An Act ENROLLED HOUSE BILL NO. 3792 By: Hefner, McBride, Deck, Pittman, Schreiber, Swope and Munson of the House and Seifried and Kirt of the Senate An Act relating to higher education; creating th e Oklahoma Access and Achievement Act; defining terms; creating the Oklahoma Access and Achievement Program; providing purpose of program; providing for award amount; providing eligibility criteria for program; providing retention eligibility criteria for program; providing for promulgation of rules; providing for calculation of scholarship program award to be allocated from certain fund; dire cting benefits to be awarded to certain eligible applicants subject to availability of funding and the number of eligible applicants; directing the Oklahoma State Regents for Higher Education to make awards on a certain basis if certain funds are insufficient; all owing the State Regents to take into consideration certain grants and scholarships; prohibiting award fro m being allowed for certain courses or units taken after ce rtain period of time; allowing award for certain courses or units taken after certain period of time under certain circumstances; allowing the State Regents to set aside certain funds for certain full commitment; directing priority to be given to certain continued support; providing for calculation of financial need ; amending 70 O.S. 2021, Section 3953.1 , which relates to the Oklahoma Higher Learning Access T rust Fund; updating statutory language; expanding use of fund for certain purpose; providing for co dification; providing an effective date; and declaring an emergency. ENR. H. B. NO. 3792 Page 2 SUBJECT: Higher education BE IT ENACTED BY THE PEOPLE OF THE STATE OF OKLAHOMA: SECTION 1. NEW LAW A new section of law to be codified in the Oklahoma Statutes as Section 2501 of Title 70, unless there is created a duplication in numbering, reads as follows: A. This act shall be known and may be cited as the “Oklahoma Access and Achievement Act”. B. As used in this act: 1. “CTP program” means a degree, certificate, or nondegree program that: a. is offered by an institution of higher education or a technology center school, b. is delivered to students ph ysically attending the institution of higher education or technology center school, c. is designed to support students with intellectual disabilities who are seeking to continue academic, career and technical, and independent living instruction at an insti tution of higher education or technology center school to prepare for gainful employment, d. includes an advising and curriculum structure, e. requires students with intellectual disabilities to participate on not less than a half-time basis as determined by the institution of higher education or technology center school , with participation focusi ng 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 of higher education or technology center school , (2) auditing or participating in courses with nondisabled students offered by the institution ENR. 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NO. 3792 Page 3 for higher education or technology center school for which the student does not recei ve regular academic credit, (3) enrollment in noncredit-bearing, nondegree courses with nondisabled students, or (4) participation in internship s or work-based training in settings with nondisabled persons, f. requires students with intellectual disabiliti es to be socially and academically integra ted with nondisabled students to the maximum exten t possible, and g. is approved by the United States Department of Education pursuant to Public Law 110-315, the Higher Education Opportunity Act, as amended ; 2. “Eligible student” means a student with an intellectual disability who is eligible for the sc holarship program; 3. “Scholarship program” means the Oklahoma Access and Achievement Program; 4. “State educational inst itution” means an institution of higher education or technology center school supported wholly or in part by direct legislative appro priations that provides a CTP program; 5. “State Regents” means the Oklahoma State Regents for Higher Education; and 6. “Student with an intellectual disability” means a student: a. with a cognitive impairment, characterized by significant limitations in intellectual and cognitive functioning and adaptive behavior as expressed in conceptual, social, and practical adaptive sk ills, and b. who is currently or was formerly eligible for a free appropriate public education under the Individuals with Disabilities Education Act (IDEA), including a student who was determined eligible for special education or related services under IDE A but attended a private school or was educated pursuant to the other ENR. H. B. NO. 3792 Page 4 means of education exception provided for in subsection A of Section 10-105 of Title 70 of the Oklahoma Statutes. C. There is hereby created a program to be known a s the Oklahoma Access and Achievement Program. The purpose of the program is to provide an award to eligible st udents with intellectual disabilities who are pursuing studies in thi s state at a CTP program. The award shall be an amount equal to the nonguaranteed resident tuition at an institution of higher education or the tuition at a technology center school . D. A student with an intellectual disa bility shall be eligible for the Oklahoma Access and Achievement Program if the student: 1. Is a resident of this state or enrol led in a school