SB 1043 — AN ACT CONCERNING THE ROBERTA B. WILLIS SCHOLARSHIP PROGRAM.

Senate General Assembly SubstituteFile Bill No.

1043176 January Session, 2023 ANSubstitute ACTSenate CONCERNINGBill THENo. ROBERTA B.

1043 Senate, March 22, 2023 The Committee on Higher Education and Employment Advancement reported through SEN.

SLAP of the 5th Dist., Chairperson of the Committee on the part of the Senate, that the substitute bill ought to pass.

AN ACT CONCERNING THE ROBERTA B.

(2) "Full-time or part-time undergraduate student" means a student who is enrolled at an institution of higher education in a course of study leadingsSB1043 to/ suchFile student'sNo. first associate or bachelor's degree and who is carrying, for a full-time student, twelve or more semester credit hours, or, for a part-time student, between six and eleven semester credit hours at such institution of higher education;

(3)176 "Independent1 institutionsSB1043 ofFile higher education" means a nonprofit institution established in this state (A) that has degree-granting LCO \\PRDFS1\SCOUSERS\FORZANOF\WS\2023SB-01043-R01 of 7 SB.docx Substitute Bill No.

1043176 authorityleading into thissuch state;student's first associate or bachelor's degree and who is carrying, for a full-time student, twelve or more semester credit hours, or, for a part-time student, between six and eleven semester credit hours at such institution of higher education;

(3) "Independent institution of higher education" means a nonprofit institution established in this state (A) that has degree-granting authority in this state;

(5)(5)"Eligible "Eligibleeducationalcosts"meansthetuitionandrequiredfeesfor educational costs" means the tuition and required fees for an individual student that are published by each institution of higher education participating in the grant program established under this section, plus a fixed amount for required books and educational supplies as determined by the Office of Higher Education;

On and after July 1, 2016, said program shall be knownknownasthe"RobertaB.WillisScholarshipprogram".Anyawardmade asto a student in the "Robertafiscal B.year ending June 30, 2013, under the capitol scholarship grant program, established under section 10a-169 of the general statutes, revision of 1958, revised to January 1, 2013, the Connecticut aid to public college students grant program, established sSB1043 / File No.

Willis176 Scholarship2 program".sSB1043 File No.

Any176 award made to a student in the fiscal year ending June 30, 2013, under the capitol scholarship grant program, established under section 10a-169 of the general statutes, revision of 1958, revised to January 1, 2013, the Connecticut aid to public college students grant program, established under section 10a-164a of the general statutes, revision of 1958, revised to January 1, 2013, Connecticut aid to Charter Oak, established under subsection (c) of section 10a-164a of the general statutes, revision of 1958, revised to January 1, 2013, or the Connecticut independent college student grant program, established under section 10a-36 of the general statutes, revision of 1958, revised to January 1, LCO2013, {\\PRDFS1\SCOUSERS\FORZANOF\WS\2023SB-01043-2shall ofbe 7offered R01-SB.docxunder }the SubstituteRoberta BillB. No.

1043Willis 2013,Scholarship shallprogram and be offeredrenewable underfor the Robertalife B.of the original award, provided such student meets and continues to meet the need and academic standards established for purposesoftheprogramunderwhichsuchstudentreceivedtheoriginal award.

Willis Scholarship program and be renewable for the life of the original award, provided such student meets and continues to meet the need and academic standards established for purposes of the program under which such student received the original award.

In addition to the amount of the annual appropriation allocated to the regional community-technical colleges under subsection (e) of this section, and to regional community-community-technical technical college students under subsection (d) of this section, not less than two and one-half per cent of the annual appropriation shall be allocated to the regional community-technicalcommunity- technical colleges to be used for financial aid purposes.

Willis Scholarship need and merit-based grant shall be available to any Connecticut resident who is a full-time or part-timepart- time undergraduate student at any public or independent institution of higher education.

The Office of Higher Education shall determine eligibility by financial need based on family contribution and eligibility bysSB1043 merit/ basedFile onNo. either previous high school academic achievement or performance on standardized academic aptitude tests.

The176 Office3 ofsSB1043 HigherFile Education shall make awards according to a sliding scale, annually determined by said office, up to a maximum LCO {\\PRDFS1\SCOUSERS\FORZANOF\WS\2023SB-01043 of 7 R01-SB.docx } Substitute Bill No.

