2. Objectives Using the life of a financial aid agreement, we will:
Identify potential financial aid issues.
Discuss "talking points" with campus constituents.
Balance NCAA legislation with campus policies and procedures.

3. Newly Available Financial Aid
Hickory State's coach, Norman Dale, stops by the compliance office during week seven of summer access.
Coach removed student-athlete Buddy Whit from the team due to a student conduct issue. He hands you a scholarship cancellation form.
Coach Dale is worried.
Managing the student conduct incident.
Who is playing point guard?!?
What are coach Dale's options?

4. Incoming
freshman.

5. Incoming Freshman Incoming freshman becomes a counter. Nonautonomy.
Aid may not be cancelled or reduced for an athletics reason during the period of the award.
Autonomy.
If a student-athlete is on athletics aid during their first year at the institution, aid may not be cancelled or reduced for an athletics reason until eligibility is exhausted.
NCAA Bylaws , , , and

6. Incoming freshman.
Current
teammate.

7. Written notification and opportunity to appeal requirement.
Current Walk On
Autonomy.
Students aided after the first year may have their aid cancelled at the end of the period of award for an athletics reason.
Nonautonomy.
Any counter may have their athletics aid cancelled at the end of the period of award, for any reason.
Written notification and opportunity to appeal requirement.
Bylaws and

8. Current Counter Increases may be provided at any time.
Update the amount in the original agreement.
Retroactive aid.
Aid must be issued for at least one academic year.
Bylaws , , ,

9. Incoming
freshman.
Current
teammate.
Incoming
transfer.

10. Recruit A Transfer Counter Student-Athlete Name 11 Rade Butcher 12
Whit Butcher 13 ??

11. Student-athlete gives up scholarship.
Incoming
freshman.
Current
walk on.
Incoming
transfer.
Student-athlete gives up scholarship.

12. An Altruistic Proposition
One of coach Dale's seniors has an amazing job offer at an investment banking firm. The firm will pay off any student loans he has, so he offers to give up his scholarship to help coach Dale recruit another student.
Coach Dale wants to go recruit two transfers. How do you respond?

13. An Altruistic Proposition
What if the senior was awarded a large academic scholarship from the institution?
Could he accept that award and decline the basketball scholarship?
What factors matter?
Size of scholarship.
Figure 15-2.
Recruited status.
Likelihood of playing.
Bylaw

14. Back to Hickory High
Just before school started, coach Dale awards the scholarship to Jimmy Chitwood, an incoming freshman that committed as a walk-on.

15. Potential Over Award
On the first day of class, Myra Fleener, Hickory State's faculty athletics representative, calls the compliance office.
Buddy Whit's student conduct decision is being appealed.
The director of financial aid has not cancelled Buddy's scholarship.
What should compliance consider?

16. What is the team counter limit?
What are Hickory's misconduct hearing policies?
Potential for a legislative relief waiver?

17. Potential Over Award Buddy triggers counter status for the year.
The institutional policy impacts financial aid limits.
Consider sport-specific limitations.
Baseball (27 counters; 11.7 equivalencies; 35-man roster).
Is legislative relief appropriate?
Bylaws , , ,

18. The Whole Package
Jimmy's girlfriend, a women's soccer player, just received great news. She was just awarded a huge scholarship! You overhear her saying that she can't wait to use it to go backpacking through Europe this summer.
What questions do you have about the scholarship?
Bylaws ,

19. How much is her current scholarship?
Will the new award push her over cost of attendance?
Where is this award coming from?

20. Institutional Awards Was it based on athletics in any way?
Was it issued in accordance with regular policy?
Is the award academic-based?
If so, can the scholarship be exempted?
Are other student-athletes receiving the award?
If so, do they play basketball or football?
Were these students recruited per Bylaw 15?
Are these students expected to compete?
Bylaws , ; Official NCAA Interpretation

21. Is the scholarship at all based on athletics?
Outside Awards
First question:
Is the scholarship at all based on athletics?
Yes?
What institutions could the recipients attend?
Is there a connection between the donor and your institution?
Is the donor an outside sports team or organization?
If so, did the student represent that team or organization in competition?
Bylaw

22. Outside Awards Outside aid is unrelated to athletics if:
Applicants are not required to list athletics participation; and
The awarding agency does not consider athletics participation.
January 4, 2017 Staff Confirmation.

23. Counting Outside Awards
If unrelated to athletics, the aid is permissible.
Permissible outside awards.
Count against individual limitations.
Do not count against team limitations.
Outside aid based in any degree on athletics that does not satisfy Bylaw is not permissible aid for student-athletes.

24. The Whole Package Is the student receiving what he or she expected?
Does the student's financial aid package exceed cost of attendance?
PROCEED TO THE EQUIVALENCY
What aid is countable?
What is it costing the student to attend this institution?

25. Equivalency Calculation
"Full tuition and fees, and one-half room and board."
Actual over Actual: $14,000 over $19,000 = .736.
Average over Average: $14,000 over $18,000 = .777.
Published Costs
Actual Costs
Tuition & fees
$10,000
$9,000
R&B
$8,000
Bylaw

26. Senior
Jimmy Chitwood, now a senior, suffers a season-ending injury after crashing through a trophy case.
Out for the year, Jimmy is devastated. Jimmy stops by your office.
What are Jimmy's options?

27. Return on scholarship.
Return as a walk-on.

28. Initial Considerations
When was Jimmy aided?
When is Jimmy's anticipated graduation?
What are the terms and conditions of the agreement?
Is there room under team limitations?
Who has coach Dale signed for next year?
Bylaws , ,

29. Initial Considerations
Autonomy Legislation.
If eligibility remains, aid cannot be cancelled or not renewed for athletics reasons.
Jimmy’s graduation is a nonathletics reason to not renew his scholarship.
Jimmy’s voluntary withdrawal renders him ineligible to compete.
Making nonrenewal permissible.
Nonautonomy Legislation.
Can nonrenew for any reason after the period of the award.
Bylaw

30. Legislative Relief Jimmy's late injury puts coach Dale in a bind.
He didn't expect Jimmy to be on scholarship next year, so he's looking at a potential over-award situation…again.
You start researching waiver precedent.
What pieces of information are likely important?

31. Aid to Attend Another Institution
Jimmy decides against using his last season.
He wants to play overseas.
He is one course short of graduation, and that course was cancelled this spring.
What are Jimmy's options?

32. Jimmy's Last Course Use Student Assistance Fund.
Take the course at another institution.

33. Completing The Course At A Branch School
Do the campuses share an administration?
Do they have the same academic policies?
Do they have the same admissions process?
Are transcripts and degrees administered by one campus?

34. Aid To Attend Another Institution
Athletics aid to attend another institution is impermissible.
Legislative Relief Waivers
Does the institution accept the course?
Is the course necessary?
Will it help the student-athlete get closer to graduation?
Is another course an acceptable replacement?
How close is the student-athlete to graduation?
Will the student-athlete have to return to your institution?

35. Completing A Summer Course
Cannot provide aid to attend another institution's summer course.
Student Assistance Fund?
Is not athletics aid;
Is not precluded from being used for this purpose.
Student Assistance Fund can be used for Jimmy to complete a summer course at another institution.
Provided the conference agrees.
Bylaw

36. Questions?

37. We Want Your Feedback
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