Financial Aid in Florida

Office of Student Financial Assistance
Trends in Student Aid
Trends in Family Income
Trends in Family Savings

 

Office of Student Financial Assistance

The Office of Student Financial Assistance is in the Florida Department of Education, and the executive director reports to the elected Commissioner of Education. The primary responsibility of the office of student financial assistance is to administer the state's student financial aid programs. The office also serves as the guarantee agency for the federal student loan program. While the office occasionally undertakes reports for the Legislature, most of the policy reports on financial aid are completed by PEPC or the Legislature.

The Office of Student Financial Assistance administers 29 financial aid programs for Florida residents, which totaled about $114 million dollars in 1995-96. Four of these programs have a major impact on public and private higher education in Florida (see Table 3).

Table 3
Financial Aid Program Funding

(Dollars in Millions)
1992-93
1993-94
1994-95
1995-96
Resident Access Grant
$16.6
$18.5
$19.9
$19.9
Undergraduate Scholars
$25.0
$30.7
$33.2
$33.1
Public Assistance Grant
$21.0
$22.3
$27.6
$28.7
Private Assistance Grant
$6.9
$7.1
$7.3
$6.9
Source: Consolidated from State Student Financial Aid Report (Tallahassee: PEPC, 1996), and Annual Report on State Financial Aid Programs: 1993-1995 (Tallahassee: Florida Council of Student Financial Aid Advisors 1996).

The largest of all the financial aid programs is Florida's Undergraduate Scholars Fund, which totaled more than $33 million dollars in 1995. The Undergraduate Scholars Fund is a merit-based aid program for students attending either public or private colleges and universities in Florida. In order to be eligible, students must have a 3.5 (out of 4.0) high school GPA and an SAT score of 1270 or above. In fact, Florida's merit program is one of the largest in the country, exceeded only by Georgia's HOPE Scholarship. In 1994-95, over 36 percent of Florida residents entering the State University System received a merit scholarship. The award amount for merit scholars in 1994-95 was $2,280.

The second largest state financial aid program is the Public Florida Student Assistance Grant, which totaled about $29 million in 1995-96. This program provides need-based financial assistance grants to full-time students (attending any state university or community college in Florida) who have met state requirements and who have also applied for a Pell Grant. The average award amount for community college students in 1994-95 was $646 and for state university students $1,030. The 1996 Legislature substantially increased funding for this program. In 1996-97, the maximum award was expected to be approximately $1,700.

The third largest state financial aid program, or voucher, is for Florida residents attending a private college or university: The Florida Resident Access Grant, which totaled close to $20 million dollars in 1995. This program provides tuition assistance to any full-time undergraduate student registered at an accredited independent nonprofit college or university. To be eligible, a student must reapply each year, be a state resident, and maintain a 2.0 GPA. The maximum award equals 30 percent of the cost to the state for a student in the State University System for an academic year, or a lower amount as specified in appropriation language. The award amount in 1994-95 was $1,090.

The fourth largest program in the state, the Private Florida Student Assistance Grant, is a need-based financial aid program for students attending a private college or university in the state. During the past two fiscal years the state has appropriated approximately $7 million with an average award of about $1,020.

The Office of Student Financial Assistance is not the only agency providing financial aid to Florida residents. Staff mentioned that the office faces stiff competition from guarantee agencies in other states (USAF in particular). The competition is focused on private colleges and universities with high loan-volume. Because increasing numbers of student loans are guaranteed by out-of-state agencies, the collection of data on student borrowing trends in the state is incomplete.

More than one state official complained about the number of grant programs in the state and said they need to be consolidated. But each program, we were told, has vocal supporters who are influential with legislators.

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Trends in Student Aid

State data reveal that students have become increasingly reliant on loans to fund their education. Of the $246.6 million in SUS financial aid in 1990, loans accounted for 52 percent of the total, grants 27 percent, scholarships 18 percent, and student employment 3 percent. By 1994, loans were nearly 65 percent of the total, grants 20 percent, scholarships 15 percent, and student employment less than 2 percent.

The Department of Education provides summary totals for state-funded program dollars that flow to the private sector and public community colleges. Aggregated data from these summaries show that the private sector received approximately $30.6 million through indirect state funding mechanisms in 1991-92. The estimated amount grew to $32.4 million in 1994-95, a meager growth rate that was affected by the increased participation of the public sector in these programs. Public community colleges received $10.8 million and $17.8 million for 1991-92 and 1994-95 respectively.

Florida students also contribute to their own financial aid, through "recycled" tuition revenue. The state authorizes the Board of Regents to contribute five percent of the matriculation and tuition fees as a source for student aid. These funds are distributed by the institutions. About 70 percent of aid from tuition dollars is awarded on a need basis. In 1994-95 the student aid generated from tuition dollars was about $16 million for the State University System. The Legislature also authorizes the community colleges to collect five percent of the matriculation and tuition fees for financial aid. In 1994-95, this amount came to about $11 million. In addition, local community colleges have the authority to grant tuition waivers in order to encourage student enrollment.

A number of state officials mentioned the rapid increase in merit-based financial aid in Florida. Between 1990-91 and 1995-96, the state budget for merit aid increased from $19 million to $33 million, an increase of 74 percent. Because legislators and others believed that Florida was losing talented students to out-of-state institutions, the merit aid program was increased to "keep talent in Florida." One state official mentioned that there seems to be a growing consensus, at least among policy leaders, that the state must begin to invest more state dollars in need-based programs. A university administrator, however, cautioned that constituent support for merit aid is very strong in Florida and said it would be difficult for legislators to back away from their support of merit aid in the near future.

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Trends in Family Income

According to a study undertaken by PEPC on how Floridians pay for college, dependent students attending a private college or university in Florida in 1991 came from families with a median family income of about $46,000 ($27,000 for independent students). For dependent students who attended public four-year institutions, median family income was about $50,000 ($21,000 for independent students). For dependent students attending the community colleges, median family income was about $37,000 ($19,000 for independent students). A PEPC official cautioned that the study's sample size does not permit conclusions across sectors and across different types of institutions. He did add, however, that in general Florida's major research universities serve a higher-income population.

The study also shows that compared with public four-year institutions, the private sector had a greater proportion of families with incomes above $90,000 and below $30,000. For the public four-year system as a whole, more than 36 percent of all dependents came from families with incomes above $65,000 and 20 percent from families with incomes under $30,000.

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Trends in Family Savings

According to one state study, few families in Florida are saving adequately for their children's education. Over two-thirds of all Florida families with dependents in college did not prepare for their children's education. As expected, the likelihood of saving for college rises dramatically with family income, but even among families with incomes above $60,000, slightly less than half have saved for college.

The primary policy instrument to encourage parental savings is the Florida Prepaid College Program. Among the families in Florida who saved for their children's education, 16 percent used the program. For families earning less than $30,000 who saved, 21 percent used the program.

The program allows families to begin paying for the cost of college at a guaranteed fixed rate-the cost of tuition is locked in. If the beneficiary of a plan attends a community college instead of a state university, the difference in tuition is refunded. All funds paid by Florida residents are invested in a trust fund set up by the state. The fund is administered by the seven-member Florida Prepaid Postsecondary Education Expense Board. The program is guaranteed by the State of Florida. The Florida Legislature is obligated to maintain the program's financial soundness. Under the 1988 IRS rulings, any tax liability is deferred until the student enters college. At that time, the difference between the amount paid in and the value of the benefits received is taxable to the student over his/her college years. Payments into the tuition plan are not tax deductible.

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