S.09-26 For Information

SIMON FRASER UNIVERSITY
To: Senate

Office of the Dean of Graduate Studies
Enrollment Services ?
Report to the ?
Senate Policy Committee on Scholarships, Awards and Bursaries ?
F--j
Dean's Scholarship ? 2 ? 1 ? 1 ? -
Deans Scholarship ?
1. SI ? Ill
11.111_I
I II ,.,,
i r u'uiu ? uu u i . - i ii ii i. . I?!iL!Iii1 11% Ii Ii Ii Ii
, IIII.II ? ii ii •i iiii I
Undergraduate Bursaries - General ? .
-- -
MaMi
Out of Province and US Students ? S
EXTERNAL SCHOLARSHIPS AWARDS AND BURSARIES ? 40

S.09-26

For Information

SIMON FRASER UNIVERSITY

MEM

To: Senate

From: Stephen T. Easton, Chair

Senate Policy Committee on S

Re: Annual Report (SPCSAB 08-10)

Date: 15 December 2008

Awards and Bursaries

I am pleased to submit the Annual Report of the Senate Policy Committee on Scholarships,

Awards and Bursaries (SPCSAB) for the fiscal year 2007-2008.

Overview

SPCSAB is the committee charged by Senate with setting policy for the administration of awards,

student scholarships, bursaries and other forms of financial aid at SFU. It should be noted that this

is primarily for internal awards. Three other Senate committees, namely SUAAC (Senate

. ?

Undergraduate Awards Adjudication Committee), SGAAC (Senate Graduate Awards

Adjudication Committee) and SCUH (Senate Committee on University Honors) adjudicate

awards to students where adjudication is needed. Financial Aid and Awards, a unit within

Student Services, processes bursary applications.

For the 2007-08 fiscal year, base undergraduate entrance scholarship fimding rose 6.6 percent to

$3.76 from $3.5 million in 2006-07 as the number of awards increased from 774 to 809.

However, total entrance scholarship ñmding fell by 2.4 percent since $326,000 in special 40'

Anniversary award funding ended. Some 1,359 Open Undergraduate Scholarships were awarded,

an increase of 5.1 percent. These scholarships totaled $1.58 million which constitutes a 9.1

percent increase from the previous year. In the Spring of 2008, Open Undergraduate Scholarship

payment per credit hour was increased from $100 to $110 and the cumulative GPA cutoff was

lowered from 3.70 to 3.67 to be consistent with a grade of A-.

The total value of graduate scholarships and awards funded by the Dean of Graduate Studies

increased to $5.65 million in 2007-08 an increase of more than 25% primarily due to the increase

in graduate fellowships. Both the value of the Graduate Fellowship and the President's Research

Stipend were increased by 4 percent to $6,250. There were 665 GF's and 135 PRS awarded.

The value of the C.D. Nelson Graduate Entrance Scholarship was increased by 5.5 percent to

$19,000. There were 29 recipients. Of the graduate scholarships and awards funded by GS, 73

percent was awarded through Graduate Fellowships, 15 percent for the President's Ph.D.

Research Stipends, 5 percent for the C.D. Nelson Entrance Scholarships, and the remainder for

Special Graduate Entrance Scholarships. The total support a graduate student is permitted to

receive from University sources was increased from $42,000 to $50,000.

SPCSAB Annual Report 2007-08 1

In addition to the $5.65 million from Graduate Studies budget, scholarships and fellowships

funded by the Schools and Faculties added another $371,000. In addition, $711,000 was awarded

to SFU graduate students from other internal sources of funding. Thus the total value of internal

scholarships and awards for the period 2007-2008 is $6.73 million. To put this in context,

external funding from national, provincial and other scholarships and awards added an additional

$6.33 million in support. Thus total graduate student fellowship, scholarship, grants and other

support to SFU students during 2006-07 was $13.06 million.

In the 2007-08 reporting year, Financial Aid and Awards saw a fall of 6% in the number of

applications for bursaries to 5,884 applications with a total calculated financial need of $5.96

million. This represents a decrease in student financial need of $181,000, or 2.9%, from the

previous year.

Individual undergraduate student bursaries for domestic and grandfàthered international students

received bursaries at an average of 95% of assessed need in 2007-08, an increase of 2 percentage

points over the previous year. Including fee schedule A international students and

all

other

students meant that the average share of assessed need awarded was 78 percent, a 3.5 percentage

point fall from the previous year. The total value of University funded undergraduate bursaries

awarded fell from $4.33 million to $3.94 million. Graduate bursaries awarded increased by 6

percent to $724,000.

The number of SFU students applying to StudentAid BC increased by less than one percent in

2007-08. This was accompanied by a similar increase in the total value of awards received. The

total number of undergraduates receiving British Columbia Government and Federal Student

Assistance student loans and grants remained unchanged at 14,058. These totaled $41.9 million

unchanged from 2006-07. The number of student loans and grants received by graduate students

increased by 11 percent while the total amount received remained increased by 9.6 percent to

$2.3 million.

Simon Fraser University continued to fund the Work-Study Program with 409 Undergraduate

awards costing $447,000 and 39 graduate awards costing $48,700. This is the fifth year in which

the University has funded these awards since the Province discontinued them.

Other notes of interest:

o The Province has developed the Pacific Century Graduate scholarship each worth $10,000

in a program that will run for four years. SFU will receive 202 of these scholarships

during this period. Forty-six awards have been made during 2007-2008.

o 13 national, 9 provincial and 14 local winners of the Canada Millennium Scholarship

Merit Awards attended Simon Fraser.

o SFU undergraduate students received over $681,000 in external scholarships, awards and

bursaries up 25% from a year earlier.

o Total disbursements of Athletic awards increased by 20 percent to $600,000 primarily as a

result of increases in endowed awards and a doubling of recreation leadership awards.

SPCSAB Annual Report 2007-08 2

• ?

• The SPCSAB has begun the process of trying to identify what measurable effects financial

assistance has on outcomes. A first pass at this question maybe found at:

http://www.sfu.ca/irp/special

reports/documents/financial. aid. 2006.pdf

• A pilot program encouraging graduate students' travel to undertake their research or to

attend conferences to present their results has supported 449 recipients.

• The Graduate International Scholarship initiative supporting master's and doctoral research

abroad made 25 awards of $6,250.

SPCSAB Annual Report 2007-08 3

SIMON FIASER UNIVERSITY

Office of the Dean of Graduate Studies

Report to the

Senate Policy Committee on Scholarships, Awards and Bursaries

2007-2008

Graduate Scholarships, Bursaries and Awards Budget

Financial Summary of Graduate SBA Budget Fiscal Year 2007-2008

,f.

Office of the Dean of Graduate Studies?

Annual Report?

Graduate Scholarshi p

s, Bursaries and Awards Budget?

2007-08 fiscal year

At the October meeting of the SPCSAB last Fall, the structure of the annual report to Senate was discussed. As a

result of that discussion the former Dean (Jon Driver) recommended adding the following information to the

graduate portion of the SPCSAB's annual report.

The total amount of scholarship funding administered through Graduate Studies that derives from

the University operating budget, but is not part of the Graduate SBA budget. For example, this would

include scholarship programs funded out of departmental or faculty operating budgets.

The total amount of scholarship funding administered by Graduate Studies on behalf of external

agencies such as the federal Tr-Councils, the BC Ministry of Advanced Education, and private foundations

such as the Michael Smith Foundation for Health Research.

The total amount of scholarship funding that derives from endowments managed by Graduate

Studies.

This data has been compiled and is detailed in the document "Expense Summary of Graduate Award Funds

Administered by DGS: Fiscal Year 2007/2008". As well, our annual "Financial Summary of Graduate SBA Budget"

Report has been expanded to include the total number of award recipients and corresponding expenses by award

category, by academic term, and for the fiscal year. Lastly, a breakdown of GF allocations for the past five years has

been included in this report for information purposes.

Also in Spring 2007, the Province announced funding for 2,500 new graduate student spaces in B.C. over the next

four years. A portion of this new funding was targeted to the Pacific Century Graduate Scholarships (PCGS)

Program over four academic years (2007 to 2011). The total number of scholarships SFU received for the four-year

period is 202. Forty-six PCGS awards of $10,000 each were disbursed to new graduate students in Fall 2007 and

Spring 2008, for a total of $425,000.

To make improvements to graduate student funding, the following new initiatives and changes were implemented

in academic year 2007-08.

Travel and Minor Research Awards Program: Approved by SPCSAB and introduced as a pilot program in

May 2007 to encourage graduate students to attend conferences to present their research or to travel to

undertake their research. Students can also incur non-travel costs directly associated with their research or

conference presentations. A total of $250,000 was allocated from the Graduate SBA. There were 449

recipients who received awards ranging in value from $40 (for conference registration only) to $2,300 to

travel to present a paper at a conference. Actual disbursements totalled $204,177 for FY 2007-08. The

SPCAB approved a second year of funding ($250,000) for the GIS program for FY 2008-09.

Graduate International Scholarships initiative implemented in Spring 2007. These awards, each valued at

• ?

$6,250, provide support to master's and doctoral students who must travel abroad in order to undertake

research for their degree requirements. Twenty-five awards were allocated during FY 2007-08 for a total of

$150,000.

Award Values:

The value of the

Graduate Fellowship

was increased marginally by $250 to $6,250 for both

masters' and doctoral students to reflect increased costs of living and tuition. In FY 2007-08, 665 GFs were

disbursed for a total of $4,116,250.

The value of the

President's Research Stipend (PRS)

was also increased to $6,250 to maintain its parity

with the GF. The number of PRS stipends is strictly dependent on demand. There were 135 applicants

during FY 2007-08 for a total of $829,250— an increase of $133,250 over the 2006-07 FY. The PRS uptake

will continue to increase annually due to mandated increases in doctoral enrollments.

The value of the

C. D. Nelson Graduate Entrance Scholarships

was increased by $1,000 to a total of

$19,000 per annum.

Scholarship Income:

The total funds per annum that a graduate student could receive from

scholarship/fellowship/awards support was increased from $42,000 to $50,000 per annum in AY 2007-

2008.

GF Budget Allocations and Expenditures by fiscal year (5 year period)

2003-2004

2004-2005

2005-2006

2006-2007

2007-2008

MA/MSc 332

MA/MSc 395

MA/MSc 295

MA/MSc 293

MA/MSc 330

PhD 164

PhD 216

PhD 240

PhD 224

PhD 335

Total GFs 469

Total GF5 611

Total GFs 535

Total GFs 517

Total GFs 665

@ $4,800 - $6,000

@ $6,000

@ $6,250

Cost: ?

$2,802,000

Cost: ?

$3,666,000

Cost: $3,204,000

Cost: 3,102,000

Cost: $ 4,156,250

Graduate SBA Budget:

The appended Table

"Summary of graduate SBA Base Budget Allocations— Fiscal Years 2004/2005 through

2008/2009",

outlines the annual base budget allocations and corresponding base cuts during the past five fiscal

years. While the Graduate SBA Budget has grown in spite of several base cuts, it is not keeping

pace with funding

needs as a consequence of provincially mandated graduate enrollment targets.

