BILL ANALYSIS                                                                                                                                                                                                    �





                                                                  AB 1976

                                                                  Page  1


          GOVERNOR'S VETO
          AB 1976 (Quirk-Silva)
          As Amended  May 23, 2014
          2/3 vote

           HIGHER EDUCATION    10-0           APPROPRIATIONS      13-0 
           
           ----------------------------------------------------------------- 
          |Ayes:|Williams, Bloom, Fong,    |Ayes:|Gatto, Bocanegra,         |
          |     |Fox,                      |     |Bradford,                 |
          |     |Jones-Sawyer, Levine,     |     |Ian Calderon, Campos,     |
          |     |Linder, Medina,           |     |Eggman, Gomez, Holden,    |
          |     |Quirk-Silva, Weber        |     |Linder, Pan, Quirk,       |
          |     |                          |     |Ridley-Thomas, Weber      |
           ----------------------------------------------------------------- 
           
           
           ----------------------------------------------------------------- 
          |ASSEMBLY:  |74-1 |(May 29, 2014)  |SENATE: |36-0 |(August 21,    |
          |           |     |                |        |     |2014)          |
          |           |     |                |        |     |               |
           ----------------------------------------------------------------- 
           
          SUMMARY  :  Requires the California Student Aid Commission (CSAC)  
          to establish a "take rate" utilizing data from the three award  
          years immediately preceding in order to estimate the maximum  
          number of award offers that CSAC may make without exceeding  
          22,500 acceptances.  Authorizes CSAC to exceed the 22,500 limit  
          in any academic year and then reduce the target number of awards  
          in the subsequent year by the number of awards granted over  
          22,500.

           EXISTING LAW  establishes the Cal Grant program awards,  
          administered by CSAC, to provide tuition and access cost  
          assistance to eligible students attending qualified  
          institutions.

           FISCAL EFFECT  :  According to the Senate Appropriations  
          Committee, competitive Cal Grants:  Approximately $5.2 million  
          (General Fund) in 2015-16 in increased "new" awards.  Additional  
          costs of $9.1 million in 2016-17, $11.8 million in 2017-18, and  










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          $13.3 million in 2018-19 and each year thereafter, in increased  
          new and renewal awards.

           COMMENTS  :  Upon submission of a completed application, which  
          includes the Free Application for Federal Student Aid (FAFSA)  
          and grade point average (GPA) requirements, each student's  
          electronic file is reviewed by CSAC for overall eligibility.   
          Students who do not meet the requirements for an Entitlement Cal  
          Grant award are considered for the Competitive program.  CSAC  
          uses a 200-point scoring system to evaluate applications for the  
          Competitive Cal Grant awards.  Scoring is based on income  
          levels, GPA, access equalizer, parents' education level, and  
          student or parent household status.  Students are placed in  
          cohorts based on scoring of approximately 1,000 to 2,000  
          students, and cutoff scores are established to determine which  
          cohorts will be offered an award.  According to CSAC, cutoff  
          scores are set with the goal of getting as close to 22,500 as  
          possible.  

          In 2001-02, the first award cycle, the take-rate in the  
          Competitive program was 79.7%; meaning nearly 20% of grants were  
          unclaimed by students.  The take-rate declined slightly each  
          year, until 2013-14, when CSAC expanded efforts to maximize  
          award use.  CSAC currently offers awards to more than 22,500  
          students in each academic year.  The chart below shows the total  
          numbers of awards offered for the past several years.



                  ----------------------------------------------------- 
                 | Award Year  |Total Awards Offered | Over Statutory  |
                 |             |                     |      Limit      |
                 |-------------+---------------------+-----------------|
                 |   2011-12   |       25,459        |   2,959 (13%)   |
                 |-------------+---------------------+-----------------|
                 |   2012-13   |       26,237        |   3,737 (17%)   |
                 |-------------+---------------------+-----------------|
                 |   2013-14   |       28,970        |6,470            |
                 |             |                     |(29%)            |
                 |             |                     |                 |
                  ----------------------------------------------------- 










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          Despite CSAC making offers to more students than the allowable  
          statutory limit, each year Competitive Cal Grant awards are  
          unclaimed.  The chart below shows the number of awards claimed  
          (both recipients and eligible deferments) in recent academic  
          years. 

             ----------------------------------------------------------- 
            | Award Year | Total Paid  | Percentage of |   Number of    |
            |            | Recipients  |    22,500     |   Grants NOT   |
            |            |             |               |    Awarded     |
            |------------+-------------+---------------+----------------|
            |  2011-12   |   17,157    |     76.3%     |     5,343      |
            |------------+-------------+---------------+----------------|
            |  2012-13   |   16,412    |     72.9%     |     6,088      |
            |------------+-------------+---------------+----------------|
            |  2013-14   |   19,302    |     85.8%     |3,198           |
            |            |             |               |                |
             ----------------------------------------------------------- 

          In an attempt to address underutilization, CSAC efforts have  
          largely focused on increasing the number of students claiming  
          awards.  CSAC has increased the number of messages sent to  
          students, established procedures to assist campuses in  
          processing and paying students Competitive Cal Grant awards, and  
          expanded training for financial aid administrators.  CSAC does  
          not appear to have increased the number of award offers based on  
          the take-rate of awards.  According to the author, CSAC is  
          fearful of making additional award offers in case too many  
          students accept grants, creating a liability CSAC cannot  
          fulfill.  This bill would require CSAC to use data from the  
          preceding three award years to establish a take rate to  
          determine a maximum number of award offers that could be made  
          without exceeding 22,500 awards.  CSAC would also be authorized  
          to exceed the award limit in one academic year and then reduce  
          the target number of awards, by the prior year award overage, in  
          the immediate subsequent year.  
           
          GOVERNOR'S VETO MESSAGE  :

          "The California Student Aid Commission is working within its  










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          existing authority to ensure that as many students as possible  
          are claiming competitive Cal Grants without exceeding the 22,500  
          awards authorized each year.

          "I would like to allow the Commission some time to get it right  
          before enacting a legislative solution that would expand the  
          current program.  This bill is premature."


           Analysis Prepared by  :    Laura Metune / HIGHER ED. / (916)  
          319-3960 


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