BILL ANALYSIS                                                                                                                                                                                                    �






                         SENATE COMMITTEE ON EDUCATION
                             Alan Lowenthal, Chair
                           2011-2012 Regular Session
                                        

          BILL NO:       SB 1525
          AUTHOR:        Padilla
          AMENDED:       March 27, 2012
          FISCAL COMM:   Yes            HEARING DATE: April 11, 2012
          URGENCY:       No             CONSULTANT:    Lynn Lorber

           SUBJECT  :  Student Athlete Bill of Rights.
          
           SUMMARY
           
          This bill requires public and private four-year 
          universities that do not renew a student's athletic 
          scholarship to provide an equivalent scholarship to that 
          student, requires an athletic program to be responsible for 
          medical expenses of its student athletes resulting from 
          their participation in the athletic program, and 
          establishes a trust fund into which institutions of higher 
          education that receive at least $10 million in annual 
          revenue from media rights for intercollegiate athletics 
          contribute funds.

           BACKGROUND
           
          Current law:

          1)   Beginning January 1, 2012, requires California 
               postsecondary educational institutions that offer 
               athletic scholarships to provide specific information 
               on its website, such as the National Collegiate 
               Athletic Association (NCAA) policy on scholarship 
               duration, the most recent cost of attendance, and the 
               policy on athletically related medical expenses.  
               (Education Code � 67365)

          2)   Prohibits any person from giving, offering, promising 
               or attempting to give money or other item of value to 
               a student athlete or member of the athlete's immediate 
               family to induce, encourage or reward a student 
               athlete's application, enrollment or attendance at a 
               public or private institution of higher education 
               (IHE) to participate in intercollegiate sporting 




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               activities.  Some exceptions may be granted in 
               accordance with National Collegiate Athletic 
               Association (NCAA) rules.  (EC � 67360)

          3)   Subjects a person who violates these rules to a civil 
               penalty of up to $10,000, or three times the amount 
               given, offered or promised, whichever is greater.  (EC 
               � 67360)

          4)   Prohibits student athletes and members of their 
               immediate family from soliciting or accepting money or 
               other item of value as an inducement, encouragement or 
               reward, subject to the same exceptions and penalty 
               listed above.  (EC � 67361)
          The NCAA adopted bylaws that regulate recruiting, 
          scholarship levels, timing and methods of communication 
          between institutions of higher education (IHEs) and student 
          athletes.  Rules governing Division I, II and III IHEs are 
          not necessarily the same across divisions.  Currently, NCAA 
          bylaws impose a number of restrictions on student athlete 
          financial assistance.  For example, NCAA 
          Division 1 schools:

          1)   Cannot guarantee scholarships for more than one 
               academic year.

          2)   Cannot finance student health insurance if the 
               insurance is provided or offered to the general 
               student body only on an optional basis.

          3)   Cannot award financial aid to a student athlete that 
               exceeds the cost of attendance that normally is 
               incurred by students enrolled in a comparable program 
               at that institution.

          4)   Must include earnings from the student athlete's 
               employment during semester or term time to determine 
               whether a full grant-in-aid is reached and can only 
               allow $2,000 in earnings over a full grant-in-aid 
               award, as defined.

          The NCAA recently adopted several new rules that have not 
          yet been implemented, including granting the authority for 
          Division I schools to offer multi-year athletic 
          scholarships and a $2,000 stipend, and increased academic 
          standards (minimum grade point average and academic 




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          progress rate).

          The 2011-12 Guide for the College-Bound Student-Athlete, 
          and other links on the NCAA's website, provides information 
          about several aspects of becoming a collegiate athlete, 
          including athletically related financial aid and recruiting 
          regulations.  Specifically:

          1)   Athletic scholarships in Divisions I and II are 
               initially awarded for up to one academic year, and may 
               be renewed annually for up to five years (D-I) or up 
               to a total of 10 semesters/15 quarters (D-II).  
               Division III institutions do not award athletic 
               financial aid.

          2)   Athletic scholarships can be renewed, reduced, 
               increased or canceled from year to year for almost any 
               reason.

          3)   Athletic scholarships are awarded in a variety of 
               amounts.

          4)   The total amount of financial aid a student-athlete 
               can receive may be limited, and may affect whether a 
               student-athlete may accept additional financial aid.

