1. Advanced Financial Aid Division I
Shauna Cobb
Kris Richardson

2. Overview Adopted legislation. Women’s sand volleyball.
Guest presenter.
Recent interpretation.
Division I Awards, Benefits, Expenses and Financial Aid (ABEFA) Cabinet Update.

3. Adopted Legislation

4. Adopted Legislation NCAA Proposal No. 2010-61.
Provides exhausted eligibility SA’s an exception to full-time enrollment for eligibility for institutional financial aid.
Carry the credits necessary to complete degree requirements; or
Carry all degree-applicable courses necessary to complete degree requirements that are offered.
Effective August 1, 2011.

5. Case Study- Dylan Football SA at State College.
Exhausted his eligibility in fall 2010.
Enrolls in nine hours for spring 2011.
The institution offers 12 hours within Dylan’s program of study.

6. Case Study- Dylan (continued)
Can the institution provide athletics aid to Dylan while he is enrolled less than full-time?
No. He is not enrolled in all of the courses offered in his degree program for the term.
If the institution only offered nine hours and Dylan enrolled in all nine hours would he be able to receive athletics aid?
Yes. He is enrolled in all of the courses offered.

7. Adopted Legislation Proposal No. 2010-62. Effective August 1, 2011.
Exempts all federal need-based aid from counting towards a team’s limit.
Supplemental Educational Opportunities Grant.
Effective August 1, 2011.

8. Adopted Legislation Effective August 1, 2011.
Proposal No
Exempt all state need-based aid from counting towards a team’s limit, provided:
Aid is administered in accordance with the federal methodology; and
No relationship to athletics ability.
Aid is not exempt from determining football or men’s/ women’s basketball counter status pursuant to Bylaw
Effective August 1, 2011.

9. Adopted Legislation Proposal No. 2010-64.
Exempt all state merit-based aid administered by the institution from counting towards a team’s limit, provided:
Awarding criteria satisfy requirements for:
Academic honor award; or
Institutional academic scholarship.
And
Has no relationship to athletics ability.
Effective August 1, 2011.

10. Case Study- Kaelyn Women’s soccer SA at Tiger State.
Receives a partial athletics award and she also receives a $500 state-merit based award.
The institution is responsible for selecting the recipients and determining the amount of the award.
The awarding criteria satisfies the criteria of an institutional academic scholarship.

11. Case Study- Kaelyn (continued)
Does the $500 count toward Kaelyn’s individual financial aid limit?
Yes.
Does the $500 count toward the team’s limit?
No. The award meets the criteria to exempt state merit-based financial aid.

12. Case Study- Kaelyn (continued)
If the award criteria did not satisfy either the academic honor award or institutional academic award, would the aid count towards Kaelyn’s individual limit? Team limit?
Yes. The award would count towards both the individual and the team limit because it does not meet the academic honor award or institutional academic scholarship criteria.

13. Adopted Legislation Proposal No. 2010-67. Effective August 1, 2011.
Exempts Post-9/11 G.I. Bill and Veterans Administration-funded portion of Yellow Ribbon Program.
Institutionally-funded portion of Yellow Ribbon Program remains countable toward individual limit and, for counters, toward team limit.
Effective August 1, 2011.

14. Adopted Legislation Proposal No. 2010-69-B. Effective August 1, 2011.
Exempts established and continuing outside scholarships from team limits provided:
Choice of institutions is not restricted by the donor; and
There is no direct connection to institution.
Effective August 1, 2011.

15. Adopted Legislation Proposal No. 2010-70. Effective immediately.
May provide summer athletics aid to student-athlete who did not receive athletics aid the previous academic year.
Cannot have received athletics aid in any previous year.
Must receive athletics aid for upcoming year.
Summer aid must be in proportion to athletics aid.
Effective immediately.

16. Adopted Legislation Proposal No. 2010-71. Effective August 1, 2011.
Institution can award athletics aid for less than one year if the student-athlete:
Graduated during the previous academic year (including summer); and
Will exhaust athletics eligibility during the following fall.
Effective August 1, 2011.

17. Case Study - Danie
Danie graduates at the end of the 2011 spring term with one season of competition eligibility remaining.
She enrolls in a graduate program for , hoping her volleyball performance in the fall will get her noticed by an international volleyball league.
Danie wants to finish her graduate program, but is willing to delay completing the program if it means earning a chance to compete overseas.

