REPORT OF THE

DIVISION III FINANCIAL AID AND AWARDS COMMITTEE

 

 

1.         ACTION ITEMS.

 

a.                  NCAA Bylaw 15.4.1.1.2 Penalty and Due Date Appeal Opportunity.

 

(1)        Recommendation.  Adopt noncontroversial legislation to allow an institution to appeal the penalty for failure to submit the annual electronic report by the designated due date.  An institution may appeal the application of this penalty to the NCAA Division III Financial Aid and Awards Committee, subject to final approval by the Management Council.

 

(2)        Rationale.  The committee recognizes that an institution should be afforded the opportunity to appeal when penalties are imposed for failure to submit the annual electronic report.

 

b.                  Bylaw 15.4.5 – Specialized Interest in Activities as a Packaging Variable.

 

(1)        Recommendation.  Adopt noncontroversial legislation to eliminate Bylaw 15.4.5.

 

(2)        Rationale.  Due to the limitations in Bylaw 15.4.1 the Financial Aid and Awards Committee determined Bylaw 15.4.5 is no longer needed since Bylaw 15.4.1 establishes the criteria for consistent financial aid packaging for student-athletes.

 

c.                   Bylaw 16.1.4 – Maximum Value of Awards.

 

(1)        Recommendation.  Adopt noncontroversial legislation to amend Bylaw 16.1.4 to increase the value of awards.

 

(2)Rationale.  The revised award limits adjust for inflation since the last time specific awards were modified.  This will allow institutions to purchase the same or similar awards for its student-athletes and still be within the specified NCAA limitations.  This awards legislation remains permissive legislation, thus, it is left to the institution's discretion to determine to what extent awards shall be provided to student-athletes and provides institutions with flexibility in spending on awards.

 


 

 

 

 

d.                  Bylaw 16.12.1 – Benefits, Gifts and Benefits – Permissible – Use of Telephone.

 

(1)        Recommendation.  Adopt noncontroversial legislation to permit a student-athlete to use a telephone for personal reasons without charge or at a reduced rate, provided such use is also generally available to the institution's students and their friends and relatives.

 

(2)        Rationale.  Consistent with permitting student-athletes to be treated in the same manner as the general student body, this would permit the use of telephones that is generally available to the institution's students and their friends and relatives.

 

e.                  Bylaw 16.1.7.2 – Recognition by President, Governor or State Legislative Body.

 

(1)        Recommendation.  Adopt noncontroversial legislation to amend Bylaw 16.1.7.2 to permit the United States Olympic Committee (USOC) to provide actual and necessary expenses when a team (or its senior student-athletes) is accorded special recognition by the President of the United States, or by the governor or legislative body of the state in which the member institution is located.

 

(2)               Rationale.  Current legislation permits an institution to provide actual and necessary expenses to a team (or its senior student-athletes) to attend a special recognition ceremony by the President of the United States, or by the governor or legislative body of the state in which the member institution is located.  This legislation does not permit the USOC to provide actual and necessary expenses to student-athletes for special recognition events related to Olympic participation.  This does not create a competitive or recruiting advantage, there is no financial impact on institutions and supports student-athlete well being.


f.                    Bylaw 16.5.1 – Housing and Meals – Permissible – Vacation Period Expenses.

 

(1)        Recommendation.  Adopt noncontroversial legislation to amend Bylaw 16.5.1 to permit an institution to provide an additional meal (or cash in an amount equal to the cost of an additional meal) to a student-athlete during each day of any vacation period that occurs within the academic year, provided the student-athlete is required to remain on campus for practice or competition.

 

(2)        Rationale.  During vacation time periods, despite receiving three meals per day, student-athletes still may not receive sufficient nutrition to maintain their health at times when they may be practicing more hours when classes are not in session.  Presently, providing an additional meal during or after practice activities constitutes an extra benefit.  This would permit an institution to provide an additional meal each day of the vacation period (in addition to the three meals and nutritional supplements currently allowed) and supports student-athlete well-being.

 

 

2.         INFORMATIONAL ITEMS.

 

a.                  Financial Aid Timeline.  The committee reviewed the timeline as amended at its December 2004, meeting.  The committee recommended the development of an updated 2005-06 timeline posted on the NCAA Web site and also communicated at the 2005 NCAA Regional Rules Compliance Seminars.  [Attachment A]

 

b.                  Financial Aid Reporting Process Flowchart.  The committee reviewed the financial aid reporting process flowchart.  The committee recommended amending the flowchart to clarify that data submitted between July 1 – September 20 should be the data from the previous academic year of enrollment and recommended posting on the NCAA Web site.  The committee also recommended the flowchart be included in the Financial Aid Data Management System (FADMS) Users Manual.  [Attachment B]


c.                   Violation of Bylaw 15.4.1.1 – Restricted Membership Status.  The committee noted the NCAA Division III Membership Committee’s endorsement of institutional penalties for failure to submit the financial aid electronic report included in the Membership Committee’s report to the Management Council.  The Financial Aid and Awards Committee recommended that the penalties for failing to submit the financial aid report be communicated in the committee’s correspondence to institutions and in the Division III Commissioners Monthly Update.