I will be pleased to provide further clarification or explanation at the next meeting of the Senate Policy Committee

for Scholarships Awards and Bursaries.

Wade Parkhouse, Dean of Graduate Studies

October 17, 2008

(p.

SPCSAB (08-101)

DEAN OF GRADUATE STUDIES

SIMON FRASER UNIVERSITY

Financial Summary of Graduate SBA Budget

Fiscal Year 200712008

BUDGET

Budget Allocation for

FY200712008

Carryforward Balance from

FY2006I2007

Total SBA Budget for FY200712008

5,635,723

368,200

6,003,923

EXPENSES

Summer 2007

Fall 2007

Spring

2008

Total for

FY200712008

Number of

Expensed in Number of

. Numberof

Number of!

Award Name

Award ?

Award

S'ummer

Award

E7rn

Award

Recipients

2007,

Recipients

C.D. Nelson

Scholarships

18,000-19,000

62,083

116,327

109,995

288,405

Graduate Fellowships

(4)

6,000-6,250

160

960,000

302

1887,500

203

1,268,750

665

4,116,250

President's PhD

Research Stipends

6,000-6,250

348,000

218,750

262,500

135

829,250

Special

Entrance

GraduateScholarships

2,000-10,000

199,250

10,000

209,250

AwardsTravel

& Minor Research

40-2,300

449

204,177

449

________

204,177

Totals

_______

229

1,370,083

399

2,421,827

713

1,855,422

1,322

5,647,332

Total Expenses in FY200712008

5,647,332

BALANCE

Net Balance at Fiscal Year End (March 31, 2008)

356,591

Notes:

(1) Eighteen C.D. Nelson Scholarships are normally awarded each academic year and paid over three terms starting in the Fall term. The figures reported

include academic year 2006/2007 award winners (receiving their last award installment corresponding to Summer 2007) and academic year 2007/2008

award winners (receiving their first two installments corresponding to Fall 2007 and Spring 2008).

(2)

One C.D. Nelson scholarship was prorated to 113 of the value of one full scholarship, in order to keep within the $42,000 maximum scholarship funds

allowed per student.

(3)

The award value of C.D. Nelson Scholarships was increased from $18,000 to 519000 effective September 2007.

(4) The award value of Graduate Fellowships was increased from $6,000 to $6,250 effective September 2007.

(5)

The award value of President's PhD Research Stipends was increased from $6,000 to $6,250 effective September 2007.

(6)

Funds for the new Travel & Minor Research Awards program were assigned to graduate programs for allocation to students at the discretion of each

individual program. The number of award recipients is an approximate figure, and is based on documentation submitted by graduate programs to support

funding requests made to the Dean of Graduate Studies.

Grad SBA Financial Summary FY2007-2008 -final to SPCSAB

Prepared on October 8, 2008 /DGS

OFANOI GRADUAI SIUDIlS

SLMON} RASE

UNIVIIiSIIY ?

Expense Summary of Graduate Award Funds Administered by DGS

Fiscal Year 2007/2008

Name and Type of Award

Value per

Award

( Number of Award

TOSI

INTERNALLY FUNDED GRADUATE AWARDS

Graduate scholarships/fellowships/awards funded by Graduate SBA budget

C.D. Nelson Scholarships

18,000-19,000

288,405.00

Graduate Fellowships

(4)

6,000-6,250

665

4,116,250.00

President's PhD Research Stipends

(5)

6,000-6,250

135

829,250.00

Special Graduate Entrance Scholarships

2000-10,000

209,250:00

Travel & Minor Research Awards

40-2,300

449

204,177.16

Graduate scholarships/fellowships/awards funded by Graduate SBA budget

1,322

5,647,332.16

Graduate scholarships/fellowships funded by Faculties/Schools

Faculty of Applied Sciences Graduate Fellowships

3,000-3,250

115,-000.00

Faculty of Business Administration Graduate Scholarships

5,000

95,000.00

Faculty of Education Graduate Scholarships

6,000

18,000.00

Faculty of Health Sciences Graduate Scholarships

4,000-4,600

44,600.00

School of Computing Science Graduate Fellowships

3,000

99,000.00

Graduate scholarships/fellowships funded by Faculties/Schools

102

371,600.00

Other internally funded awards

Graduate International Scholarships

6,000

150,000.00

Private Awards (supported b

endowments)

400-16,000

174

560,859.67

Other internally funded awards

199

710,859.67

TOTAL INTERNALLY FUNDED GRADUATE AWARDS

1,623

6,729,791.83

EXTERNALLY FUNDED GRADUATE AWARDS

National scholarships funded by Federal funding agencies

NSERC Graduate Scholarships

17,300-35,000

152

2,012,997.45

NSERC Industrial Post-Graduate Scholarships (excludes industrial portion)

15,000

185,000.00

SSHRC Graduate Scholarships

17,500-35,000

160

2,324,612.12

CIHR Graduate Scholarships

17,500-50,000

265,071.00

NSERC Undergraduate Student Research Assistantships

4,500

388,012.27

National scholarships funded by Federal funding agencies

439

5,175,692.84

Scholarships funded by Provincial funding agencies

MSFHR Graduate Trainee Awards

7,000-20,000

451,919.00

Pacific Century Graduate Scholarships

10,000

425,000.00

Pacific Leaders Graduate Student Fellowships

20,000

39,999.00

Scholarships funded by Provincial funding agencies

916,918.00

Other externally funded awards and grants

NSERC IPGS Industrial Sponsorships (contributed by industrial partners)

6,000

76,105.87

Private Awards (supported by annual donations)

500-6,000

65,020.00

Donor-Designated Awards

2,500-27,000

63,566.74

Northern Scientific Training Program Grants

600-4,000

26,828.76

SSHRC Travel Awards

Up to 700

7,633.38

Other externally funded awards

239,154.75

TOTAL EXTERNALLY FUNDED GRADUATE AWARDS

593

6,331,765.59

ITOTAL GRADUATE AWARD FUNDSEXPENSEDINFY2007I2008

2,216 ....

13,061,557.421

Notes:

(1)

Eighteen C.D. Nelson Scholarships are normally awarded each academic year and paid over three terms starting in the Fall term. The figures reported include academic year 2006(2007 award winners

(receiving their last award installment corresponding to Summer 2007) and academic year 200712008 award winners (receiving their first two installments corresponding to Fall 2007 and Spring 2008).

(2)

One C.D. Nelson scholarship was prorated to 1/3 of the value of one full scholarship, in order to keep within the $42,000 maximum scholarship funds allowed per student.

(3)

The award value of C.D. Nelson Scholarships was increased from $18,000 to $19,000

effective

September 2007.

(4)

The award value of Graduate Fellowships was increased from $6,000 to $6,250 effective September 2007.

(5) The award value of Presidents PhD Research Stipends was increased from $6,000 to $6,250 effective September 2007.

(6) Funds for the new Travel & Minor Research Awards program were assigned to graduate programs for allocation to students at the discretion of each individual program. The number of award recipients is

an approximate figure, and is based on documentation submitted by graduate programs to support funding requests made to the Dean of Graduate Studies.

Grad Award Funds Expense Summary FY2007-2008 -final to SPCSAB

• ?

Prepared on October 8, 2008 /DGS

SI MON ERASER UNIVERSITY

T}- i'N ?

Enrollment Services

Report to the

Senate Policy Committee on Scholarships, Awards and Bursaries

2007-2008

1-11

Entrance Scholarship (Undergraduate)

12-14 Open Scholarship (Undergraduate)

15-17 Scholarship Programs (Undergraduate)

18-23 Bursary Program (Undergraduate and Graduate)

24-25 Athletics and Recreation (Undergraduate)

26-27 Work-Study Program (Undergraduate and Graduate)

28 ?

Emergency Loan Program (Undergraduate)

29-30 BC Government Student Assistance Program (StudentAid BC) (Undergraduate and Graduate)

31-32 Government Part-Time Assistance and Canada Study Grants (Undergraduate and Graduate)

33-34 Out of Province Awards (Undergraduate and Graduate)

35-36 External Scholarships Awards and Bursaries (Undergraduate)

Summary of Disbursements for Fiscal Year 2007-2008

SFU

ENTRANCE SCHOLARSHIPS

Report to the Senate Policy Committee on Scholarships, Awards and Bursaries

2007-2008 (Summer 2007 to Spring 2008)

This report provides entrance scholarship data specific to intake and retention. Entrance scholarships are

available to new applicants to SFU, who, at the time of admission to the University, demonstrate academic

excellence or a combination of extraordinary personal achievement and academic excellence.

1. New admits

The table below is a summary of all the entrance scholarships and awards that SFU offers to new students.

Award

W. Ronald Heath International Entrance Scholarship

TTTTt

$40,000

BC Secondary Simon Fraser Entrance Scholarship

$34000

Simon Fraser Alumni Leadership BC Secondary Entrance Scholarship

$29,000

Gordon M. Shrum National Entrance Scholarship

$25,000

Gordon M. Shrum BC Secondary School Entrance Scholarship

$24,000

Shrum Shad Valley Entrance Scholarships

$24,000

Lloyd Carr-Hams Scholarship

$20,000

William M. Hamilton College Transfer Entrance Scholarship

$10,000

Dean's Scholarships (Applied Sciences, Arts and Social Sciences, Business

Administration, Education, Health Sciences, Science)

$7,000

BC Secondary School Academic Excellence Entrance Scholarship

$5,000

H. Y. Louie Entrance Award

$5,000

Lohn Foundation Entrance Award

$5,000

Jack Diamond National Entrance Award

$4,500

Kenneth Strand National Entrance Scholarship

$4,500

BC Secondary School Jack Diamond Entrance Award

$3,500

BC Secondary School Summit Entrance Scholarship

$3,500

International Summit Scholarship

$3,500

Ken

Caple College Transfer Entrance Scholarship

$3500

Tadeusz Specht Memorial Scholarship In Applied Science

$3,500

Tadeusz Specht Memorial Scholarship In Science

$3,500

Aboriginal Student Entrance Award

$2,500

Community Entrance Awards

$2,000

SFU Surrey Entrance Awards

$2,000

1V5 Entrance Scholarships For French Cohort Program Students

$1,000

Columbia College Entrance Scholarship

varies

Mona F. East Memorial Scholarship ?

varies

Rotary Club of Vancouver Sunrise Entrance Scholarship ?

vanes

Intake for the Fall 2007 (Fall 2007) scholarship cycle

Admission to the Fall term is our largest intake of entrance scholarship and award students. The majority of

the students still come from secondary schools in BC, although there has been a slight increase in students

who received a scholarship (the Kenneth Strand scholarship) and are studying outside of BC. We have an

acceptance rate of approximately 33% of all offers made for Fall 2007.

