ENGR. H. A. to ENGR. S. B. NO. 322 Page 1 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 ENGROSSED HOUSE AMENDME NT TO ENGROSSED SENATE BILL NO . 322 By: Seifried of the Senate and McBride of the House An Act relating to higher education; amendi ng 70 O.S. 2021, Section 626.7, which relates to the Oklahoma Higher Education Tuition Aid Act; providing eligibility for certain programs; updating statutory language; providing an effective date; and declaring an emergency. AUTHOR: Add the following House Coauthor s: Hefner, Alonso- Sandoval, and Waldron AMENDMENT NO. 1. Strike the title, enacting clause, and entire bill and insert: "[ higher education - Oklahoma Higher Education Tuition Aid Act - Oklahoma Higher Learning Access Trust Fund - State Regents - effective date – emergency ] BE IT ENACTED BY THE PEOPLE OF THE STATE OF OKLAHOMA: ENGR. H. A. to ENGR. S. B. NO. 322 Page 2 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 SECTION 1. AMENDATORY 70 O.S. 2021, Section 626.7 , is amended to read as follows: Section 626.7 A college tuition aid grant may be awarded annually to each eligible, qualified full -time or part-time undergraduate or graduate student enrolled in a curriculum leading to a degree or certificate in an inst itution of collegiate grade or postsecondary institution providing a program of training to prepare students for employment in a recognized occ upation in Oklahoma approved or accredited by the Oklahoma State Regents for H igher Education or appropriate post secondary agency. Eligible programs of training shall include comprehensive transition and postsecondary programs approved by the Unite d States Department of Educatio n. College tuition aid grants shall be awarded in accordance with the following: 1. Eligibility. Each full-time or part-time resident student will shall be eligible to receive a grant in an amount as provided in paragraph 2 of th is section. The Oklahom a State Regents for Higher Education shall de termine by rules and regulations the maximum number of semesters a student may be eligible for grants. No student shall be eligible for grants unless the student maintains such minimum standards of academic per formance as are required by the institution in which the student is enrolled. ENGR. H. A. to ENGR. S. B. NO. 322 Page 3 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 In the event a student for any reason ceases to continue to be enrolled during the course of an academic year, the student shall cease to be eligible for tuition aid. 2. Amount of grant. The amount of tuition aid grant to any student under this act for any semester shall represent a percentage not greater than seventy -five percent (75%) of the tuition and enrollment fees normally charged to residents of the State of Oklahoma this state by the institution of attendance. The Oklahom a State Regents for Higher Educatio n shall determine by rules the annual maximum award amount based on an annual assessment of funds availability. Financial assistance received u nder this act will shall be considered as part of a student’s financial aid package. SECTION 2. AMENDATORY 70 O.S. 2021, Section 3953.1, is amended to read as follows: Section 3953.1 A. There is hereby created a trust fund to be known as the "Oklahoma Higher Learning Access Trust Fund". The Oklahoma State Regents for Higher Education sha ll be the trustees of said Trust Fund. B. The State Regents shall utilize said Trust Fund to implement the provisions of Sections 2601 through 2605 of this title and Sections 2 through 4 of this act. C. The Trust Fund principal shall consist of monies th e Legislature appropriates or transfers to the Oklahoma St ate Regents ENGR. H. A. to ENGR. S. B. NO. 322 Page 4 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 for Higher Education for the Trust Fund and any monies or assets contributed to the Trust Fund fro m any other source, public or private. All monies accruing to the credit of said fund a re hereby appropriated and may be budgeted and expended by the State Regents. Expenditures from said fund shall be made upon warrants issued by the State Treasurer against claims filed as prescribed by l aw with the Director of the Office of Management and Enterprise Services for approval and payment. D. Notwithstanding other provisions of law, income and investment return on Trust Fund principal shall accrue to the Tru st Fund for use as provided by autho rization of the trustees for the purposes provided in Sections 2601 through 2605 of this title and Sections 2 through 4 of this act. The State Regents may also utilize the Trust Fund principal fo r the purposes provided in Sections 2601 through 2605 of this title and Sections 2 through 4 of this act. Except as otherwise provided by law, no such income or investment return or principal shall be used for administrative expenses; expenses incurred by the State Regents in the administration of the Trust Fund and of the Oklahoma Higher Learning Access Program established by the Oklahoma Higher Learning Access Act and of the Oklahoma Promise Opportunity Scholarship program established by the Oklahoma Promise Opportunity Scholarship Act shall be paid from monies a ppropriated to the State Regents coordinating board for their general operating budget. ENGR. H. A. to ENGR. S. B. NO. 322 Page 5 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 E. The Regents shall adopt rules for ac complishing transfer of funds from the Oklahoma Higher Learning Access Trust Fund to the appropriate institutional Educational a nd General Operations Revolving Funds, as provided in Section 3901 of this title, to private institutions, and to the appropriat