 

d.         Communication to Membership – Division-Wide Pilot and Full Implementation.  The committee determined that the next steps for communication to member institution is as follows:

 

                        (1)        Institutions participating in Division-wide pilot (late March).

           

(a)                Memorandum and final report sent to chief executive officer (CEO) and financial aid administrator (FAA) with copy of Users manual to FAA expressing appreciation for participation in division-wide pilot; memorandum will highlight institutional variance (above four percent and reasons or below four percent); agreed upon variance of four percent for full implementation and 2005-06 timeline and process.

 

(b)        Copy of Memorandum to director of athletics (AD), senior woman administrator (SWA) and faculty athletics representative (FAR).

 

(2)               Institutions not participating in pilot (late March).

 

(a)                Memorandum sent to CEO and FAA outlining legislated process; agreed upon variance of four percent for full implementation; and 2005-06 timeline and process.  The FADMS Users manual will accompany the memorandum to FAA only, with Web site link to access additional materials.

 

(b)               Copy of memorandum to AD, SWA and FAR with Web site link. 


e.                  Full Implementation Communication and Mailing of Institutional Final
Reports.
  The committee determined that a hard copy memorandum will be sent in early June to CEO and FAA regarding the full implementation of the legislation requiring institutions to participate in the financial aid reporting process  The memorandum will include the institution’s username and password, financial aid timeline and a copy of the FADMS Users Manual to FAA only.  A copy of the memorandum without the username and password will be sent to the AD, FAR and SWA.  Following the submission of the institution’s financial aid data, a final report will be sent to the CEO and financial aid administrator, and a memorandum with an attached aggregate report will be sent to the AD and the person to whom the AD reports.  The memorandum only will be sent to the SWA and FAR.

 

f.                    Family Education Rights and Privacy Act (FERPA) Regulations.  The committee reviewed the regulations as established by the Family Education Rights and Privacy Act (FERPA) and the impact of FERPA on the financial aid reporting process.  The committee determined that the data in the final reports will be suppressed to account for small numbers of student-athletes in specific cells in the sport-by-sport breakdown and need based assessment to protect the identity of individuals.  The reports will show asterisks when there is a cell of less than three student-athletes.  The committee stressed the importance of alerting institutions to the FERPA regulations in its communications.

 

g.                  Mock Review Process.  The committee participated in a mock of the levels I and II review process.  As part of the review process, the committee reviewed filters to determine the types of justification needed.  The filters included:  statistical considerations; proportion of student-athletes in incoming class; gift aid as a proportion of cost of attendance; packaging methodology; bylaw proportionality test; financial need bracket assessment; sport-by-sport breakdown assessment; and historical review.  Following the committee’s level I mock review, the committee participated in a level II mock review (i.e., institutional justification phase).  In the committee’s level II review, the committee determined the following categories:  accept justification for variance; accept justification for variance with conditions; more information needed from the institution; or case referral to NCAA enforcement services staff.  [Attachment C]


h.                  Bylaw 21.8.6.6 – Financial Aid and Awards Committee.   On review of the committee’s duties, the Financial Aid and Awards committee determined its duties are for the review and consideration of the Division III bylaws that govern
financial aid and financial awards.  In the past, the committee has also reviewed legislation related to awards and benefits.  In order to clarify the role of the Financial Aid and Awards Committee, the committee recommended editorially revising the committee’s title by removing Awards and therefore making the title, Financial Aid Committee.  The committee recommended that legislation and issues
related to Bylaw 16 (Awards and Benefits) be under the duties of the Interpretations and Legislation Committee (ILC).

 

i.                    NCAA Executive Committee - Committee Structure Resolution.  The committee reviewed the resolution adopted by the Executive Committee at its January 2005 meeting.  The committee stressed the importance of the Financial Aid and Awards Committee’s composition due to the implementation of the newly adopted financial aid reporting process.  The committee agreed to explore ways to use technology for committee business and more in-person meetings in Indianapolis, Indiana.

 

j.                    New Chair Election.  The committee elected Dan Preston, dean of enrollment management, Linfield College, to replace Dr. Phillip Creighton, CEO, Pacific University, as chair of the Financial Aid and Awards Committee.  Dr. Creighton will remain a member of the committee.

 

 

 

Committee Chair:  Phillip Creighton, Pacific University

Staff Liaisons:       Susan Peal, Membership Services

                       Stephanie Quigg, Membership Services