district located in this state that serves students who reside in both this state and an adjacent state pursuant to a contract authorized by Section 5-117.1 of Title 70 of the Oklahoma Statutes; 2. Is a United States citizen or lawfully present in the United States. A student who is not a United States citizen or lawfully present in the United States shall not be eligible to participate in the scholarship program and qualify for an award; 3. Has graduated within the previous six (6) years from a public high school accredited by t he State Board of Education or a private school, or has s atisfactorily completed , within the previous six (6) years, an educational program that was provided through a means other than a public or private school; 4. Has secured admission to and enrolled i n a CTP program at a state educational institution that meets the requirements to be eligible for federal student financial aid; and 5. Has established financial need according to the provisions of Section 3 of this act and standards and provisions promul gated by the State Regents. E. To retain eligibility in the scholarship progra m, a student with an intellectual disability shall: 1. Meet the requirements for retention and completion as established by the state educational institution where the student is enrolled; ENR. H. B. NO. 3792 Page 5 2. Maintain satisfactory aca demic progress as re quired by the CTP program criteria; 3. Comply with the standards related to maintenance of eligibility as promulgated by the State Regents; and 4. Refrain from conduct that leads to expulsion or suspension of more than one semester from a state edu cational institution. A student who violates the provisions of thi s paragraph shall permanently lose eligibility for scholarship program benefits. F. The State Regents shall promulgate rules relating to the establishment and maintenance of eligibility under th e scholarship program. SECTION 2. NEW LAW A new section of law to be codified 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 equivalent to the nonguaranteed resident tuition at an institution of higher education or the tuition at a technology center schoo l where the eligible student is enrolled in a CTP program shall be awarded by allocation from the Ok lahoma Higher Learning Access Trust Fund created pursuant to S ection 3953.1 of Title 70 of the Oklahoma Statutes. B. Benefits awarded through the scholarsh ip 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 scholarship program and the number of eligible student applicants. Subject to the pr ovisions of subsection C of this section, if funds are not sufficient to provide awards for all eligible student applicants, the Oklahoma State Regents for Higher Education shall make awards on the basis of need. Provided, the State Regents may take into consideration other grants and scholarships received by an eligible student applicant when making awards. C. An award provided by this section shall not be allowed for courses or other postsecondary units taken more than five (5) years after the eligible student’s first semester of postse condary enrollment. The State Regents may award the scholarsh ip program benefits for courses or other postsecondary units taken more than ENR. H. B. NO. 3792 Page 6 five (5) years after the eligible student’s first semester of postsecondary enrollm ent only in hardship circumstances; provided, however, no eligible student may receive benefits beyond a cumulative time period of five (5) years. D. The State Regents may, at the time an award is made on behalf of an eligible student, set aside in the Oklahoma Higher Learning Access Trust Fund funds for the full commitment made to the student. For all academic years, students who have previously received awards under the provisions of the Oklahoma Access and Achievement Act and who have continued at all times to fulfill the requirements for elig ibility to receive awards provided p ursuant to the scholarship program shall be given an abso lute priority for continued financial support by the scholarship program above any students who are applying for an award for the first time. SECTION 3. NEW LAW A new section of law to be codi fied in the Oklahoma Statutes as Section 2503 of Title 70, unless there is created a duplication in numbering, reads as follows: A. Except as otherwise provided in subsection B of this section, a student with an intellectual disability shall not be found to be in financial need for purposes of the Oklahoma Access and Achievement Act if prior to receiving any scholarship program award for any year during which the student is enrolled in a CTP program at a state educational institution, the federal adju sted gross income of the student’s parents or legal guardians exceeds One Hundred Thousand Dollars ($100,000.00) per year. The determination of financial qualificati on provided in this subsection shall be based on the income of the student, not the income of the parent s or legal guardians, if a student is determined to be independent of his or her parents or legal guardians for federal financial aid purposes. B. 1. A student with an intellectual disability who was adopted between birth and tw elve (12) years of age while i n the permanent custody of the Department of Human Servic es, in the court- ordered custody of a licensed private nonprofit child -placing agency, or federally recognized Indian tribe, as defin ed by the federal Indian Child Welfare