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For Information

SIMON FRASER UNIVERSITY

S.0086

MEMORANDUM

To: ?

Senate

From: ?

John D'Auria, Chair

Senate Policy Committee on Scholarships,

Awards and Bursaries

Re: ?

Annual Report

Date: ?

October 13, 2000

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

Scholarships, Awards and Bursaries (SPCSAB) for the fiscal year 1999-2000.

Overview

S ?

The Senate Policy Committee on Scholarships, Awards and Bursaries is the committee

charged by Senate with setting policy for the administration of student scholarships and

other forms of financial aid at SFU. It should be noted that this is primarily for internal

scholarships. Two other committees, SUAAC (undergraduate awards) and SGAAC

(graduate awards) adjudicate financial awards to students where adjudication is needed.

The number of applications for financial aid climbs each year; in fiscal 1999-2000, SFU

received approximately 2800 applications for bursaries, each applicant requesting

consideration for 10 or more awards, and a similar number of scholarship applications

were received. Applications are reviewed and vetted by staff in Student Services. In the

case of scholarships and other awards, the adjudication committees 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 awards are funded by the University

as a percentage of fees and tuition revenues. When revenues increase as a result of

increases in tuition, enrollments, or course loads, so does the budget for financial aid. It

should be noted that with the five-year tuition freeze, the funds available for bursaries

and scholarships have not increased significantly, despite increases in enrollments.

While academic scholarships are still strong, one effect of the freeze has been the

inability to increase the amounts available for bursaries. In fact the bursary awards have

.S ?

been fixed for seven years. Given that such awards go to those who most need financial

support, this is a situation that should be revisited soon for additional support.

In recent years, there has been increased recognition about the growing debt load that

students incur during their university years. It is currently estimated that fourth-year

undergraduate students receiving BC Student Assistance have an average government

loan debt of $25,000. The new Canadian Millennium scholarship and bursary award

programs do not yet seem to have significantly benefited Simon Fraser University

students. As reported in the attached information on Government Student Assistance,

SFU students received a disproportionately low number of Bursaries from this program,

and of the 890 students receiving Millennium Scholarships only 10 are attending SFU

this Fall.

In the regular business of the committee, a number of motions were passed. I would like

to draw your attention to three items of note:

• it was decided to discontinue the SFU Recreation Award as this award had not been

funded or offered for several years;

• changes were made in the terms of reference for the Leadership Awards to more

accurately reflect the way in which nominations were made and to provide more

flexibility in distributing the awards; and

• the SFU University Transfer Scholarship was created at a value of $3500 over two

semesters. Funding for this came from the former Undesignated Entrance

Scholarship Fund.

Attached are a number of reports detailing the final allocation of the scholarship, award,

and bursary funds.

OIL

Memorandum

Simon Fraser University

To: Members of SPCSAB ?

From: Jeff Macnab, Director,

Student Recruitment

RE: 1999 / 2000 Entrance Scholarships

Date: 22/9/00

I have recently joined the Office of the Registrar as Director, Student Recruitment. I look

forward to meeting you over the weeks and months ahead. I have attached two documents

which report on expenditures for the past year and 2000-3 acceptance rates for our entrance

scholarship program.

I would like to draw your attention to the following positive trends which emerge when we

compare data over the last two years:

• The acceptance rate for BC secondary school students offered an SFU scholarship has

increased this year to 50% from 48% last year.

• The domestic Shrum scholarship acceptance rate has increased from 75% last year to 82%

this year.

• The domestic Summit scholarship acceptance rate has increased from 43% last year to 51%

this year.

• Again this year, six ($40,000.00) Shrum International Entrance scholarships were awarded

to students from the United World Colleges. This UWC group represents the following 5

countries: Lithuania, Bulgaria, Sweden, Albania and Norway. An additional UWC

graduate from Ukraine accepted an International Summit scholarship.

Recently I had the distinct pleasure of speaking with a number of our recent entrance

scholarship award winners at the orientation and reception we hosted for them 2 weeks ago. I

was very impressed by the depth and breadth of both their accomplishments and their current

passions and interests. I look forward to working with them on the recruitment of future

scholars to SFU.

Regards,

çf\

Je f Macnab

Director, Student Recruitment

Office of the Registrar

jmacnab@sfu.ca

(604) 291-3113

.10 ?

