BILL ANALYSIS                                                                                                                                                                                                    �





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

          BILL NO:       SB 1028
          AUTHOR:        Jackson
          AMENDED:       April 21, 2014
          FISCAL COMM:   Yes            HEARING DATE:  April 30, 2014
          URGENCY:       No             CONSULTANT:Kathleen Chavira

           SUBJECT  :  Cal Grant C awards.
          
           SUMMARY  

          This bill requires the California Student Aid Commission  
          (CSAC), in selecting students to receive a Cal Grant C award,  
          to give special consideration to students who meet specified  
          criteria, including the employment status of the applicant,  
          increases the annual award amount for all Cal Grant C  
          recipients to between $3,009-$5,000 if sufficient funds are  
          available, authorizes the use of the awards for living  
          expenses, and establishes new criteria and processes for  
          identifying areas of occupational and workforce training which  
          qualify for the awards.

           BACKGROUND  

          Current law authorizes the Cal Grant program, administered by  
          the CSAC, to provide grants to financially needy students to  
          attend college.  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)

          Cal Grant C awards assist with tuition and training costs at  
          occupational or vocational programs and may be used for  
          institutional fees, charges, and other costs, including  
          tuition, plus training-related costs, such as special clothing,  
          local transportation, required tools, equipment, supplies, and  
          books.  Current law establishes the total number of Cal Grant C  
          awards as the number awarded in the 2000-01 fiscal year (7,761)  
          with the maximum award amount and the total amount of funding  
          being determined in the annual Budget Act. 






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          Current law requires the CSAC to consult with appropriate state  
          and federal agencies to develop areas of occupational and  
          technical training for which students may utilize Cal Grant C  
          awards.  The commission, if necessary, may also consult with  
          nongovernmental stakeholders that develop or provide workforce  
          training or employ graduates of occupational and technical  
          training programs for this purpose.  These areas of  
          occupational and technical training are required to be  
          regularly reviewed and updated at least every five years,  
          beginning in 2012.

          The CSAC is also required to undertake various activities to  
          support the granting of priority to certain Cal Grant C  
          applicants. Specifically, the CSAC is required to:

               Give priority in granting Cal Grant C awards to students  
              pursuing occupational or technical training in areas that  
              meet at least two of the following criteria: high  
              employment need, high employment salary or wage  
              projections, and high employment growth. The CSAC is  
              required to determine areas of occupational or technical  
              training that meet these criteria in consultation with the  
              Employment Development Department using projections  
              available through the Labor Market Information Data  
              Library. 

               Publish, and retain, on its Internet Web site a current  
              list of the areas of occupational or technical training  
              that meet these criteria and to update this list as  
              necessary.  

               Examine the graduation rates and job placement data of  
              eligible programs, and commencing with the 2014-15 academic  
              year, to give priority to Cal Grant C applicants seeking to  
              enroll in programs that rate high in graduation rates and  
              job placement data.

          Current law requires the Legislative Analyst's Office to submit  
          a report to the Legislature on the outcomes of the Cal Grant C  
          program on or before April 1, 2015, and on or before April 1 of  
          each odd-numbered year thereafter, as specified. 
          (EC � 69439)
           
          ANALYSIS
           
           This bill  : 





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          1)   Requires the California Student Aid Commission (CSAC), in  
               selecting students to receive a Cal Grant C award, to give  
               special consideration to the social and economic situation  
               of applicants by giving additional weight to disadvantaged  
               applicants, applicants who face economic hardship, and  
               applicants who face particular barriers to employment.

          2)   Requires that the criteria to be considered for purposes  
               of determining social and economic hardship include, but  
               not be limited to, all of the following:

               a)        Family income and household size.

               b)        Student's/Parents' household status, including  
                    whether the student is a single parent or the child  
                    of a single parent.

               c)        The employment status of the applicant, and  
                    whether the applicant is unemployed, giving greater  
                    weight to the "long-term unemployed."

          3)   Increases the annual award amount of a Cal Grant C to at  
               least $3,009 and no more than $5,000, if sufficient funds  
               are available.

          4)   Authorizes the use of Cal Grant C awards for books and  
               living expenses and requires that the CSAC consider, in  
               determining the individual award amount:

                    a)             The financial means available to the  
                    student to fund the course of study.
                     
               b)        The costs of attendance.

               c)        Other state and federal programs available to  
               the applicant.

          5)   Specifies that the state entities with which the CSAC is  
               required to consult to identify areas of occupational and  
               technical training for which Cal Grant C may be utilized  
               include the Economic and Workforce Development Division of  
               the Office of the Chancellor of the California Community  
               Colleges and the California Workforce Investment Board  
               (WIB) and requires, to the extent feasible, that the CSAC  
               also consult with representatives of the state's leading  





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               competitive and emerging industry clusters, workforce  
               professionals, and career technical educators to determine  
               which programs and industry cluster should be prioritized.

