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4
For Information
?
S.98-25
REPORT TO SENATE
SENATE POLICY COMMITTEE ON
?
SCHOLARSHIPS, AWARDS AND BURSARIES
JANUARY, 1998
Dr. John Pierce
SPCSAB Chair

 
SENATE POLICY COMMITTEE ON SCHOLARSHIPS,
?
AWARDS AND BURSARIES
Report to Senate
This report covers all business activities of the Senate Committee on Scholarships,
Awards and Bursaries (SPCSAB) for the three semesters 96-2, 96-3 and 97-1. Attached
to this summary are the 1996-97 year end summary reports for
all Bursary, Award
and Undergraduate Scholarship programs for which the Committee is responsible.
This includes government-funded student assistance programs.
The Committee held meetings on July 4, 1996 and January 10, 1997. Senators are
reminded that there was a significant change to the undergraduate scholarship
program in the previous year and consequently, with no new funding or track
record of the success of the new programs, fewer meetings were necessary to conduct
the business of the Committee.
The following motions were approved by the Committee during the year.
July 4.
1996 Meeting
Graduate Awards Business
That the changes to the terms of reference of the SFU graduate awards as proposed
in SPCSAB paper 96-17 be approved, - specifically:
• ?
to allow part-time employment that is not directly related to a recipient's
degree requirements,
?
to require all deferred grades to be cleared prior to the tenure of the graduate
fellowship, and
?
to allow students to hold SFU Awards and Private Awards simultaneously as
long as the $22,000 per annum limit is not exceeded.
That the number of B-listed applications submitted by departments for Graduate
Fellowships be limited to a maximum of 10.
January 10 1997 Meeting
Awards Business Applying to All Students
That details of the formula for reducing operating funds budgeted to scholarships,
awards and bursaries in proportion to the increase in endowed funds, as outlined in
SPCSAB 97-8, be supported by the Senate Policy Committee on Scholarships, Awards
and Bursaries and that this proposal be discussed with the President. (The proposal
is to set May 1, 1997 as a base-line for calculation and, thereafter on a yearly basis, to
reduce the contribution from the operating budget by an amount equal to 2.5% of

 
Senate Policy Committee on Scholarships, Awards and Bursaries, 2
Annual Report to Senate for Fiscal 1996-1997
the total donations received to
all scholarship and bursary endowments in the
previous 12 months, to a maximum of $30K in any given year. Currently the
contribution from the operating budget is reduced by an amount equal to the
interest on the additional endowment.)
Graduate Awards Business
That in preparation for the 1997/98 Graduate Fellowship competition, the
continuation of past practice be approved.
That the Dean of Graduate Studies have discretionary authority to require graduate
students to repay a portion of their graduate awards in cases where there is a full or
partial refund of tuition
fees.
Undergraduate Awards Business
That the 1996-97 undergraduate bursary, awards and scholarship budget be
approved.
That the essay question for the adjudication of the Dean's Undergraduate Entrance
Scholarships be approved (SPCSAB 97-2).
That the Project Award program be discontinued and removed from the University
Calendar (the program has been without funding for more than three years).
That the proposed Eileen Warrell Medal and the Jack Paterson Award for the
Faculty of Education be approved in principle. (The Faculty was asked to provide
further information regarding the actual prize to be given, provisions for funding
the awards and clarification regarding aspects of the selection criteria before final
approval.)
That the Open Scholarship criteria for considering students in exceptional
circumstances (SPCSAB 97-6) be approved. (The Committee observed that in some
very extraordinary cases, a student may have experienced a poor transition from
secondary school to university but after a semester or two, performed at an
exceptional level. Nevertheless, the current criteria would preclude that student
from (ever) qualifying for the Open Scholarship. The motion was to allow such a
student to apply for special consideration.)
Budget
In summary, disbursements for undergraduate totalled $2,490,569, while those for
graduates totalled $2,469,425. These funds were disbursed as follows. Note that more
.
?
detailed information on the distribution of funds at the graduate level can be found
in the annual report to Senate of the Dean of Graduate Studies.
2

