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2012 CASFAA Annual Conference

Navigating NCAA Division II Regulations in Financial Aid Mollie Bohrer, NCAA Financial Aid Counselor California 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

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2012 CASFAA Annual Conference

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  1. Navigating NCAA Division II Regulations in Financial AidMollie Bohrer, NCAA Financial Aid CounselorCalifornia Baptist University 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CA CASFAA Annual Conference

  2. Game Plan. • Basic Financial Aid Concepts • Exempt VS. Countable Aid • Limitations and Equivalency Calculations • Case Studies • Discussion/Questions 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CA CASFAA Annual Conference

  3. 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. Basic Financial Aid Concepts 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CA CASFAA Annual Conference

  4. 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. Basic Financial Aid Concepts 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CA CASFAA Annual Conference

  5. 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. Basic Financial Aid Concepts 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CA CASFAA Annual Conference

  6. A SA becomes a counter when recruited or receives 1 penny of athletic aid. • Counter’s aid will count against the sport equivalency limits. Basic Financial Aid Concepts 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CA CASFAA Annual Conference

  7. 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 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CA CASFAA Annual Conference

  8. 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.        Initial Awards: Helpful Inserts 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CA CASFAA Annual Conference

  9. 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. Initial Awards: Helpful Inserts 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CA CASFAA Annual Conference

  10. 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. Initial Awards: Helpful Inserts 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CA CASFAA Annual Conference

  11. Exempt VS. Countable Aid 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CA CASFAA Annual Conference

  12. 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 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CA CASFAA Annual Conference

  13. 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 Exempt Aid 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CA CASFAA Annual Conference

  14. Athletic Scholarship • Some private scholarships • Cal Grant Assist Scholarships • Most Institutional scholarships (unless exempt by academic criteria) Countable AidJust about anything you can’t fit under 15.02.4.3 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CA CASFAA Annual Conference

  15. Cost of Attendance • Sometimes will be the value of a full Grant-in-Aid. • Not Included in the Individual Limit: • Summer aid • Employment Individual Limit 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CA CASFAA Annual Conference

  16. Actual Equivalency. Actual over actual • Actual amount of SA’s Countable Financial Aid Received • ___________________________________________ • Actual value of institution’s Full GIA Equivalency Calculations 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CA CASFAA Annual Conference

  17. Average Equivalency. Actual over Average • Actual amount of SA’s Countable Financial Aid Received • ______________________________________________ • Average value of institution’s Full GIA Equivalency Calculations 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CA CASFAA Annual Conference

  18. Use the calculation that will Best benefit the student. • You may not always use the same calculation for all students Actual or Average 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CA CASFAA Annual Conference

  19. 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 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CA CASFAA Annual Conference

  20. 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 Actual Calculation w/Jack 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CA CASFAA Annual Conference

  21. 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 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CA CASFAA Annual Conference

  22. 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. 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CA CASFAA Annual Conference

  23. 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 • 7,000 • 10,000 = .70 and she can have her Pell! Example of Equivalency Calculation w/Jill 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CA CASFAA Annual Conference

  24. 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 • 7,000 • 13,000 = .54 Example of Equivalency Calculation w/Jill 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CA CASFAA Annual Conference

  25. Joe is Offered $5,000 GIA • His full GIA amount is $ 13,000 • 5,000 • 13,000 = .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 Offering $ VS. .00 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CA CASFAA Annual Conference

  26. 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.) Example of Equivalency Calculation 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CA CASFAA Annual Conference

  27. 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 # Helpful Hints for Financial Aid Administrators. 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CA CASFAA Annual Conference

  28. DiscussionQuestions? ? 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CA CASFAA Annual Conference

  29. 2012 CASFAA Annual Conference December 8 – 11, 2012 Anaheim, CA CASFAA Annual Conference

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