BILL ANALYSIS                                                                                                                                                                                                    



                                                                  SB 969
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          SENATE THIRD READING
          SB 969 (Liu and Romero)
          As Amended  August 17, 2010
          Majority vote 

           SENATE VOTE  :26-7  
           
           HIGHER EDUCATION    6-1         APPROPRIATIONS      12-5        
           
           ----------------------------------------------------------------- 
          |Ayes:|Block, Chesbro, Fong,     |Ayes:|Fuentes, Bradford,        |
          |     |Galgiani, Portantino,     |     |Huffman, Coto, Davis, De  |
          |     |Ruskin                    |     |Leon, Gatto, Hall,        |
          |     |                          |     |Skinner, Solorio,         |
          |     |                          |     |Torlakson, Torrico        |
          |     |                          |     |                          |
          |-----+--------------------------+-----+--------------------------|
          |Nays:|Adams                     |Nays:|Conway, Harkey, Miller,   |
          |     |                          |     |Nielsen, Norby            |
           ----------------------------------------------------------------- 

           SUMMARY  :  Establishes various findings, declarations and  
          policies regarding mandatory systemwide undergraduate resident  
          student fees (fees).  Specifically,  this bill  :  

          1)Provides that an increase in fees adopted by UC or CSU after  
            July 1, 2011, shall not become effective before three months  
            after the date of adoption.  

          2)Requires UC Regents and CSU Trustees to adopt a rational and  
            transparent methodology for adjusting fees, requires the  
            methodologies to be developed in consultation with student  
            representatives, requires the methodologies to be adopted in  
            open public meetings, and provides that annual budgets of UC  
            and CSU shall be drafted on the basis that fees will change in  
            accordance with the methodologies and shall specify the  
            purposes for which any revenues derived from an increase in  
            fees will be used.

          3)Requires UC and CSU to employ appropriate procedures to notify  
            students of fees to be assessed in the upcoming academic year  
            and to simultaneously provide students with information  
            concerning the availability of and procedures for obtaining  
            financial aid.








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          4)Requires, beginning with the 2011-2012 academic year, the UC  
            Regents and CSU Trustees to annually report to the Legislative  
            Analyst's Office (LAO) estimates of the total cost of  
            education, categorized specifically by per student  
            undergraduate and graduate education costs and by fixed costs,  
            variable costs, administrative costs, instructional costs, and  
            student services costs.

          5)Requires, beginning with the 2012-2013 academic year, the LAO  
            to report annually to the Legislature on compliance with the  
            policies required in this bill, any findings and  
            recommendations, and an assessment of the information on cost  
            of education as provided by UC and CSU.

          6)Establishes that the provisions of this bill only apply to UC  
            to the extent that the UC Regents adopt a resolution making  
            these provisions applicable and requests that the UC Regents  
            adopt policies consistent with those outlined in this bill.

          7)Makes the provisions of this bill operative on July 1, 2011.

           FISCAL EFFECT  :  According to the Assembly Appropriations  
          Committee, any costs to the segments and the LAO should be  
          absorbable.

           COMMENTS  :  Through 1996, fees at California public postsecondary  
          institutions were governed by the Maddy-Dills Act.  The Act  
          required fees to be gradual, moderate and predictable; increases  
          to be limited to 10% a year; and fixed at least ten months prior  
          to the fall term in which they were to become effective.  Even  
          with this policy, when the state faced serious budgetary  
          challenges the provisions of the Act were set aside in order to  
          provide the institutions some flexibility in dealing with the  
          lack of state General Fund support.  In 1996, the Act was  
          allowed to sunset, and since that time, the state has had no  
          statutory long-term policy to set fees.  

          Currently, the state sets UC and CSU fees each year through the  
          Budget Act with complementary actions on the part of the UC  
          Regents and the CSU Trustees to adopt these fee policies.  There  
          is an implicit policy whereby students and the State are  
          expected to share educational costs, but the relative  
          proportions are dependent on the State's fiscal situation.  As a  








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          result, fees have increased steeply during difficult budget  
          years and then gradually declined when the state's fiscal  
          situation improved and more General Fund support could be  
          provided to the higher education segments.  

          According to the author, faced with a state budget deficit and  
          cuts in state support for higher education, CSU and UC students  
          are being subjected to significant increases in fees, often  
          without adequate notice of proposed fee increases.  According to  
          the author, rising costs have been particularly hard on lower-  
          and middle-income families.  This diminished capacity for  
          students and their families to afford a college education occurs  
          at the same time the state faces an increasing demand for a  
          college-educated workforce in order to compete in the national  
          and international marketplace.  The author believes that  
          creating a process for establishing and adjusting fees and  
          ensuring students are provided with some notice of fee increases  
          will provide a measure of transparency and accountability for  
          university operations.  


           Analysis Prepared by  :    Laura Metune / HIGHER ED. / (916)  
          319-3960 


                                                                FN: 0006102