18. Case Study – Danie (continued)
Coach Blair wants to renew her athletics aid for , but is concerned that Danie may not remain committed to her studies after the season.
What are the institution’s options?

19. Case Study – Danie (continued)
What are the institution’s options?
Renew her for the academic year.
Could include nonathletically-related conditions.
Use Bylaw (c) to renew her only for fall 2011.
Reduction - she is entitled to a hearing.
Permitted to renew the aid for spring 2012.

20. Adopted Legislation Proposal No. 2010-72. Effective August 1, 2011.
Prospect awarded institutional nonathletics aid equal or greater to the value of the signed award of athletics aid may release the institution of its obligation to provide athletics aid.
Student-athlete’s own initiative.
Before becoming a counter for the year.
Effective August 1, 2011.

21. Case Study - Brandon
During the spring signing period, Brandon, a men’s tennis prospect, signs a NLI for a books-only athletics award.
The institution’s financial aid agreement does not include a provision to allow a SA to decline athletics aid.
As you review the team’s financial aid awards for , you notice the team is at its financial aid limit.

22. Case Study – Brandon (continued)
In June, Brandon receives his financial aid package from the institution.
Package includes $4,500 in need- and merit-based institutional financial aid.
He does not satisfy any of the academic honor award exemption criteria.
Brandon calls your office to ask if he is able to keep the books award and the $4,500 in other institutional financial aid.
Could Bylaw help Brandon?

23. Case Study – Brandon (continued)
Could Bylaw help Brandon?
Yes.
Nonathletics package is at least equal to the athletics financial aid agreement; and
He has not become a counter.
Can you talk with Brandon about Bylaw and still allow him to use the legislation?
Yes, provided he makes the decision on his own initiative.

24. Adopted Legislation Proposal No. 2010-73.
Establishes as minimum cumulative GPA needed to exempt:
Institutional academic scholarships; and
Academic honor awards for transfer students from team equivalency limits.

25. Adopted Legislation Proposal No. 2010-73. Effective August 1, 2011.
Also applies to recruited football and basketball students receiving institutional academic aid only.
Establishes as minimum cumulative GPA needed to avoid becoming a counter after competing.
Effective August 1, 2011.

26. Adopted Legislation Proposal No. 2010-75. Effective August 1, 2012.
Books is included in equivalency computations as $800 in the numerator and denominator.
Regardless of whether the student-athlete is awarded a “full” or “partial” book award.
Effective August 1, 2012.

27. Adopted Legislation Proposal No. 2010-78. Effective immediately.
In football, initial counter used as midyear graduate replacement may be counted against the initial limit in:
The year the aid is awarded
if the institution's annual limit has not been reached or
The following academic year.
Effective immediately.

28. Women’s Sand Volleyball

29. Sand Volleyball
For institutions that sponsor women’s and sand volleyball:
(a) = three equivalencies and 14 counters;
(b) = four equivalencies and 14 counters;
(c) = five equivalencies and 14 counters; and
(d) and thereafter = six equivalencies and counters.
Effective August 1, 2011.

30. Sand Volleyball (continued)
For institutions that do not sponsor women’s volleyball,
Eight equivalencies and 14 counters.
A counter who participates (practices or competes) in women’s volleyball and one or more other sports shall be a counter in women’s volleyball.

32. Sand Volleyball (continued)
If SA is a counter in sand volleyball during her initial year of enrollment and participates in women’s volleyball during her second year of enrollment,
She is a counter in women’s volleyball for her initial year of enrollment.

33. Case Study – Hayden
Freshman sand volleyball SA at Big Time University.
Partial athletics scholarship.
Competes only in sand volleyball as a freshman.

34. Case Study – Hayden (continued)
In what sport will Hayden count during her freshman year?
Sand volleyball. Because she participated only in sand volleyball, she is not a counter in women’s volleyball.

35. Case Study – Hayden (continued)
During her sophomore year, Hayden competes in sand volleyball and also practices with the women’s volleyball team.

36. Case Study – Hayden (continued)
Is Hayden a counter in women’s volleyball during her sophomore year?
Yes. If Hayden practices or competes with the women’s volleyball team, she will be a counter in women’s volleyball.
How does this affect Hayden’s freshman year?
The institution will have to go back and count Hayden in women’s volleyball for her freshman year.