e technology center school district to cover general enrollment fees or tuition for eligible students pursuant to the Oklahoma H igher Learning Access Act and the Oklahoma Promise Opportunity Scholarship Act. Allocations from the Trust Fund may be made only for the purpose of covering the general enrollment fees or tuition of eligible students. No portion of the Trust Fund may be used or allocated for administrative or opera ting expenses of any higher education institution or technology center school. SECTION 3. NEW LAW A new section of law to be co dified in the Oklahoma Statutes as Section 2501 of Title 70, unless there is created a duplication in num bering, reads as follows: A. This act shall be known and may be cited as the "Oklahoma Promise Opportunity Scholarship Act". B. As used in the Oklahoma Promise Opportunity Scholarship Act: 1. "Board" means the State Board of Education; 2. "Comprehensive transition and postsecondary program for students with intellectual disabilities " or "CTP program" means a degree, certificate, o r nondegree program that meets each of the following: ENGR. H. A. to ENGR. S. B. NO. 322 Page 6 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 a. is offered by a state educational institution, b. is designed to support stu dents with intellectual disabilities who are seeking to continue academic, career and technical, and independent living instruction at a state educational institution in order to prepare for gainful employment, c. includes an advising and curriculum struct ure, d. requires students with intellectual disabilities to participate on not less than a half -time basis as determined by the institution, with participation focusing on academic components, and occurring through one or more of the following activities: (1) regular enrollment in credit-bearing courses with nondisabled students offered by the institution , (2) auditing or participating in courses with nondisabled students offered by the institution for which the student does not receive regular academic credit, (3) enrollment in noncredit-bearing, nondegree courses with nondisa bled students, or (4) participation in internsh ips or work-based training in settings with nondisabled individuals, and ENGR. H. A. to ENGR. S. B. NO. 322 Page 7 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 e. requires students with intellectual disabilities to be socially and academically integrated with non-disabled students to the maximu m extent possible; 3. "Program" means the Oklahoma Promise Opportunity Scholarship program; 4. "State educational institution" means any higher education institution supported wholly or in part by direct legislative appropriations which provides a comprehensive transition and postsecondary program for students with intellectual disabilities; 5. "State Regents" means the Oklahoma State Regents for Higher Education; and 6. "Student" means a student with: a. a cognitive impairment, characterized by significant limitations in intellectual and cognitive functionin g and adaptive behavior as expressed in conceptual, social, and practical adaptive skills, and b. who is currently, or was formerly, eligible for a free appropriate public education under the federal Individuals with Disabilities Education Act. C. There is hereby created a program to be known as the "Oklahoma Promise Opportunity Scholarship". The purpose of the program is to provide an award to eligible students who are pursuing studies in this stat e at a CTP program, that will relieve students ENGR. H. A. to ENGR. S. B. NO. 322 Page 8 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 from paying nonguaranteed resident tuition at state educational institutions. D. A student shall be eligible for the Oklahoma Promise Opportunity Scholarship program if the student: 1. Meets the definition for student provided in paragraph 6 of subsection B of this section ; 2. Is a resident of this state or enrolled in a school district located in this state that serves students wh o reside in both this state and an adjacent state pursuant to a contract as au thorized in Section 5-117.1 of Title 70 of the Oklahoma Statutes; 3. Is a United States citizen or lawfully present in the United States. A student who is not a United States c itizen or lawfully present in the United States shall not be eligible to parti cipate in the program and qualify for an award notwithstanding the p rovisions of Section 3242 of Title 70 of the Oklahoma Statutes; 4. Has a record of satisfactory compliance wi th agreements executed pursuant to Section 4 of this act ; 5. Has graduated within the previous six (6) years from a public high school accredited by the State Board of Education or a private school, or has satisfactorily completed within the previous six (6) years an educational program that was provided through a means other than a public or private school ; 6. Has completed the curricular requirements for admission to a state educational institution; ENGR. H. A. to ENGR. S. B. NO. 322 Page 9 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 7. Has satisfied admission standards as determined by the State Regents for first-time-entering students for the appropriate type o f state educational institution; 8. Have secured admission t o, and enrolled in, a state educational institution that meets the requirements to be eligible for federal student fi nancial aid; and 9. Has established financial need according to the provision s of subsection D of Section 4 of this act and standards and provisions promulgated by the State Regents. E. To retain eligibility in the program, the student shall: 1. Meet the requirements for retention and