BILL ANALYSIS                                                                                                                                                                                                    �



                                                                            



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                                    THIRD READING


          Bill No:  AB 1927
          Author:   Frazier (D)
          Amended:  8/19/14 in Senate
          Vote:     21

           
           SENATE EDUCATION COMMITTEE  :  5-2, 6/11/14
          AYES:  Liu, Block, Correa, Hancock, Monning
          NOES:  Wyland, Huff

           SENATE BANKING & FINANCIAL INST. COMM.  :  6-2, 6/25/14
          AYES:  Evans, Correa, Hill, Hueso, Roth, Torres
          NOES:  Morrell, Vidak
          NO VOTE RECORDED:  Block

           SENATE APPROPRIATIONS COMMITTEE  :  5-0, 8/14/14
          AYES:  De Le�n, Hill, Lara, Padilla, Steinberg
          NO VOTE RECORDED:  Walters, Gaines
           
          ASSEMBLY FLOOR  :  53-22, 5/19/14 - See last page for vote


           SUBJECT  :    Student financial aid debit cards

           SOURCE  :     Author


           DIGEST  :    This bill requires the California Community College  
          (CCC) Board of Governors (BOG), the California State University  
          (CSU) Trustees, the University of California (UC) Regents and  
          the governing bodies of private nonprofit and for-profit  
          postsecondary educational institutions, as a condition for  
          participating in the Cal Grant Program to adopt policies, that  
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          best serve the needs of the students, when negotiating contracts  
          with banks and other financial institutions to disburse a  
          student's financial aid award, and other refunds onto debit,  
          prepaid, or preloaded cards, and requires the policies to meet  
          specified requirements.  

           ANALYSIS  :    Federal regulations establish rules for the  
          disbursement of federal financial aid to students.  These rules  
          authorize a school to establish a policy requiring its students  
          to provide bank account information, or open an account at a  
          bank of their choosing as long as this policy does not delay the  
          disbursement of Federal Student Aid funds to students.  In  
          situations where a school opens a bank account on behalf of the  
          student, the rules require that schools comply with conditions  
          related to consent, notice, disclosure and costs to open or  
          transact on the account and additionally require that the school  
          ensure that the student has convenient access to a branch office  
          or automatic teller machines (ATMs) of the bank so that the  
          student does not incur any cost in making cash withdrawals.   
          Additionally, the regulations require that the branch office or  
          ATMs be located on the institution's campus, in  
          institutionally-owned or operated facilities, or immediately  
          adjacent to and accessible from the campus.  These rules also  
          include conditions that must be met if a school uses a store  
          value card or prepaid debit cards. 

          Existing law 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 fund transfers and may be  
          used without unique identifying information such as a personal  
          identification number to initiate access to the debit  
          cardholder's account. 

          Existing law provides for a variety of student financial aid  
          programs including the Cal Grant programs and the CCC BOG fee  
          waiver program.  Existing law requires that eligibility for a  
          Cal Grant and the determination of financial need be  
          accomplished using the Free Application for Federal Student Aid,  
          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.  

          Existing law declares the Legislature's intent to ensure the  

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          protection of the personal information of California residents  
          and to encourage businesses that own or license personal  
          information about Californians to provide reasonable security  
          for that information.  Under these provisions, a business that  
          owns or licenses personal information about a California  
          resident is required to implement and maintain reasonable  
          security procedures and practices to protect the personal  
          information from unauthorized access, destruction, use,  
          modification, or disclosure.  These provisions also define  
          "personal information as social security number, driver's  
          license number or California identification card number, account  
          number, credit or debit card number, in combination with any  
          required security code, access code, or password that would  
          permit access to an individual's financial account, and medical  
          information." 

          This bill:

          1.Requires the CCC BOG, the CSU Trustees, the UC Regents and the  
            governing bodies of private nonprofit and for-profit  
            postsecondary educational institutions, as a condition for  
            participating in the Cal Grant Program to adopt policies, that  
            best serve the needs of students, when negotiating contracts  
            with banks and other financial institutions for disbursing  
            financial aid awards and refunds onto debit cards, prepaid  
            cards or preloaded cards.

          2.Requires that the adopted policies, consistent with specified  
            federal law, ensure that contracts to disburse a student's  
            financial aid awards and other refunds onto debit cards,  
            prepaid cards or preloaded cards:

             A.   Prohibit revenue sharing between segments and financial  
               institutions.

             B.   Prohibit the sale or sharing of personal information, as  
               defined, provided by the student or the institution, unless  
               it is necessary for the purpose of services related to the  
               opening or maintenance of the card account. 

