For Information
S.02-77
SIMON FRASER UNIVERSITY
MEMORANDUM
To:
Senate
From:
John D'Auria, Chair
Senate Policy Committee on Scholarships,
Awards and Bursaries
Re:
Annual Report for Fiscal Year, 2001
ZITJJ
Date:
October
17,
2002
I am pleased to submit the Annual Report of the Senate Policy Committee on
Scholarships, Awards and Bursaries (SPCSAB) for the fiscal year (4/1-3/31). 2001-2002.
Overview
The Senate Policy Committee on Scholarships, Awards and Bursaries is the committee
charged by Senate with setting policy for the administration of student scholarships,
bursaries, and other forms of financial aid at SFU. It should be noted that this is primarily
for internal awards. Two other Senate committees, SUAAC (undergraduate awards) and
SGAAC (graduate awards) adjudicate financial awards to students where adjudication is
needed.
Traditionally the number of applications for financial aid climbs each year; in fiscal
2001-2002, SFU received approximately 3429 (3142 UG/269 G) applications for
bursaries (18 % increase), each applicant requesting consideration for 10 or more awards,
and approximately 10 19 applications were received for endowed and annual
undergraduate scholarships. Similar increases were noted for scholarships. Applications
are reviewed and vetted by staff in Student Services. In the case of scholarships and other
awards, the adjudication committees (SUAAC, SGAAC), then make final decisions in
meetings held each semester.
Although the University continues to benefit from a growing number of privately funded
scholarships, awards and bursaries, the majority of its awards are funded by the
University as a percentage of fees and tuition revenues. Given that tuition fees did
increase significantly in fiscal year 2002 and since this was anticipated, there were
actions taken to prepare for the effect of this increase on scholarships, awards and
bursaries. As background, Senate is reminded that the following motion was approved by
President Blaney in 1998, and reconfirmed by President Stevenson by memo on January,
2002, namely: "That for five years as of April 1, 1998, the university continue to adjust
the portion of the scholarships, awards and bursaries allocated from the university's
operating flmds according to the existing formula
('-25%
of the increase amount) based
on tuition and enrolment. Further, that during this period no change be made to this
adjustment as a result of increased scholarships, awards and bursaries endowments".
In anticipation of the possible increase to the tuition fees, SPCSAB passed two motions,
namely: "To recommend in principle a
'50-50'
split between scholarships and bursaries of
revenues generated from an increase to undergraduate tuition", and "To recommend to
the Dean of Graduate Studies that he examine the issue of funding for graduate student
bursaries, and to request that he bring forward a similar proposal related to the split of
revenues from graduate tuition". These recommendations were based to some extent on
the decreased funds made available to individuals over the last years, as mentioned in
previous Annual Reports, and to more equitably fund bursaries for graduate students
(now all students, undergraduate and graduate, are eligible for support from a common
bursary fund). These recommendations guided the implementation of increases realized
in fiscal year 2001, as will be reported in the Annual Report of SPCSAB next year.
In the regular business of the committee, a number of motions were passed. I would like
to draw your attention to some items of note:
• Graduate awards for master's and doctoral students were raised by 9% ($400) and 4%
($200), respectively.
• Entrance Scholarships will be a common program for students attending a Canadian
secondary school (note of explanation: same for provincial and national applicants)
• All students attending Canadian secondary schools will be eligible for both Dean's
and Summit scholarships.
0
Enclosed you will find more details on various aspects of the disbursements of funds for
Scholarships, Awards and Bursaries, but highlights include the following:
• With increased SAB funding supporting Student Recruitment efforts, an overall
acceptance rate of
45%
was achieved, an increase of 10% over last year.
• With the new self-reporting grade initiative, 339 offers of entrance scholarships were
made to top BC students prior to receiving grade data and an increased acceptance
rate of 51%.
• An increase in donor-funded scholarships, awards and bursaries of 19 was realized.
• Awardable amounts in athletic awards were capped as a result ofjoining the CIS.
• With the cancellation of the Work-Study program by the BC government, it was
decided to fund this program in the 2002/03 fiscal year using operating funds of SAB.
• Approximately 23% of all UG students receive primary funding through government
assistance before the implementation of tuition fees.
• Due to the regulations of the Millennium Bursary Program and the SFU semester
system, student's eligibility is starting to be negatively effected.
• Funding for all graduate awards increased from
$2,236,855
in FY00 to
$2,619,353.
.2.
Office of the Registrar
Burnaby, BC Canada
V5A 1S6
• !
____ Simon Fraser University
Telephone
(604) 291-3397
•
Student Recruitment
Facsimile
(604) 291-4969
Report to the Senate Policy Committee on Scholarships, Awards and Bursaries
2001-02 Entrance Scholarship Program
Entrance scholarships are available to new applicants to Simon Fraser who, at the time
of admission to the University, demonstrate academic excellence or a combination of
extraordinary personal achievement and academic excellence.
Additional SAB funding in early 2002 supported the ongoing efforts of Student
Recruitment to be more competitive in recruiting highly qualified students through our
entrance scholarship program. Over all, 667 entrance scholarships were offered for 2002-
3 with an acceptance rate of 45%. When compared to the acceptance rate of 41% on 2001-
3 awards, we have seen a yield increase of almost 10%. The increased funding
specifically supported our Gordon M. Shrum Scholarships; increased offers yielded 18
accepts for this prestigious award, 3 more students than in 2001.
Accumulated interest in the donor based Tadeusz Specht Memorial Scholarships in
Science and the Applied Sciences enabled us to increase our scholarship offers in this
award category. We improved our scholarship numbers in the Specht awards (specific
to the health related sciences) from 22 accepts in 2001 to 52 accepts in 2002. The
acceptance rate for the Specht awards in 2001 was 22%; our acceptance rate for 2002-3
was 31%, an increase in accepted offers of 41%.
.
