Senate Bill sb0848c1

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    Florida Senate - 2007                            CS for SB 848

    By the Committee on Higher Education; and Senator Lawson





    589-2571-07

  1                      A bill to be entitled

  2         An act relating to First Generation Matching

  3         Grant Programs; amending s. 1009.701, F.S.,

  4         relating to the First Generation Matching Grant

  5         Program for state universities; clarifying

  6         provisions relating to eligibility for receipt

  7         of a grant; revising provisions relating to

  8         allocation and reallocation of funds;

  9         authorizing the award of grants for summer-term

10         enrollment if funds are available; providing

11         duties and reporting requirements of

12         institutions participating in the program;

13         providing for the use of balance of funds;

14         creating ss. 1009.702 and 1009.703, F.S.;

15         creating the First Generation Matching Grant

16         Program for community colleges and the First

17         Generation Matching Grant Program for colleges

18         and universities eligible to participate in the

19         William L. Boyd, IV, Florida Resident Access

20         Grant Program; providing for financial aid to

21         eligible undergraduate students who demonstrate

22         financial need and whose parents have not

23         earned a baccalaureate or higher degree;

24         providing for the appropriation, allocation,

25         and distribution of funds; providing

26         eligibility criteria; providing an effective

27         date.

28  

29  Be It Enacted by the Legislature of the State of Florida:

30  

31  

                                  1

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    Florida Senate - 2007                            CS for SB 848
    589-2571-07




 1         Section 1.  Section 1009.701, Florida Statutes, is

 2  amended to read:

 3         1009.701  First Generation Matching Grant Program for

 4  state universities.--

 5         (1)  The First Generation Matching Grant Program for

 6  state universities is created to enable each state university

 7  to provide donors with a matching grant incentive for

 8  contributions that will create grant-based student financial

 9  aid for undergraduate students who demonstrate financial need

10  and whose parents, as defined in s. 1009.21(1), have not

11  earned a baccalaureate or higher degree. In the case of any

12  individual who regularly resided with and received support

13  from only one parent, an individual whose only such parent did

14  not complete a baccalaureate or higher degree would also be

15  eligible.

16         (2)  Funds appropriated by the Legislature for the

17  program shall be allocated by the Office of Student Financial

18  Assistance to match private contributions on a

19  dollar-for-dollar basis. Contributions made to a state

20  university and pledged for the purposes of this section are

21  eligible for state matching funds appropriated for this

22  program and are not eligible for any other state matching

23  grant program. Pledged contributions are not eligible for

24  matching prior to the actual collection of the total funds.

25  The Office of Student Financial Assistance shall reserve a

26  proportionate allocation of the total appropriated funds for

27  each state university on the basis of full-time equivalent

28  resident undergraduate enrollment. For the 2007-2008 fiscal

29  year, funds that remain unmatched as of December 1 shall be

30  reallocated to state universities that have remaining

31  unmatched private contributions for the program on the basis

                                  2

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    Florida Senate - 2007                            CS for SB 848
    589-2571-07




 1  of full-time equivalent resident undergraduate enrollment.

 2  Beginning with the 2008-2009 fiscal year, funds that remain

 3  unmatched as of August 1 shall be reallocated to state

 4  universities that have remaining unmatched private

 5  contributions for the program on the basis of full-time

 6  equivalent resident undergraduate enrollment.

 7         (3)  Payment of the state matching grant shall be

 8  transmitted to the president of each participating institution

 9  or his or her representative in advance of the official

10  drop-add deadline as defined by the institution.

11         (4)  Each participating state university shall

12  establish an application process, determine student

13  eligibility for initial and renewal awards in conformance with

14  subsection (5), identify the amount awarded to each recipient,

15  and notify recipients of the amount of their awards. A

16  university may award grants for summer-term enrollment if

17  funds are available. Grants for summer-term enrollment may be

18  used only at the institution awarding the grant. For the

19  purpose of this subsection, the term "summer-term enrollment"

20  means enrollment in the term at the end of the academic year

21  which is the period of time from one fall term to the next in

22  which a full-time student is expected to complete the

23  equivalent of two semesters, two trimesters, or three

24  quarters.

25         (5)  In order to be eligible to receive a grant

26  pursuant to this section, an applicant must:

27         (a)  Be a resident for tuition purposes pursuant to s.

28  1009.21.

29         (b)  Be a first-generation college student. For the

30  purposes of this section, a student is considered "first

31  generation" if neither of the student's parents, as defined in

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    Florida Senate - 2007                            CS for SB 848
    589-2571-07




 1  s. 1009.21(1), earned a college degree at the baccalaureate

 2  level or higher or, in the case of any individual who

 3  regularly resided with and received support from only one

 4  parent, if that parent did not earn a baccalaureate or higher

 5  degree.