37. Case Study – Hayden (continued)
If Hayden does not practice with women’s volleyball team until her Junior year, does she become a counter in women’s volleyball at that point?
Yes. A counter who participates (practices or competes) in women’s volleyball and one or more other sports shall be a counter in women’s volleyball.

38. Case Study – Hayden (continued)
Does this affect Hayden’s freshman year?
No. The additional restriction will not apply to a counter in sand volleyball who participates in women’s volleyball after her second year of full-time enrollment.

39. Guest Presenter

40. Guest Presenter – Contact Information
Mike Scott, Texas Christian University.
Financial Aid Director.
Jevita Rogers, George Mason University.
Director of Student Financial Aid.

41. Questions for Guest Presenter?

42. Recent Interpretation

43. Indirect Written Offer of Aid Before Signing Date
Prior to August 1 of a prospect’s senior year, an institution is prohibited from:
Providing a written offer of athletics aid; or
Indicating in writing that it will offer athletics aid.
Indirect Written Offer of Aid Before Signing Date
Date Published: March 4, 2011 Type: Official Interpretation Item Ref: 2
The committee confirmed that prior to August 1 of a prospective student-athlete's senior year in high school, it is not permissible for an institution to indirectly (e.g., through relatives, friends, high school, preparatory school, two-year college coach or any other individual responsible for teaching or directing an activity in which a prospective student-athlete is involved) provide a written offer of athletically related financial aid or indicate in writing to the prospective student-athlete that an athletically related grant-in-aid will be offered by the institution.
[References: NCAA Bylaws (recruiting materials); 13.9 (letter-of-intent programs, financial aid agreements); and (written offer of aid before signing date); and a staff interpretation (3/2/11, Item No. a), which has been archived]

44. Indirect Written Offer of Aid Before Signing Date (continued)
Applies to direct and indirect communication.
Cannot provide the written offer or indication through:
The prospect,
Relatives,
Friends,
High school, preparatory school, two-year college coach; or
Any other individual responsible for teaching or directing an activity in which a prospect is involved.
Bylaw and an official interpretation (3/4/11, Item No. 2)
Indirect Written Offer of Aid Before Signing Date
Date Published: March 4, 2011 Type: Official Interpretation Item Ref: 2
The committee confirmed that prior to August 1 of a prospective student-athlete's senior year in high school, it is not permissible for an institution to indirectly (e.g., through relatives, friends, high school, preparatory school, two-year college coach or any other individual responsible for teaching or directing an activity in which a prospective student-athlete is involved) provide a written offer of athletically related financial aid or indicate in writing to the prospective student-athlete that an athletically related grant-in-aid will be offered by the institution.
[References: NCAA Bylaws (recruiting materials); 13.9 (letter-of-intent programs, financial aid agreements); and (written offer of aid before signing date); and a staff interpretation (3/2/11, Item No. a), which has been archived]

45. NCAA Division I Awards, Benefits, Expenses and Financial Aid Cabinet (ABEFA) Update

46. ABEFA Cabinet Update
Continuing its review of current head count and equivalency designations and limitations.
Sponsoring legislation to remove “teammate” restriction on providing expenses to SAs in cases involving death or a life-threatening injury or illness of a SA or a SA’s family or legal guardian.
Affects Bylaws and
Bylaw Life-Threatening Injury or Illness. The institution may pay transportation, housing and meal expenses for parents (or legal guardians) and the spouse of a student-athlete and for the student-athlete's teammates to be present in situations in which a student-athlete suffers a life-threatening injury or illness, or, in the event of a student-athlete's death, to provide these expenses in conjunction with funeral arrangements. (Revised: 1/11/89)
Bylaw Family Member of Student-Athlete. An institution may pay transportation, housing and meal expenses for a student-athlete's spouse, children and teammates to be present in situations in which a family member or legal guardian of the student-athlete suffers a life-threatening injury or illness or, in the event of a family member's or legal guardian's death, to provide the student-athlete's spouse, children and teammates with such expenses in conjunction with funeral arrangements.  (Adopted: 1/10/95 effective 8/1/95, Revised: 11/1/01 effective 8/1/02, 4/25/02 effective 8/1/02, 5/22/07, 4/13/09)

47. Review Adopted legislation. Women’s sand volleyball. Guest presenter.
Recent interpretation.
ABEFA Cabinet Update.

48. Questions?