BILL ANALYSIS                                                                                                                                                                                                    Ó




                   Senate Appropriations Committee Fiscal Summary
                            Senator Kevin de León, Chair


          SB 285 (de León) - Cal Grant Program
          
          Amended: April 24, 2013         Policy Vote: Education 9-0
          Urgency: No                     Mandate: No
          Hearing Date: May 13, 2013      Consultant: Jacqueline  
          Wong-Hernandez
          
          This bill does not meet the criteria for referral to the  
          Suspense File. 

          
          Bill Summary: SB 285 provides for the use of funds from the  
          College Access Tax Credit Fund (CATC) to increase the amount of  
          the Cal Grant B Access Award up to a maximum of $5,000 per award  
          per academic year. This bill is contingent upon the enactment of  
          legislation creating the CATC.

          Fiscal Impact: 
              Minor and absorbable workload increase to the California  
              Student Aid Commission (CSAC) to administer  
              increased/fluctuating Cal Grants amounts.
              To the extent that expanded Cal Grant Access Awards provide  
              additional funding to students in California's public  
              postsecondary institutions, it may supplant some  
              institutional aid from the segments.

          Background: Existing law authorizes the Cal Grant Program,  
          administered by 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, and  
          eligibility is based upon financial need, grade point average  
          (GPA), California residency, and other eligibility criteria, as  
          specified in Education Code § 69433.9. These programs currently  
          operate as follows:

            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  
            GPA, and apply within one year of graduation.

            Cal Grant B - High School Entitlement Program provides funds  








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            to eligible low-income high school graduates who have at least  
            a 2.0 GPA, 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.

            Cal Grant Community College Transfer Program provides a Cal  
            Grant A or B to eligible high school graduates who have a  
            community college GPA of at least 2.4, and transfer to a  
            qualifying baccalaureate degree granting college or  
            university.

            Cal Grant Competitive Award Program provides 22,500 Cal Grant  
            A and B awards available 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.

            Cal Grant C Program provides funding for financially eligible  
            lower income students preparing for occupational or technical  
            training. The authorized number of new awards is 7,761. For  
            new and renewal recipients, the current tuition and fee award  
            is up to $2,592 and the allowance for training-related costs  
            is $576. 

          Existing law requires that the maximum household income and  
          asset levels for the Cal Grant program be adopted and defined in  
          regulations by the CSAC, and that these eligibility ceilings be  
          annually adjusted based upon changes in the cost of living. Cal  
          Grant funding is annually appropriated in the Budget Act, and  
          reductions to the program translate to award reductions.

          Proposed Law: SB 285 provides for the use of funds from the CATC  
          Fund for purposes of increasing the Cal Grant B Access Award.  
          Specifically it: 

          1)   Declares the intent that CATC Funds supplement other funds  
               appropriated for the Cal Grant Program and, once the CATC  
               Fund is established, prohibits the adjustment of the Cal  
               Grant B Access Award below the level set in the Budget Act  
               of 2012 ($1,473).








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          2)   Requires the Treasurer to certify the amount of moneys  
               available for distribution from the CATC fund beginning  
               April 1, 2015, and annually thereafter by April 1.

          3)   Prohibits the amount available for distribution in any year  
               from exceeding 85% of the certified fund balance.

          4)   Requires the CSAC to thereafter determine the amount of the  
               supplemental awards to be granted, and requires CSAC to  
               include that amount in its budget change proposals  
               submitted to the Legislature.

          5)   Requires that any funds remaining after all supplemental  
               awards are made be retained in the CATC for allocation in  
               future fiscal years.

          6)   Requires that supplemental awards be made for "access  
               costs" as defined under the provisions of the Cal Grant  
               Program.

          7)   Caps the amount of the supplemental award, when combined  
               with the annual award amount established in the annual  
               Budget Act, at $5,000.

          8)   Provides that these awards are only payable to the extent  
               moneys are available from the CATC Fund.

          9)   Requires CSAC to inform award recipients that the award is  
               for one academic year only, is not an entitlement, and that  
               future supplemental awards are subject to the availability  
               of moneys in the CATC.



          Related Legislation: The provisions of this bill are contingent  
          upon the enactment of SB 284 (de León) which establishes the  
          CATC Fund, and requires that all revenue in this fund be  
          allocated to the CSAC for purposes of increasing Cal Grants B  
          Access Awards pursuant to the provisions of this bill. SB 284  
          will also be heard in this Committee on May 13, 2013. 

          Staff Comments: The grant expansion created by this bill is  
          contingent upon the enactment of SB 284 (de León) which provides  








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          funding to increase specified Cal Grant awards. SB 294 specifies  
          that the funding in CATC can only be used for the purposes  
          outlined in this companion bill. This bill provides that revenue  
          generated pursuant to SB 284 (up to 85% of the balance of the  
          CATC Fund) will be allocated to CSAC to implement these  
          provisions. 

          The bill's language clearly states that these awards are only  
          payable to the extent moneys are available from the CATC Fund,  
          and even specifically requires CSAC to inform award recipients  
          that the award is for one academic year only, is not an  
          entitlement, and that future supplemental awards are subject to  
          the availability of moneys in the CATC.