DIVISION II FINANCIAL AID:
GOING BACK TO BASICS
Jenn Fraser and Leslie Schuemann,
Academic and Membership Affairs
Session Overview

Case studies.
 Newly
adopted legislation.
 Government
grants.
 Financial aid from outside sources.
 Exempted
academic awards.
 Midyear withdrawal.

Questions.
What We Hope You Learn

Definition and application of frequently used
legislation in NCAA Bylaw 15.

Analysis of sources of financial aid.

Calculation of equivalency.
The Equivalency Computation Analysis


The numerator includes the amount of countable aid
received by the student-athlete.
The denominator is the actual or average cost of
full grant-in-aid for the entire academic year.
Bylaw 15.5.2.2

The calculation must be done to at least the nearest
hundredth. May round student equivalency to the
nearest decimal place (hundredths).
August 25, 1995, staff interpretation
Government Grants
Case Study
We They from Master College

The facts:
 We
They is a wrestler from Master College.
 We is an incoming freshman with no previous collegiate
enrollment.
 Master College is a private college.
 The full grant-in-aid for all undergraduate students is
$46,000.
We They’s Financial Aid Package

Athletics award = $16,000.
State grant based on need = $20,000.
State grant for rank in graduating class = $4,000.

What is We They’s equivalency?


The Equivalency Computation
$16,000
$20,000
$4,000
$46,000
?
The Equivalency Computation Analysis



The $16,000 athletics award is countable athletically related
financial aid.
Bylaw 15.02.4.1
The $20,000 state grant is awarded by Master College to We
based on financial need.
Bylaw 15.02.4.3 and
NCAA Proposal No. NC-2012-19
The $4,000 state grant is awarded by We’s home state based
on his 10th-place class rank.
Bylaw 15.02.4.3 and
Proposal No. NC-2012-19
Proposal No. NC-2012-19

Exempts government grants (including state grants),
provided:
 Awarded
based on a student’s demonstrated financial
need.
 Awarded for educational purposes.


Institution may select recipient.
Institution may determine amount of aid or provide
supplementary funds.
The Equivalency Computation
$16,000
$20,000
$4,000
$46,000
?
The Equivalency Computation
$16,000
$46,000
0.35
Outside Awards
Case Study
I You from Hoosier State College

The facts:
I
You is a swimmer from Hoosier State.
 I is an incoming student with no previous enrollment.
 Hoosier State is a public institution.
 The full grant-in-aid for all undergraduate students is
$24,000.
I You’s Financial Aid Package





Athletics award = $3,000.
Outside award from rotary club = $1,000.
Outside award from high school booster club =
$4,000.
Outside award from state high school athletic
association = $1,200.
What is I You’s equivalency?
The Equivalency Computation
$3,000
$1,000
$4,000
$1,200
$24,000
?
The Equivalency Computation Analysis


The $3,000 athletics award is countable athletically
related financial aid.
Bylaw 15.02.4.1
The $1,000 rotary club scholarship is awarded to
recipients with no relation to athletics. Is this award
counted in the institutional limit?
Bylaw 15.2.6.2
The Equivalency Computation Analysis
(continued)



The $4,000 booster club scholarship is awarded to
students through an established an on-going program.
The chair of the booster club serves is a representative
of athletics interest. Is this award counted in institutional
limits?
The $1,200 state athletic association scholarship is
awarded to students who will attend a college in the
state. Is this award counted in institutional limits?
Are all of the sources of outside aid permissible?
Proposal No. 2012-5



Proposed under the division’s Ease of Burden
initiative.
Eliminates outside educational grants, athletics
participation as major and not major criterion.
Outside aid is permissible, provided:
 Recipient’s
choice of institution is not restricted by the
donor; and
 There is no direct connection between donor and
institution.
Effective August 1, 2012
Determining if Outside Aid is
Permissible

Bylaw 15.02.4.2 and Proposal No. 2012-5.
 There
shall not be a direct connection between the
donor of the aid and recipient’s institution.
 Must
determine if representative of athletics who serves as
chair of the high school booster club singularly chose
recipients.
 Recipient’s
choice of institution shall not be restricted by
donor.
 Aid
limited to in-state institution is considered restricting the
choice of the recipient.
The Equivalency Computation
$3,000
$1,000
$4,000
$1,200
$24,000
?
The Equivalency Computation
$3,000
$24,000
0.13
Exempted Institutional Financial Aid –
Academic Awards
Case Study
She Her from Ri University

The facts:
 She
Her is a lacrosse student-athlete.
 She is an in-state student.
 Ri University is a private university.
 The full grant-in-aid for all undergraduate students is
$37,000.
 She Her is a continuing student-athlete, majoring in
physical therapy.
 Her cumulative grade-point average is 3.80.
She Her’s Financial Aid Package




Athletics award = $10,000.
Physical therapy academic award = $15,000.
Foundation award for student-athlete who is
majoring in physical therapy = $1,000.
What is She Her’s equivalency?
The Equivalency Computation
$10,000
$15,000
$1,000
$37,000
?
The Equivalency Computation Analysis



The $10,000 athletics award is countable athletically
related financial aid.
Bylaw 15.02.4.1
The $15,000 physical therapy academic award is
exempted financial aid.
Bylaw 15.02.4.3
The $1,000 foundation award for a student-athlete
who is majoring in physical therapy is countable
athletically related financial aid.
Bylaw 15.02.4.1
The Equivalency Computation
$10,000
$15,000
$1,000
$37,000
?
The Equivalency Computation
$10,000
$1,000
$37,000
0.30
Exempting Academic Awards

Two options.
 High
school record:
 Ranked
in upper 20 percent of graduating class or
cumulative grade-point average of at least 3.500 (based
on maximum 4.000); or
 Minimum ACT score of 100 or minimum SAT score of 1140.
 College
 At
record:
least one academic year in college; and
 Achieved a cumulative grade-point average of 3.300 for
all academic work at the awarding institution.
Midyear Withdrawal
Case Study
He Him from Pro University





He Him is a football student-athlete.
He is an in-state student.
Pro University is a public university.
The full grant-in-aid for all undergraduate students
is $15,000.
He believes he is going to get a professional
contract and leaves school at the conclusion of the
fall term.
He Him’s Financial Aid Package

Athletics award =$4,500.
Pell Grant =$2,025.
State grant =$1,000.

What is his equivalency?


The Equivalency Computation
$4,500
$2,025
$1,000
$15,000
?
The Equivalency Computation Analysis

The $4,500 athletic award is countable athletically
related financial aid.
Bylaw 15.02.4.1

The $2,025 Pell Grant is exempted financial aid.
Bylaw 15.2.5.1-(e)

The $1,000 state grant is exempted financial aid.
Bylaws 15.2.5.1-(m) and 15.02.4.3
The Equivalency Computation Analysis
(continued)


The $4,500 athletics award was issued for the
entire academic year.
He withdrew at the conclusion of the fall term.
The Equivalency Computation
$2,250
$2,025
$1,000
$15,000
?
The Equivalency Computation
$2,250
$15,000
0.15
Re-awarding Aid


Can Pro University re-award the athletics aid that
He Him will not use during the spring term to
another student-athlete?
Bylaw 15.3.4-(d) and
May 14, 1996, official interpretation
Could Pro University have signed He Him to an
athletics aid agreement for the fall term only?
Bylaw 15.3.3.1
Term-by-Term Awards

June 17, 1988, staff interpretation.
 Must
provide written statement.
 Must follow renewal and cancellation requirements.
Questions