 6         (c)  Be accepted at a state university.

 7         (d)  Be enrolled for a minimum of six credit hours per

 8  term as a degree-seeking undergraduate student.

 9         (e)  Have demonstrated financial need by completing the

10  Free Application for Federal Student Aid.

11         (f)  Meet additional eligibility requirements as

12  established by the institution.

13         (6)  The award amount shall be based on the student's

14  need assessment after any scholarship or grant aid, including,

15  but not limited to, a Pell Grant or a Bright Futures

16  Scholarship, has been applied. An award may not exceed the

17  institution's estimated annual cost of attendance for the

18  student to attend the institution.

19         (7)  The eligibility status of each student to receive

20  a disbursement shall be determined by each institution as of

21  the end of its regular registration period, inclusive of a

22  drop-add period. An institution is not required to reevaluate

23  a student's eligibility status after this date for purposes of

24  changing eligibility determinations previously made.

25  Participating institutions shall verify the continued

26  eligibility of awarded students, provide for the disbursement

27  of funds to students, and comply with the department's

28  reporting requirements. Institutions shall certify to the

29  department, each academic term within 30 days after the end of

30  the regular registration period, the student's enrollment,

31  continued eligibility, and the award amount. Any balance at

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    Florida Senate - 2007                            CS for SB 848
    589-2571-07




 1  the end of a fiscal year that has been disbursed to an

 2  institution for this program must remain at the institution

 3  and be available only to provide grants for returning and new

 4  awardees. Each participating institution shall report to the

 5  Office of Student Financial Assistance by the date established

 6  by the office the eligible students to whom grant moneys are

 7  disbursed each academic term. Each institution shall certify

 8  to the Office of Student Financial Assistance the amount of

 9  funds disbursed to each student and shall remit to the office

10  any undisbursed advances by June 1 of each year.

11         (8)  No later than November 15 July 1, each

12  participating institution shall annually report to the

13  Executive Office of the Governor, the President of the Senate,

14  the Speaker of the House of Representatives, and the Board of

15  Governors the eligibility requirements for recipients, the

16  aggregate demographics of recipients, the retention and

17  graduation rates of recipients, and a delineation of funds

18  awarded to recipients in the prior academic year.

19         (9)  This section shall be implemented only as

20  specifically funded.

21         Section 2.  Section 1009.702, Florida Statutes, is

22  created to read:

23         1009.702  First Generation Matching Grant Program for

24  community colleges.--

25         (1)  The First Generation Matching Grant Program for

26  community colleges is created to enable each community

27  college, as defined in s. 1000.21, to provide donors with a

28  matching grant incentive for contributions that will create

29  grant-based student financial aid for undergraduate students

30  who demonstrate financial need and whose parents, as defined

31  in s. 1009.21(1), have not earned a baccalaureate or higher

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    Florida Senate - 2007                            CS for SB 848
    589-2571-07




 1  degree. In the case of any individual who regularly resided

 2  with and received support from only one parent, an individual

 3  whose only such parent did not complete a baccalaureate or

 4  higher degree would also be eligible.

 5         (2)  Funds appropriated by the Legislature for the

 6  program shall be allocated by the Office of Student Financial

 7  Assistance to match private contributions on a

 8  dollar-for-dollar basis. Contributions made to a community

 9  college and pledged for the purposes of this section are

10  eligible for state matching funds appropriated for this

11  program and are not eligible for any other state matching

12  grant program. Pledged contributions are not eligible for

13  matching before the actual collection of the total funds. The

14  Office of Student Financial Assistance shall reserve a

15  proportionate allocation of the total appropriated funds for

16  each community college on the basis of full-time equivalent

17  resident enrollment in advanced and professional programs. For

18  the 2007-2008 fiscal year, funds that remain unmatched as of

19  December 1 shall be reallocated to community colleges that

20  have remaining unmatched private contributions for the program

21  on the basis of full-time equivalent resident enrollment in

22  advanced and professional programs. Beginning with the

23  2008-2009 fiscal year, funds that remain unmatched as of

24  August 1 shall be reallocated to community colleges that have

25  remaining unmatched private contributions for the program on

26  the basis of full-time equivalent resident enrollment in

27  advanced and professional programs.

28         (3)  Payment of the state matching grant shall be

29  transmitted to the president of each participating institution

30  or his or her representative in advance of the official

31  drop-add deadline as defined by the institution.

                                  6

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    Florida Senate - 2007                            CS for SB 848
    589-2571-07




 1         (4)  Each participating community college must

 2  establish an application process, determine student

 3  eligibility for initial and renewal awards in conformance with

 4  subsection (5), identify the amount awarded to each recipient,

 5  and notify recipients of the amount of their awards. A

 6  community college may award grants for summer-term enrollment

 7  if funds are available. Grants for summer-term enrollment may

 8  be used only at the institution awarding the grant. For the

 9  purpose of this subsection, the term "summer-term enrollment"

10  means enrollment in the term at the end of the academic year

11  which is the period of time from one fall term to the next in

12  which a full-time student is expected to complete the

13  equivalent of two semesters, two trimesters, or three

14  quarters.