Act, shall not be found to be in financial need for purposes of the Oklahoma Access and Achievement Act if, prior to receiving any scholarship program award for any year during which the student is enrolled in a CTP p rogram at a state educational institution, the federal adjust ed gross income of ENR. H. B. NO. 3792 Page 7 the student’s parents exceeds One Hundred F ifty Thousand Dollars ($150,000.00) per year. 2. A student with an intellectual disability who was adopted between thirteen (13) and seventeen (17) years of age while in the permanent custody of th e Department of Human Services , in the court- ordered custody of a licensed private nonprofit child-placing agency, or federally recognized Indian tri be, as defined by the federal Indian Child Welfare Act, shall not be found t o be in financial need for purposes of the Oklahoma Access and Achievement Act if, prior to receiving any scholarship program award for any year during which the student is enrolled in a CTP program at a state educational institution, the federal adjusted gross income of the student’s parents exceeds Two Hundred Th ousand Dollars ($200,000.00) per year. 3. The determination of financial qualification provided for in this subsection shall be based on the income of the studen t, not the income of the student ’s parents, if the student is de termined to be independent of the student’s parents for federal financial aid purposes. SECTION 4. AMENDATORY 70 O.S. 2021, Section 3953.1, is amended to read as foll ows: Section 3953.1 A. There is hereby created a trust fund to be known as the “Oklahoma Higher Learning Access Trust Fun d”. The Oklahoma State Regents for Higher Education shall be the trustees of said the Trust Fund. B. The State Regents shall utiliz e said the Trust Fund to implement the provisions of Sections 2601 through 2605 of this t itle and Sections 1 through 3 of t his act. C. The Trust Fund principal shall consist of monies the Legislature appropriates or transfers to the Oklahoma State Regents for Higher Education for the Trust Fund and any monies or a ssets contributed to the Trus t Fund from any other source, publ ic or private. All monies accruing to the credit of said the fund are hereby appropriated and may be budgeted and expended by the St ate Regents. Expenditures from said the fund shall be made upon warrants issued by the S tate Treasurer against claims file d as prescribed by law with the Director of the Office of Management and Enterprise Services for approval and payment. ENR. H. B. NO. 3792 Page 8 D. Notwithstanding other provisions of law, income and investment return on Trust Fund principal shall accrue to the Trust Fund for use as provided by authorization of the trustees for the purposes provided in Sections 2601 thr ough 2605 of this title and Sections 1 through 3 of this act. The State Regents may also utilize the Trust Fund principal for the purposes provided in Sections 2601 through 2605 of this title and Sections 1 through 3 of this act. Except as otherwise prov ided by law, no such income or investment return or principal shall be used for administrative expenses; expenses incurred by the S tate Regents in the administration of the Trust Fund and of the Oklahoma Higher Learning Access Program established by the Ok lahoma Higher Learning Access Act and the Oklahoma Access and Achievement Program established by the Oklahoma Access and Achievement Act shall be paid from monies appropriated to the State Regents coordinating board for their general operating budget. E. The State Regents shall adopt rules for accomplishing transfer of funds from the Oklahoma Higher Lea rning Access Trust Fund to the appropriate institutional Educational and General Operations Revolving Funds, as provided in Section 3901 of t his title, to private institutions, and to the appropriat e technology center school district to cover gene ral enrollment fees or tuition for eligible students pursuant to the Oklah oma Higher Learning Access Act and the Oklahoma Access and Achievement Act. Allocations from the Trust Fund may be made only for the purpose of covering the general enrollment fees or tuitio n of eligible students. No portion of the Trust Fund may be use d or allocated for administrative or operating expenses of any higher education institution or technology center school. SECTION 5. This act shall become effective July 1, 2024. SECTION 6. It being immediately necessary fo r the preservation of the public peace, health, or safety, an emergency is hereby declared to exist, by reason whereof this act shall take effect and be in full force from and after its pass age and approval. ENR. H. B. NO. 3792 Page 9 Passed the House of Representatives the 16th day of May, 2024. Presiding Officer of the House of Representatives Passed the Senate the 25th day of April, 2024. Presiding Officer of the Senate OFFICE OF THE GOVERNOR Received by the Office of the Governor this ____________________ day of ___________________, 20_______, at _______ o'clock _______ M. By: _________________________________ Approved by the Governor of the State of Oklahoma this _____ ____ day of _________________ __, 20_______, at _______ o'clock _______ M. _________________________________ Governor of the State of Oklahoma OFFICE OF THE SECRETARY OF STATE Received by the Office of the Secretary of State this __________ day of ___________________, 20_______, a t _______ o'clock _______ M. By: _________________________________