federal law. 








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          4)Expands eligibility for the AB 540 exemption, effective 
            January 1, 2012, to include attendance and graduation from 
            California technical and adult schools, provided the student 
            attended a California high school for at least one year. 
            (Current law requires attendance for at least three years at a 
            California high school.)
           
          FISCAL EFFECT  

          All costs would begin in 2012-13.
           
          1)Cal-Grants  . The California Student Aid Commission (CSAC), 
            based on current estimated enrollment of AB 540 students at 
            the UC, CSU, and the CCC and assuming similar application and 
            award rates, estimates additional annual General Fund costs of 
            about $13 million for Cal Grants Entitlement Awards beginning 
            in 2013-14. 
            Applications for the Competitive Grants far exceed the number 
            of grants available, thus no AB 540 students are likely to 
            receive grant awards in this program.

            In addition to grant costs, the commission, in order to 
            accommodate this new, unique cohort of students, will incur 
            (a) first-year GF costs of about $700,000 for IT programming 
            and other implementation activities and (b) ongoing GF costs 
            of about $250,000 for IT and program support.  

           2)Institutional Aid  . For UC and CSU, making AB 540 students 
            eligible for institutional aid will not increase overall 
            spending, but may change the mix of recipients and/or the 
            amounts they received. 

             a)   UC estimates, based on current numbers of AB 540 
               students, their demographic profile, and average aid 
               awards, that about 390 to 488 students would be eligible 
               for $3.8 million to $4.6 million in UC institutional aid. 

             b)   CSU indicates enrollment of about 3,600 AB 540 students. 
               Assuming up to one-half of these students received 
               institutional aid, with an average award of $4,200, the 
               amount of such aid going to AB 540 students would total 
               about $7.6 million.

           3)CCC Fee Waivers  .  The revenue loss from CCC BOG fee waivers is 








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            offset by increased Proposition 98 funding, and is thus a 
            direct state cost. According to the Chancellor's Office of the 
            CCC, there were 36,000 AB 540 students in the system in 
            2009-10. Assuming these students averaged six credits per 
            semester, total fee revenue would be $15.6 million. If 45% of 
            those students received fee waivers (the statewide average), 
            the revenue loss (and Proposition 98 cost) would be $7 
            million. 

          4)Expanding eligibility for the AB 540 exemption, thus allowing 
            more students to pay in-state tuition, would result in revenue 
            loss to the UC, the CSU, and the CCC from these students, who 
            would otherwise pay nonresident tuition. For example, if the 
            cohort of AB 540 students at the CCC increased by just 2.5% 
            (900 students) and these students take an average of six units 
            per semester, the total revenue loss would be about $1.7 
            million. A similar impact at CSU would result in a revenue 
            loss of about $400,000. One could argue, however, that many in 
            this cohort are not even attending the CCC or CSU due to the 
            high cost of nonresident tuition/fees, thus the above revenue 
            losses are likely overstated. On the other hand, making 
            available an AB 540 exemption to those who have attended 
            technical or adult schools would create additional enrollment 
            pressures, to varying degrees, at the segments, and thus the 
            associated state per-student subsidy costs.

          5)The availability of state financial aid to AB 540 students 
            would likely, over time, increase their participation in 
            public postsecondary education, and thus increase all of the 
            above costs. Conversely, to the extent the availability of 
            this aid increases the success rate of these students and 
            reduces the time required for them to attain their educational 
            goals, the segments will benefit from these increased 
            efficiencies.

           COMMENTS  

           1)Background  . Pursuant to AB 540 (Firebaugh)/Chapter 814 of 
            2001, two groups of students who have attended and graduated 
            from California high schools receive non-resident tuition 
            status: those who do not have legal immigration status and 
            thus cannot establish state residency, and those who are US 
            citizens but are residents of another state. In 2005, Martinez 
            v. Regents of the University of California et al. was filed 
            against UC, CSU, and CCC, challenging the legality of AB 540.  








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            In October 2006, a California Superior Court ruled in favor of 
            AB 540, stating its provisions were in accordance with federal 
            law. In September 2008, a California Court of Appeal 
            overturned the Superior Court's ruling in Martinez v. Regents 
            and held that California state law authorizing in-state 
            tuition to "illegal aliens" is preempted by federal 
            immigration law and, thus, void. The decision was appealed, 
            and in November 2010, the California Supreme Court, in a 
            unanimous decision, reversed the Court of Appeal and thus 
            ruled in favor of AB 540. 

           2)Purpose  . Students who receive a waiver of non-resident tuition 
            at UC, CSU and the CCC still face significant costs, including 
            resident fees, books, supplies, food, rent, transportation, 
            and other miscellaneous items. The student aid commission 
            estimates the nine-month cost of education in 2010-11 for 
            California students living off-campus to be $16,497, in 
            addition to systemwide and campus fees. Moreover, federal law 
            prohibits undocumented students from receiving any aid from 
            the federal government, such as Pell Grants and federal 
            student loans. Supporters of AB 131 argue that, in light of 
            recent reports highlighting the state's need for one million 
            more workers with college degrees, California cannot afford to 
            exclude people or prevent students from attending college, 
            thus providing state and institutional financial assistance to 
            all qualified students is essential.
                
            3)Expanded AB 540 Eligibility  . Since AB 540 considers only high 
            school attendance in order to qualify for the nonresident 
            tuition waiver, high school students who combine high school 
            attendance with attendance at an adult or technical school may 
            jeopardize their eligibility for the nonresident tuition 
            exemption if their attendance at the high school is for less 
            than three years.  This bill therefore allows two of the three 
            years of required attendance to be at an adult or technical 
            school, provided the student attends a California high school 
            for one year.

           4)Related Legislation  . AB 130 (Cedillo), also on today's 
            committee agenda, makes AB 540 students eligible to receive a 
            scholarship derived from nonstate funds received for the 
            purpose of scholarships.

           5)Prior Legislation  . Numerous bills have sought to expand 
            financial aid to AB 540 students. Most recently, in 2010, SB 








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            1460 (Cedillo), which dealt with institutional financial aid 
            and the adult school provisions, and AB 1413 (Fuentes), which 
            dealt with Student Aid Commission programs, were vetoed by 
            Governor Schwarzenegger, mainly for financial reasons. SB 1301 
            (Cedillo) of 2008, which only dealt with UC and CSU 
            institutional aid, was vetoed.

            SB 1 (Cedillo) of 2007, which made AB 540 students eligible 
            for Cal Grant Entitlement Awards and community college fee 
            waivers, was also vetoed for financial reasons, as was SB 160 
            (Cedillo) of 2005.

            In addition, SB 160 (Cedillo) of 2009, AB 2083 (Nunez) of 
            2008, and SB 160 (Cedillo) of 2007 were all held on Suspense 
            in Senate Appropriations.

           Analysis Prepared by  :    Chuck Nicol / APPR. / (916) 319-2081