navigating ncaa division ii regulations in financial aid mollie bohrer, ncaa financial aid counselor...

Navigating NCAA Division II Regulations

in Financial Aid

Mollie Bohrer, NCAA Financial Aid CounselorCalifornia Baptist University

2012 CASFAA Annual Conference

December 8 – 11, 2012 Anaheim, CA CASFAA Annual Conference



Game Plan.

• Basic Financial Aid Concepts• Exempt VS. Countable Aid• Limitations and Equivalency Calculations• Case Studies• Discussion/Questions

Basic Financial Aid Concepts



• Student Athlete (SA) must meet requirements of: State/Federal, Institutional, NCAA and Conference Regulations.

• Student must clear the Eligibility Center.

• Determine on your campus if freshmen and sophomore SA’s are eligible for Athletic Aid when not passing SAP.




• Determine if aid is Exempt or Countable.

• Is the SA a recruit? Or Non-Recruit?

• Changes can be made between time of offer and the start of the period of the award.

• NO changes in Athletic Scholarships after the start of the period of the award (the first day of practice or school which ever is first).

• Limitations on when a scholarship can be cancelled.




• Must Provide written notice of cancellation or reduction. SA has right to appeal.

• Cancelled aid cannot be re-awarded

• Renewal and Nonrenewal letters must go out by July 1st.

• Grant-In-Aid = tuition, fees, room, board, $400 for books for the year.




• A SA becomes a counter when recruited or receives 1 penny of athletic aid.

• Counter’s aid will count against the sport equivalency limits.

Initial Awards



• Approval from AD and Head Coach.

• SA must clear the Eligibility Center.• May need to track this

• Award must come from YOUR Office.

• Returned in 14 days to YOU and to the conference Office in 7 days.

• Helpful Holds?

Initial Awards: Helpful Inserts



Understands that institutional aid may be revised due to federal and state grants. In addition, athletics aid is subject to change after NCAA countable, institutional, and outside aid has been offered or your student status has changed (move off campus, become a graduate student, etc.). This Grant-in-Aid may be reduced if aid exceeds direct charges. Direct charges are those costs charged to the student by CBU. Examples of typical direct charges include, but are not limited to, tuition, fees, room, and board.




Understands that self-imposed separation (i.e. quitting a team, withdrawing from and/or ceasing to attend CBU) from an athletic team will result in forfeiture of this Grant-in-Aid. The Grant-in-Aid scholarship will be prorated based on the date of separation, as determined by the Director of Athletics.




Understands that this Athletic Grant-in-Aid (“Grant-in-Aid”) will not be disbursed until the Student has completed requirements set by Admissions, the Registrar, and Financial Aid, by the appropriate deadline. Fraudulently misrepresenting any information may result in loss of this Grant-in-Aid.

Exempt VS. Countable Aid



Exempt Aid



• Awarded independently of Athletics, consistent amount, normal arrangement of scholarship

• Academic Achievement grants• Established scholarship based on academic record• Scholarship determined by competition

• Cal Grant! Federal Grants, Legit Loans

• Out of State Tuition waivers, Employee tuition benefits

Exempt Aid



• Based on High School performance:

• achieved cumulative GPA of at least 3.500• Minimum ACT of 100, SAT of 1050 or • SA ranked to 20% of graduating HS class.

College Transfer • One year• achieved cumulative GPA of at least 3.300 for

academic work

Countable Aid Just about anything you can’t fit under 15.02.4.3



• Athletic Scholarship• Some private scholarships• Cal Grant Assist Scholarships• Most Institutional scholarships (unless exempt by

academic criteria)

Individual Limit



• Cost of Attendance• Sometimes will be the value of a full Grant-in-Aid.

Not Included in the Individual Limit:• Summer aid• Employment

Equivalency Calculations



• Actual Equivalency. Actual over actual

Actual amount of SA’s Countable Financial Aid Received

___________________________________________

Actual value of institution’s Full GIA

Equivalency Calculations



• Average Equivalency. Actual over Average

Actual amount of SA’s Countable Financial Aid Received______________________________________________

Average value of institution’s Full GIA

Actual or Average



• Use the calculation that will Best benefit the student.

• You may not always use the same calculation for all students

Example of Actual Calculation w/Jack



Jack is a baseball player receiving a $5,000 Athletic Scholarship for the year.

Jack's full grant-in-aid is $10,000 for the year.

$5,000

$10,000 = .50

Example of Actual Calculation w/Jack



Jack quits the team at the end of the Fall term and will not participate on the team in Spring. He forfeits his Spring scholarship.

Jack's full grant-in-aid is $10,000 year.

$2,500 for Fall only

$5,000= .50 Yikes!

• Jack went from a .50 for the year to a .50 for one semester.

Example of Average Calculation w/Jack



Jack quits the team at the end of the Fall. He forfeits his Spring scholarship.

• Average his Equivalency by using His year GIA and COA and the actual amount of his Athletic Scholarship received for the Fall semester.

Example of Average Calculation w/Jack



$2,500 for Fall only

$10,000= .25 Pheww!

• You just made a new friend with the Baseball coach.

• You can use this same principle with a Spring Sport.

Example of Equivalency Calculation w/Jill



• Jill is on the Women’s Soccer team and she is in the University Choir.

• Jill receives a $5,000 GIA and $2,000 from the Music Department and a $3,000 Pell.

• Jill’s total countable aid = $7,000

• Jill’s Actual GIA= $10,000

7,00010,000 = .70 and she can have her Pell!

Example of Equivalency Calculation w/Jill



• Jill receives a $5,000 GIA and $2,000 from the Music Department and a $4,000 Pell.

• Jill’s total countable aid = $7,000• Jill’s Average GIA= $10,000• Average COA = $ 10,000• Actual GIA = $13,000 increase COA as well to

actual amount

7,00013,000 = .54

Offering $ VS. .00



• Joe is Offered $5,000 GIA • His full GIA amount is $ 13,000

5,00013,000 = .38

• Jane is Offered .63 for the Year• Her Full GIA is $13,000

.63 x 13,000 = $ 8,190

• A coach can offer a scholarship in either way

Example of Equivalency Calculation



• SA leaves at the end of Fall. Coach wants to bring in a new athlete in Spring. No problem.

• Use the average method for your equivalency for each SA.

• You can be in the RED as long as you balance by the end of the year (not recommended.)

Helpful Hints for Financial Aid Administrators.



• Shared Responsibilities• Have a Do’s and Don’ts List• Know your coaches, meet with them.• NCAA Hot line 317-917-6003. Need your

institutional ID #

DiscussionQuestions? ?



navigating ncaa division ii regulations in financial aid mollie bohrer, ncaa financial aid counselor...

Documents

institutional aid

cacasfaa annual conferencemust

athletics aid

outside aid

counters aid

cacasfaa annual conferencea

conference regulations

conference office