Also significant was an increase in the Ken Caple College Transfer scholarship numbers.
The Caple rewards those applicants from the BC College system with extraordinarily
high grades - typically above a 4.0 CGPA on transferable academic work We have
awarded an average of 6 Caples per year over the past four years; 13 students accepted
our offers this year and registered in classes in September. The numbers of our national
and British Columbia foundation awards - the Kenneth Strand National Entrance
scholarship and the Summit Entrance Scholarship - remained consistent with our award
numbers in 2001.
New to the Registrar's portfolio of entrance scholarships for 2002-3 is the Tech One
Entrance Scholarship specific to SFIJ Surrey applicants. Our inaugural year with these
awards allowed 11 foundation awards of $3500 each.
Lastly, significant improvements to business practices in admissions processing
turnaround in 2002 supported our recruitment of highly qualified students. The self
reported grade initiative enabled 339 offers of entrance scholarships
prior
to receiving
grade data from the Ministry of Education in mid-May. Rolling offers of admission and
scholarship began in February to top BC12 applicants. We achieved an acceptance rate
of 51% on scholarship offers for this outstanding group of students who had a minimum
average of 93% on interim, verified grades from BCl2.
Total expenditures on all disbursements over 3 semesters:
98-2,98-3,99-1
99-2,99-3,00-1
00-2,00-3,01-1
01-2, 01-3,02-1
$1,202
,406
$1,268,986
1 $1,323,654
-
$1,352,290
3'
P. Godman: SPCAB report 10.4.02
I
.
—
qt N
00 —
00 N N
N
—
0
U
0
z
0
kn
N
.C)
z&-
'
c
— S
—
en
en
N
0\
>
l0
cu E
—
i0.
00
CD
o )
LO
N N
'0
O •
—
0 m
z-
N cr
'0
No N
S
0
eq
0
en Q 00
U
C)
U
C)
00
U
.--
0
CIO
C)
1
U
00
C.)
C)
—
CI)
0
0.1
U
00
C.)
DO
00
—
U
00
00
C#)
_
0-
)
C)
000
.cad
as
wo
—
—
0
I
•
0
CI)
cc
U
'
0 U
00
0
E
U0
C)
ri
c
too
=E
CD
0
cc
E
Z—.5
E
$-1 .
-
E
0.
00
C)
0
E
En
N
Lo.
Q
0
00
-
'I
0
-
C)
0 U 0 ._ U
U
0
4'.
Simon Fraser University
Dean of Student Services & Registrar Office
Memorandum
To:
Sarah Dench,
Secretary Senate Policy Committee on Scholarships, Awards & Bursaries
From:
Peg Johnsen,
Assistant to the Dean, Finance & Operations
Re:
Open Undergraduate Scholarship 2001/02 Fiscal Summary
Date:
October 17, 2002
For fiscal 2001 - 2002 the number of Open Undergraduate Scholarship program' recipients
increased by approximately 25% resulting in a 20% disbursement increase over the previous
fiscal year.
The Open Undergraduate Scholarship continued to be awarded at a CGPA level of 3.70, which
was consistent with practice since 1996-2.
The number of scholarship recipients increased by 241 (25%)over last fiscal year.
The annual budget for the Open Undergraduate Scholarship program for the 2001/02 fiscal
again was increased by $164,294 (20%)over the previous years' budget to allow for the increase
in the number of Open Undergraduate Scholarship eligible recipients. Total disbursements
over the three-semester period amounted to $989,426.
The Open Scholarship provided payment of $73 per credit hour while the actual cost per credit
hour was $73.15. The average scholarship amount dropped by $40 per award over last year
due to the reduction in the cost of the credit hour fee.
A possible explanation for the increase in the number of recipients could be the result of the
modest increase in enrollments; higher admission standards which are drawing students with
stronger academic foundations; the number of students lengthening the amount of time to
complete their degree; and an increase in the awareness of scholarship criteria standards.
Nevertheless, the increase in the number of Open Undergraduate Scholarship recipients is a
very positive reflection upon the quality of our students.
Attached is a spreadsheet with an updated summary of the Open Undergraduate Scholarship
data.
If you have any questions regarding this matter, I would be most willing to meet with the
SPCSAB to discuss the reports further.
Open Undergraduate Scholarship Data
Fiscal Year
Sem
# Awards
Total Awarded
Avg Award
CGPA
Per credit
89/90
89-3
399
$240,616
$603-
3.6
$
52
90-1
410
$231,662
$565
3.6
$
52
Total:
89/90
809
$472,278
$584
90/91
90-2
322
$143,645
$446
3.6
$
52
90-3
467
$290,444
$622
3.6
$
55
91-1
464
$269,115
$580
3.6
$
55
Total: 90/91
1,253
$703,204
$561
91/92
91-2
342
$169,956
$497
3.6
$
55
91-3
465
$318,246
$684
3.6
$
62
92-1
462
$301,163
$652
3.6
$
62
Total:
91/92
1,269
$789,365
$622
92/93
92-2
337
$183,148
$543
3.6
$
62
92-3
422
$298,984
$708
3.6
$
62
93-1
374
$263,748
$705
3.6
$
62
Total: 92/93
1,133
$745,880
$658
93/94
93-2
294
$174,902
$595
3.6
$
62
93-3
195
$161,636
$829
3.75
$
68
94-1
202
$151,776
$751
3.75
$
68
Total: 93194
691
$488,314
$707
94/95
94-2
150
$89,964
$600
3.75
$
68
94-3
214
$182,500
$853
3.68
$
73
95-1
252
$208,707
$828
3.65
$
73
Total:
94/95
616
$481,171
$781
95/96
95-2
172
$118,260
$688
3.7
$
73
95-3
233
$220,605
$947
3.7
$
77
96-1
276
$246,708
$894
3.65
$
77
Total: 95/96
681
$585,573
$860
96/97
96-2
184
$135,058
1
$734
3.7
$
77
96-3
280
$267,545
$956
3.7
$
77
97-1
260
$239,199
$920 1
3.7
$
77
(...