             C.   Prohibit the financial institution from imposing a point  
               of sale transaction fee on a student for use of the card.

             D.   Provide a clear and conspicuous disclosure to students  

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               of all associated fees.

             E.   If cobranded, provide a clear and conspicuous disclosure  
               to students that the card is not endorsed by the  
               educational institution.

             F.   Ensure the student does not incur any costs related to  
               opening an account or initially receiving the card. 

             G.   Ensure the student has convenient access to a bank  
               branch or office or an automated teller machine so that  
               withdrawal costs are not incurred by the student.

             H.   Require that the office of ATM is located on the campus,  
               in an institutionally owned or operated facility, or  
               immediately adjacent to an accessible from the campus. 

             I.   Ensure the card can be widely used.

             J.   Prohibit marketing, portraying, or subsequently  
               converting the account or card, into a credit card or  
               credit instrument. 

             AA.  Require the educational institution to disclose the  
               benefits and student responsibilities for all financial aid  
               disbursement options offered by the educational  
               institution.

          3.Requires that the adopted policies only be applied to  
            negotiating contracts for the purpose of disbursing a  
            student's financial aid award and other refunds onto a debit,  
            prepaid, or preloaded card. 

          4.Defines a "bank or other financial institution" to include,  
            but not be limited to, a depository institution or an entity  
            that partners with one or more depository institutions. 

           Prior Legislation
           
          AB 1162 (Frazier, 2013), which was substantively similar to this  
          bill, would have required the CCC BOG and the CSU Trustees to  
          adopt policies that best serve the needs of the students when  
          negotiating contracts with financial institutions to disburse a  
          student's financial aid award onto debit, prepaid, or preloaded  

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          cards, and encouraged consideration of specific elements in  
          these policies.  The bill also would have requested the UC  
          Regents and the governing bodies of private nonprofit and  
          for-profit postsecondary educational institutions to comply with  
          these provisions.  The bill was heard and passed by the Senate  
          Education Committee by a vote of 6-2 in 2013, but subsequently  
          failed passage in the Senate Banking and Finance Committee by a  
          vote of 2-3.

          SB 595 (Calderon, Chapter 217, Statutes of 2013) prohibits any  
          campus of the CCC or the CSU from entering into a contract with  
          any entity on or after 
          January 1, 2014, that requires students to open an account with  
          the entity as a condition of the student receiving a financial  
          aid disbursement, and requires that they offer a student the  
          option of receiving his/her financial aid disbursement via  
          direct deposit within one day of the disbursement of monies, as  
          specified.  The bill also requests the UC to comply with these  
          provisions.

           FISCAL EFFECT  :    Appropriation:  No   Fiscal Com.:  Yes    
          Local:  No

           SUPPORT  :   (Verified  8/20/14)

          California Communities United Institute
          California State University Student Association
          CALPIRG
          Consumers Union
          Faculty Association of California Community Colleges
          Student Senate for California Community Colleges
          University of California Student Association
          Veterans Caucus of the California Democratic Party

           OPPOSITION  :    (Verified  8/20/14)

          California Bankers Association 
          Higher One


           ASSEMBLY FLOOR  :  53-22, 5/19/14
          AYES:  Alejo, Ammiano, Bloom, Bocanegra, Bonilla, Bonta,  
            Bradford, Brown, Buchanan, Ian Calderon, Campos, Chau,  
            Chesbro, Cooley, Dababneh, Daly, Dickinson, Eggman, Fong, Fox,  

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            Frazier, Garcia, Gatto, Gomez, Gonzalez, Gordon, Gray, Hall,  
            Roger Hern�ndez, Holden, Jones-Sawyer, Levine, Lowenthal,  
            Medina, Mullin, Muratsuchi, Pan, Perea, John A. P�rez, V.  
            Manuel P�rez, Quirk, Quirk-Silva, Rendon, Ridley-Thomas,  
            Salas, Skinner, Stone, Ting, Weber, Wieckowski, Williams,  
            Yamada, Atkins
          NOES:  Achadjian, Allen, Bigelow, Ch�vez, Conway, Dahle,  
            Donnelly, Beth Gaines, Gorell, Grove, Hagman, Harkey, Jones,  
            Linder, Logue, Maienschein, Melendez, Olsen, Patterson,  
            Wagner, Waldron, Wilk
          NO VOTE RECORDED:  Mansoor, Nazarian, Nestande, Rodriguez,  
            Vacancy


          PQ:k  8/20/14   Senate Floor Analyses 

                           SUPPORT/OPPOSITION:  SEE ABOVE

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