BILL ANALYSIS                                                                                                                                                                                                    �






                            SENATE COMMITTEE ON EDUCATION
                                  Carol Liu, Chair
                              2013-2014 Regular Session
                                          

          BILL NO:       AB 1590
          AUTHOR:        Wieckowski
          AMENDED:       March 24, 2014
          FISCAL COMM:   Yes            HEARING DATE:  June 4, 2014
          URGENCY:       No             CONSULTANT:Kathleen Chavira

           SUBJECT  :  Cal Grant Program.
          
           SUMMARY  

          This bill changes the requirements for being a "qualifying  
          institution" institutional eligibility to participate in the Cal  
          Grant Program by (1) changing the date by which the California  
          Student Aid Commission (CSAC) must certify the latest official  
          three year cohort default rates and graduation rates from  
          October 1 to November 1, and (2) revises the federal loan  
          program participation requirements for private and independent  
          institutions.  
           
          BACKGROUND  

          Current law authorizes the Cal Grant program, administered by  
          the California Student Aid Commission (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 programs, and eligibility is based upon  
          financial need, grade point average, California residency, and  
          other eligibility criteria, as specified in Education Code �  
          69433.9. (Education Code � 69430-69433.9)

          The 2012 and 2013 Budget Acts established new requirements for  
          institutional participation in the Cal Grant program (SB 70,  
          Chapter 7, Statutes of 2011, and SB 1016, Chapter 38, Statutes  
          of 2012) by providing that:

              For the 2011-12 academic year, an otherwise qualifying  
               institution for the Cal Grant program must maintain a  
               three-year cohort default rate equal to or below 24.6  
               percent to be eligible for Cal Grant awards at the  
               institution. 






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              For 2012-13, and every academic year thereafter, colleges  
               must maintain three year cohort default rates below 15.5  
               percent in order to be eligible for initial and renewal Cal  
               Grant awards at the institution.  

              For 2012-13 and every academic year thereafter, an  
               institution must maintain a graduation rate above 30  
               percent to be eligible for Cal Grant awards at the  
               institution.

              There is an exception to these requirements for an  
               institution with a three- year cohort default rate of below  
               10 percent and a graduation rate above 20 percent through  
               the 2016-17 academic year. 

          In addition, the budget required that, until July 1, 2013, an  
          institution that is ineligible for initial or renewal Cal Grant  
          awards because it fails to meet cohort default rate or  
          graduation rate requirements is eligible for a Cal Grant award  
          for 20 percent less of the fee portion of the maximum Cal Grant  
          A and B awards for those students who were enrolled at the  
          institution in the academic year prior to the institution's  
          ineligibility.  It also prohibited the reductions from impacting  
          the access costs covered by the Cal Grant B award. 

          Finally, the budget required that the CSAC notify initial and  
          renewal Cal Grant recipients of these changes and the impact to  
          their awards, as appropriate.  In addition, the CSAC is required  
          to provide affected Cal Grant recipients with a complete list of  
          all California postsecondary educational institutions at which  
          the student would be eligible to receive an unreduced Cal Grant  
          Award. 

          Current law provides that the cohort default rate and graduation  
          requirements do not apply to institutions with 40 percent or  
          less of its students borrowing federal student loans. 

          Current law requires the Legislative Analyst Office (LAO) to  
          submit a report on the implementation of the changes to Cal  
          Grant eligibility implemented by the Budget Act of 2012 by  
          January 1, 2013.  (EC � 69432.7)

           ANALYSIS







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           This bill  :

          1)   Makes changes to the requirements which must be met in  
               order to be a "qualifying institution" for purposes of the  
               Cal Grant program.

                    a)             Replaces the requirement that a  
                    California private or independent postsecondary  
                    educational institution that participates in the Pell  
                    Grant Program also participate in the Perkins Loan  
                    Program with the Stafford Loan Program.

                    b)             Requires that the CSAC certify the  
                    institution's  official  three-year cohort default rate  
                    and graduation rate.

                    c)             Changes the date by which the CSAC must  
                    certify an institution's latest official three-year  
                    cohort default rate and graduation rate, from October  
                    1 to November 1.

                    d)             Consolidates the definition of  
                    graduation rate within a single subdivision.

