Division I Financial Aid 2018 Regional Rules Seminar Foundational Plus Session

Overview Hard Cap vs. Initial Counter Limitations Multiyear Agreements Midyear Replacements Hard Cap vs. Initial Counter Limitations Multiyear Agreements  Financial Aid from Outside Sources New Financial Aid Legislation

Midyear Replacements

Midyear Replacements Scenario No. 1 A recruited football PSA will enroll as a walk-on for fall 2018. Coach wants to initially award him athletics aid in spring 2019. Replacing a departing fifth year senior. When will he be an initial counter? Does he count in 2018-19 or 2019-20? When will he be an overall counter? How do you balance NCAA Bylaws 15.5.6.3.1 and 15.5.6.3.5?

Midyear Replacements Scenario No. 1 Analysis SA can be considered an initial counter in 2018-19 or 2019-20. The SA must be an overall counter in 2018-19. The academic year in which aid is first received. In order to use the midyear replacement, the institution must have provided financial aid to 85 overall counters. Bylaws 15.5.6.3.1 and 15.5.6.3.5

Midyear Replacements Scenario No. 2 Volleyball SA No. 1 will receive aid during the 2018 fall term. She will graduate following the 2018 fall term. Volleyball SA No. 2 will replace SA No. 1 for the 2019 spring term. Is it permissible for SA No. 2 to receive aid for the 2018 fall term under the retroactive aid legislation?

Midyear Replacements Scenario No. 2 Analysis It is not permissible to award retroactive financial aid to SA No. 2. Cannot circumvent the counter legislation. Aid has already been awarded to SA No. 1. Aid may only be awarded to the midyear replacement for the spring term. Bylaws 15.5.2.3 and 15.3.1.3

Hard Cap vs. Initial Counter Limits

Hard Cap vs. Initial Counter Limit (FBS) Scenario No. 1 Recruited SA initially enrolls in fall 2018. During fall 2018, he does not receive aid. He does receive aid for spring 2019.

Hard Cap vs. Initial Counter Limit (FBS) Questions When can he be counted against the annual limit of 25 NCAA National Letter of Intent signees? In what academic year can he be deemed an initial counter? Does the answer change if he initially enrolls for spring 2019?

Hard Cap vs. Initial Counter Limit (FBS) Scenario No. 1 Analysis SA can be counted against 25 signee cap for 2018-19 or 2019-20. He shall be considered an initial counter for 2018-19. The ability to move a fall enrollee forward to the ensuing year's hard cap was not designed to open up an initial counter for the current year. Bylaws 15.5.6.3.1, 15.5.1.9.1 and 15.5.1.9.1.1

Hard Cap vs. Initial Counter Limit (FBS) Scenario No. 2 Fourth year SA will exhaust his wrestling eligibility after 2017-18. He is interested in playing football in 2018-19. SA has one year remaining on his clock. For spring 2018, he will wrestle and participate in spring football. He will not remain on the wrestling roster.

Hard Cap vs. Initial Counter Limit (FBS) Scenario No. 2 Analysis SA will be a counter for wrestling in 2017-18. Will only practice – but not compete – in football. SA will become an initial and overall football counter in 2018-19 if he receives aid and practices or competes. He is no longer on the wrestling roster or a multisport athlete. The first academic year he becomes countable in football. Even though he already received countable aid in another sport. SA will also count against the 25 hard cap signing limit. Bylaws 15.5.6.3.3 and 15.5.9.1.1

Multiyear Agreements

Multiyear Agreements Scenario No. 1 Volleyball SA is a walk on for 2016-17 and fall 2017. She then signs a multiyear scholarship as follows: Spring 2018 Full 2018-19 Academic Year 2019-20 Academic Year $0

Multiyear Agreements Scenario No. 1 Is it permissible to switch 2018-19 and 2019-20? Spring 2018 Full 2018-19 Academic Year $0 2019-20 Academic Year

Multiyear Agreements Scenario No. 1 – Analysis The terms of a multiyear grant may be renegotiated during the period of the award. Renegotiation must result in an increase in the total amount of aid provided during the period of the award. The proposed scenario does not result in an overall increase. Therefore, it is not permissible. January 24, 2012 Educational Column

Multiyear Agreements Scenario No. 2 A multiyear award is written using equivalencies. Does an increase have to be a visible equivalency? For example, if an award is 50%-50%-50%-50%, can you adjust the final two years to 40%-60%> Knowing tuition and fees will certainly increase in the final two years? Is this “an overall increase to the SA”?

