BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 1162
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          ASSEMBLY THIRD READING
          AB 1162 (Frazier)
          As Amended  May 1, 2013
          Majority vote 

           HIGHER EDUCATION    9-3         APPROPRIATIONS      12-5        
           
           ----------------------------------------------------------------- 
          |Ayes:|Williams, Bloom, Fong,    |Ayes:|Gatto, Bocanegra,         |
          |     |Fox,                      |     |Bradford,                 |
          |     |Jones-Sawyer, Levine,     |     |Ian Calderon, Campos,     |
          |     |Medina, Quirk-Silva,      |     |Eggman, Gomez, Hall,      |
          |     |Weber                     |     |Ammiano, Pan, Quirk,      |
          |     |                          |     |Weber                     |
          |     |                          |     |                          |
          |-----+--------------------------+-----+--------------------------|
          |Nays:|Waldron, Olsen, Wilk      |Nays:|Harkey, Bigelow,          |
          |     |                          |     |Donnelly, Linder, Wagner  |
           ----------------------------------------------------------------- 

           SUMMARY  :  Requires the Board of Trustees of the California State  
          University (CSU) and the Board of Governors of the California  
          Community Colleges (CCC) and requests the Regents of the  
          University of California (UC) and the governing bodies of  
          accredited private non-profit postsecondary institutions, to  
          adopt policies for negotiating contracts between their  
          postsecondary educational institutions and banks and other  
          financial institutions to disburse students' financial aid  
          awards and other refunds onto a debit card, prepaid card, or a  
          preloaded card.  Specifically,  this bill  :  

          1)Requires the Board of Trustees (BOT) of the CSU and the Board  
            of Governors (BOG) of the CCC and requests the Regents of the  
            UC and the governing bodies of accredited private non-profit  
            postsecondary institutions, to adopt policies to be used for  
            negotiating contracts between their postsecondary educational  
            institutions and banks and other financial institutions to  
            disburse students' financial aid awards and other refunds onto  
            a debit card, prepaid card or a preloaded card.

          2)Encourages the policies created by all postsecondary  
            educational institutions in California to best serve the needs  
            of the students by considering to include all of the following  
            when adopting their policies:








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             a)   Whether to provide students clear and unbiased choices  
               as to where to bank by ensuring that students can elect to  
               receive their financial aid award and other refunds through  
               their own existing bank accounts or by way of a paper  
               check;

             b)   Whether to ensure students are not subjected to  
               paperwork that attempts to direct them to banking options  
               favored by the bank or financial institution with which the  
               institution is partnering;

             c)   Whether to require at least one fee free automated  
               teller machine (ATM) to be located on a participating  
               campus and satellite campus;

             d)   Whether to require an additional ATM for every 3,000  
               students enrolled at which a student may use his or her  
               debit card, prepaid card or preloaded card in order to  
               access his or her financial aid award and other refunds; 

             e)   Whether to prohibit the debit card, prepaid cards or  
               preloaded cards from imposing the following fees on  
               students, including, but not limited to:

               i)     Insufficient fund fees at ATMs or point of sale,

               ii)    Account balance inquiry fees,

               iii)   PIN-based transaction fees,

               iv)    Inactive account fees,

               v)     Replacement card fees,

               vi)    Transfer or wire fees,

               vii)    Dispute fees, and,

                viii)   Account wire fees.

             f)   Whether to require all debit card, prepaid card or  
               preloaded card fees to be prominently displayed on the  
               partnering or financial institution's Web site and/or have  








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               the information mailed to students;

             g)   Whether to prohibit the debit cards, prepaid cards or  
               preloaded cards from including the logo of the  
               postsecondary educational institution;

             h)   Whether to require the debit cards, prepaid cards or  
               preloaded cards to include the same level of consumer  
               protections that are provided to ATM customers under the  
               federal Electronic Fund Transfer Act, 15 United States Code  
               (U.S.C.) 1601 et seq., as it exists on January 1, 2014;  
               and,

             i)   Whether to prohibit debit card, prepaid card or  
               preloaded card contracts from including mandatory  
               arbitration clauses.

           EXISTING LAW  :

          1)Defines the term "debit card" as an accepted card or other  
            means of access to a debit cardholder's account that may be  
            used to initiate electronic funds transfers and may be used  
            without unique identifying information such as a personal  
            identification number to initiate access to the debit  
            cardholder's account (Civil Code (CIV) Section 1748.30).