2000 Entrance Scholarship Awards Statistics

Scholarship

Total

Offers

Outstanding

Accepted

Deferred

Declined

Shrum International Entrance Scholarship

International Summit Entrance Scholarship

Gordon Shrum National Scholarship

Kenneth Strand National Scholarship

Jack Diamond National Scholarship

National Specht in Applied Science

National Specht in Science

Hamilton College Transfer Scholarship

College Deans Scholarship in Arts

College Deans Scholarship in Applied Science

College Deans Scholarship in Business

College Deans Scholarship in Science

Ken Caple College Transfer Scholarship

Simon Fraser Entrance Scholarship

SFU Alumni Leadership Scholarship

Gordon M. Shrum Scholarship

Deans Scholarship in Applied Science

Deans Scholarship in Arts

Deans Scholarship in Business Administration

Deans Scholarship in Education

Deans Scholarship in Science

Jack Diamond Leadership Scholarship

Summit Entrance Scholarship

307

158

147

Regional Summit Entrance Scholarship

Tadeusz Specht Scholarship in Applied Science

Tadeusz Specht Scholarship in Science

117

Jack Diamond Scholarship

Phi Theta Kappa Scholarship

Grand Total

569

0 ?

276

286

2000 Entrance Scholarship Statistics complied by Student Recruitment

as at 9/22/2000

LI:

199912000 Entrance Scholarship Expenditures

Program

GL Account Nwnb.r

Sester,

99/00

99-2

99-3

2000-1

B.C.

Expenditures

11-191131-7114

'11-19113l-71t4

ILThQ

&LZ*.Q

*7.500

Alumni

11-191131-7129

$,3-1.2.$

27J.5.2

$50.125

145750

$316,542

S2,

500

$j.,,jQ

$3,750

1173.2

ILZS.Q

U.j22

$11,000

,50

1.1.72 ?

14flfl

$1.,1Q

$7,500

$2,250

23,

IL00,2

$29,750

$3,500 ?

$210,250

$173,250

$387,000

$10,500

$7.500

$18,000

'11-191131-7118

$22.450

55.250

$27,700

$15.500

$27,150

$32.750

519.250

*52,000

Phi Theta Kappa

11-191134-7116

$6.750

$5.250

$12,000

11-191132-7115

'11-191132-7143 ?

$2,500

$31,250

22 ?

*31.250

$15.250

$49,000

Diamond

11-191132-7112

'11-191132-7146

*13.750 ?

$13Q

$15,500

$2,750

$26,250

Hamilton ?

'11-191133 .

7121

$2,500

$10,000

$L2

DearmSd

$1,750

Dean Arts

'11-191133-7106

$3,500

$.Q2

S1,00

OeanAPSC ?

Dew Business;

President's

315.437

21.70

*15.437

*12.250

829,437

'nt.ma8onsl

Intnl Sunvtt ?

11-191134-7116

I5,220

36.250

$11,150

Shrum

Contingency

11-191134-710213-875627-7103

*10.000

*55.425

$42

$51,275$4,575

$116,700

$13,324

Tuition

11-191134-7103

$5,544

I4,I$2

$3,350

$13,783

Total Expenditures

389.544

$874,950

$504,492

*1.268.986

Fiscal Year Budget Afloctaficn

$1,198,250

Total Expenditures to Date

$1.155.162 (this figure does not include Specttt or contherc

RemaJning Funds Available

$43,088

prepared by Mictiete Black

9/22/00

SIMON FRASER UNIVERSITY

OFFICE OF

THE

REGISTRAR ?

MEMORANDUM

To: ?

Senate Policy Committee on Scholarships, Awards and Bursaries

From: ?

K.C. Bell, Assistant to

the Dean of Student Services

Re: ?

Open Undergraduate Scholarship for Fiscal 1999 - 2000

Date: ?

September 18, 2000

For fiscal 1999— 2000 the Open Undergraduate Scholarship continued to be awarded at a

CGPA level of 3.70, which was consistent with practice since 1996-2.

Total disbursements over the three-semester period amounted to $819,049; as the

budgeted amount for the scholarship was $817,138, we were within

.25%

of our target.

The number of scholarships increased by

35,

while the average scholarship dropped by

$12. Overall, the cost to the University of this scholarship increased again by

2.5%

(or

$20,020). ?