 
Senate Policy Committee on Scholarships, Awards and Bursaries, 3
Annual Report to Senate for Fiscal 1996-1997
Open Undergraduate Scholarships:
Entrance Scholarships:
Undergraduate Bursaries:
Undergraduate Awards:
SFU-Funded Workstudy:
International Graduate/ Undergraduate Bursaries:
Graduate Fellowships:
President's PhD Research Stipend:
CD Nelson Entrance:
Special Entrance:
Graduate Bursaries:
$ 641,250
$1,270,030
$ 413,055
$ 110,700
$
?
4,805
$ 115,284
$1,793,050
$ 455,900
$ 184,675
$ 35,800
$ 50,729
r
The Committee continues to be concerned about the decrease in sources of funding
for the Scholarship, Award and Bursary programs. The BC Government is phasing
out the matching funds programs which matched dollar for dollar all funds raised
from private sources for Scholarships, Awards and Bursaries. At this time only a
very limited amount of matching funding has been made available for bursary
donations.
The BC Government has also advised the University that the criteria for allocating
the BC Athletic Support funds targeted to university student athletes are being
altered. This could affect approximately $145,000 in student athlete support at Simon
Fraser University. The athletic and student services directors continue to lobby for
some discretion in the allocation of this funding to student athletes.
Increases to the Financial Aid and Awards budget are based on a percentage of the
increase in revenue to the University from tuition fees. Because there has not been
an increase in tuition fees for two years and the enrolment is relatively stable, only
marginal additional funds have been available to the Financial Aid and Awards
budget.
Although tuition has not increased, books and supplies, living expenses and other
costs to students have increased leaving student aid funding behind. As well,
income raised from donor funded awards and endowments results in a
proportional decrease in the contribution from the University's operating funds.
The donor funded awards do not necessarily address the same programs or needs
that have been addressed by the operating dollars that have been deducted. On the
scholarship side, there is increasing competition for both undergraduate and
graduate scholars, and institutions with substantial endowments are recruiting
heavily in the province. On the bursary side, the cost of living in the Vancouver
area coupled with student concerns over debt-load at graduation continue to be of
concern to the Committee.
?
S
3

 
Senate Policy Committee on Scholarships, Awards and Bursaries, 4
Annual Report to Senate for Fiscal 1996-1997
Appendices
Attached are year end reports for the various areas of the scholarships, awards and
bursaries portfolio.
i)
Undergraduate Entrance Scholarships
ii)
Open Scholarships
iii)
In-Course Scholarships, merit and Service Awards
iv)
Athletic and Recreation awards
v)
Bursaries
vi)
Government Loans
vii)
Work Study
viii)
Part-Time Student Assistance
ix)
Emergency Loans
x)
Graduate Award Disbursements
Committee Members
John Pierce (Chair)
Kathy Heinrich (Immediate Past Chair)
Sheila Roberts
George Blazenko
Evelyn Palmer
Mr ?
Colleen
Manki
Colleen MacQuarrie
Valerie Dunstervifle
Ron Heath (Chair, SUAAC)
Bruce Clayman (Chair, SGAAC)
Charlotte French (Secretary)
4

 
Appendix i
Office of the Registrar
?
Burnaby, BC Canada V5A
1S6
Si
mon Fraser University
?
Telephone
(604) 291-4970
Student Recruitment
?
Facsimile
(604) 291-4969
Internet www.reg.sfu.ca
Memorandum
To: SPCSAB
From: Rick Smith, Director, Student Recruitment
Re: 1997 Entrance Scholarship Program
December 3, 1997
Attached are the year end reports for the 1997 Entrance Scholarship program. Included are
a financial report, listing of scholarship winners/declines and summary statistics on the
volume of offers.
The 1997 Entrance Scholars have been invited to participate in a new mentorship program.
The goal of this new initiative is to provide a support network for the scholars and to better
utilize their well developed volunteer skills. Development and implementation of this
program will be completed over the next semester.
The adjudication of the 1998 Entrance Scholarship program will be based on Ministry data
that will be supplied to the Office of the Registrar in May of 1998. The 1998 program will be
promoted to all high schools in Canada, the United World Colleges and BC Colleges through
a direct mail campaign of brochures in January 1998.
1-1