          2)Limits a debit cardholder's liability for unauthorized use of  
            a debit card (CIV Section 1748.31).

          3)Provides for a variety of student financial aid programs  
            including the Cal Grant programs and the CCC Board of  
            Governors fee waiver program.  Current law requires that  
            eligibility for a Cal Grant and the determination of financial  
            need be accomplished using the Free Application for Federal  
            Student Aid (FAFSA), and that this application be used for all  
            programs funded by the state or a public institution of  
            post-secondary education as well as all federal programs  
            administered by a postsecondary educational institution.   
            Current law makes an exception to this requirement for the BOG  
            fee waiver program which is authorized to use a simplified  
            application designed for that sole purpose (Education Code  
            Sections 69432.9 and 69433).

           FISCAL EFFECT  :  According to the Assembly Appropriations  








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          Committee, costs would be absorbable for the public  
          postsecondary segments to adopt the policies, including their  
          consideration of the specified parameters.  To the extent the  
          inclusion of some of the suggested contract provisions reduces  
          the number of vendors interested in providing debit card  
          services, colleges' and universities' cost for these services  
          could increase.  It is presumed that the governing boards'  
          policies will provide sufficient flexibility to allow campuses  
          to obtain these services in the most competitive manner  
          possible.

           COMMENTS  :  When students receive financial aid, whether it is in  
          the form of a scholarship, grant, or student loan, schools apply  
          that money to college costs then disburse the rest to the  
          student.  Instead of disbursing aid refunds by check, many  
          campuses are funding financial aid awards through special debit  
          cards that sometimes double as student identification cards. 

          According to the author, colleges and universities are  
          outsourcing their student financial aid distribution to banks  
          and financial firms in order to lower cost and save money. These  
          banks and financial firms then issue debit cards to the students  
          so they can access their financial aid.  The federal government  
          requires that schools disburse financial aid refunds to students  
          free of charge; however, these debit cards come with fees for  
          other services that can take away from students' aid.  As a  
          result students end up bearing some costs directly, including  
          per-swipe fees, inactivity fees, overdraft fees, ATM fees and  
          more.  The author contends that other issues include aggressive  
          marketing strategies by partnering companies on student choice  
          and weaker consumer protections on certain cards that hold  
          student aid funds.  

          According to a recent report by the U.S. Public Interest  
          Research Group (PIRG) Education Fund, debit cards for disbursing  
          funds may be good for colleges, but argue that cash-strapped  
          students absorb the costs.  The PIRG study finds that some debit  
          cards come with fees as high as 50 cents per swipe in  
          transaction fees, $38.00 per overdraft and $10.00 for inactivity  
          after six months without use.  The PIRG study finds that  
          students do not fully realize what they are signing up for when  
          they elect to receive their financial aid award via debit card.

          The author states, "This bill was written based off the recent  








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          U.S. PIRG Campus Debit Card Trap and the National Association of  
          College and University Business Officers reports describing best  
          practices for negotiations of the contract between a college or  
          university and a bank or financial firm."  This measure seeks to  
          protect students by ensuring California colleges and  
          universities set fair and appropriate regulations in place for  
          campus debit card programs in order to best serve and protect  
          their students; making sure they are not unfairly targeted or  
          faced with aggressive marketing.

          Arguments in support:  The Center for Responsible Lending argues  
          that students who opt to receive their financial aid on a debit  
          card should be entitled to fair limits on the fees they incur to  
          access and utilize their own money. 

          Arguments in opposition:  The California Bankers Association  
          argues that this measure is an infringement on a bank's freedom  
          to price for services rendered. 

          Previous legislation:  AB 262 (Coto), Chapter 679, Statutes of  
          2007, required the BOT of the CSU and the BOG of the CCC and  
          urged the Regents of the UC and to 1) annually direct each of  
          their campuses to disclose specified information regarding  
          on-campus credit card marketing activities, and 2) prohibit  
          banks and other commercial entities from offering gifts to  
          students in exchange for completing credit card applications.  

           
          Analysis Prepared by  :    Jeanice Warden / HIGHER ED. / (916)  
          319-3960 


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