Starting in Fail 2007, there was a new award (Academic Excellence scholarship) offered automatically to all

Egli school students with an admission average of 95% or higher. This means that students who would

have normally received a $3,500 Summit scholarship (awarded automatically to students with a 90%

average) were upgraded to the $5,000 Academic Excellence scholarship provided their admission average

was at least 95%. This accounts for the decrease in Summit scholarships awarded in Fall 2007 compared to

Fall 2006 (since students were awarded the Academic Excellence scholarship instead). Other new awards

that were launched in Fall 2007 included the $2,500 Aboriginal Student Entrance Award (for First Nations

students), and the $7,000 Dean's Scholarship in the Faculty of Health Sciences.

Aboriginal Student Entrance Award

n/a

n/a ?

2 ?

Scholarship

BC Secondary School Academic Excellence Entrance

n/a ?

n/a

335 ?

BC Secondary School Jack Diamond Entrance Award ?

14 ?

BC Secondary School Summit Entrance Scholarship

1838

594

1.673

543

BC Secondary Simon Fraser Entrance Scholarship

Columbia College Entrance Scholarship

Community Entrance Awards

Dean's Scholarship Faculty Of Applied Science

Dean's Scholarship Faculty Of Arts

Dean's Scholarship Faculty

Business Administration

Dean's Scholarship Faculty Of Health Sciences

n/a

Dean's Scholarship

FacultyOfScience

Dean's

Scholarshipin the Faculty Of Education

Gordon N. Shrum BC Secondary School Entrance Scholarship

Gordon M. Shrum National Entrance Scholarship

H. Y. Louie Entrance Award

International Summit Scholarship

164

Jack Diamond National Entrance Award

Ken Caple College Transfer Entrance Scholarship

/1.

Kenneth Strand National Entrance Scholarship ?

75 ?

Lloyd Carr-Harris Scholarship

1 ?

Lohn Foundation Entrance Award

0 ?

1 ?

Mona F. East Memorial Scholarship

Rotary Club Of Vancouver Sunrise Entrance Scholarship

SFU Surrey Entrance Awards

Shrum Shad Valley Entrance Scholarships

Simon Fraser Alumni Leadership BC Secondary Entrance

Scholarship

TadeuszSpecht Memorial Scholarship ln Applied Science'

Tadeusz Specht Memorial Scholarship In Science

TV5 Entrance Scholarships For French Cohort

W. Ronald Heath International Entrance Scholarship

William M. Hamilton College Transfer Entrance Scholarship

Total ?

2,258

774 ?

2,476

809

The next two tables (Table 3 and 4) show the number of new scholarships and awards offered to students

in the Summer and Spring terms. The acceptance rate for Summer 2007 increased from Summer 2006

(45% uptake rate in Summer 2007 compared to a 24% uptake rate in Summer 2006).

TABLE 3: NEW AWARDS DISBURSED FOR SUMMER

2006 VS SUMMER

2007

Award

Summer

2006

Summer 2007

Offered

Disbursed ?

Offered

Disbursed

40th Anniversary Award

BC Secondary School Summit Entrance Scholarship

International Summit Scholarship

Ken Caple College Transfer Entrance Scholarship

Kenneth Strand National Entrance Scholarship

Phi Theta Kappa International Summit Scholarship

William Hamilton College Transfer Entrance Scholarship

: ?

Total

1 There are fewer recipients for the Tadeusz Spectit scholarship for Fall 2007 because the

terms of reference for this

award, including the amount (from $3,500

to $10,000) was being revised and was not approved in time for the Fall 2007 intake.

/c.

F--j

The acceptance rate for Spring 2008 decreased slightly from Spring 2007 (51% uptake rate in Spring 2008

compared to a 64% uptake rate in Spring 2007). But the total number of awards accepted for Spring 2008

was slightly higher compared to Spring 2007.

TABLE 4: NEW AWARDS DISBURSED FOR SPRING

WAward

International Summit Scholarship

2007 VS. SPRING

Spring

Offered

2008

10107

Disbursed

I]i,

•

Disbursed

National Tadeusz Specht Memorial Scholarship in Science

National Tadeusz Specht Memorial Scholarship in Applied Science

BC Secondary School Summit EntrancèScholarship

BC Secondary School Academic Excellence Entrance Scholarship

n/a

Ken Caple College Transfer Entrance Scholarship

Kenneth Strand National Entrance Scholarship

Total ?

33 ?

21 ?

For comparative purposes, Table 5 below provides entrance scholarship registration numbers over the past

five Fall intakes. A higher number of entrance scholarships were awarded in Fail 2007 as compared to Fall

2006.

TABLE 5: FALL ENTRANCE SCHOLARSHIP COMPARISON ON FIRST INSTALLMENT

Award

Fall 2003

Fall 2004 ?

Fall 2005 ?

Fall 2006 ?

Fall 2007

Aboriginal Student Entrance Award

n/a ?

n/a

n/a ?

BC Secondary School

Academic Excellence Scholarship

n/a

Columbia College Entrance Scholarship

Community Entrance Awards

n/a

Dean's Applied Science

Dean's Business Administration

Dean's Faculty of Arts & Social Sciences

Dean's Faculty of Education

Dean's Faculty of Health Sciences

n/a

Dean's Faculty of Science

General Entrance Scholarship

n/a

Gordon M. Shrum (BC) Scholarship

Gordon M. Shrum (National) Scholarship

Hy Louie Entrance Award

lnterna tonal Summit Scholarship

Jack Diamond (National) Entrance Award

TABLE 5: FALL ENTRANCE SCHOLARSHIP

Award

Jack Diamond Entrance (BC)Award

COMPARISON

Fall 2003

ON FIRST

Fall 2004

INSTALLMENT

Fall 2005

Fall 2006

Fall 2007

Ken Caple College Transfer Scholarship

Kenneth Strand Scholarship

Uoyd Carr-Harris Scholarship (Business)

n/a

LohnFoundationAward

Mona East Memorial Scholarship

Phi Theta Kappa International Scholarship

Rotary Club Of Vancouver

SFU Surrey Entrance Awards

n/a

Shrum Shad Valley Scholarships

n/a

Simon Fraser Alumni Leadership

Simon Fraser Entrance Scholarship

Summit Entrance Scholarship

540

412

455

594

543

Tadeusz Specht Applied Science

Tadeusz Specht Science

Tadeusz Specht Science (National)

Tech One Summit Scholarship

n/a

1V5 (French Cohort Program)

n/a

W. Ronald Heath International Scholarship

William Hamilton College Transfer

Total ?

684 ?

555 ?

633

774

809

Scholarship retention

The success rate for scholarship students getting their second installment (normally requires a 3.0 or higher

CGPA except for certain awards) is approximately 75%.

Aboriginal Student Entrance Award

2 ?

50%

Scholarship

BC Secondary School Academic Excellence Entrance

52 ?

49 ?

94.23% ?

2 Must attain 2.0 CGPA to receive the 2nd disbursement

BC Secondary School Summit Entrance Scholarship 3

540

383

71%

Gordon M. Shrum BC

Secondary

School Entrance Scholarship

97%

SFU Surrey Entrance Awards4

80%

Kenneth Strand National Entrance

Scholarship

47%

International

Summit Scholarship

68%

BC Secondary

School

Jack Diamond Entrance

Award

79%

Ken

Caple College Transfer Entrance Scholarship

100%

Dean's Scholarship Faculty of Arts

88%

Dean's Scholarship Faculty of Science

100%

Community Entrance Awards

75%

Dean's

Scholarship Faculty

of Applied

Science

100%

W. Ronald Heath

International

Entrance Scholarship

100%

Dean's Scholarship

Faculty

of Business Administration

100%

Gordon M. Shrum National Entrance Scholarship

100%

Tadeusz

Specht

Memorial Scholarship in Science

67%

H. Y. Louie Entrance Award

100%

Jack Diamond National Entrance Award

100%

William M. Hamilton College Transfer Entrance Scholarship

100%

Secondary

Simon

Fraser Entrance Scholarship

100%

Dean's Scholarship Faculty

Health Sciences

100%

Dean's Scholarship Faculty of Education

100%.

Lioyd

Carr-Harris Scholarship

100%

Lohn Foundation

Entrance

Award

Shrum Shad Valley Entrance

Scholarships

Total

789

589

75%6

For Fail

2006,

there

were approximately 27

students who were offered a Summit scholarship, but

had a final average

of 95% and above. Majority of the

Summit

scholarship students

do not get

their 2d disbursement

due to their CGPA falling

below

the 3.0 minimum

requirement

Must

attain

2.5 CGPA to receive the 2nd disbursement

This scholarship

is only awarded to high

school students studying out

side of BC (i.e.

out-of-province students).

The

retention rate

may be lower

for these

students because it may be more difficult

for them to

adjust to living

in another

province.

According to a recent study

SFU's Institutional Research &

Planning

(published October

2007)

regarding Student Retention at

SFU; the

students'

perceptions of the learning environment and academic

experience

tend to be lower at SFU than at

comparable

Canadian

universities.

i^.

The success rates for students to receive their second disbursements are higher in Fall 2007 (75%), as

compared to Fall 2006 (70%). This is attributed to the higher success rate for students receiving the

International Summit scholarship, as well as the introduction of new awards such as the Academic

Excellence scholarship.

BC Secondary School Academic Excellence Entrance Scholarship

n/a

94.23%

BC Summit Entrance Scholarship

66%

78%

66%

71%

Community Entrance Awards

n/a

100%

75%

Dean's Applied Science

75%

100%

Dean's Arts & Social Sciences

100%

88%

Dean's Business Administration

33%

67%

100%

Deans Faculty of Education

100%

Dean's Faculty of Health Science

ri/a

n/a

100%

Dean's Faculty of Science

100%

General Entrance Scholarship

100%

n/a

ri/a

Gordon M. Shrum (BC) Scholarship

100%

95%

100%

97%

Gordon M. Shrum (National) Scholarship

100%

H.Y. Louie Entrance Award

75%

100%

n/a

100%

International Summit Scholarship

43%

67%

58%

68%

Jack Diamond (National) Entrance Award

100%

Jack Diamond Entrance (BC) Award

100%

93%

79%

Ken Caple College Transfer Scholarship

100%

78%

92%

100%

Kenneth Strand Scholarship

44%

79%

67%

47%

Uoyd Carr-Harris Scholarship (Business)

100%

Lohn Entrance Award

33%

100%

n/a

100%

National Tadeusz Specht in Science

100%

n/a

ri/a

SFU Surrey Entrance Awards

n/a

67%

70%

80%

Shrum Shad Valley Scholarships

n/a

100%

Simon Fraser Alumni Leadership Scholarship

100%

n/a

Simon Fraser Entrance Scholarship

100%

50%

Tadeusz Specht In Applied Science

100%

80%

n/a

Tadeusz Specht Memorial in Science

75%

100%

67%

n/a

Tech One Summit Scholarship

83%

n/a

The Aboriginal Student Entrance Award

n/a

ri/a

n/a

50%

W. Ronald Heath International Scholarship

100% ?

80% ?

100%

William Hamilton College Transfer Scholarship

100%

50% ?

100%

Total ?

67%

80% ?