completion as established by the state educational institution where the student is enrolled; 2. Maintain good academic standing and satisfactory academic progress according to standards of the State Regents; 3. Maintain satisfactory academic progress as required for eligibility for federal Title I V student financial aid programs ; 4. Comply with the standards rela ted to maintenance of eligibility as promulgated by the State Regents; and 5. Refrain from conduct that leads to expulsion or suspension of more than one (1) semester from a state educational institution. A student who violates the provisions of this par agraph shall permanently lose eligibility for program benefits. ENGR. H. A. to ENGR. S. B. NO. 322 Page 10 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 F. The State Regents shall promulgate rules relating to maintenance of eligibility under the program by a student. SECTION 4. NEW LAW A new section of law to be codifi ed in the Oklahoma Statutes as Section 2502 of Title 70, unless there is created a duplication in numbering, reads as follows: A. Subject to the availability of funds, an amount equivalen t to the nonguaranteed resident tuition for which an eligible Oklahoma Promise Opportunity Scholarship program student is obligated at a state educational institution shall be awarded by allocation from the Oklahoma Higher Learning Access Trust Fund. B. Benefits awarded through the program shall be awarded to all eligible student applicants without any limitation on the number of awards in any year other than the amount of funds available for the program and the number of eligible applicants. Subject to the provisions of subsection D of this section, if funds are not sufficient to provide awards for all eligible applicants, the State Regents shall make awards on the basis of need . Provided, the State Regents may take into consideration other grants and sc holarships received by an eligible applicant when making awards. C. The State Regents may, at the time an award is made on behalf of an Oklahoma Promise Opportunity Scholarship program student, set aside in the Oklahoma Higher Learning Access Trust Fund funds for the full co mmitment made to the student. For all academic years, students who have previously received awards under the ENGR. H. A. to ENGR. S. B. NO. 322 Page 11 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 provisions of the Oklahoma Promise Opportunity Scholarship Act, and who have continued at all times to fulfill the requirement s for eligibility to receive awards provided pursuant to this progra m, shall be given an absolute priority for continued financial support by the Oklahoma Promise Opportunity Scholarship program superior to any students who are applying for an award for the first time. SECTION 5. NEW LAW A new secti on of law to be codified in the Oklahoma Statutes as Section 2503 of Title 70, unless there is created a duplication in numbering, reads as follows: A. Each school year, the parent or legal guardian of every fifth- through eleventh-grade student in the public and private schools of this state and students who are educated by other means and are in the equivalent of the fifth through eleventh grade, who meets the definition for student prov ided in paragraph 6 of subsection B of Section 2 of this act , shall be informed of the opportunity for access to higher learning through the Oklahoma Promise Opportunity Scholarship Act. The State Regents and the State Board of Education shall develop, pr omote, and coordinate a public awareness program to be utilized in m aking students and parents aware of the Oklahoma Promise Opportunity Scholarship program. B. On a form provided by the State Regents, every public school district shall designate at least one (1) Oklahoma Promise Opportunity Scholarship program contact person, who shall be a ENGR. H. A. to ENGR. S. B. NO. 322 Page 12 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 counselor or teacher, at each public school site in this state in which eighth-, ninth-, tenth-, or eleventh-grade classes are taught. When requested by the State Reg ents, the Board shall assist the State Regents to ensure the designation of contact persons. Private schools shall also designate at least one (1) school official as a contact person. For students who are educated by other means, a parent, legal guardian, or other person approved by the State Regents shall be designat ed the contact person. C. 1. Students who qualify on the basis of financial need according to subsection D or E of this section prior to entering the eleventh grade or prior to reaching sixteen (16) years of age and who meet the standards and provisions pro mulgated by the State Regents, shall be given the opportunity throughout the eighth-, ninth-, tenth-, and eleventh-grade years, for students enrolled in a public or private school, or betw een thirteen (13) and sixteen (16) years of age, for students who ar e educated by other means, to enter into participation in the program by agreeing, throughout the remainder of their school years or educational program, to: a. attend school or an educati onal program regularly , b. refrain from substance abuse, c. refrain from commission of violent crimes, d. have school work and school records reviewed by mentors designated pursuant to the program, ENGR. H. A. to ENGR. S. B. NO. 322 Page 13 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 e. provide information requested by the State Regents or the Board, and f. participate in required program activities. 