BILL ANALYSIS                                                                                                                                                                                                    �






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

          BILL NO:       AB 1976
          AUTHOR:        Quirk-Silva
          AMENDED:       May 23, 2014
          FISCAL COMM:   Yes            HEARING DATE:  June 25, 2014
          URGENCY:       No             CONSULTANT:Kathleen Chavira

           SUBJECT  :  Competitive Cal Grant Awards.
          
           SUMMARY  

          This bill requires the California Student Aid Commission  
          (CSAC), beginning in the 2015-16 award year, to award  
          Competitive Cal Grants using data from the three award  
          years immediately preceding to calculate a take-rate to  
          estimate the number of awards to be granted to achieve a  
          target of 22,500 awards, and then reduces the target number  
          of awards in the subsequent year by the number of awards  
          granted over 22,500.

           BACKGROUND  

          Current law authorizes the Cal Grant Program, administered  
          by the California Student Aid Commission, 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)

          Current law provides for the Cal Grant A and B Entitlement  
          programs.  The
          Cal Grant A High School Entitlement Program provides  
          tuition fee funding for the equivalent of four full-time  
          years at qualifying postsecondary institutions to eligible  
          lower and middle income high school graduates who have at  
          least a 3.0 grade point average (GPA) on a four-point scale  
          and apply within one year of graduation. (Education Code �  
          69434)






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          The Cal Grant B High School Entitlement Program provides  
          funds to eligible low-income high school graduates who have  
          at least a 2.0 GPA on a four-point scale and apply within  
          one year of graduation. The award provides up to $1,551 for  
          books and living expenses for the first year and each year  
          following for up to four years (or equivalent of four  
          full-time years). After the first year, the award also  
          provides tuition fee funding at qualifying postsecondary  
          institutions. Current law authorizes up to 2 percent of new  
          Cal Grant B recipients to be eligible for payment of  
          tuition or fees or both in their first academic year of  
          attendance. (Education Code � 69435.3)

          Current law also establishes the Cal Grant Competitive  
          Award Program and provides 22,500 Cal Grant A and B awards  
          to applicants who meet financial, academic, and general  
          program eligibility requirements. Half of these awards are  
          reserved for students enrolled at a community college and  
          who met the September 2 application deadline. (Education  
          Code � 69437-� 69437.7)
           ANALYSIS
           
           This bil  l:

          1)   Requires the California Student Aid Commission (CSAC),  
               beginning in the 2015-16 award year to:

                    a)             Establish a target of 22,500  
                    Competitive Cal Grant awards to be paid.

                    b)             Estimate the "take rate" for  
                    awards by calculating an average of the number of  
                    awards offered and taken for the three years  
                    immediately prior. 

                    c)             Use the calculated "take rate" to  
                    estimate the number of awards to be granted to  
                    achieve the target of 22,500 awards.

                    d)             For awards granted in the 2016-17  
                    award year and subsequent, requires an adjustment  
                    of the target rate and the take rate to consider  
                    and adjust for the total amount of awards paid in  







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                    the prior year.

          2)   Authorizes the CSAC to exceed the 22,500 award limit  
               if acceptances exceed that amount provided that the  
               CSAC uses the adjustment formula outlined in 1(d) in  
               2016-17 and subsequent award years to grant awards. 

           STAFF COMMENTS  

           1)   Need for the bill  .  According to the author, in  
               2012-13, while the pool of qualified applicants for  
               the competitive Cal Grant exceeded 317,500, fewer than  
               20,000 of the 22,500 authorized awards were actually  
               paid.  In most years the CSAC only pays about  
               two-thirds of their offers (17,000).  According to the  
               author, the CSAC is concerned about making grant  
               offers that result in a take rate that exceeds the  
               statutorily imposed cap, creating a liability that the  
               CSAC cannot fulfill. 

           2)   Competitive versus entitlement program  .  According to  
               an April 2013 report by The Institute for College  
               Access & Success (TICAS), Strengthening Cal Grants to  
               Better Serve Today's Students, in 2010-11 the majority  
               of Cal Grant recipients (72%) received grants as a  
               high school entitlement award, 5% received transfer  
               entitlement awards, and competitive awards went to 18%  
               of all Cal Grant recipients. According to the TICAS  
               report, many otherwise eligible applicants miss the  
               application deadline or enroll well after they have  
               graduated from high school, and 

          these are particular concerns for the lowest income  
               students who miss timely application because they are  
               unaware of the financial aid that is available. For  
               these students the alternative would be a Competitive  
               Cal Grant.  
           
               However, as noted in the background of this analysis,  
               only 22,500 Competitive Cal Grants are statutorily  
               authorized annually.  According to TICAS, in the  
               2012-13 Cal Grant award cycle, there was only one  
               competitive Cal Grant available for every 17 eligible  
               applicants. 







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               CSAC reports that in the 2013-14 award year, more than  
               370,000 qualified students applied for the Competitive  
               Cal Grant. The average GPA of these applicants was  
               3.46.

           3)   Current process.   Under current law, if any awards are  
               not distributed upon initial allocation, the CSAC is  
               required to make awards to as many eligible students  
               as possible and as practical, without exceeding an  
               annual cumulative total of 22,500 awards.  The chart  
               below outlines the recent history of awards under the  
               Competitive Program. 



                ------------------------------------------------------- 
               |  Award  |Award | Awards |  Take  |Percentage | Number |
               |  Year   |Offers|  Paid  |  Rate  |of 22,500  | unpaid |
               |         |      |        |        |paid       |        |
               |---------+------+--------+--------+-----------+--------|
               | 2011-12 |25,459|  17,157|  67%   |    76%    | 5,343  |
               |         |      |        |        |           |        |
               |---------+------+--------+--------+-----------+--------|
               | 2012-13 |26,237|  16,412|  63%   |    73%    | 6,088  |
               |         |      |        |        |           |        |
               |---------+------+--------+--------+-----------+--------|
               | 2013-14 |28,970|  19,302|  67%   |    86%    |3,198   |
               |         |      |        |        |           |        |
                ------------------------------------------------------- 

               According to the CSAC, the current paid rate is 88.3  
               percent with projections for the rate at the end of  
               the 2014-15 year projected to be between 90-92  
               percent. CSAC's efforts to improve the take rate have  
               focused upon institutional training, contacting  
               colleges about unpaid students and direct  
               communication with students.  

           4)   How would this bill address this issue  ?  CSAC reports  
               that it currently awards beyond the 22,500 cap  
               anticipating that not all students will utilize their  
               award.  However, this bill would authorize the CSAC to  
               exceed the award limit of 22,500 in an academic year  







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               when the number of acceptances exceeds that amount.   
               The bill would provide for an adjustment in the next  
               award year to reduce the number of awards, with the  
               intent of averaging 22,500 awards over multiple award  
               years. This bill would give the CSAC the assurance  
               that they can guarantee an award even if their  
               calculation results in their exceeding the statutory  
               cap of 22,500 awards.




           SUPPORT  

          Alliance for a Better Community
          California Competes
          California Federation of Teachers
          California State Student Association
          California Teachers Association
          Californians for Shared Prosperity
          Campaign for College Opportunity
          Earn
          National Association of Social Workers
          Southern California College Access Network
          Student Senate for California Community Colleges
          The Institute for College Access & Success
          University of California Student Association
          Young Invincibles

           OPPOSITION

           None received.