70%

75%

Major Award Renewal Data in Spring 2008

The chart below provides a snapshot of the retention rate of major entrance scholarship winners receiving

their third installment onwards in Spring 2008 (after their first year). The average renewal rate for these

students remains high at 90%. These students need to achieve a 3.5 or higher CGPA and be registered in

12 units; they typically have very high admission averages coming from high school or from a BC College.

Legend

u1eI1Is

DEF ?

Deferred

DEN

Denied one installment

DIS

Disbursed

DRP ?

Dropped (did not meet previous semester conditions)

TRM ?

Terminated (loses scholarship)

Renewal

V (first installment based on entering grade), "1" (second installment based on first semester performance of 3.0 or

Numbers

higher CGPA, 7 through 7 (third and successive installments based on achieving a 3.5 or higher CGPA for major

awards

Success rate Total in good standing (Dis & Def)ITotal possible disbursements

Dean's Scholarship

1 ?

Faculty of Applied Science

1 ?

Deans Scholarship ?

2 ?

100%

Faculty ofArts ?

3 ?

6 ?

100%

Dean's Scholarship ?

1 ?

100%

Faculty of Business Administration

2 ?

50%

Dean's Scholarship

Faculty of Science

3 ?

67%

Dean's Scholarship

Faculty of Education

100%

BC Secondary Simon Fraser

Entrance Scholarship

100%

Gordon M. Shrum BC Secondary

2 ?

1 ?

89%

School Entrance Scholarship

90%

2 ?

93%

3 ?

94%

1 ?

86%

Gordon M. Shrum

100%

National Entrance Scholarship

100%

Uoyd Carr-Carr-Harris

Scholarship

100%

Shrum Shad Valley Entrance

67%

Scholarships

100%

Simon Fraser Alumni Leadership BC

100%

Secondary Entrance Scholarship

100%

W. Ronald Heath International

Entrance Scholarship

1 ?

100%

83%.

William M. Hamilton College Transfer.

Entrance Scholarship

1 ?

750/

Total

13 ?

11 ?

129

5 ?

158

90%

jcj.

3. Expenditures

• ?

This section is a summary of all the scholarship expenditures (endowed and SRi funded awards) for the

Summer 2007, Fall 2007 and Spring 2008 terms.

__________________________________________________________________________

___

Total

Columbia College Entr Scholarship

$1,100

H. Y. Louie Entrance Award

$5,000

$10,000

Uoyd Gaff-Harris Scholarship

$7,500

$15,000

Lohn Foundation Entrance Award

$2,500

Mona F. EaJ Memorial Scholarship

$500

Rotary Club Van Sunrise Scholarship

$1,900

1V5 Entrance Scholarship French Cohort

$10,000

Total ?

$28,500

$12,500 ?

$41,000

TABLE 10: ENTRANCE SCHOLARSHIP

EXPENDITURES

(SFU FUNDED)

FOR FISCAL YEAR 2007-2008

Award

Summer

AIII

1l 2007

Spring'PMIl

40th Anniversary Award

$500

$1,000

Aboriginal Student Entrance Award

$2,500

$1,250

$3,750

Alumni Leadership Scholarship

$3,625

$7,250

$10,875

$21,750

Academic Excellence Scholarship

$141,000

$127,500

$268,500

Dean's Applied Science

$3,500

$9,250.

$7,000

$19,750

Dean's Business Administration

$9,250

$8,750

$18,000

Dean's Faculty of Arts

$25,500

$26,250

$51,750

Dean's Faculty Of Science

$12,750

$10,500

$23,250

Dean's In Education

$1,750

$3,500

Dean's In Health Sciences

•

$1,750

$3,500

Gordon M Shrum Scholarship

$89,000

•

$361,500

$354,000

$784,500

Hamilton College Transfer Scholarship

$5,000

$15,000

$12,500

$32,500

Jack Diamond Entrance Award

• ?

$26,500

$19,250

$45,750

Jack Diamond National Award

$5,500

$3,365

$8,865

Ken Caple College Scholarship

$12,250

$31,250

$29,750

$73,250

Kenneth Strand National Scholarship

$2,750

$88,750

$24,500

$116,000

National Shrum Entrance Scholarship

$39,000

$42,000

$81,000

(9.

National Specht Science

$0 ?

$1,750 ?

$1,750

Shrum Shad Valley Scholarship

$3,000 ?

$15,500

$9,000 ?

$27,500

Simon Fraser Scholarship

$17,000

$21,250

$38,250

Tadeusz Specht in Science

$5,250

$3,500

$8,750

The Community Entrance Awards

$4,000

$3,000

$7,000

The International Summit

Scholarship

$4,500

$59,250

$43,500

$107,250

The SF11 Surrey Entrance Awards

$35,000

$28,000

$63,000

The Summit Entrance

Scholarship

$19,750

$987,500

$699,250

$1,706,500

Ronald Heath International Entrance

Scholarship

50,000

$99,000

$60,000

$209,000

Total

$173,875

$2,001,500

$1,550,240

$3,725,615

$173,875 ?

$2,030,000 ?

$1,562,740

$3,766,615

The table below shows the total scholarship expenditures over several years.

$2,812,397

$2,550,630

$3,511,999

$3,858,7577

$3,766,615

The table below shows the total number of

students receiving entrance

awards and the size of the

undergraduate population at SFU

Number of new students

receiving entrance awards

284

306

750

582

1,4798

14157

871

Size of first year undergrads

4,936 ?

5,560

5,369

6,742

6,435 ?

6,382

7,504

Size of undergraduate

population

20,974 ?

21,968

22,095

23,480

24,368

25,009

26,332

Figures include the 40th Anniversary award disbursements totaling $326,000. This was a special award that was discontinued after Summer 2007.

8 Figures include 40

anniversary awards that were discontinued in Summer 2007 (includes 804 awards given out in 2005-2006 and 620 awards given out in

2006-2007)

OPEN SCHOLARSHIPS?

Report to the Senate Policy Committee on Scholarships, Awards and Bursaries

2007-2008 (Summer 2007 to Spring 2008)

The Undergraduate Open Scholarship recognizes and supports undergraduate students who are highly

qualified academically and provides scholarships to students on a term by term basis. No application is

required and all undergraduate students are considered for eligibility each term. Students with an Entrance

Scholarship are not eligible for this opportunity until all funding for that scholarship is disbursed.

The value of the scholarship is set each year by the University as a portion of the actual tuition costs

accrued by those eligible.

Information of interest for 2007-2008:

• Total disbursement over 3 terms was $1,577,660. Annual budget remained the same at $1.6

million.

• Cumulative grade point average (CGPA) was changed by SPCSAB in Spring 2008 from 3.70

(same CGPA since 1996) to 3.67

• Value given per unit hour was increased by SPCSAB in Spring 2008 from $100 to $110

• Spring 2007 to Spring 2008 comparison in terms of the number of awards given to support

students increased by 17.7% due to change in CGPA

• Average Open scholarship disbursement increased by 3.8% from previous year. This was due to

the increase in value given per unit hour.

• New for this year's report is a table that breaks down Open scholarships awarded for domestic

versus international undergraduate students. There has been a slight decrease in the percentage (less

than 1%) of international students receiving the Open scholarship since 2006-07.

2007 Summer ?

3.70

$100

313

$263,400

$842

2007 Fall ?

3.70

$100 ?

482

$578,800

$1,201

2008 Spring ?

3.67

$110

564

$735,460

$1,304

TOTAL

1359

$1,577,660

$1,161

2006 Summer ?

3.70

$100

328

$301,500

$919

2006 Fall ?

3.70

$100

486

$585,800

$1,205

2007 Spring ?

3.70

$100

479

$558,800

$1,167

TOTAL

1293

$1,446,100

$1,118

2005 Summer ?

- ?

3.70

$100 ?

320

$287,300

$898

2005 Fall

3.70

$100 ?

462

$558,000

$1,208

2006 Spring ?

3.70

$100 ?

421

$491,400

$1,167

TOTAL

1203

$1,336,700

$1,111

2004 Summer ?

3.70

$100

330

$299,200

$907

2004 Fall ?

3.70

$100 ?

473

$574,700

$1,215

2005 Spring ?

3.70

$100 ?

433

$517,800

$1,196

TOTAL

1236

$1,391,700

$1,126

2003 Summer ?

3.70 ?

$85

336 ?

$272,265

$810

• 2003 Fall ?

3.70

$100 ?

472

$589,200

$1,248

2004 Spring

3.70

$100

460

$533,400

$1,160

TOTAL

1268

$1,394,865

$1,100

2002 Summer ?

3.70

$73 ?

306

$220,752

$721

2002 Fall

3.70

$85

493

$508,470

$1,031

2003 Spring ?

3.70

$85 ?

457

$461,600

$1,010

TOTAL

1256

$1,190,822

$948

The table below compares open scholarships awarded to Canadian and International students. International

07 Summer 12,702

313 ?

$263,400

295 ?

$249,400

95% ?

18 ?

$14,000 ?

07 Fall ?

21,796 ?

482 ?

$578,800

464 ?

$560,900

97%

18 ?

$17,900

08 Spring ?

21,214 ?

5641

$735,460

534 ?

$696,300 ?

95% ?

30 ?

$39,160 ?

55,712 ?

1359 ?

$1,577,660 ?

1293 ?

$1,506,600

96%

$71,060

06 Summer 13,008

328 ?

$301,500

303 ?

$277,200

92% ?

25 ?

$24,300 ?

06 Fail ?

20,753 ?

486 ?

$585,800 ?

463 ?

$561,500 ?

96%

$24,300

07 Sp rin g

19,831 ?

479

452 ?

$528,400 ?

95% ?

53,592 ?

1293 ?

$1,446,100 ?

1218 ?

$1,367,100 ?

95% ?

$79,000

05 Summer ?

12,589

320

$287,300

291

$258,900

90%

$28,400

10%

05 Fall ?

19,979

462

$558,000

428

$516,900

93%

$41,100

06 Spring

19,570

421

$491,400

388

$457,300

93%

$34,100

52,138

1203

$1,336,700

1107

$1,233,100

92%

$103,600

• 04 Summer ?

11,920

330

$299,200

301

$268,600

90%

$30,600

10%

04 Fall

19,304

473

$574,700

441

$538,500

94%

$36,200

05 Spring ?

18,903

433

$517,800

399

$480,900

93%

$36,900

50,127

1236

$1,391,700

1,141

$1,288,000

93%

$103,700

03 Summer ?

11,524

336

$272,265

315

$253,140

93%

$19,125

03 Fall

18,416

472

$589,200

450

$562,100

95%

$27,100

04 Spring ?

17,402

460

$533,400

428

$498,400

93%

$35,000

47,432

1268

$1,394,865

1,193

$1,313,640

94%

$81,225

02 Summer ?

11.519

306

$220,752

290

$207,174

94%

$13,578

02 Fall

18.188

493

$508,470

471

$485,605

95%

$22,865

03 Spring

17,390

457

$461,600

436

$440,690

95%

$20,910

47,097

1256

$1,190,822

1197

$1,133,469

95%

$57,353

'In Spring 2008, the CGPA was changed to 3.67 from 3.70. Forty-eight more students became eligible with this

change. ?