.
S
S
September 30, 2002
Open Undergraduate Scholarship Data
.
S
Total: 96/97
724
$641,802
$886
97/98
97-2
216
$167,167
$774
3.7
$
77
97-3
323
$302,918
$939
3.7
$
77
98-1
318
$295,911
$933
3.7
$
77
Total: 97198
857
$765,996
$894
98/99
98-2
226
$169,323
$749
3.7
$
77
98-3
337
$315,854
$937
3.7
$
77
99-1
335
$313,852
$937
3.7
$
77
Total: 98/99
898
$799,029
$890
99100
99-2
241
$176,176
$731
3.7
$
77
99-3
334
$313,159
$938
3.7
$
77
2000-1
358
$329,714
$921
3.7
$
77
Total:
99/00
933
$819,049
$878
00101
00-2
235
$173,789
$740
3.7
$
77
00-3
355
$333,256
$939
3.7
$
77
01-1
345
$318,087
$882
3.7
$
77
Total: 00/01
935
$825,132
$882
2001-2002
2001-2
295
$218,372
$740
3.7
$
73
2001-3
444
$389,702
$878
3.7
$
73
2002-1
439
$381,352
$873
3.7
$
73
Total: 2001-2002
1,1781
$989,426
$841
.
September 30, 2002
T.
Lt KtI
Simon
Fraser
University
j9j
Director of Student Academic Resources
qW
tel 291-4275; fax 291-4722; email charlotte_french@sfu.ca
Memorandum
-
/
To:
Ron Heath
From: Charlotte French(fT
Dean of Student Services/Registrar
Director, Student A
6
kcidemic Resources
Subject 2001-02 Financial Assistance
Date: October 7, 2002
Year End Reports
Attached please find the year end summary reports for the following programs administered
by Financial Assistance. The reports included are:
1)
Scholarships for In-Co'irse Undergraduates and Academic and Service Awards
2)
External Scholarships, Awards and Bursaries
3)
Bursary Programs
4)
Athletic and Recreation Awards
6)5)
Wor
Eme
k
r
-
ge
St
n
u
c
d
y
y
L
P
oan
rogr
P
am
rogram
0
7)
Part-time Student Assistance and Canada Study Grants
8)
Government Student Assistance Programs (including Canadian federal and provincial full-
time funding and U.S. student loans)
Please note that all reports give data based on
a
May 1 t April 30 academic year. Therefore,
the figures reported will not necessarily balance with statistics for the SFU fiscal year, April 1 to
March 31, or with the government program years of August 1 to July 31.
. Sarah Dench, Secretary SPCSAB
.
El
Office of the Registrar
Burnaby, BC, Canada V5A 1S6
Simon Fraser University
TekOwne (604)
Financial Assistance
Facsimile (604) 2914969
Report to the
Senate Policy Committee on Scholarships, Awards, and Bursaries
Scholarship for In-Course Undergraduate Students
And
Academic and Service Awards for the University Community 2001-02
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 350. To
be considered, students must submit applications to Financial Assistance by the end of the second week of classes of
the semester the scholarship is offered. Most endowed and annual scholarships are adjudicated direct)y by the
Senate Undergraduate Awards Adjudication Committee (SUAAC). A few of these scholarships are selected by
nomination of the academic department and confirmed.by
the SUAAC. Information about these scholarships is
published in the University Calendar and listed on the web site in a search capable format.
In 1999-2000, a one time donation from the Kaiser Foundation of $32,000 to scholarships for undergraduate
engineering students created a jump in the scholarship dollars awarded. The Kaiser Foundation now donates to the
Engineering Science Project Award endowment, which is included in the Endowed/Annual Awards column of the
table below.
Eight new donor funded scholarships, 4 annual donations and 4 endowments, were established in 2001-02.
Academic and 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 anService Awards reported in the table below are funded through donor based
endowments and annual gifts or by University operating dollars.
Four new awards, 3 annual donations and 1 endowment were established this year.
There has been no budgeted increase to the University funded awards for many years. The apparent increases resuH
from additional awards being included in the SFU Funded Awards category. Four Canadian Merit Scholarship
Foundation National Scholars received a total of $8,856 in tuition awards and two, instead of one, Terry Fox Award
recipients each received $1,000, plus three semesters of tuition. Canadian Merit Scholars receive funding of tuition
.
costs for two, fifteen credit hour semesters a year for four years from the University and the remainder of their
funding from the Foundation (see the External Awards report for more information).
MERT BASED AWARDS
Endowed/Annual Scholarships
Endowed/Annual Awards.
SPU Funded Awards
# of Awards
Total $
# of Awards
Total $
# of Awards
'Total $
01/02
248
195,950
160
57,981
109
57,779
00/01
227
171,825
144
51,934
101
50.287
99/00
232
194,705
119
44,430
102
49,757
98199
203
147,690
115
41,435
92
43,907
97/98
184
138,503
68
30,670
113
45,009
96/97
179
131,125
66
27,161
87
45,900
95/96
169
114,870
59
24,720
87
46,307
94195
165
117,290
52
12,330
84
44,250
Submitted by C. French, July 2002
.
-
.
(0.
I
Office of the Registrar
Simon Fraser
Financial Assistance
University
Bumaby, BC, Canada VSA 186
Telephone (604) 291.3892
Facsimile (604) 291.4969
Report to the
Senate Policy Committee on Scholarships, Awards and Bursaries
External
Scholarships, Awards and Bursaries 2001-02
Each year Simon Fraser University students receive scholarships, awars and bursaries that are
.L .
administered and adjudicated by organizations and corporations external to the University.
Tracking of these awards began in 1997-98. 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.
In the 2001-2002 year, Simon Fraser undergraduates received 302 external scholarships, awards
and bursaries totaling $355,205, an increase of 29% over 2000-2001, see the table below. 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
c
aw
rit
ar
eri
d
a.
s are based on community service, excellence in a specific endeavor or a
combination
of
.
Canadian Merit Scholarship Foundation
Included in
the numbers reported below are recipients of the Canadian Merit Scholarship
Foundation awards. These scholarships are awarded to graduating high school students on the
basis of academic excellence, community service and leadership. Simon Fraser University is one
of a consortium of Canadian universities that work with the Foundation to select and support
recipients. National winners receive a four year award consisting of $5,000 from the Foundation
and a tuition waiver of a maximum of $5,000 from the University annually. in 2001-02, Simon
Fraser had: 4 National Scholarship winners -2 in third year, 1 in second year and 1 in first year; 2
Finalist winners ($2,500 each one time); and 1 Regional winner ($1000 one time). The table below
includes the funds from the Foundation but Simon Fraser's disbursements for tuition are
reported with the Scholarships for In-Course Undergraduate Students.
Canada Millennium Scholarship Foundation
Also
in c luded
i
n the numbers below are recipients of the Canada Millennium Scholarship
Foundation merit awards. These scholarships were established three years ago when the Federal
government created the Canadj Millennium Scholarship Foundation. In 2001-02 there were 20
Canada Millennium Merit Award recipients attending Simon Fraser 3 National Award winners
-2 new recipients, 1 renewal ($4,800 each, renewable for 4 years); 6 Provincial/Territorial Award
winnezs -3 new recipients, 3 renewals ($4,000 each, renewable for 4 years); and 11 Local Award
winners ($4,000 each, one time). This is an increase from the 1999-2000 year when 2 National
Award recipients and I Regional Award recipient were in attendance.
Financial Assistance also actively promotes the
availabili ty
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. Such awards programs include the Rhodes
Scholarship, the Queen Elizabeth II BC Centennial Scholarship, NRC Women in Engineering and
Science Scholarship, and among others.
/1.
p
-2-
I
1
UNDERGRADUATE
EXTERNAL
External Scholarships
Total # of
Scholarships
Total $
01/02
216
294,590
00W01
204
226,270
99/00
181
176,827
98/99
13L
117,382
97/98
118
109,562
External Awards
Total # of
Awards
Total $
14
15,840
7
10,500
10
16,283
56
54,913
36
37,008
External Buxsaiies
Total #of
TotalS
Bursaries
72
44,775
56
38,061
61
39,034
35
23,374
71
48,369
GRADUATE EXTERNAL
External Scholarships
Total # of
Scholarships
TotalS
01/02
6
7,200
00/01
5
6,300
99/00
8
6,550
98
1
99
8
8,500
97/98
4.
4,900
External Awards
Total # of
Awards
Total $
0
0
0
0
0
•
0
0
0
0
0
External Bursaries
Total #of
TOW S
Bursaries
1
2,000
3
1,400
2
980
2
1,076
9
21,768
Note: all statistics are for the academic year May to April 30.
It
Submitted by Charlotte French, July 2002
.
/L
Office of the Registrar
Burnaby, BC Canada VSA 156
.Sim
q W
on
Fi
F
nanc
r
ial
a
Ass
s
istan
e
ce
r University
-
Facsimile (604)
(604)2914969
291.3892
Report to the
Senate Policy Committee on Scholarships, Awards and Bursaries
Bursary Program 2001-02
Bursaries are awarded on the basis of financial need and satisfactory academic performance to full-
time undergraduate and graduate students* .
Bursaries are funded through endowments and annual gifts
from donors as well as through university operating funds. To be considered for a bursary, students
apply to Financial Assistance by the end of the second week of classes each semester. Bursaries are
adjudicated by Financial Assistance on behalf of the Senate Undergraduate Awards Adjudication
Committee. Information about the bursary programs is published in the University Calendar and listed
in a searchable, web accessed database.
In the 2001-02 reporting year (May 2001 - April 2002), Financial Assistance received 3429 applications
with a total calculated financial need of $2,476,765. This represents an increase in financial need for
students of $463,040 or 23% over last year. In comparison, like last year, there was only
.
a 6.8% overall
increase in the funding available to students through bursaries. (see table 1)
The following tables compare changes in the Bursary program over time. The SFU Open Bursaries and
the SFU Daycare Bursaries are funded by University operating funds and are disbursed from one
• umbrella allocation. The Annual and Endowed Bursaries are funded through annual or long-term gifts
from donor individuals or organizations. In 2001-02, six new donor funded bursaries were established,
four endowed and two annual. Two of the new endowed bursaries are designated for graduate students.
Included in the SFU Open Graduate Bursary figures reported below is the TSSU Child Care Bursary.
This is the fourth year of this bursary program that is included in the TSSU labour contract with the
University. This year two bursaries totaling $2,675 were disbursed. One bursary was awarded to a
domestic student ($1425) and one was awarded to an international student ($1,050).
Included in
the
SFU Open Undergraduate (domestic) data reported below is funding to a World
University Services of Canada (WUSC) refugee student for one semester. Simon Fraser University has
an agreement with the Simon Fraser Student Society to assist in the support of one student a year
identified and immigrated to Canada by WUSC. Support is one year (twelve months) in duration
while the student establishes landed immigrant status and becomes eligible for other funding. The
University pays for tuition up to Z2 credit hours each semester, the athletic and recreation fee, the
student services fee, residence fees (dorms only), and a $500 start-up bursary. From funds collected with
the Student Society fee, the Simon Fraser Student Society pays the student society fee, reimbursement
for textbooks, a $500 monthly living allowance, and a bus pass. Two WUSC students will be supported
during 2002-03.
Undergraduate students are
considered
full-time if they are registered in 9 or more semester hours of normally graded
courses. Graduate students must be registered in an approved full-time program.