1043176 familyby contributionmerit and based on availableeither appropriationsprevious andhigh eligibleschool students.academic achievement or performance on standardized academic aptitude tests.

The Office of Higher Education shall make awards according to a sliding scale, annually determined by said office, up to a maximum family contribution and based on available appropriations and eligible students.

The accepting institution of higher education shall disburse sums awarded under the need and merit-merit-based based grant for payment of the student's eligible educational costs.

The amount of the annual appropriation to be allocated to each institution of higher education shall be determined by its actual full-time equivalent enrollment of undergraduate students who are Connecticut residents with a family contribution during thethefall fall semester of the fiscal year two years prior to the grant year of an amount not greater than two hundred per cent of, prior to July 1, 2024, the maximum family contribution or, on and after July 1, 2024, the student aid index eligible for a federal Pell grant award for the academic year one year prior to the grant year.

Participating institutions of higher education shall make awards (A)sSB1043 to/ eligibleFile full-time students in an amount up to four thousand five hundred dollars, and (B) to eligible part-time students in an amount that is prorated according to LCO {\\PRDFS1\SCOUSERS\FORZANOF\WS\2023SB-01044 of 7 R01-SB.docx } Substitute Bill No.

1043176 the4 numbersSB1043 ofFile creditsNo. each student will earn for completing the course or courses in which such student is enrolled, such that a student enrolled in a course or courses earning (i) at least nine but less than twelve credits is eligible for up to seventy-five per cent of the maximum award, and (ii) at least six but less than nine credits is eligible for up to fifty per cent of the maximum award.

176 (A) to eligible full-time students in an amount up to four thousand five hundred dollars,and(B)to eligiblepart-time studentsinan amount that is prorated according to the number of credits each student will earn for completing the courseor courses in which such student is enrolled, such that a student enrolled in a course or courses earning (i) at least nine but less than twelve credits is eligible for up to seventy-five per cent of the maximum award, and (ii) at least six but less than nine credits is eligible for up to fifty per cent of the maximum award.

The Office of Higher Education shall allocate any appropriation to Charter Oak State College to be used to providesSB1043 grants/ forFile eligible educational costs to residents of this state LCO {\\PRDFS1\SCOUSERS\FORZANOF\WS\2023SB-01045 of 7 R01-SB.docx } Substitute Bill No.

1043176 who5 demonstratesSB1043 substantialFile financialNo. need and who are matriculated in a degree program at Charter Oak State College.

176 provide grants for eligible educational costs to residents of this state who demonstrate substantial financial need and who are matriculated in a degree program at Charter Oak State College.

Such proceduresproceduresshallincludeprovisionsfor shall include provisions for compliance reviewsreviewsthat thatshallbe shall be conducted by the Office of Higher Education on any institution of higher education that participates in the program.

Willis Scholarship program for the current fiscal year, including, but not limited to, the (1) amount of the annual appropriation allocated to each participating institution of higher education pursuant to subsection (e) of this section and awarded to students at each participating institution of higher education pursuant LCOsSB1043 {\\PRDFS1\SCOUSERS\FORZANOF\WS\2023SB-01046/ ofFile 7 R01-SB.docx } Substitute Bill No.

1043176 to6 subsectionsSB1043 (d)File ofNo. this section, and (2) number of Connecticut residents who were awarded grants.

176 to subsection (d) of this section, and (2) number ofConnecticut residents who were awarded grants.

-LCO LCOsSB1043 {\\PRDFS1\SCOUSERS\FORZANOF\WS\2023SB-01043-/ 7File ofNo. 7 R01-SB.docx }

176 7 sSB1043 File No.

176 The following Fiscal Impact Statement and Bill Analysis are prepared for the benefit of the members of the General Assembly, solely for purposes of information, summarization and explanation and do not represent the intent of the General Assembly or either chamber thereof for any purpose.

In general, fiscal impacts are based upon a variety of informational sources, including the analyst’s professional knowledge.

Whenever applicable, agency data is consulted as part of the analysis, however final products do not necessarily reflect an assessment from any specific department.

OFA Fiscal Note State Impact:

None Municipal Impact: