Q & A

NCAA Division III Strategic Initiatives Grant Program

2007-08

 

Overall:

 

 

Q:         What role should presidents and chancellors play in the new grant process? 

 

A:         Presidential oversight and accountability with the new process and budget allocation is critical, consistent with the legislated leadership role of presidents within conference and NCAA governance. 

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Q:         How should conferences establish the policies to govern the distribution of funds and the selection of grant recipients? 

 

A:         A broad-based, conference-wide dialogue should occur to determine the best approach.  Each constituent group within member conferences and the Association of Independents should participate in this process.  Conferences should not simply rely on the conference executive to “hand pick” recipients.  At a minimum, a representative of the presidents/chancellors; athletic directors, faculty athletics representatives, senior woman administrators and SAAC should also be designated, as they will be expected to sign off on the Requisition and Impact Forms prior to submission.  Involving other campus constituents (e.g., CHAMPS/Life Skills coordinators; coaches; student personnel) may also be appropriate.

 

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Q:         Is it acceptable to have a SAAC advisor sign on behalf of SAAC? 

 

A:         No.  The SAAC signature must come from a student-athlete member of your Conference SAAC.

 

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Q:         Will there be an annual request form or will the funds come automatically?  What will be submitted at the end of the year?

 

A:         There will be both an annual Requisition Form, due June 1 of each year, and an annual Impact Form, due July 1 of each year.  The Strategic Planning and Finance Committee will make recommendations regarding these funds for the July Management and August Presidents Council meetings.  Conferences will be informed of their allocation in late summer.

 

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Q:         Will the conference be “audited”?

 

A:         The Strategic-Planning and Finance Committee and NCAA staff reserve the right to request further details and information on allocation and use of funds at any time. 

                                                                                               

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Q:         Is the conference office required to receive (from grant recipients) and retain all receipts and keep them on file?

 

A:         For IRS purposes, it is critical to distinguish and have appropriate documentation for issues such as “grant for research” vs. “reimbursement for out of pocket expenses” (not taxable, if receipts justify expenses).  Conferences can develop a spreadsheet itemizing travel/lodging/meals/registration/fees/miscellaneous and also request receipts for items over $25.  Use of a spreadsheet would be beneficial particularly for grants allocated for individual travel or presenters in Tiers One and Two.

 

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Q:         If a faculty athletics representative (FAR) is issued $300 to travel to the FARA Fall Forum, does he/she have to provide receipts to justify expenses?

 

A:         Yes, any expense over $25 should have a receipt.  In addition, conferences should also request that an “Expense Form” be completed and returned.

 

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Q:         Are provisional members eligible to receive resources from grant programs?

 

A:         That is a matter of conference discretion.  Only Division III active members are included in financial allocations.  Affected conferences that have provisional members may choose to share grant resources with the provisional members, however.

 

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Q:         What if my institution is a member of two conferences?

 

A:         Conferences that have members involved with another conference will receive a “half-member” allocation of resources (Tiers One and Two).  Institutions in more than one conference should discuss their role in the resource allocation process with each conference.

 

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Q:         My institution is an independent but not a member of the Association of Division III Independents.  How do I access grant resources?

 

A:         The Association of Division III Independents has agreed to manage and support the resource allocations for all independent institutions (21 schools during 2006-07).  Affected institutions should contact the Association of Division III Independents for details.

 

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Q:         What if all funds are not used in a given year in each Tier?

 

A:         Unused funds totaling less than $1,000 (all three tiers) may remain with the conference; however, a justification and plans for their future use must be submitted as a component of the Impact Form.  Further, Tier One excess resources must remain in Tier One.  Flexibility exists for moving excess resources of less than $1,000 between Tiers Two and Three only.

 

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Q:         Did the membership receive any financial benefit of the Strategic Grant Program administration shifting to the Conference level?

 

A:         Yes.  Division III institutions and conferences realize additional allocations through administrative savings at the national office.  Division III had previously been assessed a significant overhead fee on the affected programs.  Moving program administration to the conference level generated approximately $55,000 in net savings, also being allocated as part of the Conference Grant Program.  This includes the allocation of a $2,500 administration fee to each conference/independent.

 

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Q:         What happens if conferences do not request all resources appropriated in a given year (e.g., Conference A is allocated $44,000 and requests only $30,000)?

 

A:         There will not be retroactive approval for additional funds from other conferences.  It is likely that the Strategic Planning and Finance Committee would use the unallocated funds during the following year to enhance conference allocations and programming.

 

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Q:         Can a Conference/Association of Division III Independents request “additional resources” beyond their basis due to their number of member institutions?

 

A:         There is a maximum allocation per Tier and therefore a total conference allocation, as noted in the Grant Program Composite.  The Strategic-Planning and Finance Committee has approved the concept of adjusting 2007-08 allocations in each Tier to reflect the size of conference membership.

 

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Q:         Can a Conference/Association of Independents request to carryover more than $1,000 to support multi-year programming?

 

A:         The intent of the program is for an allocation of resources to support annual programming.  The Strategic-Planning and Finance Committee will consider additional flexibility for multi-year programming and resource carryover for future use.

 

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Q:         Do Strategic Initiatives Grant policies governing the distribution of funds universally apply to all Conferences/Association of Independents?

 

A:         Yes, established stated policies apply across the board.  Beyond that, Conferences/Association of Independents are allowed flexibility, provided the spirit of the program and strategic plan is fulfilled.

 

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Q:         May I take any portion of the grant, or a particular Tier, and send each of my members an equal amount or rotate annually in some fashion?

 

A:         Yes, but while that may be administratively convenient on the front end, keep in mind the following:

 

·                     $2,000 is spent annually on the conference SAAC.

·                     At least one faculty rep is accommodated to FARA, and more than one if the demand exists in your conference.

·                     The same applies for the SWA/NACWAA.

·                     Someone from your conference attends a compliance seminar.

·                     At the end of four years, the three expenditures of Tier Two are met.

 

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Tier One - Professional Development, Education and Communication - Annual:

 

Q:         What expenses does the NCAA cover for the Commissioner meeting and SID meeting and what expenses must come from the conference?

 

A:         The Division III budget will continue to cover on-site expenses such as meeting room charges, audio visual, and food and beverage fees.  The commissioner and SID may use grant funds to pay for travel, lodging and incidentals not included with the meeting.

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Q:____ How could a conference develop a process for distribution of the funds to support FARs?

 

A:____ The group of FARs within a conference could gather to consider a priority ranking for allocation of resources and as an example develop a process consistent with the previous Division III FARA Grant program:

·                     Top priority:  Any newly appointed FAR in the conference.

·                     Second priority:  FAR that has not attended FARA within last four years.

 

______ A Conference may also decide that they have other priorities that best meet their needs.  Whatever the case, the constituency groups most affected should have ample opportunity to develop an approach that works best for them.  

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Q:         What if two or three vice presidents from my conference are already going to the NCAA Convention on institutional funds; may I use that allotment elsewhere in Tier One?  How about Tiers Two or Three? 

 

A:         If all remaining vice presidents from your conference were solicited about the opportunity to access resources to attend the Convention, you are clearly following the Strategic Plan.  Feel free to use the money in a justifiable way to support other individuals in Tier One.  Unused resources under $1,000 can carry over within Tier One, with a justification submitted on the Impact Form.  You may not use the unused funds from Tier One in Tiers Two or Three.  This example could also apply to other constituent groups.

 

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Q:         If a meeting is held in the hometown of our attendee and we don’t need to pay travel expenses, may I use that allotment elsewhere in Tier One? 

 

A:         If you have a member attending a meeting as planned, you are clearly following the Strategic Plan.  Feel free to use the money in a justifiable way to support other constituents in Tier One.  Unused resources under $1,000 can carry over in Tier One with a justification submitted on the Impact Form.

 

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Q:         If chief academic/chief student affairs officers are not involved in our conference governance structure, are we required to allocate the resources or do we have flexibility to reallocate to a different constituent group?

 

A:         Flexibility for reallocation could occur in either of two ways, consistent with other constituent groups:

 

1.         If all directors of athletics report directly to chancellors/presidents, the conference would note that on the Requisition Form and utilize the chief academic/student affairs resources for another constituent group in Tier One.

2.         If some of the directors of athletics report to chief academic/student affairs officers then those individuals should be encouraged to engage in NCAA affairs and afforded an opportunity to access grant funds to attend the NCAA Convention.

 

            If campuses are already financially supporting the chief academic/student affairs individuals to attend the NCAA Convention and the remaining chief academic/student affairs individuals were solicited about the grant opportunity, you are clearly following the plan and the resources can be used to support other individuals in Tier One.

 

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Q:         I tried to get an SWA to attend the NACWAA Convention, but no luck.  Do I need to give that portion of the money back?  Should I not have applied for it?  Can I spend it elsewhere?

 

A:         It is important that you exhaust every avenue of encouragement that you can.  Have you discussed the issue with your presidential group and asked for support?  Beyond that, have you thought about other ways to enhance the SWA stature within your conference?  What else can you do besides the Convention if all your SWAs are coaching in the fall?