As in previous years, I should note that the Committee has earlier laid the groundwork to

issue the Open Scholarship at less than the full value of tuition (at the BTF rate) should

tuition increase as a result of the province lifting its tuition freeze. Note that an increase

of even $5/credit would result in an increase in cost of over $50,000/year if tuition.

continued to be fully covered. In that case, I will seek the Committee's advice in advance

on how to issue the Scholarship.

99/00

992

241

$176,176

$731'

3.7

$77

993

001

358334

$329,714$313,159

$921$938:.

3.7$77

3.7

$77

Total:

933

$819,049

$878

I attach a chart showing the pattern of disbursements and CGPA requirements for the

Open Scholarship since fiscal 1990 - 1991.

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Office of

the Registrar

Simon Fraser University

Financial Assistance

Burnaby, BC, Canada V5A 1S6

Telephone (604) 291-3892

Facsimile (604) 291-4969

Report to the ?

Senate Policy Committee on Scholarships, Awards and Bursaries

Government Student Assistance 1999-2000

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 9% of our full-time graduate students and 22% of full-time

undergraduate students received their primary funding through government student assistance in the Fall

1999 semester. Without this funding they would not be able to attend the University.

From province to province, government funding for student assistance varies with regard to the mix of

student loan versus grant and the value of disbursements. In the past ten years governments increased the

proportion of assistance given as loan and decreased or eliminated grant aid. The outcome was a dramatic

increase in the total debt with which students graduated from their post-secondary programs. The average

debt of students in their fourth year of studies receiving BC Student Assistance in 1996-97 was $19,000.

Estimates for 1998-99 were quoted as high as

$25,000.

Concerns regarding the increasing debt load of new

graduates prompted new programs to re-introduce grants and to assist repayment of loans for students after

degree completion.

During the 1998-99 program year three new federal measures were introduced to the Canada Student

Assistance Program: Canada Study Grants for Students with Dependents; extended Interest Relief; and Debt

Reduction. The Canada Study Grant (CSG) for Students with Dependents is issued as part of the federal and

provincial student assistance package and does not require a separate application. A student with sufficiently

high financial need will receive $40 per week if they have one or two dependents 18 years of age or under

and $60 per week if three or more qualifying dependents.

Extended Interest Relief and Debt Reduction measures were introduced as a package program. These

programs are available to former students who are in repayment of their loans. Interest Relief allows a

former student in financial hardship to defer loan payments for six month periods during which the

government will make the interest payments. In 1997-98 the 30 month lifetime maximum for all students

was changed to

months for students in their first five years of repayment and 30 months for those in

their sixth or subsequent year of repayment. Former students may apply for Debt Reduction when they

have used up their maximum Interest Relief periods. If a former student's Canada Student Loan debt

compared to family income exceeds specific thresholds the Debt Reduction Program will pay down the Loan

to specified levels. In 1998-99 only two tudents nation wide qualified for Debt Reduction.

Last year there were concerns that discussions between the federal and provincial governments to harmonize

the student loan programs could mean decreased funding to B.C. students. British Columbia announced on

July 28, 2000 that a number of programs to assist students who had completed their studies and were in the

process of repaying their loan were being discontinued. B.C. has discontinued their six-month interest-free

period for students who have just graduated. Interest will now accumulate on B.C. Student Loans

immediately on the completion of studies. B.C. also discontinued the Interest Shielding program that

guaranteed students in repayment would not pay interest of greater than prime plus one percent and

discontinued their Loan Remission program that assisted students in the first six months after graduation by

paying down large B.C. Student Loan debt to manageable levels. In place of these programs, British

Columbia has adopted the Debt Reduction and Interest Relief programs of the federal government and points

to the federal tax credit on interest paid on student loans as a replacement for Interest Shielding.

•

The Canada Millennium Scholarship Foundation awards were introduced 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

are directed to scholarships for students on the basis of leadership,

community service, innovation and academic achievement. In the 1999-2000 year approximately 92,700

awards averaging $3,022 were given on the basis of financial need nation wide and a total of 890 Merit

awards were given to secondary school students proceeding to college and university studies. Of the 890

recipients, 10 are attending SF0 this Fall. The Merit awards range in value from Local Awards that are one

time grants of $4,000 to National Awards valued at $4,800 annually renewable for up to four years.