•

;,, ass

511

.5,

.5, ?

III

SI ?

Ill

11.111_I

•

:5,

•••

I II ,.,,

IS III

SCHOLARSHIP PROGRAMS

Report to the Senate Policy Committee on Scholarships, Awards and Bursaries

2007-2008 (Summer 2007 to Spring 2008)

Endowed/Annual Scholarships for In-Course Undergraduate Students

Scholarships funded through endowments and annual gifts from donors are available to continuing, full-

time undergraduate students who meet specified criteria and have a minimum cumulative grade point

average of 3.50. To be considered students must submit applications to Financial Aid and Awards by the

end of the second week of classes of the term the scholarship is offered. Most endowed and Annual

Scholarships are adjudicated directly by the Senate Undergraduate Awards Adjudication Committee

(SUAAC). Some of these scholarships are selected by nomination of the academic department and

confirmed by the SUAAC. Information about all of these scholarships is published in the University

Calendar and listed on the web site.

Academic & Service Awards for the University Community

Academic and Service Awards are given to students, faculty or staff for outstanding performance in an

academic area or outstanding service to the University or the community at large. These awards include

the Terry Fox Gold Medal, the BC Sugar Achievement Award, the C.D. Nelson Award, Contemporary

Arts Awards, History Book prizes and many others. Academic and Service Awards reported in the table

below are funded through donor based endowments, annual gifts or by University operating dollars.

Information of interest for 2007-2008:

• Six annual and one endowed in-course scholarships established this year.

• Ten new awards, two annual donation, six endowments and two University funded were

established in the in-course endowed/annual awards category.

• Two in-course University funded awards were established this year.

• Approximately 26% increase in the amount of in-course endowed/annual scholarships disbursed

over previous year. Increase of over $60,000 in in-course scholarship awards this year. Examples

include - Methanex Robert Findlay Scholarship is valued at $3500, April Alien Memorial

Scholarship $3000, KPMG Annual Award in Accounting $2500, VSTA Scholarship in Finance

$2000.

• Several endowed alumni scholarships have accumulated sufficient funding to provide scholarships

this year. Examples include - School of Criminology Scholarship, School of Kinesiology Alumni

Scholarship, Faculty of Science Alumni Scholarship and School for the Contemporary Arts Alumni

Scholarship.

• Irving K. Barber British Columbia Scholarship Society provided $23,000 for the One World

Scholarships and Pacific Horizons Scholarships to support students in Mobility programs.

• Approximately 33% increase in the amount of in-course endowed/annual awards disbursed over

the previous year.

• Approximately 116% increase in the amount of in-course SFU funded awards disbursed over the

previous year. This was in large part due to the establishment of International Mobility and

•

International Co-operative Education Awards to encourage students to participate in international

experience opportunities.'

Undergraduate In-course scholarships and awards are available to International students, unless

otherwise specified in the terms of reference. In 2007/08, International students were awarded

endowed/annual scholarships of $41,400, Endowed/annual awards of $7,820 and University

funded awards of $14,300.

In-Course Scholarships, Academic and Service Awards

vuoo

4OU

i1,1ib

202

104,210

264

187,4001

06/07

298

253,125

173

78,393

156

86,900

05/06

297

258,050

141

84,155

152

90,362

04/05

286

243,659

207

73,841

135

68,906

03/04

263

213,560

187

77,908

121

67,310

02/03

289

228,091

212

62,717

109

58,178

01/02

248

195,950

160

57,981

109

57,779

00/01

227

171,825

144

51,934

101

50,287

99/00

98/99

232

203

194,705

147,690

119

115

44,430

41,435

102

49,757

43,907

97/98

184

138,503

30,670

113

45,009

96/97

179

131,125

27,161

45,900

95/96

169

114,870

24,720

46,307

94/95

165

117,290

12,330

44,250

-'-

tfy:yV'71T. EComparison

E3 in

Course

250-

- ?

- • - - I

200-

- ••• • -

•

i r u'uiu ?

uu u i .

- i

ii ii

I?!iL!Iii1 11% Ii Ii Ii

IIII.II

ii ii •i iiii I

• ?

Increase attributed to $100,000 commitment to International Co-op Education and International Mobility Awards

International Students - Access to In-Course Scholarships and Awards

07/08 ?

41,400 ?

13.01%

7,820

7.50% ?

14,300 ?

7.63%

06107

40,250 ?

15.90% ?

4630 ?

6.29% ?

11,500 ?

13.23%

BURSARY PROGRAM?

Report to the Senate Policy Committee on Scholarships, Awards and Bursaries ?

2007-2008 (Summer 2007 to Spring 2008)

Bursaries are awarded on the basis of financial need and satisfactory academic performance to full-time undergraduate

(9 units or more per term in normally graded courses) and graduate students (in approved full-time programs).

Bursaries are funded through endowments and annual gifts from donors as well as through university operating funds.

The SFU Open Bursaries and the SFU Daycare Bursaries are funded by University operating funds and are disbursed

from one umbrella allocation. SFU Open Bursaries for international undergraduate students includes funding for two

groups of students, those entering the university prior to September 2003 and those entering on or after September

2003 (fee schedule A). Bursaries for International students entering on or after September 2003 (fee schedule A) are

funded through their own tuition revenue. The Annual and Endowed Bursaries are funded through annual or long-

term gifts from donors. Bursaries are adjudicated by Financial Aid and Awards on behalf of the Senate Undergraduate

Awards Adjudication Committee. Information about the bursary program is published in the University Calendar

and on the Financial Aid and Awards website.

Information of interest for 2007-2008:

• The number of applications received by Financial Aid and Awards for bursary funding decreased by 387 or

6% from the previous year.

• The total calculated financial need decreased by $181,365 or 2.95% from the previous year.

• Individual student bursaries for domestic and grandflthered international students were awarded at an annual

average of 95% of assessed need, which was 2% higher than the previous year.

The budget for international fee schedule A students was 8746,750. Fee schedule A international students

were awarded at an annual average of approximately 49%, which was 6% lower than the previous year.

• Included in the SFU Open Undergraduate (domestic) data reported below is funding for two World

University Services of Canada (WUSC) refugee students for three terms. Simon Fraser University has an

agreement with the Simon Fraser Student Society to assist in the support of two students a year identified

and immigrated to Canada by WUSC. The University pays for tuition up to 12 credit hours each term, the

athletic and recreation fee, the student services fee, residence fees (dorms only), and a $500 start-up bursary.

• University designated bursaries to encourage internationalization for undergraduate students showed a 25%

decrease in bursary funding awarded, over the previous year.

• University designated bursaries to support aboriginal students (both graduate and undergraduate) in high

financial need showed a 61% decrease in bursary funding awarded, over the previous year. Aboriginal

students also received bursaries from donors and these numbers were included under the undergraduate

student Annual/Endowed bursaries portion of the table below. It is a priority to use donor funded bursaries

before accessing funds through University funded bursaries.

• There was approximately a 33% decrease in bursary funding awarded, for domestic graduate students from

the SFU Open Graduate Bursary compared to the previous year. There was a 21% increase in bursary

funding awarded, for international graduate students from the SFU Open Graduate Bursary, over the

previous year.

• The SFU Open Graduate Bursary figures reported in the table below include the TSSU Child Care Bursary.

This was the seventh year of this bursary program that is included in the TSSU employment contract with

the University. This year, 20 bursaries were disbursed which was double the number from 2006-07,

totaling $31,005. This amount was a 52% increase over the previous year. Thirteen bursaries were awarded

to domestic students ($19,145) and seven were awarded to international students ($11,860).

• In 2007-08, program funded bursaries totaling $49,364 were disbursed to students in these programs. Four

bursaries totaling $6,860 were given to international students and 29 bursaries totaling $42,504 to domestic

students. In 2007-08, students in these programs have also received bursaries funded by donors. These

bursaries were reported under Annual and Endowed Bursaries in the table below.

• Seven new donor funded bursaries were established, four by

annual

donation and three by endowments.

It must be noted that many of the decreases noted above may be associated with changes made to the bursar)'

eligibility requirements. As of Fall 2007, domestic students must be approved for government student assistance to

qualify for bursaries. Domestic students who did not qualify for student loans would not be eligible for bursary

funding. In exceptional circumstances, students may appeal for exemption. International student eligibility was not

impacted by these changes. Decreases in bursary awarded may also be attributed to increased support through the

establishment of donor or University funded awards, where demonstrating financial need is not a requirement to be

eligible for funding (i.e. International Mobility Awards, International Co-op Education Awards, and One World

Scholarships).

Bursary Totals Summary

Y

E

AR ? 

TOTAL 

NUMBER ? 

TOTAL ? 

TOTAL 

UNDERGRADUATE 

TOTAL GRADUATE ? 

GRAND

TOTAL 

APPLICATIONS

CALCULATED NEED ? 

BURSARIES 

AWD

$ ?

BURSARIES

AWD

S BURSARIES AWD S 

07/08

5,884 ?

5,957,200 ?

3,936464 ?

723,857

4,660,321

06107 ?

6,271

6,138,565

4,333,674 ?

684,076

5,017,750

05/06

6,112

6,490,951

4,362,185

543,827

4,906,012

04/05

5,763

7,033,080

4,544,201

462,963

5,007,164

03/04

4,697

6,468,740

3,222,505

415,713

3,638,218

02103

4,012

3,237,696

1,964,929

141,942

2,106,871

01102

3,429

2,476,765

1,070,295

91,530

1,161,825

00101

2,870

2,013,725

1,008,105

79,146

1,087,251

99100

2,615

1,751,834

972,375

68,012

1,040,387

98/99

2,514

1,565,785

931,361

71,553

1,002,914

97/98

2,558

1,296,738

895,826

70,639

966,465

96197

2,078

1,068,339

875,412

80,904

956,316

8,000,000

7,000,000

6,000,000

5,000,000

4,000,000

3,000,000

2,000,000

1,000,000

96-97 97-98 98-99 99-00 00-01 01-02 02-03 03-04 04-05 05-06 06-07 07-08

Total Undergrad Bursaries

Total Graduate Bursaries

Grand Total Awards

Total Cat Need

0 ?

Suniniary

Career

07/08

3,382,619 ?

3,099,499 ?

1,739,801 ?

835,465

376,498

320,078 ?

458,282

403,779

06107

3,630,239 ?

3,385,094

1,758,324

- 948,580412,482384,351337,520299,725

05106 ?

3,912,767

3,168,925

1,919,494 ?

1,193,260 ?

380,946

316,122

277,744

227,705

04/05

4,316,898 ?

2,987,491

2,106,006

1,556,710

433,418 ?

329,688 ?

176,758 ?

133,275

I ?

SI S

A ?

-..

I ?

IU4ElI. ?

Ihi1Ir_At1s

Ill III

_______

I-IE'

4\"'

IS 555

ISIS'S

Will

.. ?