15         (5)  In order to be eligible to receive a grant

16  pursuant to this section, an applicant must:

17         (a)  Be a resident for tuition purposes pursuant to s.

18  1009.21.

19         (b)  Be a first-generation college student. For the

20  purposes of this section, a student is considered "first

21  generation" if neither of the student's parents, as defined in

22  s. 1009.21(1), earned a college degree at the baccalaureate

23  level or higher or, in the case of any individual who

24  regularly resided with and received support from only one

25  parent, if that parent did not earn a baccalaureate or higher

26  degree.

27         (c)  Be accepted at a community college as defined in

28  s. 1000.21.

29         (d)  Be enrolled for a minimum of six credit hours per

30  term as a degree-seeking undergraduate student.

31  

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    Florida Senate - 2007                            CS for SB 848
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 1         (e)  Have demonstrated financial need by completing the

 2  Free Application for Federal Student Aid.

 3         (f)  Meet additional eligibility requirements as

 4  established by the institution.

 5         (6)  The award amount shall be based on the student's

 6  need assessment after any scholarship or grant aid, including,

 7  but not limited to, a Pell Grant or a Florida Bright Futures

 8  Scholarship, has been applied. An award may not exceed the

 9  institution's estimated annual cost of attendance for the

10  student to attend the institution.

11         (7)  The eligibility status of each student to receive

12  a disbursement shall be determined by each institution as of

13  the end of its regular registration period, inclusive of a

14  drop-add period. An institution is not required to reevaluate

15  a student's eligibility status after this date for purposes of

16  changing eligibility determinations previously made.

17  Participating institutions shall verify the continued

18  eligibility of awarded students, provide for the disbursement

19  of funds to students, and comply with the department's

20  reporting requirements. Institutions shall certify to the

21  department, each academic term within 30 days after the end of

22  the regular registration period, the student's enrollment,

23  continued eligibility, and the award amount. Any balance at

24  the end of a fiscal year that has been disbursed to an

25  institution for this program shall remain at the institution

26  and shall be available only to provide grants for returning

27  and new awardees.

28         (8)  No later than November 15, each participating

29  institution shall annually report to the Executive Office of

30  the Governor, the President of the Senate, the Speaker of the

31  House of Representatives, and the State Board of Education the

                                  8

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    Florida Senate - 2007                            CS for SB 848
    589-2571-07




 1  eligibility requirements for recipients, the aggregate

 2  demographics of recipients, the retention and graduation rates

 3  of recipients, and a delineation of funds awarded to

 4  recipients in the prior academic year.

 5         (9)  This section shall be implemented only as

 6  specifically funded.

 7         Section 3.  Section 1009.703, Florida Statutes, is

 8  created to read:

 9         1009.703  First Generation Matching Grant Program for

10  colleges and universities eligible to participate in the

11  William L. Boyd, IV, Florida Resident Access Grant Program.--

12         (1)  The First Generation Matching Grant Program for

13  colleges and universities eligible to participate in the

14  William L. Boyd, IV, Florida Resident Access Grant Program is

15  created to enable each private nonprofit college or university

16  eligible to participate in the William L. Boyd, IV, Florida

17  Resident Access Grant Program to provide donors with a

18  matching grant incentive for contributions that will create

19  grant-based student financial aid for undergraduate students

20  who demonstrate financial need and whose parents, as defined

21  in s. 1009.21(1), have not earned a baccalaureate or higher

22  degree. In the case of any individual who regularly resided

23  with and received support from only one parent, an individual

24  whose only such parent did not complete a baccalaureate or

25  higher degree would also be eligible.

26         (2)  Funds appropriated by the Legislature for the

27  program shall be allocated by the Office of Student Financial

28  Assistance to match private contributions on a

29  dollar-for-dollar basis. Contributions made to a qualified

30  college or university and pledged for the purposes of this

31  section are eligible for state matching funds appropriated for

                                  9

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    Florida Senate - 2007                            CS for SB 848
    589-2571-07




 1  this program and are not eligible for any other state matching

 2  grant program. Pledged contributions are not eligible for

 3  matching before the actual collection of the total funds. The

 4  Office of Student Financial Assistance shall reserve a

 5  proportionate allocation of the total appropriated funds for

 6  each qualified college or university on the basis of full-time

 7  equivalent resident undergraduate enrollment. For the

 8  2007-2008 fiscal year, funds that remain unmatched as of

 9  December 1 shall be reallocated to participating colleges and

10  universities that have remaining unmatched private

11  contributions for the program on the basis of full-time

12  equivalent resident undergraduate enrollment. Beginning with

13  the 2008-2009 fiscal year, funds that remain unmatched as of

14  August 1 shall be reallocated to participating colleges and

15  universities that have remaining unmatched private

16  contributions for the program on the basis of full-time

17  equivalent resident undergraduate enrollment.