The Bursary Awards are administered in conjunction with the provincial authorities who are assessing

Canada and provincial student assistance programs. The Millennium Bursary awards are available to

students in the second, third and fourth year of their first undergraduate degree. All Bursary awards are

disbursed in January of each year to qualified students who applied for two semesters of government student

assistance the previous August. Simon Fraser University pointed Out from the beginning that this

requirement disadvantaged our students. Anticipating participation in Co-operative Education semesters,

exchange programs, and other special semesters, SF0 students usually apply for government assistance one

semester at a time. The concerns were justified. SF0 students received only 544 Canada Millennium

Foundation Bursary Awards compared to 1,599 at TJBC and 1,173 at the University of Victoria.

The Student Services Branch of the Ministry of Education, Training and Technology, who administers

government assistance in British Columbia, anticipated this problem and attempted to mitigate the situation

by revamping the BC Grant program. Until 1999-2000, BC Grants were only available to first and second

year students who were completing their first degree. The provincial portion of student assistance that

would normally be awarded in the form of a loan was given to qualifying students as a grant. When the

Canada Millennium awards were introduced, they displaced money for second year students from the BC

Grant program and included third and fourth year students which the BC Grant program did not. BC 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 holes that the Canada Millennium

Bursary Awards created.

During 1999-2000, the federal and provincial governments attempted to re-negotiate the student loan risk

sharing agreements with the lending agencies that had begun four years earlier. A number of banks had

been threatening to withdraw from the government student loan programs and in the end all of the

participating lenders did withdraw. In order to keep the student loan programs operating, the BC

government has signed an agreement with a service provider to administer the loans on their behalf with the

government providing the capital rather than the banks. The Federal government reports that they are

working toward a similar arrangement. Temporary agreements have been made with the banks involved to

maintain the Canada Student Loan program temporarily but those agreements end February 2001.

The tables below report the number of government assistance awards and the total dollars of assistance

received by SF0 students during the 1999-2000 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. The second set of tables report students who are receiving funding through another Canadian

province or territory and from the United States. It is interesting to note the consistent increase in the

number of awards and dollars received by BC students, both graduate and undergraduate.

Due to new methods of collecting student loan data, the statistical reports from which the numbers below

are determined have been rewritten and historical data has been reported again using the new data collection

method.

BC Residence - Federal and Provincial Assistance

Undergraduate

Canada Student Loan

British Columbia Loan

5148

British Columbia Loan

*Grant program did not include graduate students prior to 1997/98.

Out of Province and

Students

submitted by C. French, September 2000

tmtl Office of the Registrar

Burnaby, BC, Canada V5A 1S6

pa)

Simon Fraser University ?

Telephone (604) 291-3892

Financial Assistance ?

Facsimile (604) 291-4969

Report to the

Senate Policy Committee on Scholarships, Awards and Bursaries

Bursary Program 1999/2000

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 may 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 1999-2000 reporting year (May 1999 - April 2000), Financial Assistance received

2615

bursary applications

with a total calculated financial need of $1,751,834. Compared to 1998-99, this represents an increased financial

need of $186,049 or 12% increase. In 1999-2000, $36,473 more dollars were awarded through all bursary programs

than in 1998/99 which represents only a 3.6% increase.

Below and attached are three tables comparing changes in the Bursary program over time. The first two tables below

compare disbursements for all Simon Fraser University bursary programs from 1993/94 to 1999/2000. Small

increases resulting from donor gifts, either by the creation of new bursaries or increases to the existing ones, are

reflected in the tables below under Private and Endowed bursaries. In the 1999-2000 year, nine new donor funded

bursaries with a total award value of

$9295

were established. No additional operating funds have been allocated for

bursaries for over seven years.

Included in the SFU Open (domestic) data reported below is funding to a World University Services of Canada

(WUSC) refugee student for one semester at a value of

$2523.

Simon Fraser University has an agreement with the

Simon Fraser Student Society to assist in the support of one student a year identified by and emigrated to Canada by

WUSC. Support is one year in duration while the student establishes landed immigrant status and becomes eligible

for other funding. The University pays for tuition up to 12 credit hours each semester, the $30 athletic and

recreation fee, the $18 student services fee, residence fees (dorms only), and a $500 start-up bursary. The Simon

Fraser Student Society pays the

$55.65

student society fee, a $250 text allowance each semester, a $225 living

allowance each month, and a bus pass.

Also included in the SFU Open Graduate Bursary figures reported below is the new TSSU Child Care Bursary. This

is the first year of this bursary program which is included in the TSSU labour contract with the University. This

year three bursaries totaling

$4055

were disbursed. Two bursaries were awarded to domestic students

($2405)

and

one was awarded to an international student

($1650).

The third table below records the bursary dollars awarded to international students as work-study funds. A small

program was established to assist international students in financial need who have difficulty accepting grant funding.

These students must meet the same financial need requirements as the other bursary recipients and work on projects

organized through the Centre for International and Exchange Student Services.

*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.

S ?

BURSARIES

Undergraduate Bursaries

SFU Open (domestic)

SF0 Open (international)

SFU Open (international)

WORK STUDY PROGRAM (International)*

SF0 Funded Work Study - Undergraduate/Graduate

*program is restricted to limited use for international students.

submitted by C. French, September 2000

TM T1

Office of the Registrar

IiniI

Simon Fraser University

Facsimile (604) 2914969

Financial Assistance

Report to the Senate Policy Committee

On Scholarships, Awards and Bursaries

Part-time Student Assistance and Canada Study Grants 1999-2000

Part-time Student Assistance

In August of 1996, the federal government implemented a grant program to supplement the already existing

federal student loan program for part-time students. Prior to 1996-97, the British Columbia government

administered a part-time grant program which was discontinued when the federal program was implemented.

To be eligible for part-time student loans and grants, students 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 part-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 Loan program requires students to begin interest payments while they are still in studies

which most students cannot afford. 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. Of the

students who

applied and were eligible for Part-time Loan funding in 1999-2000, only 6 students asked to have the loan

documents issues and only 2 of those students actually cashed their loans.

The Part-time Grant program has a maximum award value of $1200 each year and is well used by Simon

Fraser students. In 1999-2000, 94 students applied for the Part-time Grant. Of these applicants, 83

students having a total calculated need of $89,009 received $73,072 in grant funding.

PART-TIME CANADA STUDENT LOAN

PART-TIME CANADA STUDY GRANT

*indicates years funded by BC Part-time Student Assistance Program

Canada Study Grant for Female Doctoral Students

. Five 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 to continue studies to the

doctoral level in fields that have an under representation of females based on national statistics.

In 1998-99, three students received $8,876 in total funding. This year, 1999-2000, the program had a

57%

increase in disbursements as six students received awards totalling $13,966.

Submitted by C. French, September 2000

Burnaby, BC, Canada VSA 1S6

Telephone (604) 291-3892

Facsimile (604) 291-4969

Office of the Registrar

Simon Fraser University

Financial Assistance

Report to the ?

Senate Policy Committee on Scholarships,

Awards and Bursaries

Work-Study Program 1999-2000

Work-Study

The Work-Study program is part of the BC Student Assistance Program. Work-Study is targeted to those

graduate and undergraduate students who have an assessed 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 is to supplement the assistance these students are already receiving. Work-Study

funding is the only supplemental funding that will not affect a student's government loan and grant

disbursement. Only BC residents are eligible for the Program.

Over the past four years Simon Fraser University's allotment of funds from the BC Government for the

Work-Study program has been decreasing 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. The budget for

2000-2001 program year is $359,370.

Simon Fraser University is among the very few post-secondary institutions in British Columbia that does

not supplement the government funding for the Work-Study program. Other institutions supplement the

funds by budgeting institutional money to increase the number of awards, to allow inclusion of students

from other provinces, or to increase the hourly pay rate. The maximum fundable pay rate through the

Government is

$8.75

per hour.

Individuals interested in submitting projects for Work-Study students are invited to complete and submit a

request form 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 web site which is available only to approved

Work-Study students. Students are 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 significantly higher than funding allows.

The BC Work-Study budget year is September to August of the following year. The numbers in the chart

below are based on a reporting period of May to April of the following year. 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 were higher than normal summer expenditures for 97-2 and a one time addition to

the budget for 98-1.