2. The contact person shall maintain the agreements, which shall be executed on forms provided by the State Regents and managed according to regulations promulgated by the State Regents, and the contact person shall monitor c ompliance of the student with the terms of the agreement. The State Regents are authorized to process student agreements and verify compliance with the agreements. Students failing to comply with the terms of the agreement shall not be eligible for the awards provided in Section 3 of this act. D. Except as otherwise provided for in subsection E of this section, a student shall not be found to be in financial need for purposes of the Oklahoma Promise Opportunity Scholarship Act if: 1. At the time the student applies for participation in the program during the eighth, ninth, or tenth grade for students enrolled in a public or private schoo l, or between thirteen (13) and fifteen (15) years of age for students who are educated by other means: a. the federal adjusted gross income of the student's parent(s), who have two (2) or fewer dependent children, exceeds Sixty-five Thousand Dollars ($65,000.00) per year, ENGR. H. A. to ENGR. S. B. NO. 322 Page 14 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 b. the federal adjusted gross income of t he student's parent(s), who have three (3) or four (4) dependent children, exceeds Seventy -five Thousand Dollars ($75,000.00) per year, or c. the federal adjusted gross income of the student's parent(s), who have five (5) or more dependent children, exceeds Eighty-five Thousand Dollars ($85,000.00) per year; 2. At the time the student begins postseco ndary education and prior to receiving any program award, the federal adjusted gross income of the student's parent(s) exceeds One Hundred Thousand Dollars ($100,000.00) per year; and 3. Prior to receiving any program award for any year during which the student is enrolled in a state educational institution, the federal adjusted gross income of the student 's parent(s) exceeds One Hundred Thousand Dollars ($100,000.00) per year. The determination of financial qualification provided in paragraphs 2 and 3 of this subsection shall be based on the income of the student, not the income of the parent(s), if a student is determined to be independent of the student's parents for federal financial aid purposes, was in the permanent custody of the Department of Human Services at the time the student enrolled in the program, or was in the court-ordered custody of a feder ally ENGR. H. A. to ENGR. S. B. NO. 322 Page 15 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 recognized Indian tribe, as defined by the federal Indian Child Welfare Act, at the time the student enrolled in the program. The State Regents shall review the determination of financial qualification provided in paragraph 1 of this subsection if t he income from taxable and nontaxable sources of the student's parent(s) includes income received from nontaxable military benefits or income received fro m the federal Social Security Administration due to the death or disability of the student's parent(s). If the income from taxable and nontaxable sources of the student's parent(s), excluding income received from nontaxable military benefits or income rec eived from the federal Social Security Administration due to the death or disability of the student 's parent(s), does not exceed the limitations provided in paragraph 1 of this subsection, the student shall be determined to have met the financial qualification provided in paragraph 1 of this subsection. E. 1. A student who was adopted between birth and twelve (12) years of age while in the permanent custody of the Department of Human Services, in the court-ordered custody of a licensed private nonprofit child-placing agency, or federally recognized Indian tribe, as defined by the federal Indian Child We lfare Act, shall not be found to be in financial need for purposes of the Oklahoma Promise Opportunity Scholarship Act if at the time the student begins postsecondary education and prior to receiving any program ENGR. H. A. to ENGR. S. B. NO. 322 Page 16 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 award, the federal adjusted gross income of the student's parent(s) exceeds One Hundred Fifty Thousand Dollars ($150,000 .00) per year. 2. A student who was adopted between thirteen (13) and seventeen (17) years of age while in the permanent custody of the Department of Human Services, in the court -ordered custody of a licensed private nonprofit child-placing agency, or fed erally recognized Indian tribe, as defined by the federal Indian Child Welfare Act, shall not be found t o be in financial need for purposes of the program if at the time the student begins postsecondary education and prior to receiving any program award, the federal adjusted gross income of the student 's parent(s) exceeds Two Hundred Thousand Dollars ($200,000.00) per year. 3. The determination of financial qualification provided in this subsection shall be based on the income of the student, not the income of the parent(s), if the student is determined to be independent of the stude nt's parent(s) for federal financial aid purposes. A determination of financial qualification shall not be required for the student who meets the criteria set forth in this subsection at the time the student applies for participation in the program. F. The financial qualification of a student provided in subsections D and E of this section shall be certified by the contact person or by the State Regents on the agreement form provided by the State Regents. The form shall be retained in the ENGR. H. A. to ENGR. S. B. NO. 322 Page 17 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 permanent record of the student and a copy forwarded to the