 

            What other meetings would they like to attend?  Have you checked with other conferences to learn of other ideas?  SWA enhancement is an important part of the Strategic Plan and it is hoped that every effort to rectify this situation will be made.  If you cannot, then you will be asked to return those particular funds (because they exceed $1,000) and cease to request them in the future, until the problem is solved.  This example could also apply to other constituent groups.

 

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Q:         Since there are currently 113 Division III institutions (approximately 25%) participating in the CHAMPS/Life Skills program, is it possible to consider Tier One funding to support CHAMPS/Life Skills administrators to attend the orientation and/or continuing education conferences?

 

A:         Conferences/Association of Division III Independents could choose to allocate resources from Tiers Two or Three.  It should be noted that current support to attend the orientation program only is an expectation for institutional participation in the program.

 

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Q:         If I have five faculty reps who want to go to FARA, what are my options?

 

A:         First, make sure that if you have that much demand for faculty rep attendance at FARA that you spend at least the entire Tier One allotment (and perhaps fund more from Tier Three).  The best option is to give each of the five a share of the money with the idea that their institutions will fund the remaining cost.  This maximizes FARA attendance and promotes institutional commitment to the program.  If this doesn’t work in your league, you can rotate two or three faculty reps to attend this year and two or three next year.  You can rotate by alphabet, picking out of a hat, sending the newest members first, etc.

 

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Tier Two - Social Responsibility and Integration - Four-Year Rotation:

 

Q:         Could you explain more about Tier Two?  What happens in the fourth year if I spend the allotment in each of the first three years in all three areas?  Do I have to designate a single year for each of the three areas?

 

A:         The program calls for each of the three areas (Student-Athlete Well Being /Community Service, Sportsmanship, and Diversity and Gender Equity) to be addressed at the amount your conference receives.  You could spend the entire Tier Two allocation on sportsmanship in one year, or spend one-third of it on sportsmanship every single year, or any other variation thereof.  Once that goal has been met, you may spend remaining funds for a worthy project consistent with the general theme of social responsibility and integration.  For example, if you spend your entire Tier Two allocation on Student-Athlete Well Being/Community Service in year one, the same amount on Sportsmanship in year two and again the same amount on Diversity and Gender Equity in year three, then you would have the fourth year to use that amount for any worthy effort that meets your particular needs and falls within the Tier Two focus of social responsibility and integration.

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Q:         What if I have a great idea for a Sportsmanship program, but it only costs $10,000 instead of the $13,000 we are allotted in Tier Two?  Can I use the remaining funds elsewhere in any Tier?  Must I use the remaining funds in a more specific way? 

 

A:         The Conference Grant Program will encourage creative thinking.  It is unreasonable to expect that every program will cost the exact amount that has been allocated.  However, the main purpose of the Grant Program is to closely align with the Strategic Plan.  Conferences are asked to do the best they can to ensure that they make a significant effort in each of the three areas over the four-year period.  In doing so, you may certainly use excess funds of less than $1,000 from Tier Three to support Tier Two and vice-versa.  Tier One funds must remain in that area. 

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Q:         If my institution is awarded the conference resources for an educational program to support diversity, can the funds be used to partner with a campus-wide student affairs program and still classify as Tier Two programming?

 

A:         Yes.

 

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Q:         Since approximately 25% (113 institutions) of Division III currently participate as part of the NCAA CHAMPS/Life Skills program, can conferences/Association of Division III Independents involved use Tier Two funds to support its Life/Skills initiatives?

 

A:         Tier Two is exactly the place for these kinds of initiatives.  CHAMPS/Life Skills administrators may also be involved in decision-making processes if permitted by the applicable conference/Association of Independents.

 

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Q:         Our conference has established a Weekend/Coaching Symposium for Women to encourage more young women to enter coaching and create leadership and role modeling opportunities.  If we wish to continue the initiative, does it fit within Tier Two or Three?

 

A:         This is an example of an initiative that clearly meets the goals of the Conference Grant, specifically Tier Two – Diversity and Gender Equity initiative.  It is likely that given the policy for Tier Two funding, it will not be considered for annual allocation; however, Tier Three, optional strategic enhancements, funds are also available for use.  Funds potentially are available through both Tiers Two (at least once every four years and as often as twice every four years) and Tier Three (every year).  Given the successful history and data of currently sponsored weekend symposia, the NCAA Committee on Women’s Athletics and/or Minority Opportunities and Interest Committee (MOIC) will commit to put forth a Association-wide proposal to establish a pool of resources to support such conference programs in a matching grant format for its next biennial budget cycle (08-10).

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