          Each student-athlete must be covered by individual, 
          parental or institutional medical insurance prior to 
          competing in interscholastic athletics.  Universities are 
          authorized to provide medical insurance.  The University of 
          California (UC) administers the Student Health Insurance 
          Plan that covers athletic injuries only at the San Diego 
          and Santa Barbara campuses, while coverage for athletes at 
          other UC campuses varies.  The California State University 
          Risk Management Authority administers the Athletic Injury 
          Medical Expense, which provides secondary coverage for 
          medical expenses from athletic injuries not paid by the 
          student's primary insurance.  The NCAA provides a 
          Catastrophic Injury Insurance Program that covers student 
          athletes, coaches and cheerleaders who are catastrophically 
          injured while participating in a "covered event" (for 
          medical bills over $90,000).

           ANALYSIS
           
           This bill  requires public and private four-year 




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          universities that do not renew an athletic scholarship to 
          provide an equivalent scholarship, requires an athletic 
          program to be responsible for medical expenses of its 
          student athletes resulting from their participation in the 
          athletic program, and establishes a trust fund into which 
          institutions of higher education that receive at least ten 
          million dollars in annual revenue from media rights for 
          intercollegiate athletics contribute funds.  Specifically, 
          this bill:

           Scholarship, Transfer, Workshop and Medical Expenses
           
          1)   Requires, beginning with the 2013-14 academic year, an 
               intercollegiate athletic program at any campus of the 
               University of California, California State University, 
               or private four-year university in California to:

                    a)             Provide to students whose athletic 
                    scholarship is not renewed, an equivalent 
                    scholarship (when combined with the total 
                    duration of any previous athletic or other 
                    scholarship received by the student) for a total 
                    of at least five years or until the student 
                    completes his or her undergraduate degree, 
                    whichever period is shorter.  

                    b)             Promptly approve a qualifying 
                    student athlete's written request to transfer to 
                    another institution without actively or passively 
                    imposing any restrictions or condition.  
                    Implementation must include granting other 
                    institutions permission to contact the student 
                    athlete and waiving residency requirements, as 
                    permitted by athletic association rules.

                    c)             Conduct a financial and life 
                    skills workshop for all of its first- and 
                    third-year student athletes at the beginning of 
                    the academic year.  The workshop must include 
                    information concerning financial aid, debt 
                    management, and a recommended budget for full- 
                    and partial-scholarship student athletes living 
                    on or off campus during the academic year and the 
                    summer term based on the current academic year's 
                    cost of attendance.  The workshop must also 
                    include information on time management skills 




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                    necessary for success as a student athlete, and 
                    academic resources available on campus.

                    d)             Grant a student athlete the same 
                    rights as other students with regard to any and 
                    all matters related to possible adverse or 
                    disciplinary actions, including actions involving 
                    his or her participation in the athletic program. 
                     

          2)   Requires an athletic program to be responsible for any 
               and all medical expenses of its student athletes 
               resulting from their participation in the 

               athletic program, irrespective of whether the student 
               athlete is still in school, has graduated or no longer 
               enrolled in the school so long as the medical expenses 
               result from the student athlete's participation in the 
               athletic program.

          3)   Requires an athletic program to adopt and implement 
               guidelines to prevent, assess, and treat 
               sports-related concussions and dehydration, and 
               exercise and supervision guidelines for any student 
               athlete identified with potentially life-threatening 
               health conditions who participates in an athletic 
               program.

           State Trust Fund
           
          4)   Establishes the State Trust Fund under the 
               administration an executive board consisting of the 
               following members:

               a)        The Controller, who is to serve as the 
               presiding officer of the board.
               b)        A representative of the University of 
               California (UC), appointed by 
                    and serving at the pleasure of the UC Regents.

               c)        A representative of the California State 
               University (CSU), appointed 
                    by and serving at the pleasure of the CSU 
               Trustees.

               d)        The President of the Association of the 




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               Independent California 
                    Colleges and Universities, or his or her 
               designee. 
                     
               e)        A representative of the public, appointed by 
               and serving at the 
                    pleasure of the Governor.

          5)   Requires an intercollegiate athletic program at any 
               campus of the University of California, California 
               State University, or private four-year university in 
               California that receives, as an average, at least $10 
               million in annual revenue from media rights for 
               intercollegiate athletics to pay to the State Trust 
               Fund an annual fee that is the  sum of  the following:

                    a)             An amount equal to 25% of the most 
                    expensive cost of attendance among the 
                    universities, as determined by the Controller, 
                    multiplied by the total number of football and 
                    basketball student athletes who receive an 
                    athletic scholarship at that university,  and  

                    b)             An amount that equals the athletic 
                    scholarship shortfall, as determined by the 
                    Controller, plus interest based on each year's 
                    unsubsidized federal Stafford Loan interest rate, 
                    multiplied by the total number of football and 
                    basketball student athletes who receive an 
                    athletic scholarship at any point during the 
                    academic year at that university.  The Controller 
                    is to adjust this amount annually for inflation 
                    according to the Consumer Price Index.  