GRAD Domestic

Award

r7=

GRAD Intl Award

200,000

—o.— GRAD

Intl

Need

ywl

I1 ?

06-07 ?

07-08

Undergraduate Bursaries - General

YEAR

SFU OPEN

SFU

DAYCARE

ANNUAL

AWARDS

07/08

1,629

2,354,681

512

708,285

770

700,368

06107

1,980

2,782,947

693

865,120

251

596

443,450

05106

1,814

2,517,054

774

1,141,190

165

545

471,465

04/05

1,885

2,439,222

765

1,428,385

5,931

497

404,453

03/04

2,320

1,502,092

735

1,014,020

5,451

600

522,662

02103

1,461

1,047,642

330

400,950

2,628

595

513,709

01/02

1,166

457,100

186

111,243

2,670

656

499,282

00101

1,023

470,892

136

93,100

2,116

517

441,997

99100

891

415,511

163

127,540

4,263

538

425,061

98199

818

414,171

158

122,258

1,107

514

393,825

97/98

777

420,692

116

116,833

3,142

436

355,159

96/97

623

411,120

112

115,015

1,935

417

347,342

95/96

608

381,443

176

145,325

6,540

429

316,235

94/95

535

289,518

152

117,014

12,695

477

329,135

Funded

University

Designated Bursaries

YEAR

FIELD

SCHOOL

EXCHANGE

INTERNATIONAL CO-OP

ABORIGINAL (UGRD/GRAD)

APPL -AWD

TOTAL

APPL

AWD

TOTALS

APPL

AWD

TOTAL S

APPL

AWD

TOTALS

07/08

- -

103,995

47,850

13,230

8,055

06/07

205

108,845

147

92,525

19,645

20,891

05/06

83,405

85,575

27,205

36,126

04/05

94,980

99,210

26,840

45,180

03/04

18,120

124,955

10,015

28,095

30.

Graduate Bursaries

- General

YEAR

III

OPEN1DI.]M$*I[s4

DAYCARE    

ANNUAL AND 

ENDOWED 

# OF AWARDS  

TOTALS  

# AWARDS  

TOTALS  

# AWARDS  

TOTALS  

# AWARDS  TOTALS 

07/08

181

252,445

229

364,324

1,015

56,709

06/07

252

374,705

187

300,555

716

8,100

05/06

233

296,045

150

223,965

2,732

21,085

04105

255

309,240

115

130,670

5,923

17,130

03/04

184

197,880

60,854

7,019

26,055

02103

25,310

23,160

1,137

16,345

01/02

47,765

14,775

570

28,420

00/01

54,870

13,405

406

10,465

99/00

46,110

16,665

1,087

4,150

98/99

43,453

21,945

6,155

97/98

45,590

17,494

553

7,002

96/97

48,018

24,985

3,267

4,634

95/96

36,825

44,700

4,727

9,400

94/95

58 ?

41,225

53 ?

43,600 ?

23 ?

6,005 ?

9 ?

4,650

Program Funded Bursaries fox Credit Based Graduate Programs

Beginning in the 2004-05 academic year, credit based graduate programs were required to contribute fimds toward

bursaries for their students from their tuition revenue. These programs are reported below.

GLOBAL ASSET WEALTH 

?

MANAGEMENTOF ? 

GRADUATE DIPLOMA 

11

YEAR 

?

EXECUTIVE MBA 

?

M

?

TIO

MANAGEMENT 

?

TECHNOLOGY 

__jt'AlI

TOTALS  

07/08

0 ?

3 ?

2 ?

1,125 ?

2 ?

1,600

06/07

0 ?

10 ?

2 ?

6,230 ?

12 ?

1 ?

450

2 ?

4,715

05/06

0 8

0 ?

0 9 4 ?

2,420

04/05

7 ?

9,250

13 0

0 ?

6,950

03/04

9 ?

16,400

3 2 ?

2,605 ?

15 ?

22,305

5 ?

7,655

02103 13

3 ?

7,635

2,205 ?

5 ?

10,360

9 ?

16,685

07/08

12,925

1,390

16,150

06107

1,815

19,930

05106

680

1,930

20,360

04105

17,315

15,280

03/04

46,570

3,805

24,265

02103

34,470

4,635

N/A

21.

07/08 ?

677 ?

- 30

3 ?

9,637 ?

7 ?

5,860 ?

62 ?

0 ?

06/07

3 ?

1,700

9 ?

20,985 ?

20 ?

20,265 ?

25 ?

4 ?

4,225

05/06 ?

2,163 ?

35 ?

13 ?

10,002

N/A ?

N/A

N/A ?

N/A

Note:

1) In 2004/2005, GAWM and MOT students have received bursaries funded by donors. These bursaries were

reported under annual & endowed bursaries

The MBA (Day) program tuition had increased significantly in 2002/2003 and 2003/ 2004, the impact resulted in

higher demand of bursary funding during the period.

The 2005/06 EMBA bursary was awarded from the Executive MBA Alumni Bursary Fund.

4) Bursaries for Health Science students are funded through an endowed bursary fund.

fl'

ATHLETIC AND RECREATION AWARDS?

Report to the Senate Policy Conunittee on Scholarships, Awards and Bursaries?

2007-2008 (Sununer 2007 to Spring 2008)

Athletic Awards

Athletic awards are available to students who are members of varsity teams at Simon Fraser University and

are awarded primarily on the basis of Athletic merit, though some awards have an academic achievement

component. There are three categories of Athletic Awards: (1) those funded through endowed and

annual donations, (2) those funded by University operating funds, and (3) those funded by money raised by

the individual teams to support their own athletes (Athletic Tuition Awards).

Information of Interest for 2007-2008:

• B.C. Athletic Assistance Program funding of $40,000 provided for a second year in a row. This

reduced the amount of money required to be used through the Athletic Tuition Awards this year.

YEAR ?

ENDOWEDANNUAL

ATHLETICS

SFU FUNDED ATHLETICS

ATHLETIC TUITION AWARDS

WARDS

TOTAL S ?

!I,]AWARDS ?

TOTAL S ?

# OF AWARDS

TOTAL $

07108 ?

345

324,209 ?

56 ?

41,000

3,573

06107 ?

383

270,665 ?

56 ?

41,700 ?

05106 ?

458

322,541 ?

68 ?

54,120 ?

31,637

04/05

374

312,883 ?

36,100 ?

51,240

03/04 ?

349

276,098 ?

58 ?

40,900

54,137

02/03 ?

352

265,243

38,600 ?

54,450

01102

385

291,679 ?

38,500 ?

14,822

00101 ?

297

222,859 ?

39,000 ?

112

88,100

99/00

289

223,750 ?

40,500

130

86,768

98199 ?

265

180,930

52 ?

36,600 ?

141

89,189

97198 ?

303

188,851 ?

55 ?

39,000 ?

103

77,696

96/97 ?

205

109,802 ?

50 ?

38,800 ?

134

90,038

95/96 ?

153

90,895 ?

50 ?

39,000 ?

60,209

94195

171

79,645 ?

56 ?

41,000

57,333

Recreation Awards

Simon Fraser University

supports a number of awards for students who actively support the University's

Recreation Program.

The Recreational Leadership Awards are given in recognition

of individual

participation, leadership

and volunteerism in various aspects of Recreation Services.

The Recreation

Promotion Award, was

created in 2004 to further support and promote the University's recreation

programs.

Information of interest for 2007-2008:

Athletics has provided additional support to the Recreational Promotion Awards opportunity.

There was an 81%

increase in award dollars given over the previous year.

l B.C. Athletic Assistance Program funding of $40,000 given in 2006/07 displaced the use of the Athletic Tuition

Awards in that year.

YEAR ?

RECREATIONAL LEADERSHIP AWARD

RECREATIONAL PROMO

AWARD

Zs]ZwI;D1.

07/08 ?

32 ?

19,200

124

115,135

06/07

31 ?

18,600

63,500

05/06

31 ?

18,600

58,000

04/05

33 ?

19,800

61,238

03104

19,800

25,625

02103

32 ?

19,200

n/a

01102

30 ?

18,000

n/a

00/01 ?

29 ?

17,400

n/a

99/00 ?

18,600

n/a

98/99

18,600

n/a

97/98

32 ?

19,200

n/a

96/97 ?

32 ?

19,200

n/a

95196

35 ?

21,000

n/a

94/95

31 ?

15,600

n/a

93/94 ?

45,425

n/a

B.C. Athletic Assistance Program

The B.C. Athletic Assistance Program (BCAAP) is funded by the provincial government to support top

athletes in pursuing their education while maintaining

their sport training.

Information of interest for 2007-2008:

•

In 2006/07 SFU received an increase

in allocation for the BCAAP awards of $40,000. This was

repeated in the 2007-2008 fiscal year.

BC ATHLETIC

ASSISTANCE PROGRAM*

YEAR ?

iZI11WI1s

TOTAL

AWARDED

07/08 ?

101,155

06/07 ?

112

103,871

05/06 ?

61,237

04/05

60,403

004 ?

65,679

02/03 ?

53,710

01/02

61,250

00/01

66,916

99/00 ?

62,926

98/99 ?

142

90,979

97/98 ?

138

90,112

96/97 ?

212

136,156

WORK-STUDY PROGRAM

Report to the Senate Policy Committee on Scholarships, Awards and Bursaries?

2007-2008 (Summer 2007 to Spring 2008)

Like the SFU bursary program, the Work-Study program is intended to be supplemental funding for Simon Fraser

students with demonstrated financial need. The program is not restricted to BC residents or to those receiving

funding from StudentAid BC only. Most participants are identified through the bursary application process though

some are also identified from StudentAid BC data.

Information of interest for 2007-2008:

• Of the $447,087 in salary (includes benefits) paid to SF1.3 undergraduate students this year, $71,586 was

awarded to international undergraduate students in fee schedule A (entered SFU in Fall 2003 or later) whose

work study funding was paid by the international bursary fund budget. These international undergraduate

students are included in the chart below.

• Of the number of awards listed, 69 work-study positions awarded to Fee Schedule A international students

totaling $98,070.

• From Spring 2008 onwards, an increase in hourly wage was approved from $8.75 to $11.50 (includes

approximately 12% in lieu of benefits and vacation)

• Until August 2002 the Work-Study program was part of the BC Student Assistance Program limiting the

program to those BC residents who were receiving maximum government student assistance. In Fall 2003

the government program was discontinued and Simon Fraser University funded the Work-Study program.

The budget continued to be valued at $610,000 for this year.

WORK-STUDY- Undergraduate

07108

409

589,200

447,087

06/07

525

714,000

526,331

05/06

507

687,800

536,678

04/05

541

734,400

607,721

03/04

573

760,200

633,425

021031

427

510,800

431,640

01/02

363

417,900

329,208

00/01

346

385,120

310,655

99/00

498

481,140

343,689

98/99

344

301,300 ?

246,503

97198

612

668,121

542,932

96197

481

420,211

353,804

95/96

561

501,661

438,850

94/95

499

429,672

361,879

' These numbers include expenditures for the Students Aiding Students program until August 2005.