Students Aiding Students

A portion of the Work-Study funding from the government, approximately ten percent, is allocated for a

program called Students Aiding Students. This program provides funding for full-time students who wish

to assist students with permanent disabilities. The majority of students hired through this program take

class notes on behalf of the student they are aiding. Others assist students to access materials and services

in the library. In the 1999/2000 year 104 students were hired through this program and earned a total of

$44,758. These numbers are incorporated in the Work-Study numbers reported below.

Beginning September 2000, the Students Aiding Students program will become an independent program

funded separately by the Government and administered by the Centre for Students with Disabilities directly.

/',

.Government Funded Work Study - Undergraduate

Note: these numbers include expenditures for the Students Aiding Students program

Government Funded Work Study - Graduate

submitted by Charlotte French, September 2000

wII

Office of the Registrar

Simon Fraser University

Financial Assistance

Burnaby, BC, Canada V5A 1 S6

Telephone (604) 291-3892

Facsimile (604) 291-4969

Report to the

Senate Policy Committee on

Scholarships, Awards and Bursaries

External Scholarships, Awards and Bursaries 1999 - 2000

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

and adjudicated by organizations and corporations external to the University. Tracking of these awards

became possible in 1997-98 when, in an attempt to better recognize the external organizations that support

our students and the students who receive these awards, University Advancement and Financial Assistance

developed new procedures to capture this information. Scholarships, awards and bursaries in this category

include: Royal Canadian Legion Bursaries, Terry Fox Humanitarian Awards, Canadian Merit Scholarship

Foundation Awards, Canada Trust Scholarships, awards administered by the Association of Universities and

Colleges of Canada, and many others.

Reported in the tables below are the number and value of the scholarships, awards and bursaries which

Simon Fraser University disburses to our students on behalf of other organizations. 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. In the 1999-2000 year, Simon Fraser

undergraduates received 252 external scholarships, awards and bursaries totaling $232,144, an increase of

almost 19% over the 1998-99 year.

Financial Assistance also actively assists students with the application process for numerous external

programs to support their educational goals during and after their studies at Simon Fraser University. These

awards also are not captured in the table below and include such scholarships as the Rhodes Scholarship, the

Queen Elizabeth II BC Centennial Scholarship, NRC Women in Engineering and Science Scholarship, and

others.

UNDERGRADUATE EXTERNAL

External Scholarships

External Awards

External Bursaries

Year Ttl. # of Sch. ?

External Scholarships

0 ?

submitted by C. French, September 2000

I'?

Burnaby, BC, Canada V5A 1 S6

Telephone (604) 291-3892

Facsimile (604) 291-4969

M ti

Office of the Registrar

ItiiJ

Simon Fraser University

Financial Assistance

Report to the

Senate Policy Committee on Scholarships,

Awards, and Bursaries

Athletic and Recreation Awards 1999/2000

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.

Athletic awards are funded through endowed and annual donor donations as well as university operating funds.

Funding for the awards included under the title 'Athletic Tuition Awards' is raised by the individual teams to support

their own athletes. These awards are also awarded primarily on the basis of athletic merit.

The table below shows a 104% increase in the total dollars disbursed through donor based Endowed/Annual Athletic

awards since 1996/97. This large increase is due in part to the transfer of funds from the Athletic Operating

Endowment to the newly created Athletic Award Endowment. In 1996 a change was made in the procedures for

administration of the provincial BC Athletic Assistance Program. The funds were taken away from the educational

institutions and given to the amateur sports associations to administer. This meant that some students who had

previously received provincial assistance would no longer receive funding. In order to maintain expected levels of

assistance for these students, the Department of Athletics moved funds from their operating endowment to an award

endowment. This re-allocation of funds was approved again this year.

In addition nine new donor funded athletic awards were available to student athletes this year. Four of these awards

are endowed or multi-year donations and the other five, representing a total of $11,000, are one time gifts.

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 the Recreation Department. University funding for Recreation Awards has remained unchanged for over

seven years and is budgeted at $19,200.

ATHLETIC AND RECREATION AWARDS

Endowed/Annual Athletic

SFU Funded Rec. Awds.

Note: statistics are for the academic year starting May 1 and ending April 30.

0 ?

B.C. Athletic Assistance Program

Starting in the 1996-97 award year external support from the BC Athletes Assistance Program was also disbursed

through Financial Assistance. In 1996-97, Simon Fraser student athletes received 212 disbursements totaling

$136,156 from this program. In this past year, 1999-2000, SFU athletes received

disbursements totaling

$62,926, a 54% decrease over three years..