.
'3.
I
..,'.
2
BURSARIES
•
Applications Received
and Calculated Financial Need
-
Total #
Applications
Total
Calculated
Need
01102
3429
2,476,765
00/01
2870
2,013,725
99/00
2615
1,751,834
98/99
2514
1,565,785
97/98
2558
1,296,738
96/97
20781
1,068,339
Undergraduate Bursaries
SFU Open (domestic)
SFU Open
(international)
SFU Daycare
Annual and Endowed
# of Awards
Total $
# of Awards
Total $
# of Awards
Total $
#
O? Awards
Total S
01/02
1,166
457,100
186
111,243
10
2,670
656
499,282
00/01
1,023
470,892
136
93,100
5
2,116
517
441,997
99/00
891
415,511
163
127,540
10
4,263
538
425,06
98199
818
414,171
158
122,258
5
1,107
514
393,82
97/98
777
420,692
116
116,833
12
3,142
436
355,159
96/97
623
411,120
112
115,015
12
1,935
• 417
347,342
95/96
608
381,443
176
145,325
30
6,540
429
316,235
94/95 1
5351
289,518
152
117,0141
651
2,695
1
4771
329,135
0
.Graduate Bursaries
SFU Open (domestic)
SFU Open
(international)
SFIJ Daycare
Annual and
Endowed
# of Awards
Total S
# of Awards
Total S
# of Awards
Total S
# of Awards
Total S
01/02
87
47,765
31
14,775
3
570
35
28,420
00/01
90
54,870
'
27
13,405
1
406
10
10,465
99/00
79
46,110
27
16,665
2
1,087
6
4,150
98/99
59
43,453
36
21,945
0
0
7
6,155
97/98
61
45,590
25
17,494
2
553
8
7,002
96197
43
48,018
29
24,985
10
3,267
5
4,634
95/96
37
36,825
54
44,700
19
4,727
6
9,400
94/95
58
41,225
53
43,600
23
6,005
9
4,650
.
submitted by C. French, July 2002
I'.
Office of the Registrar
Sri
Simon Fraser University
Financial Assistance
Burnaby. BC. Canada V5A 1S6
Telephone (604) 291.3892
Facsimile (604) 291.4969
17J
Report to the
Senate Policy Committee on Scholarships, Awards, and Bursaries
Athletic and Recreation Awards 2001-02
Athletic Awards
Athletic awards are available to students who are members of varsity teams at Sinn Fraser University and are
awarded primarily on the basis of Athletic merit, though some awards have an academic achievement component
IL
Athletic awards are funded through endowed and annual donations as well as university operating funds. Awards
included in the table under the title 'Athletic Tuition Awards are funded with money raised by the individual teams to
support their own athletes.
The table below shows a very small decrease in the total number and value of Endowed/Annual Awards, SFU funded
awards and Athletic Tuition awards disbursed to students this year. This is a change in the trend of previous years of
continuous increases. In September of 2000 two of the varsity teams, Men's and Women's Basketball, moved from
competing in the National Association of Intercollegiate Athletics (NAIA) to the Canadian Interuniyersity Sport
(CIS). The change of league meant a new set of regulations governing financial assistance for student athletes.
Most notably there is an annual cap on total awards a student-athlete may receive in Endowed/Annual awards and
SF11 Funded awards equal in value to assessed tuition and fees (maximum approximately $2672) from a maximum
of tuition, fees and allowable living expenses ($8800 annually). This change reduced the number and value of awards
that could be given to members of the two basketball teams. In 2002-03 six teams will compete in the CIS.
The increase in the total dollars disbursed through donor based Endowed/Annual Athletic awards is due in large part
to eight operating endowments being made active and including an award component These funds replaced awards
given from Athletic Tuition Awards accounts and will likely grow in future years. In addition one new endowed
athletic award was established.
Recreation Awards
Simon Fraser University supports a number of awards for students who actively support the University's Recreation
Program. The awards are given in recognition of individual participation, leadership and volunteerism in various
aspects of Recreation Services. University funding for Recreation Awards has remained unchanged for over eight
years and is budgeted at $19,200.
ATHLETIC AND RECREATION AWARDS*
S
dowed/Annual Athletics
SF11 Funded Athletics
Athletic Tuition Awards
SF11 Funded Recreation
Awards
# of
Awards
TotalS
# of
Awards
Total $
# of
Awards
Total $
# of
Awards
TotalS
01/02
385
291,679
54
38,500
25
14,822
30
18,000
00101
297
222,859
55
39,000
112
88,100
29
17,400
99/00
289
223,750
57
40,500
130
86,768
31
18,600
98/99
265
180,930
52
36,600
141
89.189
31
18,600
97/98
303
188,851
55
39,000
103
77,696
32
19,200
96/97
205
109,802
50
38,800
134
90,038
32
19,200
95/96
153
90,895
50
39,000
63
60,209
35
21,000
94/95
171
1
79.545
1
56
41,000
1
67
1
57.333
31
1
15,600
is:
B.C. Athletic Assistance
Program
The B.C. Athletic Assistance Program (BCAAP) is a provincial government program to support top athletes in
pursuing their education while maintaining their sport training. The amount of funding available to student-athletes
through this program has decreased notably over the years. The decrease
this
year is largely due to
larger
funding
allocations for Trinity Western University who brought more teams into the Canada West conference. In 1996-97,
Simon Fraser student athletes received 212 disbursements totaling $136,156 from this program. In
this
past year,
2001-02, SF11 athletes received 63 disbursements totaling $61,250, a 55% decrease in funds over five years.
The value of awards a student-athlete on a CIS team may receive from the B.C. Athletic Assistance Program are
restricted by the BCAAP regulations (maximum $3500 annually) but not by the athletic organization. For CIS
teams, these awards may be given in addition to the Endowed/Annual and SF11 funded awards.
BC ATHLETIC ASSISTANCE PROGRAMS
# of Award
Total $ Awarded
01/02
63
61,250
00/01
90
66,916
99/00
85
62,926
98/99
142
90,979
97/98
138
90,112
96197
212
136,156
Note:
all
statistics are for the academic year starting May and ending April 30.
submitted by C. French, July 2002
.
S
lID.
EI
Office of the Registrar
Burnaby. BC, Canada V5A 1S6
Simon Fraser University
Telephone (604) 291.3892
•
Financial Assistance
Facsimile (604) 2914969
Report to the
Senate Policy Committee
on Scholarships, Awards
and Bursaries
Emergency Loan Program 2001102
Short term (60 day), interest-free loans are available to students who require interim emergency
funding 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. Emergeny loan values are usually no
more than $500 but individual award values depend on the specific circumstances of the student. Some
students inay receive more than one Emergency
Loan
during a semester. Students must meet with a
Financial Assistance Advisor
as part of the
assessment
process.
Making the
first rent payment for a new semester is the most common reason for students funded by
government
assistance to access the Emergency Loan Program. Government assistance funds are not
disbursed until the first day of classes which usually falls after rents are due. Students who hold part-
time jobs are most likely to access the Program in mid-semester to cover rent or food if scheduled work
hours have been lower than expected.
In previous years difficulties arising from implementation of new methods of enrollment confirmation
and
centralization
of government loan processing
by the loan administration organizations delayed
.
disbursement of funds to students and increased the demand on the Emergency Loan program. Over the
past two years there has been less disruption to the disbursement of government assistance to students
and a notably positive impact on our Emergency Loan program. 2001-02 had the lowest demand on
Emergency Loans in eight years.
EMERGENCY LOANS
(Undergraduate/Graduate)
Number of
Loans
Total $
Awarded
# Loans to
Collection
Total $ to
Collection
01/02
244
142,092
N/A
N/A
00/01
256
152,354
7
4590
99/00
359
217,139
7
4650
98/99
433
246,828
10
6248
97/98
345
157,825
7
4500
96/97 •
352
160,716
Not Recorded
Not Recorded
95/96
527
265,472
11
3763
94/95
674
317,329
7
5363
submitted by C. French, July 2002
.
ii.
Office of the Registrar
Burnaby, SC, Canada VSA 1S6
Simon Fraser University
Tce29l.2
Financial Assistance
Faimile (604) 291.4969
Report to the
Senate Policy Committee on Scholarships, Awards and Bursaries
Work-Study Program 2001.02
Work-Study
The Work-Study program was part of the provincial governments BC Student Assistance Program. Work-
Study was targeted to those graduate and undergraduate students who were B.G. residents and had an assessed
financial need above the maximum funding allowance through Canada Student Loan, Canada Millennium
grant, BC Student Loan and BC Grant. The purpose of the Work-Study program was to supplement the
assistance these students were already receiving. Work-Study funding was the only supplemental funding
that did not affect a student's government loan and grant disbursement. Only BC residents were eligible for
the Program.
The B.C. government cancelled the Work-Study program as of August 2002. Beginning in September
2002, Simon Fraser will be funding a Work-Study program through operating funds.
Over the past five years Simon Fraser University's Work-Study allotment from the BC Government
decreased due to an increase in the number of participating post-secondary institutions. In the 1995-96
program year Simon Fraser University was allotted $460,000 but in 2001-02 only $344,995.
The table below shows the number of Work-Study positions that were awarded to students, the total dollars
that were allocated to those awards and the actual total dollars the students earned. Students are often unable
to complete all of the work hours they have been awarded due to course demands, other time conflicts or
early completion of the project and awards are budgeted accordingly. The maximum fundable pay rate
through the Government was $8.75 per hour.
At Simon Fraser, individuals interested in submitting projects for Work-Study students are invited to
complete and submit a request form to Financial Assistance through the web by the deadline, usually one
month prior to the start of each semester. When approved, projects automatically appear on the posting
search website that is available only to approved Work-Study students. Students were notified of their
eligibility to participate in the program beginning two weeks prior to each semester. Despite the decrease
in funding, the number of requests for Work-Study students has not changed and is now higher than funding
allows.
The BC Work-Study budget year was September to August of the following year. The numbers in the chart
below are based on a reporting period of May to April. Because of the difference between reporting periods,
the numbers can be very inconsistent year over year in this report. Included in the 1997/98 reported year are
higher than normal summer expenditures for 97-2 and a one time addition to the budget for 98-1.
Students Aiding
Students
Until August 2000, a portion of the Work-Study funding from the government, approximately ten percent,
was allocated for a program called Students Aiding Students. This program provided funding for full-time
students who wished to assist students with permanent disabilities. The majority of students hired through
this program took class notes on behalf of the student they were aiding. Others assisted students accessing
materials and services in the Library. The Government agreed to change the Students Aiding Students
program for the 2000-01 academic year to be administered directly by the Centre for Students with
Disabilities and adjust regulations accordingly. The table below includes Students Aiding Students
participants until August 2000
.
sra
GOVERNMENT FUNDED WORK-STUDY- Undergraduate
Number of Awards
Total $
Awarded
Total $ Spent
01/02
363
417,900
329,208
00/01
346
385,120
310,655
99/00
498
481,140
343,689
98199
344
301,300
24&,503
97/98
612
668,121
542,932
96197
481
420,211
353,804
95/96
561
501,661
438,850
94195
499
429,672
361,879
Note: these numbers include expenditures for the Students Aiding Students program until August 2000.