          6)   Requires universities to set aside an amount equal to 
               (b) above exclusively for achieving compliance with 
               the gender equity requirements of Title IX.  This 
               set-aside would not be required if the executive board 
               of the State Trust Fund determines the university is 
               in compliance with Title IX for four consecutive 
               years.

          7)   Requires the executive board of the State Trust Fund 
               to make public the amount of fees collected from each 
               athletic program and submit a detailed report to the 
               Governor and Legislature by August 1, 2014 and every 




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               August 1 every three years thereafter.

          8)   Requires each university to pay all fees by June 1 of 
               each academic year beginning June 1, 2013, and pay a 
               late fee of $15,000 for each calendar day the payment 
               is late.  Late fees are to be paid directly to the 
               State Trust Fund and subsequently distributed evenly 
               among the eligible fund recipients (student athletes) 
               whose funds are put at risk due to a late payment.

          9)   Requires a separate account to be established in the 
               State Trust Fund for depositing the fees paid by each 
               university.

          10)  Requires the State Trust Fund to return funds to the 
               appropriate university if the Controller does not 
               encumber the funds and the funds are not used within 
               two years of the annual fee deadline (June 1).

          11)  Provides that an institution that receives less than 
               $10 million in annual income from media rights is not 
               required to contribute to the State Trust Fund if it 
               submits a request for waiver to the executive board.  
               The executive board must grant the waiver, which is to 
               remain valid unless and until the Controller 
               determines that the $10 million threshold is met.  The 
               Controller is required to periodically review the 
               media rights arrangements for institutions.
           
               Miscellaneous
           
          12)  Authorizes an athletic program to dismiss a student 
               athlete from participation in the program for cause, 
               in which case the student is prohibited from receiving 
               benefits pursuant to this bill but may apply to the 
               executive board for reinstatement to eligibility for 
               those benefits.

          13)  Defines several terms, including:

               a)        "Athletic scholarship shortfall" as the 
               difference between an 
                    institution's cost of attendance and the sum of 
                    all grant-in-aid athletic scholarship, plus any 
                    stipend, excluding summer school, preseason, 
                    postseason, tournament and expense payments.




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               b)        "Institution of higher education" as any 
               campus of the University of 
                    California, California State University, or any 
                    four-year private university located in 
                    California, that maintains an intercollegiate 
                    athletic program.

               c)        "Qualifying student athlete" as a student 
               athlete who participates in 
                    either basketball or football and who is in 
                    compliance with athletic program academic and 
                    conduct standards.

               d)        "Student athlete" as any college student who 
               participates in an 
                    intercollegiate athletic program of an 
                    institution of higher education, 

                    and includes student athletes who participate in 
                    basketball, football, and other intercollegiate 
                    sports.

          14)  Sunsets its provisions on January 1, 2021.  

          STAFF COMMENTS
           
           1)   Need for the bill  .  According to the author, 
               "According to the United States Department of 
               Education, California's twelve thousand student 
               athletes in Division I and Division II schools helped 
               generate over $687 million dollars in income in 2010 
               alone.  However, the future for most student athletes 
               is far from certain.  Due to NCAA rules and a lack of 
               state law, universities often neglect to pay for the 
               medical care of injured student athletes.  
               Additionally, universities can choose to not renew an 
               injured student athlete's scholarship.  Saddling a 
               student with medical bills and taking away 
               scholarships can easily push a student out of college. 
                While the NCAA reports a nationwide overall 
               'graduation success rate' of over 80%, this does not 
               truly reflect the disparities among individual 
               campuses and programs.  Using the NCAA's methodology, 
               17 of California's 24 Division I schools have at least 
               one intercollegiate sport with a graduation success 




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               rate under 60%.  In most cases, this number goes even 
               lower when using the United States Department of 
               Education's statistics."

           2)   Scholarship  .  This bill provides a scholarship for 
               football and basketball players that is not afforded 
               to athletes participating in other sports, athletes in 
               any sport who have not received an athletic 
               scholarship, nor students who are not athletes.  NCAA 
               rules prohibit universities from guaranteeing athletic 
               scholarships for more than one academic year.  
               Beginning January 1, 2012, universities in California 
               that offer athletic scholarships are required to post 
               on their websites information that includes the NCAA's 
               policy on scholarship duration, cost of attendance, 
               and the policy on athletically related medical 
               expenses.  CalGrants are provided for up to four years 
               (except for teacher credential and mandatory five-year 
               programs) to students who maintain academic and income 
               eligibility.  Should students who have received an 
               athletic scholarship (who should have known the 
               limitations of that type of aid) also benefit from an 
               additional scholarship that is not based on financial 
               need for which no other population of student is 
               eligible?