          2)   Makes other technical and conforming changes.

          3)   Delete's obsolete LAO reporting requirements.

           STAFF COMMENTS  

           1)   History  .  In response to concerns about institutional  
               effectiveness, and budget deficits, the Budget Acts of 2011  
               and 2012 implemented new measures of institutional quality  
               for purposes of participation in the Cal Grant program.   
               These included the three-year cohort default rate (CDR),  
               defined as the percentage of student borrowers who default  
               on their federal student loans within the first three years  
               of graduation, and the graduation rate.  Initially, the CDR  
               had to be below 24.6 percent, and ultimately had to be  
               below 15.5 percent for participation in the Cal Grant  
               program. Graduation rates generally had to be above 30  
               percent. 
                







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                According to the LAO, the CSAC identified 76 schools as  
               ineligible for 2011-12, 42 of which would remain ineligible  
               for 2012-13.  Following enactment of the stricter cohort  
               default rate standard (15.5 percent), the CSAC revised the  
               list of ineligible institutions for 2012-13 to include 154  
               schools, comprising 35 percent of all institutions, and  
               more than 80 percent of for-profit schools, participating  
               in the Cal Grant programs in recent years.  The rule  
               changes had limited impact on the private nonprofit sector  
               and no impact on the public sector.  At the beginning of  
               the 2013-14 academic year, there were 435 institutions of  
               higher education seeking to participate in the Cal Grant  
               program.  Of the 435 institutions, the commission  
               determined that 304 institutions are eligible and 131  
               institutions are ineligible to participate in the Cal Grant  
               program.

           2)   Related Legislative Analyst Office (LAO) report  .  In  
               January 2013, the LAO issued its report, An Analysis of New  
               Cal Grant Eligibility Rules, in compliance with the  
               statutory reporting requirements on CSAC implementation of  
               the new Cal Grant requirements.   Among its  
               recommendations, LAO suggested changes to the process for  
               CSAC certification of default rate and graduation data.   
               Consistent with these recommendations, this bill moves the  
               certification date from October 1 to November 1 to coincide  
               with U.S. Department of Education (USDE) schedule for  
               posting graduation rates to the Integrated Postsecondary  
               Education Management System (IPEDS), and requires CSAC to  
               use the most recently available graduation rate data  
               published by the USDE.  These changes will ensure that the  
               most current information is used to determine institutional  
               Cal Grant participation. 

           3)   Federal loan program references  . Existing law requires  
               private Cal Grant qualifying institutions to participate in  
               at least two of three specified federal campus-based  
               student aid programs (Federal Work-Study, Perkins Loan  
               Program, or Supplemental Educational Opportunity Grant  
               Program).  This bill removes the Perkins Loan Program and  
               replaces it with the Stafford Loan (Direct Loan) Program.   
               According to the author, the Perkins Loan Program is  
               limited to those schools who already participate, and no  
               new institutions may enroll.  The federally backed Stafford  







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               Loan Program, however, is offered at more institutions and  
               available to more students.  In 2012-13, nearly 500  
               California institutions participated in the Stafford Loan  
               Programs, while only 121 California institutions  
               participated in the Perkins Loan Programs.  

           4)   Conflicting legislation  .  Legislative Counsel has  
               identified a potential conflict between this bill and the  
               provisions of SB 1149 (Galgiani), which was heard and  
               passed by this committee by a vote of 7-0 on April 19,  
               2014, but was subsequently held under submission in the  
               Senate Appropriations Committee. 

           SUPPORT  

          None received.

           OPPOSITION

           None received.