18         (3)  Payment of the state matching grant shall be

19  transmitted to the president of each participating institution

20  or his or her representative in advance of the official

21  drop-add deadline as defined by the institution.

22         (4)  Each participating college or university shall

23  establish an application process, determine student

24  eligibility for initial and renewal awards in conformance with

25  subsection (5), identify the amount awarded to each recipient,

26  and notify recipients of the amount of their awards. A

27  participating college or university may award grants for

28  summer-term enrollment if funds are available. Grants for

29  summer-term enrollment may be used only at the institution

30  awarding the grant. For the purpose of this subsection, the

31  term "summer-term enrollment" means enrollment in the term at

                                  10

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    Florida Senate - 2007                            CS for SB 848
    589-2571-07




 1  the end of the academic year which is the period of time from

 2  one fall term to the next in which a full-time student is

 3  expected to complete the equivalent of two semesters, two

 4  trimesters, or three quarters.

 5         (5)  In order to be eligible to receive a grant

 6  pursuant to this section, an applicant must:

 7         (a)  Meet the general requirements for student

 8  eligibility for state financial aid, including residency, as

 9  provided in s. 1009.40, except as otherwise provided in this

10  section.

11         (b)  Be a first-generation college student. For the

12  purposes of this section, a student is considered "first

13  generation" if neither of the student's parents, as defined in

14  s. 1009.21(1), earned a college degree at the baccalaureate

15  level or higher or, in the case of any individual who

16  regularly resided with and received support from only one

17  parent, if that parent did not earn a baccalaureate or higher

18  degree.

19         (c)  Be accepted at a private nonprofit college or

20  university eligible to participate in the William L. Boyd, IV,

21  Florida Resident Access Grant Program.

22         (d)  Be enrolled for a minimum of six credit hours per

23  term as a degree-seeking undergraduate student.

24         (e)  Have demonstrated financial need by completing the

25  Free Application for Federal Student Aid.

26         (f)  Meet additional eligibility requirements as

27  established by the institution.

28         (6)  The award amount shall be based on the student's

29  need assessment after any scholarship or grant aid, including,

30  but not limited to, a Pell Grant or a Florida Bright Futures

31  Scholarship, has been applied. An award may not exceed the

                                  11

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    Florida Senate - 2007                            CS for SB 848
    589-2571-07




 1  institution's estimated annual cost of attendance for the

 2  student to attend the institution.

 3         (7)  The eligibility status of each student to receive

 4  a disbursement shall be determined by each institution as of

 5  the end of its regular registration period, inclusive of a

 6  drop-add period. An institution is not required to reevaluate

 7  a student's eligibility status after this date for purposes of

 8  changing eligibility determinations previously made.

 9  Participating institutions shall verify the continued

10  eligibility of awarded students, provide for the disbursement

11  of funds to students, and comply with the department's

12  reporting requirements. Institutions shall certify to the

13  department, each academic term within 30 days after the end of

14  the regular registration period, the student's enrollment,

15  continued eligibility, and the award amount. Any balance at

16  the end of a fiscal year that has been disbursed to an

17  institution for this program shall remain at the institution

18  and shall be available only to provide grants for returning

19  and new awardees.

20         (8)  No later than November 15, each participating

21  institution shall annually report to the Executive Office of

22  the Governor, the President of the Senate, the Speaker of the

23  House of Representatives, and the State Board of Education the

24  eligibility requirements for recipients, the aggregate

25  demographics of recipients, the retention and graduation rates

26  of recipients, and a delineation of funds awarded to

27  recipients in the prior academic year.

28         (9)  This section shall be implemented only as

29  specifically funded.

30         Section 4.  This act shall take effect upon becoming a

31  law.

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    Florida Senate - 2007                            CS for SB 848
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 1          STATEMENT OF SUBSTANTIAL CHANGES CONTAINED IN
                       COMMITTEE SUBSTITUTE FOR
 2                              SB 848

 3                                 

 4  The committee substitute revises the First Generation Matching
    Grant Program to clarify that the program is for state
 5  universities, revise dates for reporting and reallocation of
    funds, and remove the requirement that undisbursed funds must
 6  be remitted to the Department of Education.

 7  The bill creates first-generation-in-college programs for
    public community colleges and private postsecondary
 8  institutions that are eligible for the William L. Boyd, IV,
    Florida Resident Access Grant Program.
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