3^.

WORK-STUDY - Graduate

07/08

NUMBER OF AWARDS

TOTAL S AWARDED

55,755

1.1151i1:1II21)

48,696

06/07

42,300

33,327

05/06

30,100

24,345

04/05

41,200

34,227

03/04

51,000

45,528

021032

13,900

11,717

01/02

7,000

5,362

00/01

8,300

7,503

99100

19,830

18,130

98/99

2,910

2,507

97/98

15,740

11,350

96/97

3,537

3,436

95/96

14,296

13,001

94/95 ?

21,205

19,911 ?

The summer term of 2002/03 completed the B.C. Government funded Work-Study program. For the Fall and

Spring terms of 2002/03 the Simon Fraser University funded Work-Study program was implemented.

3',.

EMERGENCY LOAN PROGRAM ?

Report to the Senate Policy Committee on Scholarships, Awards and

Bursaries

2007-2008 (Summer 2007 to Spring 2008)

Short term (60 day), interest-free loans are available to students who require interim emergency finding while

awaiting funds from other sources. To receive an emergency loan a student must demonstrate a guaranteed source of

repayment, for example an assessed government student loan awaiting documents or confirmation of part-time

employment. Emergency loan values are usually no more than $500 but individual award values depend on the

specific circumstances of the student. Some students may receive more than one Emergency Loan during a term.

Students must meet with a Financial Aid Advisor as part of the assessment process. Since the transition to SIMS

(2003-2004) bad debt lists from Student Financials have not been available and so are not recorded below.

Information of interest for 2007-2008:

• There was a 15% increase in the number of users of the Emergency Loan Program compared to the previous

year but is still quite low compared to years prior to 06/07.

EMERGENCY LOANS

(Undergraduate/Graduate)

YEAR

NUMBER

OF LOANK

TOTAL

S AWARDED

# LOANS TO COLLECTION

TOTAL S TO COLLECTION

07108

90 ?

57,098

N/A ?

N/A

06107

78 ?

55,125

N/A ?

N/A

05/06

152 ? 101,100 ?

N/A

04105

197

123,707

N/A ?

N/A

03104

239 ? 137,712 ?

1,798

02103

244

142,092

N/A ? N/A

01/02

256 ? 152,354 ?

4,590

00/01

359 ? 217,139 ?

4,650

99/00 ?

433 ?

246,828

6,248

98/99 ?

345

157,825

7 ?

4,500

97/98 ?

352 ?

160,716

N/A

96197

527

265,472 ?

3,763

95/96

674 ? 317,329 ?

7 ?

5,363

94/95

251

157,741 ?

N/A ?

N/A

3f.

-- -

BC GOVERNMENT STUDENT ASSISTANCE PROGRAM

(STUDENTAID BC)?

Report to the Senate Policy Committee on Scholarships, Awards and Bursaries

2007-2008 (Summer 2007 to Spring 2008)

Domestic Canadian students, graduate and undergraduate, may apply through their home province to receive funding

assistance from the federal, provincial and territorial governments. The goal of these programs is to promote

accessibility of post-secondary education among academically qualified students who do not have the personal or

mily resources to meet the costs of education. The B.C. Student Assistance Program was renamed by the

government starting in 2007 to Student Aid B.C.

Information of Interest for 2007-2008:

• At Simon Fraser University approximately 25% of all undergraduate students received their primary funding

through StudentAid BC government student assistance.

• The tables below report the number of BC Government assistance awards and the total dollars of assistance

received by Simon Fraser students from 1995/96 to the 2007/08 award year. The less than 1% increase in

the overall number and value of awards for SFU students is consistent with a less than 1% increase in

applications from SFU students received by the Student Aid BC (7,918 in 2006-07 to 7,973 in 2007-08).

• There was an overall 8.1% decrease in combined B.C. institutional applications received by Student Aid BC

when compared to the previous year.

• According to the government's statistics Simon Fraser remained the second largest user of the assistance

programs for the sixth year in a row.

• The BC Loan Reduction Program is still in effect (started in 2004). Under this program eligible students

who successfully complete each year's studies will have their BC Student Loan reduced. The loan reduction

grants are not reported to the post-secondary institutions so we are unable to report them below. The

amount of reduction will vary according to the BC Loan awarded. The grant programs that are still in effect

in 2007/2008 are the Canada Study Grant for Students with Dependants, Canada Access Grant for Students

with Permanent Disabilities, and Canada Study Grant for Female Doctoral Students. (see report on Part-

Time Assistance and Canada Study Grants).

BC Residence - Federal and Provincial Assistance

Undergraduate

07/08

STDNT

26,332

06/07 ?

25,009

05/06 ?

24,368

04/05

23,480

03/04

22,098

02/03 ?

21,967

01/02

20,957

00/01 ?

20,328

99/00 ?

20,356

98/99 ?

20,264.

97/98

20,072

96/97

20,082

CANADA

6,832

6,840

7,273

7,635

8,119

7,629

7,206

6,700

6,220

5,742

5,344

5,296

STUDENT LOA

25,848,941

25,791,102

27,019,880

25,348,913

24,912,956

23,413,881

20,745,360

19,422,436

18,016,408

17,543,548

16,728,873

16,458,488

BRITISH COLUMBIA LOAN

JW!;1*

TOTALSI

6,503 ?

15,066,759

6,493 ?

15,072,909

7,068 ?

16,338,244

6816 ?

15,569,562

5,588

11,080,185

5,709

10,622,832

5,581

8,982,386

5,139 ?

8,435,234

4,774

8,437,478

5,121

10,456,783

4,833 ?

10,187,803

4,765 ?

9,532,871

C/FE

ERAL

GRA

T ?

TOTALS

WARDS

TOTALS

iAWARDS ?

IITh1U

723

1,069,484

14,058 ?

41,985,184

723

994,039 ?

14,056

41,858,050

794

1,107,848 ?

15,135

44,465,972

1,135 ?

1,713,581

15,586 ?

42,632,056

3,300 ?

6,438,162

17,007 ?

42,431,303

3,323 ?

6,357,657 ?

16,661

40,394,370

3,432

6,277,543 ?

16,219 ?

36,005,289

3,238 ?

5,913,349

15,077 ?

33,771,019

2,707 ?

4,725,887

13,701

31,179,773

1,304 ?

2,244,399

12,167

30,244,730

881 ?

1,633,952 ?

11,058 ?

28,550,628

892 ?

1,566,540 ?

10,953

27,557,899

95/96

20,359 ?

5,148

16,135,660 ?

4,202

7,051,162 ?

879 ?

1,282,322

10,229 ?

24,469,144

Graduate

j7iVthl,

359

318

313

319

392

325

268

250

263

261

240

235

204

YEAR

#OF

07/08

5,241

06/07

5,044

05/06 ?

4,637

04/05 ?

4,363

03/04

4,516

02(03 ?

4,432

01/02

3,910

00/01

3,233

99/00 ?

2,863

98/99 ?

2,836

97/98 ?

2,892

96/97 ?

2,894

95/96 ?

2,773

1,41 3,190

1,273,369

1,237,180

1,093,410

1,311,373

1,047,601

877,137

731,401

835,532

832,306

790,574

723,913

652,199

BRITISH COLUMBIA LOAN

# AWARDS ?

1eIfi

340 ?

827,824

305 ?

788,254

319

815,194

327 ?

855,978

370 ?

906,428

316

767,646

266 ?

639,037

256 ?

567,458

271

633,071

265

649,411

254

634.665

226 ?

472,144

196 ?

386,703

BCIFEDERAL GRANT

? TOTALS

98,555

775

2,339,569

72,469

697

2,134,092

77,237 ?

716

2,129,611

80 ?

77,394

726

2,026,782

77 ?

77,935 ?

839 ?

2,295,736

62,399 ?

713 ?

1,877,646

53 ?

47,788

587 ?

1,563,902

35 ?

32,810

541

1,331,669

53,252 ?

588 ?

1,521,855

43,184 ?

567

1,524,901

N/A ?

N/A

494 ?

1,425,239

N/A ?

462

1,198,443

N/A ?

N/A

401 ?

1,040,099

MaMi

GOVERNMENT PART-TIME ASSISTANCE AND CANADA STUDY GRANTS?

Report to the Senate Policy Committee on Scholarships, Awards and Bursaries

2007-2008 (Summer 2007 to Spring 2008)

To be eligible for the federal government Part-time Canada Student Loans (PT-CSL), Canada Study Grant for High-

Need Part-Time Students (CSG-HNPT), and Canada Access Grant for Students with Permanent Disabilities (CAG-

PD) students must be registered between 3 and 8 credit hours and have a demonstrated financial need. These

programs assist with educational cost only and do not include support for living expenses.

In order to be eligible for grant funding, students must not only demonstrate financial need but also meet specific

criteria for not studying full-time. The list of acceptable conditions for maintaining part-time studies includes:

permanent disability, medical issues, being a single parent, being parent from a low income family, caring for an

elderly dependent, taking prerequisites to enter a full-time program and requiring less than nine credit hours to fulfill

graduation requirements. The CSG-HNPT program has a maximum award value of $1,200 per program year and is

well used by Simon Fraser students.

The federal government offers a grant program to support female doctoral students iii specific programs. The goal of

the program is to encourage female students with financial need to continue studies to the doctoral level in fields that

have an under representation of females based on national statistics. From 2001/02 onwards, these grants were

assessed as part of the B.C. Student Assistance Program application and a separate application is not required. For

those students who meet the criteria for a CSG-FD, the grants are automatically calculated and the award replaces

federal loan ftuiding. In other words, students do not receive additional funding but have a portion of their debt

(loan) converted to grant.

Information of interest for 2007-2008:

• Eighty six part-time studies funding applications were received. Of those students, sixty-one qualified for

grant only, loan only, or a combination of grant and loan with a total assessed need of $105,388.

• Twenty-eight students were awarded part-time loans totaling $35,154 and twenty-five students accepted the

funding totaling $30,728, which was a 70% increase over previous year. Part-time loans require that you

begin to make payments on the loans while you are still in school.

• Thirty-seven students received grant awards totaling $41,690, which as a 4.8% decrease from the previous

year.

• In terms of the Canada Study Grants for female doctoral students, there was a 98% increase over the

previous year in terms of debt (loan) converted to grant.

Part-Time Canada Student Loan

07/08

35,154

30,728

06/07

19,201

18,034

05/06

37,012

31,191

04105

43,946

38,389

03/04

24,240

21,244

02/03

18,239

16,286

01/02

6,526

3,669

00/01

10,700

6,778

99/00

24,480

2,679

98/99

36 ?

26,103 ?

Not recorded ?

Not recorded

S- Canada Student Grant for High Need

Part-time Students

YEAR   

NUMBER OF AWARDS   

TOTAL 

07/08

41,690

06107

43,790

05106

63,256

04105

44,446

03104

43,513

02/03

45,450

01/02

50,739

00/01

51,014

99/00

73,072

98/99

108

112,407

Canada Study

Grant for Female Doctoral Students (CSG-FD)

YEAR

NUMBER 

OF AWARDS   

TOTAL S AWARDED 

07/08

14.