          6)   Requires that the CSAC update the priority areas of  
               occupational and technical training by January 1, 2016.

          7)   Expands the criteria which must be met for an occupational  
               or technical training area to qualify a student for  
               priority in the granting of a Cal Grant C awards. More  
               specifically it: 

                    a)             Requires that the occupational  
                    training area satisfy two of the following four  
                    criteria (rather than two of the three which are  
                    required in current law):

                           i)                  High employer need or  
                         demand for the specific skills offered in the  
                         program.

                           ii)     High employment growth in the  
                         occupational field or industry cluster for which  
                         the student is being trained.

                           iii)    High employment salary and wage  
                         projections for workers employed in the  
                         occupations for which they are being trained.

                           iv)     The occupation or training program is  
                         part of a well-articulated career pathway to a  
                         job providing economic security.

               b)        Requires that (iii) or (iv) be at least one of  
               the two criteria satisfied.

          8)   Expands the entities with which the CSAC is required to  
               consult to identify areas of occupational and technical  
               training for which Cal Grant C may be prioritized to  
               additionally include the Department of Economic and  
               Workforce Development Division of the California Community  
               College Chancellor's Office and the California WIB.

          9)   Authorizes the CSAC, in determining areas of occupational  
               or technical training, to supplement the analyses of the  
               Employment Development Department Labor Market Information  





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               Data Library with the labor market analyses developed by  
               the Economic and Workforce Development Division of the  
               California Community College Chancellor's Office and the  
               California WIB and the projections of occupational  
               shortages and skills gap developed by industry leaders. 

          10)  Requires the CSAC to consult with the Employment  
               Development Department (EDD), the Chancellor's Office of  
               the CCC, the CA WIB and local workforce investment board  
               to develop a plan to publicize the Cal Grant Program to  
               California's long-term unemployed and to be used by those  
               agencies when they come into contact with people  
               experiencing long-term unemployment.

          11)  Requires the CSAC to consult with the Workforce Services  
               Branch of the EDD, the Chancellor of the CCC, the CA WIB  
               and the local workforce investment boards to develop a  
               plan to make students receiving awards aware of job search  
               and placement services available through the EDD and the  
               local WIB.

          12)  Cross references and defines various terms for purposes of  
               the bill, including "long-term unemployed" to mean a  
               person who has been unemployed for more than 26 weeks at  
               the time of submission of the Cal Grant C application.

           STAFF COMMENTS  

              1)   Need for the bill  .  According to the author, California  
               has one of the highest long term unemployment rates in the  
               country.  In February 2014, the author reports that 39  
               percent of the 1.6 million unemployed had been so for 6  
               months or longer.  This bill proposes changes to the Cal  
               Grant C program to facilitate access and participation in  
               the program for the long-term unemployed.  According to  
               the author, giving additional weight to the long term  
               unemployed in the application process for Cal Grant C will  
               help remedy the problem of long term unemployment in  
               California by providing this group with resource to  
               enhance or develop new skills on the basis of labor market  
               trends and employer needs.

               In addition, this bill requires that the CSAC utilize  
               information already developed by other governmental  
               agencies to help determine and better align priority  
               sectors and occupations with identified job growth trends  





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               and job quality.  

           1)   Cal Grant C  .  Students meeting the general eligibility for  
               the Cal Grant award may be considered for the Cal Grant C.  
                There is no high school graduation requirement, minimum  
               grade point average or maximum age for recipients.   
               However, students must be California residents, have  
               United States or eligible noncitizen status, complete US  
               selective service requirements, enroll at least half-time  
               at an eligible California institution, maintain  
               satisfactory academic progress (defined by the  
               institution) once enrolled, meet family income and asset  
               ceilings, and not be in default on any student loan or owe  
               any federal or state grant refund.  

               Cal Grant C awards assist with tuition and training costs  
               for occupational, technical, and vocational programs.  The  
               award includes up to $547 for books, tools and equipment -  
               and up to $2,462 more for tuition and fees for attendance  
               at other than a California Community College.  Funding is  
               available for up to two years, depending on the length of  
               the program. To qualify, a student must enroll in an  
               occupational, technical, or vocational program that is at  
               least four months long at a California Community College,  
               an independent college, or a vocational/career school. 

               In order to determine an applicant's eligibility for a Cal  
               Grant C, additional information must be provided on the  
               Cal Grant C Supplement form. Supplements are scored based  
               on the applicant's work experience, educational history,  
               vocational aptitude, and occupational goal. Students who  
               select a priority occupation receive additional points in  
               the scoring criteria.

