BILL ANALYSIS                                                                                                                                                                                                    �






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

          BILL NO:       SB 595
          AUTHOR:        Calderon
          AMENDED:       April 22, 2013
          FISCAL COMM:   Yes            HEARING DATE:  May 1, 2013
          URGENCY:       No             CONSULTANT:Kathleen Chavira

           NOTE  :  This bill has been referred to both the Senate  
          Education and Senate Rules Committees.  A "do pass" motion  
          should include a referral to the Senate Rules Committee. 

           SUBJECT  :  Financial aid disbursement.
          
           SUMMARY  

          This bill prohibits any campus of the California Community  
          Colleges (CCC) or the California State University (CSU)  
          from entering into a contract with any entity 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, as  
          specified. The bill also requests the University of  
          California (UC) to comply with these provisions.
           
          BACKGROUND  

          Federal regulations establish rules for the disbursement of  
          federal financial aid to students. These rules provide that  
          schools may disburse Federal Student Aid (FSA) funds  
          directly to a student or parent by issuing a check or other  
          instrument, by initiating an electronic funds transfer to a  
          bank account designated by a student or parent, by  
          disbursing cash to the student, or by releasing a Federal  
          Family Education Loan (FFEL) check sent by the lender.  
          Generally, FSA funds must be disbursed to a student within  
          14 days. 

          These rules also 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 FSA funds to  




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          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, and  
          costs to open or transact on the account as well as the  
          availability of means for accessing funds. (34 California  
          Code of Federal Regulations (CFR) 668 164)

           



          ANALYSIS
           
           This bill  :

          1)   Prohibits any campus of the California Community  
               Colleges (CCC) or the California State University  
               (CSU) from entering into a contract with any entity  
               that requires students to open an account with that  
               entity as a condition of the student receiving a  
               financial aid disbursement.

          2)   Requires each CCC and CSU campus to offer a student  
               the option of receiving a direct deposit of a  
               financial aid disbursement into a deposit account of  
               the student's choosing.

          3)   Requires the CCC and the CSU to ensure that the  
               contract with the entity provides for direct deposit  
               within one day of receipt of disbursement monies.

          4)   Requests the University of California to comply with  
               these same provisions/conditions.

          5)   Identifies mandated costs.
           
          STAFF COMMENTS  

           1)   Need for the bill  .  According to the author, current  
               law permits our public segments of higher education to  
               enter into contracts with entities for the purpose of  
               disbursing financial aid funds, but these contracts  
               are not prohibited from mandating that students open  
               an account with the partnering entity as a  
               precondition to receiving their financial aid funds.
                




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                In addition, it is the intent of the author to ensure  
               that a student who opts to use an entity other than a  
               college/university's partnering depository institution  
               is not disadvantaged by selecting an alternative means  
               that result in a prolonged wait for receiving their  
               financial aid disbursement. According to the author,  
               direct deposit currently offers the timeliest means by  
               which a student can receive their financial aid funds.  
               By requiring the direct deposit  be initiated within  
               24 hours of the receipt of the funds by the entity,  
               students are ensured of receiving their funds in a  
               timeframe similar to that for students who choose the  
               colleges/university's partnering depository  
               institution. 

           2)   Related issue  . According to a recent report by the  
               U.S. Public Interest   Research Group (PIRG), Campus  
               Debit Card Trap, banks and financial firms are forming  
               partnership with colleges and university to produce  
               campus ID cards and to offer student aid disbursements  
               on debit or prepaid cards.   The federal government  
               requires that schools disburse financial aid refunds  
               to students free of charge; however, these debit cards  
               can come with fees for other services that can take  
               away from 
               students' aid.  As a result students end up bearing  
               some costs directly, including per-swipe fees,  
               inactivity fees, overdraft fees, ATM fees and more.  

               The report contends that debit cards for disbursing  
               funds may be good for colleges, but argue that  
               cash-strapped students absorb the costs.  The U.S.  
               Public Interest Research Group (PIRG) study finds that  
               some debit cards come with fees as high as 50 cents  
               per swipe in transaction fees, $38.00 per overdraft  
               and $10.00 for inactivity after six months without  
               use.  The PIRG study also finds that students do not  
               fully realize what they are signing up for when they  
               elect to receive their financial aid award via debit  
               card.

           3)   Beyond federal law  ?  The first part of this bill  
               simply clarifies that, consistent with federal  
               requirements, students should not be compelled to open  
               an account with a specified institution in order to  
               receive their financial aid disbursements.  However,  




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               Federal Student Aid (FSA) rules allow that a student  
               who is issued a direct payment of a financial aid  
               disbursement may receive a check, electronic funds  
               transfer, or be dispensed cash. Should this bill be  
               amended to reflect federal financial aid disbursement  
               rules and conditions instead? 

           4)   Mandated costs  .  Legislative counsel has identified  
               mandated costs, likely as a result of the provisions  
               requiring that community colleges offer a student the  
               option of receiving a direct deposit of financial aid  
               disbursements.  Staff was unable to verify whether  
               most community colleges already provide students a  
               direct deposit option. To the extent that some  
               community colleges already do this, however, these  
               provisions would result in the state subsidizing costs  
               for activities that may already have been undertaken.   


           5)   Similar legislation  .  AB 1162 (Frazier) requires the  
               California Community Colleges and the California State  
               University, and requests the UC and the accredited  
               private nonprofit and for-profit postsecondary  
               educational institutions, to adopt policies for  
               negotiating contracts between their institutions and  
               banks and other financial institutions to disburse a  
               student's financial aid award and other refunds onto a  
               debit card line that best serve the needs of the  
               students, and encourage these policies to include  
               specified requirements.  AB 1162 is currently awaiting  
               action in the Assembly Appropriations Committee. 

           SUPPORT  

          California Bankers Association
          CalPIRG
          Student Senate for California Community Colleges

           OPPOSITION

           None received.