38,790

06107

19,595

05/06

9,000

04105

3,000

03/04

18,327

02103

8,749

01102

14,569

00/01

17,781

99/00

13,966

98/99

3 ?

8,876

Canada Access Grant for Students with Permanent Disabilities

The Canada Access Grant for Students with Permanent Disabilities was introduced in Fall 2005. The purpose of the

grant is to support students with permanent disabilities whose course load is between 3 and 8 credits.

YEAR ? 

#

AWARDS ? 

TOTAL S AWARD ? 

# GRANTS RELEASED 

?

TOTAL S GRANTS 

RELEASED 

07108

14,549

17 ? 13.541

06107 ?

17,139

05106 ?

13,652 ?

? 11,845

OUT OF PROVINCE AWARDS

Report to the Senate Policy Committee on Scholarships, Awards and Bursaries

2007-2008 (Summer 2007 to Spring 2008)

Out of Province and United States Student Loans

The tables below report students who are receiving funding through other Canadian provinces or

territories and from the United States. Not all provinces advise the institutions of assistance granted to

students, particularly grant awards.

The funding received by U.S. students includes subsidized and unsubsidized government loans, private

loans, and parental loans. Subsidized loans do not have to be repaid until students cease attending school

or drop below

1/2

studies. Students must begin repaying unsubsidized loans while they are still in school.

U.S. students receive separate disbursements in each term of their loan period and an increasing number of

students are accessing private loans to supplement their government loans.

Information of Interest for 2007-2008:

• The increases in awards for out of province undergraduate student assistance can be attributed to

the 2.7% increase in out of province undergraduate student enrollment at the University in

2007/08 over the previous year.

• There were increases in the number of loans awarded for undergraduate (96%) and graduate

(28%) from the U.S., over the previous year.

Undergraduate

Out of Province and US Students

07/08 ?

299 ?

1,435,926 ?

339 ?

624,010

148 ?

357,870 ?

51 ?

205,130

06/07 ?

237

1,197,020 ?

303 ?

543,759 ?

126 ?

293,376 ?

26 ?

81,548

05/06

189

872,354

218

409,474

160,649

120,258

04/05

195

775,505

286

434,569

184,080

195,983

03/04

169

704,420

169

370,665

217,666

187,451

02/03 ?

221 ?

917,707 ?

231 ?

456,882

265,602 ?

34 ?

128,811

01/02

249

900,177

209

403,709

182,303

108,983

00/01

251

894,323

212

422,693

230,272

108,145

99/00

333

1,149,868

249

589,344

165,636

59,392

98/99

380

1,323,501

270

697,485

81,113

35,465

97/98

378

1,424,821

317

868,898

74,076

33,458

96/97

429

1,609,830

514

977,181

26,104

37,389

95/96 ?

436 ?

1,629,038 ?

547 ?

1,017,365 ?

13 ?

26,980 ?

14 ?

69,636

I14.

•a. ?

Graduate

07/08 ?

123 ?

613,188 ?

98 ?

379,769 ?

14 ?

17,517 ?

119

363,139

06/07 ?

465,948 ?

78 ?

297,758 ?

9 ?

17,026 ?

93 ?

309,536

05/06

409,047

246984

14,837

245,855 ?

- -

04/05

376,873

103

249,858

5,980

230,440

03/04

252,998

203,922

26,851

227,686

02/03

276,274

202,438

21,129

102,904

01/02

206,584

165,695

834

94,915

00/01

215,651

142,727

2,194

125,933

99/00

264,926

193,164

9,435

75,190

98/99

293,106

181,735

7,217

96,653

97/98

373,940

106

309,576

5,840

79,989

96/97

304,785

119

229,914

4,955

59,996

95/96

362,150

157

340,064

5,560

43,143

EXTERNAL SCHOLARSHIPS AWARDS AND BURSARIES

Report to the Senate Policy Committee on Scholarships, Awards and Bursaries

2007-2008 (Summer 2007 to Spring 2008)

Each year Simon Fraser University students receive scholarships, awards and bursaries that are administered

and adjudicated by organizations and corporations external to the University. Scholarships, awards and

bursaries in this category include: Canadian Merit Scholarship Foundation Awards, Canadian Millennium

Scholarship Foundation Merit Awards, Terry Fox Humanitarian Awards, Canada Trust Scholarships, awards

administered by the Association of Universities and Colleges of Canada, and many others. The awards have

been categorized by the definitions used for our internal programs: scholarships are based primarily on

academic performance; bursaries are based primarily on financial need; and awards are based on community

service, excellence in a specific endeavor or a combination of criteria.

Financial Aid and Awards also actively promotes the availability of and assists students with the application

process for numerous external awards that are not reported in the table below. These awards support

students' educational goals during and after studies at Simon Fraser University but are not disbursed through

the University. Awards programs in this category include the Rhodes Scholarship, the Queen Elizabeth II

BC Centennial Scholarship, and many others.

Graduate students receive a variety of external awards that are administered through the Dean of Graduate

Studies Office and are included in the Graduate Awards report. The external scholarships, awards and

bursaries for graduate students listed below are those that have been received by the University for disbursal

to students who are currently registered as graduate students. These awards are adjudicated by community

groups and foundations without University nominations and may have been awarded on the basis of

undergraduate accomplishments.

Information of interest for 2007-2008:

• SFU students received 388 external scholarships, awards and bursaries totaling $681,770 which was

approximately a 25.4 % increase in the amount awarded, over the previous year.

• Canada Millennium Scholarship Merit Awards - 13 National Award winners attending Simon

Fraser University, 9 Provincial/Territorial Award winners, and 14 local award winners

• World Petroleum Congress and Canadian Millennium Foundation offered an award to recognize

students enrolling in studies related to the petroleum industry who demonstrate academic merit and

financial need. Four SFU students received these awards, totaling $12,000.

• Canadian Millennium Foundation National In-Course Scholarship recognizes upper level post

secondary students who demonstrate academic merit and leadership. Nineteen SFU students

received a total of $73,000 from the National In-Course Scholarship program

• Canadian Merit Scholarship Foundation provides awards to graduating high school students on the

basis of academic excellence, community service and leadership. Two Loran winners (under

CMSF), finalist and provincial, are in attendance and receive a total of $5,000.

07/08

324

613,707

3,350

36,261

06/07

276

483,341

14,500

32,829

05/06

270

471,745

15,500

35,550

04/05

261

487,823

17,700

39,725

03104

247

437,854

20,900

02103

236

381,781

6,715

35,394

01/02

216

294,590

15,840

44,775

00/01

204

226,270

10,500

38,061

99/00

181

176,827

16,283

39,034

98/99

130

117,382

54,913

23,374

97/98

118

GRADUATE EXTERNAL

YEAR 

?

EXTERNAL 

SCHOLARSHIPS

SCHOLARIPS 

L____th1v15. 

07/08 ?

109,562

22,952

EXTERNAL 

TOTAL# 

1

37,008

AWARDS

TOTALS 

2,000

EXTERNAL 

TOTAL# 

48,369

BURSARIES

TOTALS 

3,500

06/07

9,056

3,000

1,000

05/06

12,298

3,066

04105

625

2,000

03/04

13,650

500

02103

3,600

3,000

01/02

7.200

2,000

00/01

6,300

1,400

99/00

6,550

980

98/99

8,500

1,076

97/98

4,900

21,768

nanciaI Aid and Awards - Student Services

Disbursement Summary of Funding Administered or Supported through Financial Aid and Awards

Fiscal Year 200712008

Entrance Scholarships (Undergraduate - Domestic - University funded)

818

3,409,365.00

Entrance Scholarships (Undergraduate - International - University funded)

316,250.00

Entrance Scholarships (Mnua yEndowed)

41,000.00

Open Scholarship (Undergradute)

1,359

1,577,660.00

In-Course Awards (University funded)

264

187.400,00

ln . Course Awards (Mnualltndawed)

202

104210.00

in-Course Scholarships (Annual,Endswed)

359

318,135.00

Bursary (Open - Undergraduate . Domestic - University funded)

1.629

2,354,681.00

Bursary (Open - Undergraduate - International - University funded)

512

' ?

708,285.00

Bursary (Open- Graduate - Domestic - University funded)

181

252,445.00

Bursary (Open . Graduate - International ?

University funded)

229

364,324.00

Bursary (Designated)

173,130.00

Bursary (Credit Based Graduate Programs)

49,364.00

Bursary (Annual/Endowed - Undergraduate)

770

700,368.00

Buisary (Annual/Endowed- Graduate)

56,709.00

Athletics Awards (University funded)

41,000.00

Athletics Awards (Annual/Endowed)

345

324209.00

Athletics Awards (Fund-Raised)

3,573.00

Recreation Awards (Leadership Awards and Promotion Awards)

156

134,335.00

Work-Study Program (Undergraduate)

400

447,087.00

Work-Study Program (Graduate)

48,696.00

Emergency Loans (Undergraduate/Graduate)

TOTAL INTERNALLY MANAGED FINANCIAL AID

AND AWARDS

Lee

57,098.00

11.669.324M

Athletics Awards (B.C. Athletic Assistance Program)

101,155.00

StidentAid BC (Undergraduate - Full-time)

14,058

41985,1800

StudentAid BC (Graduate - Full-time)

775

2,339,569.00

StudentAid BC (Undergraduate-Part-Time Studies)

30,728.00

StudentAid BC (Canada Study Grants for High Need Part-lime Students)

41,690.00

StudentAid BC (Canada Study Grants for Female Doctoral Students)

38,790.00

StudentAid BC (Canada Access Grants for Students with Permanent Disabilities)

13,541.00

Out of Province Student Loan Awards (Undergraduate)

786

2,417,806.00

Out of Province Student Loan Awards (Graduate)

235

1,010,474.00

U.S. Loan Awards (Undergraduate)

205,130.00

U.S. Loan Awards (Graduate)

119

363,139.00

Non-SFU Administered Scholarships (Undergraduate)

324

613,707.00

Non-SFU Administered Scholarships (Graduate)

22,952.00

Non-SFU Mrrdnstered Awards (Undergraduate)

3,350.00

Non-SFU Administered Awards (Graduate)

2,000.00

Non-SFU Administered Bursaries (Undergraduate)

36261.00

Non-SFU Administered Bursaries (Graduate)

3,500.00

Notes:

(a)

Number of awards disbursed for entrance scholarships only includes new awards offered in fiscalyear 2007/2008.

(b)

Total entrance scholarship disbursement fgures include new scholarship offers as well as scholarship renewals for continuing students

(C)

Bursary - Designated - includes Field School, Exchange, International Coop, and Aboriginal (Ugrad/Grad)

(d) Emergency Loans - temporary funding that the student must pay back within 60 days

)e) StudentAid BC funding for full-time, students include both federal and provincial loans along with possible grant funding

(1) Non-SEll administered financial ad and awards normally just requires proof of enrollment from institution. Funds are then pushed to students aunt

1k7.