GOVERNMENT FUNDED WORK-STUDY - Graduate
Number of Awards
Total $ Awarded
Total $ Spent
01/02
5
7,000
5,362
00101
7
8,300
7,503
99/00
19
19,830
18,130
98/99
4
2,910
2,507
97/98
12
15,740
11,350
96197
4
3,537
3,436
95/96
12
14,296
13,001
94/95
16,,,
1
21,205
19,911
submitted by Charlotte French, July 2002
.
id.
p4p
Office of the Registrar
Simon Fraser University
Financial Assistance
Burnaby,BC, Canada V5AlS6
Telephone (604) 291.3892
Facsimile (604) 291-4969
Report to the
Senate Policy Committee on Scholarships, Awards, and Bursaries
Government Part-time Student Assistance and Canada Study Grants 2001-02
Government Part-time
Student Assistance
To be eligible for the federal government's Part-time Canada Student Loans (PT-CSL) and Grants (PT-
CSG), atudents must be registered in less than nine credit hours and have a demonstrated financial need. In
order to be eligible for grant funding, students must also meet specific criteria for not studying full-time.
The list of acceptable conditions for maintaining pan-time studies includes: permanent disability; single
parent caring for an elderly dependent; and requiring less than nine credit hours to fulfill graduation
requirements. The Part-time Grant program has a maximum award value of $1200 a year and is well used
by Simon Fraser students.
Students receiving a Part-time Loan must start making payments on the interest immediately, while still in
studies. Most students who are in search of additional support cannot afford to make the payments. As a
result, the loan program is not well used by Simon Fraser students. Most applicants do not cash the loans
even when they are awarded. In 2001-02,57 of the 70 students who applied for Part-time Loan and Grant
qualified for Grant and Loan or Loan only and had a total assessed need of
$56,903.
Of the
57
eligible
students 54 received Grant totaling
$50,739
and 30 students qualified for
the Part-time
Canada Student
Loan.
Only 7 students requested PT-CSL documents to be issued (for a total value of $6,526) and of those
only 5 students (total loan value of $3,669) picked up their documents for negotiation.
The table below shows an apparent decline in the Part-time loan awards in 2000-01. However, government
procedures for processing Part-time Loans changed to allow students to be considered for Part-time Grant
without applying for a Pan-time Loan. Subsequently students who are not interested in the Loan option are
no longer assessed and awarded funding under the Loan program.
PART-TIME CANADA STUDENT LOAN
# of Awards
Total $
Awarded
# of Loans
Released
Total $ Loans
Released
01/02
7
6,526
5
3,669
00/01
13
10,700
8
6,778
99/00
45
24.480
2
2,679
98/99
36
26.103
No Record
No Record
97/98
1
45
1
46,550
No Record
No Record
.
r
.
PART-TIME CANADA STUDY GRANT
# of Awards
Total $
Awarded
01/02
54
$50,739
00/01
54
51,014
99/00
83
73,072
98 1 99
108
112,407
97)98
70
65,365
96/97
1
52
1
48,98*
Canada Study Grant for Female Doctoral Students (CSG-FD)
Six
years ago, the federal government introduced a grant program to support female doctoral students in
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.
Commencing 2001-02 these grants were assessed as part of the B.0 Student Assistance Program
application and a separate application is no long required. For those students who meet the criteria for a
CSG-FD, the grants are automatically assessed and the assessed award replaces BC and federal
loan
funding.
# of Awards
Total $
Awarded
01/02
5
$14,569
00/01
7
17,781
99/00
6
13,966
98199
3
8,876
97/98
1
1,769
96(97
0
0
95/96
3
6,387
Note: Statistics are reported for the academic year May 1 to April 30.
0
Submitted by Charlotte French July 2002
2
cI.
Office of the Registrar
J1 Simon Fraser University
Telephone (604) 291-3892
Financial Assistance
-
Facsimile (604) 291-4969
Report to the
Senate Policy Committee on Scholarships, Awards and Bursaries
Government Student Assistance 2001-02
Domestic Canadian students, graduate and undergraduate, may apply through their home province to receive funding
assistance from the federal, provincial and territorial governments. Government assistance is a primary source of funding for
30% of Canadian post-secondary students. The goal of these programs is to promote accessibility of post-secondary
education among academically qualified students who do not have the personal or family resources to meet the costs of
education.
At Simon Fraser University approximately 23% of
all
undergraduate students received their primary funding through
government student assistance in the Fall 2001 semester. Without this funding they would not be able to attend the
University.
The tables below report the number of government assistance awards and the total dollars of assistance received by SFU
students during the 2001-02 award year. The first two tables report numbers for students who are considered residents of
British Columbia and are receiving funding through the BC government Simon Fraser students received $2.5 million more
dollars in government student assistance through BC in 2001-02 compared to 2000-01. According to the government's
statistics Simon Fraser has moved from being the third largest user of the assistance programs to the second.
The second set of tables report students who are receiving funding through other Canadian provinces or territories and from
the United States. Although there is an apparent decrease in the number of awards and total value of assistance being
received by students from other provinces and territories, not all provinces advise the institutions of assistance granted to
students, particularly grant awards. The decrease could reflect a different mix of provincial representation among students or
may reflect increased financial barriers to moving away from home and the choice to stay in the home province or territory.
The number of and funding for U.S. students increased notably in 2000-01 and remained high in 2001-02. Our U.S. students
appear to be taking advantage of their U.S. government assistance and requesting maximum values on all government loan
programs available to them.
In response to ten years of reduced grant funding and increased loan funding to students, the Canada Millennium Scholarship
Foundation awards were introduced by the federal government in 1999-2000. There are two components to the Millennium
Scholarship program, Bursary Awards and Merit Awards. In accordance with the legislation that created the Foundation,
95% of the funds available are directed to grants for students with financial need and
5%
are directed to scholarships for
students on the basis of leadership, community service, innovation and academic achievement Simon Fraser students who
have receive Merit Awards are included in the External Awards report. Students who have received Bursary Awards are
included in the tables below under the heading of BC/Federal Grant and Provincial/Federal Grant. The impact of the increase
in grant funding from Millennium Bursaries for undergraduate students beginning 1999-00 is clear in the tables below.
