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 18, 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 




                                                               SB 1525
                                                                Page 2



               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. (See two paragraphs below.)

          2)   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.

          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 
          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 




                                                               SB 1525
                                                                Page 3



               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.

           ANALYSIS
           
           This bill  requires public and private four-year 
          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 




                                                               SB 1525
                                                                Page 4



                    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 
                    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.





                                                               SB 1525
                                                                Page 5



           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 
               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 




                                                               SB 1525
                                                                Page 6



                    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 
               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 




                                                               SB 1525
                                                                Page 7



               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.

               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
           




                                                               SB 1525
                                                                Page 8



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

           2)   Author's amendments  .  The author would like to amend 
               this bill as follows:

               a)        Apply scholarship provisions of the bill to 
                    all student athletes whose athletic scholarship 
                    has not been renewed (expanded from just football 
                    and basketball players) and:

                    i)             Who have been injured.

                    ii)            Whose athletic eligibility has 
                         expired.

               b)        The scholarship would be provided for at 
                    most 6 years, until the student graduates or is 
                    otherwise no longer enrolled at that university, 
                    whichever period is shorter.

               c)        Prohibits a temporary leave of absence from 
                    counting against a student athlete's eligibility 
                    for the scholarship pursuant to this bill.  

               d)        Provides that the scholarship provisions 




                                                               SB 1525
                                                                Page 9



                    apply to universities with at least $10 million 
                    in media rights revenue and a graduation rate in 
                    any sport of 60% or lower.  

               e)        Narrow provisions relative to medical 
                    expenses to require athletic programs to be 
                    responsible for the insurance premiums and 
                    deductibles of its low-income student athletes, 
                    and deductibles for student athletes who are not 
                    low-income.  

               The medical coverage provisions apply to universities 
                    with at least $10 million in media rights 
                    revenue.

               The determination that an injury resulted from 
                    participation in an athletic program is to be 
                    made by a neutral third party medical 
                    professional.

               Limits this coverage to 5 years after the date of the 
                    injury.

               f)        Apply transfer provisions to all student 
                    athletes, rather than just football or basketball 
                    players.

               g)        Strike provisions relative to a State Trust 
                    Fund and funding formula.

               h)        Specify that universities are to use revenue 
                    derived from media rights to fund the 
                    scholarships and medical expenses pursuant to 
                    this bill.
           3)   Scholarship not based on financial need  .  This bill 
               provides a scholarship for some athletes that is not 
               afforded to athletes who have not received an athletic 
               scholarship, nor students who are not athletes.  
               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?

           4)   Length of athletic eligibility  .  NCAA eligibility 
               rules require student athletes, among other things, to 




                                                               SB 1525
                                                                Page 10



               take a certain number of units each year, maintain a 
               minimum grade point average, and make progress toward 
               their degree.  Division I student athletes are allowed 
               5 years to graduate while receiving athletically 
               related financial aid.  This bill requires some 
               universities to provide an equivalent scholarship to a 
               student athlete who has used his or her eligibility, 
               but that scholarship is not an athletic scholarship 
               nor does it enable a student athlete to compete beyond 
               NCAA eligibility timelines.

           5)   Existing medical coverage  .  NCAA rules require each 
               student-athlete to be covered by individual, parental 
               or institutional medical insurance prior to competing 
               in interscholastic athletics.  Universities are 
               authorized to provide medical insurance; coverage 
               varies from campus to campus.  

          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 University of Southern California reviews 
               permanent/career-ending injuries on a case-by-case 
               basis and may offer a medical athletic scholarship for 
               the identical time frame and financial aid level for a 
               period corresponding to one bachelor's degree (16 unit 
               minimum per semester).  If offered a medical athletic 
               scholarship, the student-athlete must work the same 
               work hours and regime as a student-athlete that has 
               exhausted eligibility.

           6)   NCAA catastrophic insurance program  .  Among other 
               things, the NCAA Catastrophic Insurance Program 
               provides:  

               a)        College education benefit provides payment 
                    of the full standard cost of attendance for a 




                                                               SB 1525
                                                                Page 11



                    totally disabled person to complete his or her 
                    undergraduate and/or graduate degree.  The 
                    disabled person must recommence studies within 5 
                    years and complete the degree within 20 years.  
                    The maximum lifetime college education benefit is 
                    $120,000.

               b)        Vocational rehabilitation benefit provides 
                    payment for expenses incurred for services 
                    rendered through a vocational rehabilitation 
                    program or counseling services to enable the 
                    person to develop skills necessary for gainful 
                    employment and to participate in a job search and 
                    find gainful employment.  The maximum lifetime 
                    vocational rehabilitation benefit is $60,000.

               c)        Maximum benefit per person per accident, for 
                    all benefits combined is $20 million.

               d)        Custodial care maximum is $100,000 per 
                    calendar year.

               e)        Home health care maximum is $100,000 per 
                    calendar year.

               f)        Combined home and custodial is $100,000, 
                    increasing by $10,000 on the 10th anniversary of 
                                                                         the accident and on each subsequent 10th 
                    anniversary.

               g)        Private duty nursing maximum is $250,000 per 
                    calendar year.

               h)        Combined private duty nursing, custodial and 
                    home health is $250,000.

               i)        Total disability benefit is $300 each month 
                    for up to 12 months, and $2,000 each month 
                    thereafter ($2,000 monthly benefit increases by 
                    4% after the $2,000 benefit has been paid for 12 
                    consecutive months.

               j)        Partial disability maximum benefit is $1,500 
                    each month, increasing by 4% after the benefit 
                    has been paid for 12 consecutive months.  The 
                    benefit is to be reduced by  of the after-tax 




                                                               SB 1525
                                                                Page 12



                    monthly compensation earned by the insured person 
                    in excess of $1,000 per month.

               aa)       Adjustment expense benefit maximum is 
                    $50,000 lifetime (training family to perform 
                    rehabilitative or custodial functions, travel for 
                    family, loss of earnings by injured person's 
                    spouse or parent, and family counseling.

               bb)       Special expense benefit for special items 
                    approved by the person's doctor to accommodate 
                    his or her physical disability, such as home or 
                    automobile modifications.  Benefits are limited 
                    to:

                    i)             $125,000 during the first 10 
                         years.

                    ii)            $50,000 for years 10-20.

                    iii)           $60,000 for years 20-30.

                    iv)            $75,000 for years 30-40.

           7)   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 
               (mid-academic year).


           8)   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   (for current version of bill)

          None on file.

           OPPOSITION   (for current version of bill)
           
           Stanford University





                                                               SB 1525
                                                                Page 13