          Staff recommends amendments to strike provisions relative 
               to the scholarship and instead require funds to be put 
               into the pool of institutional aid that is available 
               to all financially needy students.

           3)   Universities that pay into trust fund  .  This bill 
               requires universities that receive at least $10 
               million in annual revenue from media rights to pay a 
               fee into the State Trust Fund.  The author would like 
               to limit the scope of this bill to universities with 
               graduation rates at or below 60%, disaggregated by 
               sport (any four-year university that generates at 
               least $10 million in media rights with a graduation 
               rate of 60% or below in any 


               sport).  Staff recommends this amendment as well as 
               amendments to direct these funds back into 
               institutional aid rather than into a State Trust Fund. 
                




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           4)   How much will universities pay into trust fund  ?  This 
               bill establishes a two-pronged formula to determine 
               the fee to be paid by each campus that is based on the 
               most expensive cost of attendance and the number of 
               football and basketball student athletes on athletic 
               scholarship.  Information provided by the author 
               indicates that currently the most expensive cost of 
               attendance is at the University of Southern California 
               ($42,818).  Pursuant to the formulas established in 
               this bill, campuses would pay an annual fee of 
               $10,704.50 multiplied by the number of football and 
               basketball scholarships plus the scholarship shortfall 
               formula, for a combined total of approximately $21.7 
               million to be deposited in the State Trust Fund 
               annually (generally at least a few hundred thousand 
               dollars per campus).   

          5)   Medical coverage for life  .  This bill requires 
               universities to be responsible for any and all medical 
               expenses of its student athletes (in any sport) 
               resulting from their participation in the athletic 
               program, irrespective of whether the student athlete 
               is still in school, has graduated or no longer 
               enrolled in the school so long as the medical expenses 
               result from the student athlete's participation in the 
               athletic program.  Staff recommends amendments to 
               instead require medical coverage if a student's 
               athletic scholarship is not renewed because the 
               student is injured, and the student is in need of 
               medical coverage, for total of four years or upon the 
               student's graduation or disenrollment from that 
               university.  

           6)   Transfer and residency  .  NCAA rules generally prohibit 
               communication between student athletes and athletic 
               programs at other universities.  Students may transfer 
               but cannot have any agreement with the other 
               university about athletic competition or scholarship.  
               This bill requires athletic programs to promptly 
               approve a football or basketball player's request to 
               transfer, including granting permission to other 
               universities to contact the students.  The author 
               wishes to extend this provision to all student 
               athletes.  Staff recommends this amendment.





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          This bill also requires the approval of requests to 
               transfer to include waiving residency requirements as 
               permitted by NCAA rules.  Those rules, among other 
               things, restrict a student athlete's eligibility to 
               compete if the student transfer; some rules are 
               different for football and basketball players.  For 
               example, if a student athlete signs a National Letter 
               of Intent (NLI) with a university and transfers within 
                                       the first academic year, the NLI is unfulfilled and 
               therefore the student is not eligible to compete at 
               the new university for one year and loses a year of 
               eligibility in all sports.  The NCAA rules may be 
               waived in certain situations; this bill requires the 
               residency rules to be waived upon a student athlete's 
               request to transfer.  


                
                The residency provisions in this bill relate only to a 
               student athlete's eligibility to compete and does not 
               affect residency for the determination of whether a 
               student pays in-state or out-of-state tuition.  
                
           7)   Waiver of payment  .  This bill applies to universities 
               with annual revenues from media rights of at least $10 
               million, and exempts universities with less revenue if 
               those universities submit a waiver request to the 
               Controller.  It would be less cumbersome for 
               universities and the Controller's office if 
               universities with media rights revenue of less than 
               $10 million were simply exempt.  Staff recommends this 
               amendment.

           8)   Sunset  .  This bill includes a sunset date of January 
               1, 2021.  Presumably, any benefits provided pursuant 
               to this bill to a student at the time of the sunset 
               would simply cease being provided on January 1, 2021.

           9)   Prior legislation  .  SB 193 (K. Murray, 2004) would 
               have prohibited California universities from 
               participating in any organization that regulates 
               student athlete scholarships, including the NCAA.  SB 
               193 was held in the Assembly Higher Education 
               Committee.

           SUPPORT




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          None on file.

           OPPOSITION

           None on file.