Multiyear Agreements Scenario No. 2 – Analysis An increase is not automatic, regardless of expected tuition increases. The remaining two years must equal an average equivalency greater than the average equivalency of the agreement. Greater than 50% (i.e., 41% and 60%). Increase must be shown using equivalencies in the actual agreement.

Financial Aid from Outside Sources

Financial Aid from Outside Sources Scenario No. 1 Baseball SA received a scholarship from his local American Legion. Award based solely on academic performance. Scholarship was open to any student. SA played on a baseball team sponsored by the American Legion.

Financial Aid from Outside Sources Scenario No. 1 Analysis Scholarship is permissible under Bylaw 15.2.6.2. Was open to all area students; Was awarded based on academic criteria; and Did not consider athletics ability or reputation. No need to analyze under Bylaw 15.2.6.3. January 4, 2017, Staff Confirmation.

Financial Aid from Outside Sources January 4, 2017 Staff Confirmation If an SA lists athletics as an extracurricular activity. Participation, achievements, leadership, etc. Can still certify outside aid is unrelated to athletics provided: Applicant is not asked to list athletics on the application; and The awarding agency verifies it does not consider athletics in the award.

Financial Aid from Outside Sources Scenario No. 2 Incoming SA selected to receive the K.J. Smith Foundation Scholarship. The scholarship is established and continuing. Recipient must be a graduating senior who played high school golf. The Foundation is not directly connected to an institution and is not an outside sports team or organization. The scholarship is restricted to public institutions. Can the SA permissibly receive this scholarship?

Financial Aid from Outside Sources Scenario No. 2 Analysis Scholarship does not meet Bylaw 15.2.6.3(a). Therefore, it is not permissible outside aid. Reviewed November 5, 2014 Educational Column. Addressing scholarship restriction to an NCAA/NAIA institution. Distinguished this scenario/restriction. The aid is unavailable at any private NCAA institutions.

New Financial Aid Legislation

New Financial Aid Legislation NCAA Proposal 2017-53 [TABLED – REFERRED TO NCAA Division I Committee for Legislative Relief] Permits institutions to pay for a summer course at another school. Coursework must be transferable and degree applicable. Cannot be offered at the certifying institution during the same summer. Bylaw 15.01.1.1

New Financial Aid Legislation Proposal 2017-54 [DEFEATED] In football and basketball: Eliminates the 3.000 cumulative GPA requirement for a recruited SA to compete without counting in the team limits. In equivalency sports: Eliminates the 3.000 cumulative GPA requirement for the renewals of academic honor awards and institutional academic scholarships.

New Financial Aid Legislation Proposal 2017-55 [TABLED – DEFER TO TRANSFER WORKING GROUP] A graduate transfer in men’s basketball who transfers with one year of eligibility remaining shall be a counter for two academic years; A graduate transfer who successfully completes all degree requirements prior to his second year of enrollment shall not be a counter for the subsequent academic year.

New Financial Aid Legislation Proposal 2017-56 [ADOPTED] In sports in which performance from the nonchampionship and championship segments is considered for NCAA championship qualification or selection, An SA who receives athletically related financial aid is not a counter, provided the SA's five-year clock will expire before the NCAA championship in the applicable sport and the SA does not compete in the involved sport during that academic year.

New Financial Aid Legislation Proposal 2017-57 [ADOPTED] In head-count sports, to specify that an institution may replace a counter who voluntarily withdraws (e.g., transfer, official religious mission) from the institution during the academic year by providing the financial aid to another SA, including an incoming SA, beginning with the ensuing term (e.g., spring semester, winter or spring quarter) without making the second SA a counter for the remainder of that academic year; further, in football, to specify that the departing SA’s aid may be canceled and a hearing opportunity is not required when the institution receives a signed statement from the SA releasing the institution from its obligation to provide institutional financial aid and verifying the voluntary nature of the withdrawal.

New Financial Aid Legislation Proposal 2017-59 (Football) [ADOPTED] An SA who has been in residence at the certifying institution for at least one academic year may receive athletically related aid for the first time without such aid counting as an initial award; In Football Bowl Subdivision, an SA who has been in residence at the certifying institution for at least one academic year may sign a financial aid agreement for the first time without counting toward the annual limit on signings.

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