State Regents. G. Agreements shall be witnessed by the parent or legal guardian of the student, who shall further agree to: 1. Assist the student in achieving compliance with the agreements; 2. Confer, when requested to do so, with the school contact person, other school personnel, and program mentors; 3. Provide information requested by the State Regents or the Board; and 4. Assist the student in completing forms and reports required for program participati on, making applications to state educational institutions, and filing applications for student grants and scholarships. H. The State Regents shall promulgate rules for the determination of student compliance with agreements made pursuant to this section. I. The State Regents shall designate personnel to coordinate tracking of program records for the years when students participating in the program are still in th e schools or are being educated by other means, provide staff development for contact persons in the schools, and provide liaison with the Board and local organizations and individuals participating in the program. ENGR. H. A. to ENGR. S. B. NO. 322 Page 18 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 J. The school district where an Oklahoma Promise Opportunity Scholarship program student is enrolled when the student begins participation in the program and a ny subsequent school district where the student enrolls, shall forward information regarding participation by the student in the program to the school where the student transfers upon request of the school for the student's records. K. Students participating in the program shall provide their Social Security number or their student identification number used by their school to the State Regents. The State Regents shall keep the numbers confidential and use them only for a dministrative purposes. SECTION 6. This act shall become effective July 1, 2023. SECTION 7. It being immediately necessary for the preservation of the public peace, hea lth, or safety, an emergency is he reby declared to exist, by rea son whereof this act shall take effect and be in full force from and after its passage and approval. " ENGR. H. A. to ENGR. S. B. NO. 322 Page 19 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 Passed the House of Representatives the 26th day of April, 2023. Presiding Officer of the House of Representatives Passed the Senate the ____ day of _______ ___, 2023. Presiding Officer of the Senate ENGR. S. B. NO. 322 Page 1 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 ENGROSSED SENATE BILL NO. 322 By: Seifried of the Senate and McBride of the House An Act relating to higher education; amendi ng 70 O.S. 2021, Section 626.7, which relates to the Oklahoma Higher Education Tuition Aid Act; providing eligibility for certain programs; updating statutory language; providing an effective date; and declaring an emergency. BE IT ENACTED BY THE PEOPLE OF THE STATE OF OKLAHOMA: SECTION 8. AMENDATORY 70 O.S. 2021, Section 626.7 , is amended to read as follows: Section 626.7. A college tuition aid grant may be awarded annually to each eligible, qualified full -time or part-time undergraduate or graduate student enrolled in a curriculum leading to a degree or certificate in an inst itution of collegiate grade or postsecondary institution providing a program of training to prepare students for employment in a recognized occupation in Oklahoma approved or accredited by the Oklahoma State Regents for High er Education or appropriate post secondary agency. Eligible programs of training shall include comprehensive transition and postsecondary programs approved by the Unite d States Department of Education. ENGR. S. B. NO. 322 Page 2 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 College tuition aid grants shall be awarded in accordance with the following: 1. Eligibility. Each full-time or part-time resident student will shall be eligible to receive a grant in an amount as provided in paragraph 2 of this section. The Oklahoma State Regents for Higher Education shall de termine by rules and regulations the maximum number of semesters a student may be eligible for grants. No student shall be eligible for grants unless the student maintains such minimum standards of academic performance as are req uired by the institution in which the student is enrolled. In the event a student for any reason ceases to continue to be enrolled during the course of an academic year, the student shall cease to be eligible for tuition aid. 2. Amount of grant. The amou nt of tuition aid grant to any student under this act for any semester shall represent a percentage not greater than seventy -five percent (75%) of the tuition and enrollment fees normally charged to residents of the State of Oklahoma this state by the institution of attendance. The Oklahoma State Regents for Higher Educatio n shall determine by rules the annual maximum award amount based on an annual assessment of funds availability. Financial assistance received under this act will shall be considered as part of a student’s financial aid packa ge. SECTION 9. This act shall become effective July 1, 2023. ENGR. S. B. NO. 322 Page 3 1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 SECTION 10. It being immediately necessary for the preservation of the public peace, hea lth, or safety, an emergency is he reby declared to exist, by reason whereo f this act shall take effect and be in full force from and after its passage and approval. Passed the Senate the 9th day of March, 2023. Presiding Officer of the Senate Passed the House of Representatives the ____ day of __________, 2023. Presiding Officer of the House of Representatives