The Millennium Foundation Bursary Awards are administered by the provincial authorities who also administer Canada and
Provincial student assistance programs. The Millennium Bursary awards are available to students in the second, third and
2
fourth year of their first undergraduate degree In British Columbia,
all
Bursary Awards are disbursed in
the
second half of
•
an academic year to qualified students who applied for two semesters of government student assistance the previous August
SFU
stud
ents prefer to apply for student loans one semester at a time in order to consider participation in Co-operative
Education semesters, exchange programs, and other special semesters. This disqualifies them from Millennium Foundation
Bursary awards. Simon Fraser University pointed out from
t
he beginning that this requirement disadvantaged our students.
The BC government also anticipated this problem among seznesterized institutions and attempted to mitigate the situation by
revamping the BC Grant program. BC originally chose to maintain their first year grant program and reinvest displaced
second year grant funds by extending eligibility to third and fourth year students in order to fill some of the boles that the
Canada Millennium Bursary Awards created. However,
the
problem is now impacting student eligibility in new corporate
sponsored awards administered by
the
Foundation as only
students
who were considered eligible form Millennium grants are
considered for the additional awards.
For 2002-0? the B.C. government has discontinued thqir grants for first year students and replaced it with loan funding. The
impact of this change will be seen in next year's report
.
Q.
BC Residence - Federal and Provincial Assistance
Undergraduate
Canada Student Loan
British Columbia Loan
BC/Federal Grant
Totals
#of
#of
#of
#of
Awards
Total $
Awards
Total $
Awards
Total $
Awards
Total $
01/02
.
7,206
20,745,360
5,581
8,982,386
3,432
6,277,543
16,219
36,005,289
00/01
6,700
19,422,436
5,139
8,435,234
3,238
5,913,349
15,077
33,771,019
99/00
6,220
18'.16,408
4,774
8,437,478
2,707
4,725,887
13,701
31,179,773
98/99
5,742
17,543,548
5,121
10,456,783
1,304
2,244,399
12,167
30,244,730
97/98
5,344
16,728,873
4,833
10,187,803
881
1,633,952
11,058
28,550,628
96/97
5,296
16,458,488
4,765
9,532,871
892
1,566,540
10,953
27,557,899
95/96
5,148
16,135,660
4,202
7,051,162
879
1,282,322
10,229
24,469,144
94/95
4,885
14,473,670
3,898
7,243,664
697
998,482
9,480
22,715,816
Canada Student Loan
British Columbia Loan
BCfFederal Grant
Totals
#of
#of
#of
Of
Awards
Total $
Awards
Total $
Awards
Total $
Awards
Total $
01/02
268
877,137
266
639,037
53
47,788
587
11563,902
00/01
250
731,401
256
567,458
35
32,810
541
1,331,669
99/00
263
It
835,532
271
633,071
54
53,252
588
1,521,855
98/99
261
832,306
265
649,411
41
43,184
567
1,524,901
97/98*
240
790,574
254
634.665
N/A
N/A
494
1,425,239
96/97
235
723,913
226
472,144
N/A
N/A
462
1,198,443
95/96*
204
652,199
196
386,703
N/A
N/A
401
1,040.099
94/95*
224
697,892
199
411,163
N/A
N/A
425
1,112,235.,
3
a
Out of p rovince and us
Students
Undergraduate
Federal Student Loan
Piovi-ia1 Loan
ProvinCjal/nedcral
Grant
US Student Loans
#of
#of
#of
#of
Awards
Total $
Awards
Total $
Awards
Total $
Awards
Total $
01/02
249
900,177
209
403,709
72
182,303
18
108,983
00/01
251
894,323
212
422,693
84
230,272
20
108,145
99/00
333
1,149,868
249
589,344
60
165,636
9
59,392
98199
380
123,501
270
697,485
38
81,113
8
35,465
97/98
378
1,424,821
317
868,898
42
74,076
9
33,458
96197
429
1,609,830
514
977,181
20
26,104
12
37,389
95/96
436
1,629,038
547
1,017,365
13
26,980
14
69,636
94/95
394
1,415,716
535
1,000,396
17
24,231
5
16,120
.
Graduate
Federal Student Loan
Provincial Loan
Provincial/Federal
Grant
US SP'dcnt Loans
#of
#of
#of
#of
Awards
Total $
Awards
Total $
Awards
Total $
Awards
Total $
01/02
49
206,584
60
165,695
1
834
10
94,915
00101
60
215,651
62
142,727
4
2,194
14
125,933
99/00
64
264,926
73
193,164
4
9,435
13
. 75,190
98/99
80
293,1064
83
181,735
4
7,217
21
96,653
97/98
86
373,940
106
309,576
3
5,840
20
79,989
96/97*
'
78
304,785
119
229,914
5
4,955
16
59,996
95/96
88
362,150
157
340,064
5
5,560
10
43,143
94/95'
96
359,216
144
271,116
1
1,000
5 1
21,182
0
Submitted by C. French, July 2002
SIMON FRASER UNIVERSITY
a
DEAN OF GRADUATE STUDIES
Memorandum
TO:
Dr. John D'Auria, Chair
FROM: Jonathan C. Driver
Senate Policy Committee on
Dean
Scholarships, Awards & Bursaries
SUBJECT: Annual Report: SPCSAB
DATE:
October 1, 2002
I am pleased to enclose a summary of the graduate award disbursements in fiscal year 2001-2002
in tabular form, for inclusion in the SPCSAB report to Senate.
Disbursement Totals by Award:
Graduate Fellowship
President's Ph.D. Research Stipend
C.D. Nelson Entrance
Special Graduate Entrance Scholarship
$1,932,200
$335,000
$243,653
$108500
$2,619,353
.
-
c: Sarah Dench
Enclosure
[1
inoctl-02spcsab 10/02102