BC ATHLETIC ASSISTANCE PROGRAM

submitted by C. French, September 2000

Office of the Registrar

Simon Fraser University

Financial Assistance

Burnaby, BC, Canada V5A 1S6

Telephone (604) 291.3892

Facsimile (604) 291-4969

Report to the ?

Senate Policy Committee on Scholarships, Awards

and Bursaries

Emergency Loan Program 1999/2000

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 student loan or confirmation of part-time employment. Emergency loan values

are usually no more than $500 but specific award values depend on the particular circumstances.

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. Lenders are not allowed to disburse government assistance funds

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 lower than expected.

In the 1998-99 reporting year there was a significant increase in Emergency Loan disbursements and the total dollars

disbursed to students due to difficulties arising from both the implementation of an electronic confirmation of

enrollment process for BC Government Assistance and the centralization of government student loan processing by

two of the participating banks.

The electronic process is now the standard method for reporting a students registration for BC Government

Assistance and most of the difficulties of the first year have been resolved. During the 1999-2000 year the number

of Emergency Loans disbursed has returned to previous levels but the total dollars disbursed has not decreased in the

same proportion. Although many of the operational difficulties of the 1998-99 year for government student

assistance have been resolved, some of the problems with the banks have continued. ?

The adjudication criteria for this program were tightened significantly five years ago to deal with the increasing

number and value of loans that were being sent to collection. In 1999-2000 only five loans totaling $6416 were

sent to collections.

EMERGENCY LOANS

(Undergraduate/Graduate)

submitted by C. French, September 2000

O)A

IT ME T I

Office of the Registrar

Burnaby, BC, Canada VSA 1S6

IinnI

I njj

Simon Fraser University

Telephone (6291.3892

Financial Assistance

Facsimile (604) 291-4969

Report to the

Senate Policy Committee on Scholarships, Awards and Bursaries

Scholarships for In-Course Undergraduate Students

and?

Academic and Service Awards for the University Community 1999/2000

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

apply, students must submit applications to Financial Assistance by the end of the second week of classes of the

semester the scholarship is offered. Endowed and Annual Scholarships are adjudicated directly 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.

Twenty-nine additional scholarship disbursements, totalling $47,015, were received by students from endowed and

annual Scholarships in

1999/2000

compared to 1998/99. This represents an increase of approximately 32%. This

large increase is primarily due to a one-time donation from the Kaiser Foundation that funded 16 scholarships valued

at $2,000 each for students in Engineering Science.

Academic and Service Awards for the Universit

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 and many others. Academic and Service Awards reported

in the table below are funded through donor based endowments and annual gifts or by University operating dollars.

The notable increase in the number of endowed or annual awards but small increase in total dollars disbursed since

1997-98, is due to some new awards that are of smaller value but given to a large number of students. For example,

the Engineering Science Undergraduate Student Society has established an award to assist project teams with the cost

of building their designs. The awards are not large in value but are awarded each semester to many teams. This

year's increase is also due in part to the establishment of six new donor funded awards, two of which are

endowments.

There has been no increase to the University funded awards budget for over seven years. The fluctuations in the

number of SFU funded awards disbursed primarily reflects decisions by the School for Contemporary Arts regarding

the number and value of awards given to their students from the annual budget. In addition, Simon Fraser University

received two Canadian Merit Scholarship Foundation National Scholars in 1999-2000 for the first time. A

consortium of selected Canadian universities works with the Foundation and provides tuition refunds for their

National Scholars who receive the remainder of their funding from the Foundation. These two scholars received a

total of $4774 in tuition awards.

Endowed/Annual Awards

submitted by C. French, September 2000

C^ Y- 

SIMON FRASER UNIVERSITY

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:

September 21, 2000

I am pleased to enclose a summary of the graduate award disbursements in fiscal year 1999-2000

in tabular

form,

for inclusion in the SPCSAB report to Senate.

Disbursement Totals by Award:

Graduate Fellowship

President's Ph.D. Research Stipend

$2,735,457

msept.2 I -OOspcsab.doc 09121/00

GRADUATE AWARDS IN FY 1999-2000

TOTAL AVAILABLE FOR AWARDS

September 21,2000

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