           2)   Who currently receives the Cal Grant  ?  According to the  
               CSAC, approximately 50% of eligible applicants receive the  
               limited number of awards.  According to the 2012-13 report  
               on Cal Grant recipients prepared by the CSAC almost 85  
               percent of Cal Grant C recipients are independent  
               students. About 64 percent earned less than $18,000  
               annually, and almost 84 percent earned less than $30,000  
               annually.  Almost two-thirds of the recipients were  
               female, with 70 percent ages 25 and over.  CSAC reports  
               that over 17,000 completed supplemental applications were  
               returned in 2011-12 and 2012-13, with 9,000 awards offered  
               in those same fiscal years. 





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           3)   Clarification of the bill's effect  .  This bill is intended  
               to facilitate the participation of the long-term  
               unemployed in the Cal Grant C program.  To accomplish  
               this, the bill gives greater weight to applicants who face  
               economic hardship and particular barriers to employment.  
               Unemployment, particularly long-term unemployment, is  
               given additional weight as a measure of economic hardship,  
               along with family income and household size, and  
               student/parent household status (single-parent status).   
               Cal Grant C awards are currently scored on the basis of  
               educational history, occupational history, GPA, and  
               occupational priority. Economic hardship would be one of  
               five elements considered in scoring a Cal Grant C  
               application.  
                
               While current Cal Grant eligibility requires that students  
               meet statutorily prescribed asset and income levels, this  
               bill would create an additional level of priority by  
               requiring the scoring criteria for economic hardship,  
               thereby creating some advantage for the lowest income  
               students applying for a Cal Grant C award.  

          4)   Why additional consulting  ?  Current law requires the CSAC  
               to give "priority" in granting Cal Grant C awards to  
               students pursuing occupational or technical training in  
               areas that meet two of the following three criteria: high  
               employment need, high employment growth, and high wage.   
               According to the CSAC through extensive consultation with  
               the Employment Development Department (EDD) and its  
               subsidiary, the Labor Market Information Data Library  
               (LMID), the Director at the Center for Strategic Economic  
               Research, and the Dean of the Industry Partnership  
               Practices Unit at the Community College Chancellor's  
               Office, the commission has determined which occupations  
               met the requirements set forth in law. 

               According to the author the provisions requiring  
               consultation with specific community college and workforce  
               investment board entities are intended to encourage CSAC  
               to make use of labor market expertise and analyses already  
               being performed.  In addition, these are intended to bring  
               like-programs under different state agencies into better  
               alignment, reduce duplication of effort, and ensure that  
               agencies performing similar tasks with similar goals are  
               moving in the same direction.





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            5)   Premature changes  ?  The most recent changes to the Cal  
               Grant C program occurred in 2011.  According to CSAC,  
               since the enactment of the new requirements established by  
               SB 451, only two years of awards have occurred (2012-13  
               and 2013-14).  To assess the impact of those changes, the  
               LAO is required to report on the outcomes of the Cal Grant  
               C program beginning in 2015 and every other year  
               thereafter. 

               According to the author, the priority occupational and  
               training programs currently identified emphasize job  
               growth, but give insufficient weight to job quality,  
               career mobility, and whether or not training meets skills  
               gaps.  The new criteria are intended to ensure that  
               employer needs are being met while also ensuring that  
               training for high quality jobs are being prioritized.  

               This bill establishes new criteria and, in effect, sets a  
               higher threshold for occupational and training programs to  
               be identified as "priority."  The committee may wish to  
               consider whether the results of the LAO report should be  
               evaluated prior to implementing any new changes to the  
               program. 

           6)   Technical amendments  . As recently amended, the bill no  
               longer reserves awards for the long-term unemployed.   
               Staff recommends the bill be amended to delete lines 33-34  
               on page 7 to conform the LAO reporting requirements to the  
               current version of the bill. 

           7)   Prior legislation  .  SB 451 (Price, Chapter 627, Statutes  
               of 2011) required the CSAC to prioritize Cal Grant C  
               awards to students pursuing study in areas of high  
               employment need, high salary or wage protection, or high  
               growth, and established related authority and requirements  
               for identifying these areas of employment.  SB 451 also  
               required CSAC to examine graduation rates and job  
               placement data of eligible programs and, commencing in  
               2014-15, to give priority to Cal Grant C applicants  
               seeking enrollment in programs rating highly in these  
               factors.  The bill also requires the Legislative Analyst's  
               Office report to the Legislature to contain specified  
               information.







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           SUPPORT  

          Board of Governors, California Community Colleges
          California Hospital Association
          California Labor Federation
          California Manufacturers & Technology Association (CMTA)
          EDGE Coalition
          Institute for College Access and Success
          Jewish Vocational Service of San Francisco
          Service Employees International Union (SEIU)


           OPPOSITION

           None received.