BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  SB 1210
                                                                  Page  1

          Date of Hearing:   August 6, 2014

                        ASSEMBLY COMMITTEE ON APPROPRIATIONS
                                  Mike Gatto, Chair

                     SB 1210 (Lara) - As Amended:  June 30, 2014 

          Policy Committee:                             Higher  
          EducationVote:8-2

          Urgency:     No                   State Mandated Local Program:  
          No     Reimbursable:               

           SUMMARY  

          This bill, starting in 2015-16, establishes the California DREAM  
          Loan Act-a program to provide educational loans to AB 540  
          students attending California State University (CSU) and the  
          University of California (UC) campuses that elect to  
          participate. Specifically, this bill:

          1)Provides that a CSU or UC student is eligible for a loan by  
            meeting specified criteria, including:

             a)   Exempt from paying nonresident tuition under AB 540 and  
               submits a Dream Act application to the California Student  
               Aid Commission (CSAC).

             b)   Enrolled at least half-time in good standing and  
               determined by CSU or UC to have financial need.

             c)   Not in default of any federal or state student loan or  
               any loan issued by CSU or UC.

          2)Provides that a student's loan shall be determined by the  
            institution and may not exceed $4,000 in an academic year and  
            $20,000 in total.

          3)Provides that the interest rate shall be the same as for the  
            federal direct student loan program, and the standard  
            repayment shall be over 10 years, commencing following a  
            six-month grace period following graduation or cessation of  
            enrollment. Eligibility for deferment or forbearance of a loan  
            shall be determined by the institution.









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          4)States legislative intent that funding be appropriated each  
            fiscal year to participating UC and CSU campuses for the loan  
            program, and requires the campuses to:

             a)   Deposit the appropriated funds into a DREAM ACT  
               revolving fund.

             b)   Contribute discretionary institutional funds into the  
               revolving fund so that the sum of the institution's  
               contribution and loan repayments equals or exceeds the  
               following:

               i)     25% of all funds in the first and second year.
               ii)    33% of all funds in the third and fourth year.
               iii)   50% of all funds in the fifth year and thereafter.

            Requires CSU and UC to annually report specified information  
            about the loan program to the Legislature.

          5)Requires the CSU and UC governing boards to adopt regulations  
            providing for the withholding of institutional services from  
            students in default of a DREAM Act loan or loans.

          6)Provides CSU and UC with an administrative cost allowance  
            equal to five percent of the total loan amount to students.

           FISCAL EFFECT  

          Costs to the state and to UC and CSU will depend on the number  
          of campuses and students participating in the loan program. As  
          structured, state costs will initially provide a majority of  
          program funding, then rapidly decline over time. According to  
          UC, under the program, which is modeled after the Federal  
          Perkins Loan program, once multiple cohorts of borrowers begin  
          repayment, the revenue from those repayments should exceed  
          annual loan volume.

          Based on current and projected enrollment of AB 540 students,  
          and an assumption that half would borrow, UC estimates about  
          1,500 borrowers in the first year, growing to about 1,800  
          borrowers by the fourth year and thereafter. Based on the  
          program's cost-sharing parameters, and not counting loan  
          repayments, state General Fund costs are estimated at $4.8  
          million in 2015-16, $5.4 million in 2016-17, $4.8 million in  
          2017-18 and 2018-19, and $3.6 million in 2019-20. UC's costs  








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          over these same years would be, $1.6 million, $1.8 million, $2.4  
          million, $2.4 million, and $3.6 million respectively.

          Based on its AB 540 population and program participation  
          assumptions, CSU estimates $2.7 million in state costs and  
          $900,000 in the first year and total costs over the first five  
          years of $12 million (state) and $6 million (CSU).

          Administrative costs for UC and CSU will be covered by the 5% of  
          program revenues allowed in the bill.
           
           COMMENTS  

           Purpose  . According to the author, undocumented students are  
          exempt from paying nonresident tuition and are entitled to state  
          and institutional financial aid, but lack access to federal  
          student loans. As a result, they have a gap in their financial  
          aid packages of $5,000 to $6,000 at UC and $3,000 at CSU. Unless  
          students fill this gap by working additional hours, taking steps  
          to reduce their expenses, or finding outside resources, they  
          risk having to withdraw from college. 

          The DREAM loan program would be voluntarily implemented by UC  
          and CSU campuses. Both the state and the individual campus would  
          contribute to the loan fund, with the campus matching funds  
          beginning at 25% and growing to 50% by the 5th year of  
          participation. According to the author, once multiple cohorts of  
          borrowers have entered repayment, the annual State and  
          institutional contributions will decline and the program will  
          become self-supporting.


           Analysis Prepared by  :    Chuck Nicol / APPR. / (916) 319-2081