BILL ANALYSIS                                                                                                                                                                                                    �




                   Senate Appropriations Committee Fiscal Summary
                            Senator Kevin de Le�n, Chair


          AB 1318 (Bonilla) - Cal Grant Awards at Private Postsecondary  
          Institutions
          
          Amended: June 26, 2014          Policy Vote: Education 7-0
          Urgency: No                     Mandate: No
          Hearing Date: August 4, 2014                                 
          Consultant: Jacqueline Wong-Hernandez                       
          
          This bill meets the criteria for referral to the Suspense File. 
          
          Bill Summary: AB 1318 establishes a statutory formula which  
          increases and stabilizes the amount of the current Cal Grant  
          award for students attending private colleges accredited by the  
          Western Association of Schools and Colleges (WASC) and requires  
          these colleges, as a condition of funding the Cal Grant maximum  
          award established by the bill, to annually report specified  
          performance metrics determined by the Association of Independent  
          California Colleges and Universities (AICCU). The AICCU is  
          required to, in turn, prepare a cumulative report to the  
          Legislature, Governor, Department of Finance, and Legislative  
          Analyst's Office beginning March 15, 2015.

          Fiscal Impact: 
              Cal Grant awards: The California Student Aid Commission  
              (CSAC) estimates that increasing Cal Grant award levels for  
              private, WASC-accredited colleges, as required by this bill,  
              will result in additional costs of $12.3 million in 2015-16,  
              $34.9 million in 2016-17, $65.3 million in 2017-18, and $102  
              million in 2018-19 (General Fund). Annually thereafter,  
              adjustments would be based on the calculation of base  
              funding, as specified.

          Background: The Cal Grant was originally created in 1955 (as the  
          California State Scholarship Program) to provide scholarships  
          only to students who attended private nonprofit colleges in  
          California, in order to make it easier for students to attend  
          private college and thereby increase capacity in the California  
          State University or University of California systems. After the  
          public postsecondary institutions began charging fees, the Cal  
          Grant was expanded to include them. 

          Existing law authorizes the Cal Grant Program, administered by  








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          the CSAC, to provide grants to financially needy students to  
          attend college. The Cal Grant programs include both the  
          entitlement and the competitive Cal Grant awards. The program  
          consists of the Cal Grant A, Cal Grant B, and Cal Grant C  
          awards, and eligibility is based upon financial need, grade  
          point average, California residency, and other eligibility  
          criteria, as specified. (Education Code � 69433.9) 

          Existing law provides for a long-term Cal Grant policy that  
          requires that the maximum Cal Grant A award and the Cal Grant B  
          award, for students attending each respective segment, equal the  
          amount of the mandatory systemwide fees at the University of  
          California (UC) and the California State University (CSU), as  
          specified. This policy also requires that the maximum Cal Grant  
          award for students attending nonpublic institutions equal the  
          tuition award level established in the Budget Act of 2000, or  
          the amount as adjusted in subsequent annual budget acts. (EC �  
          66021.2) 
          Notwithstanding the provisions of EC 66021.2, current law,  
          enacted through the 2012 budget, sets the maximum amount of the  
          Cal Grant award for students who attend private postsecondary  
          institutions. Beginning in the 2013-14 award year, this amount  
          is $4,000 for new recipients attending private for-profit  
          institutions. For new recipients attending private nonprofit  
          institutions or private for-profit WASC accredited institutions,  
          the amount is set at $9,084 for the 2013-14 award year and  
          $8,056 for 2014-15. 
          (EC � 69432)

          Proposed Law: This bill establishes a maximum Cal Grant award  
          for a student attending a WASC-accredited nonpublic  
          postsecondary educational institution. Specifically, this bill:

             1)   Requires that the award be set and maintained at 75% of  
               the base funding per Cal Grant student at the UC and the  
               CSU.

             2)   Requires, as a condition for funding of the Cal Grant  
               maximum award, the submission of performance metrics and  
               further: a) requires the performance metrics be submitted  
               in a cumulative report generated by the AICCU; b) requires  
               the report to contain specific student and campus data and  
               to be submitted to the Governor, the Legislature, the  
               Department of Finance and the Legislative Analyst's Office  








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               by March 15, 2015, and by that date annually thereafter.

             3)   Establishes a phase-in of the maximum allowable award,  
               as follows:
                 a)       For the 2015-16 award year, the maximum award  
                   shall be 70% of the amount calculated pursuant to #1.
                 b)       For the 2016-17 award year, the maximum award  
                   shall be 80% of the amount calculated pursuant to #1.
                 c)        For the 2017-18 award year, the maximum award  
                   shall be 90% of the amount calculated pursuant to #1.
                 d)       For the 2018-19 award year and each award year  
                   thereafter, the maximum award shall be 100% of the  
                   amount calculated pursuant to #1.

          Staff Comments: This bill would increase and stabilize Cal Grant  
          funding for awards to students attending WASC-accredited private  
          postsecondary institutions in California, by linking them to the  
          amount of base funding the state provides to the UC and CSU (per  
          Cal Grant recipient student). Base funding is the combination of  
          General Fund, Lottery, and property tax funds provided by the  
          state to the UC and CSU. 

          The CSAC projects that individual awards, which are currently  
          capped at $8,056, would increase to $9,674 in 2015-16, $11,056  
          in 2016-17, $12,438 in 2017-18, and $13,820 in 2018-19 (at full  
          implementation). The corresponding statewide cost, based on the  
          number of Cal Grant award recipients attending WASC-accredited  
          private postsecondary institutions in 2013-14, would be $12.3  
          million in 2015-16, $34.9 million in 2016-17, $65.3 million in  
          2017-18, and $102 million in 2018-19 and annually thereafter  
          (General Fund).

          The only state funding provided to private postsecondary  
          institutions is through Cal Grant awards to qualifying students  
          who, in turn, utilize awards to offset education expenses. While  
          the award amounts vary by the type of institution the student  
          attends, the award itself is linked to the student: an awardee  
          can use his or her award at any qualifying institution. To the  
          extent that the increased Cal Grant award levels incentivize (or  
          allow) students who would otherwise have attended public  
          postsecondary institutions (especially the UC), to attend  
          private postsecondary institutions, there could be substantial  
          state savings









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