 
1906/97 Entrance Scholarship Expenditures
.
.
.
Program
GL Account Number
Semesters
96/97
96-2
96-3
07-1
B.C.
Expenditures
SF ?
11-191131-7114
$3,750 ?
$7500 ?
$7,500
11-191131-7114
$3,750
$11.250
17ã0
$22,500
Alumni
'11-191131-7129
$3,125
$10,375
$9,375
$22,875
Shrum
11-191131-7112
$10,000
$30,000
$27,500
'11-191131-7115
$25,000
$89,000
$80,000
$35.000
5119.000
$107.500
$261,500
Steel
11-191131-7112
12.75
S2.375
$4,750
President's
11-191131-7116
516.250
567.500
556.250
$140,000
Dean's mcold
11-191131-7117
$8,750
$12,500
$11,250
Dean's msc new
'11-191131-7117
$4,500
$9,000
$3,000
Dean'sAPSC
11-191131-7139
$4,500
$3,500
Dean's Arts
'11-191131-7106
$16,250
$15,750
Dean's Bus
11-191131-7108
$1,750
$1,750
Dean'sSci
11-191131-7137
$7,500
$5,250
$13.250
551.500
$40.500
$105,250
Chancellor's
11-191131-7119
1.000
$14.000
L20.0
$25,000
B.C.Reglonal
11-191131-7148
$29,500
$21.000
$50,500
Summit
'11-191131-7149
1L00
5180.250
$147.000
$339,250
Abelinrau
11-191131-7119
IM
$950
Jack Diamond
11-191131-7118
$17,500
'11-191131-7118
$11,250
$8,750
$28.780
ILliQ
$37,500
SpechtAPSC
'23-419222-7112
$9,000
$3,500
$12,500
SpechtSci
'23-419222-7137
51,500
521.750
514.000
$37,250
National
Shrum
?
11-191132-7115
$2,750
?
$2,750
'11-191132-7143
$14,500
$12,500
517.250
515.250
$32,500
Jack Diamond
11-191132-7112
'11-191132-7146
$8,250
$1,750
liJiQ
$1,760
$10,000
Specht APSC
*23-419222-7112
SpectdSCl
'23-419222-7137
IL
flQQ
$6,250
Strand
11-191132-7115
$3,000
$1,500
'11-191132-7144
$16,500
$7,000
$19,500
18,
$28,000
President's
11-191132-7115
College
Hamilton
?
11-191133-7115
$2,500
'11-191133-7121
$7,500
$8,000
S2,500
17,5.0.0
8-22
$18,000
DeaneSci
'11-191133-7137
$1,760
SCOOO
$3,600
$9,250
Dean Arts
11-191133-7106
$7,500
flJ59
$12,750
DeanAPSC
'11-191133-7139
Dean Business
'11-191133-7108
11.75.0
1.10
$3,500
President's
11-191133-7116
apla
11.191133-7116
'11-191133-7141
$8,250
$21,250
$22,750
1929
$21,250
$22.750
$52,250
International
President's
?
11-191134-7116
Shrum
11-191134-7102
$15,000
$10,000
$25,000
Tuition
11-191134-7103
$8,162
$4,543
$12,705
Total Expenditures
$91.375
5668.112
5510.543
51.270.030
prepared by Michele Black
2/17/98

 
1997 Entrance Scholarship Awards Statistics
h
S
Scholarship
Shrum International 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 Science
Summit Entrance Scholarship
Regional Summit Entrance Scholarship
Tadeusz Specht Scholarship in Applied Science
Tadeusz Specht Scholarship in Science
Jack Diamond Scholarship
Grand Total
Offers
?
Accepted Deferred Declined
2
?
2
4
3
?
1
14
11 ?
3
4
4
2
1 ?
1
11
7 ?
4
4
3 ?
1
4 ?
4
1
1
1
25
17
3
1
14
10
3
2
3
2
355
116 ?
5
25
5
7
1
25
4
12
12
519
206 ?
5
1997 Entrance Scholarship Statistics complied by Student Recruitment . as at February 17, 1998

 
.
0
Appendix ii
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 Scholarships for fiscal 1996/1997
Date: ?
February 13, 1997
I am forwarding to you some statistics on the Undergraduate Open Scholarships as
disbursed during the fiscal year 1996197.
We awarded 722 Opens
this
year (96-2196-3 and 97-1), for a total of $641,250. This
represents an increase in spending of
$55,677
over fiscal 1995-1996, despite the fact that
the CGPA required for eligibility was higher for two semesters this year than last Visa
students made up 1.6% of those receiving the Open, and received 1.6% of the funds
disbursed. The average award for all recipients was $888.
The Oimnlative Grade Point Average required for eligibilty was held at 3.70 for all three
semesters.
Only $6,384 of the increase from last fiscal year can be attributed to the increase in tuition
fees from $731credit to $77/credit effective 1995-3. The remaining 'increase is almost
certainly due to the movement of qualified students who formerly would have held
continuing entrance scholarships into the pool of students eligible for Opens.
Only $550,000 was budgeted expressly for Opens
this
year, with the expectation that
funding set aside to cover "prior commitments' within the entrance scholarship accounts
would be made available as needed to keep the CGPA requirment for the Opens no higher
than 3.70. I have now transferred $100,000 from the Prior Commitments line item to the
Open Scholarships account
For information, also attached to this report is a chart showing Open Scholarship
Disbursements by fiscal year and semester since 1989/90, when the Scholarship first came.
under Terms of Reference essentially the same as those guiding it now.

 
U)
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b.
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1-96
5
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1-06
€-69
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to
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Ga
cm
1
to
4*
4ok
40
40
0
C
%ustuewnqola Ivoi.
9

 
Appendix
iii
.*
OIiee of the Regbtr.ir
Simon Fraser University
Academic Resources
Burnaby, BC, Canada V5A 1S6
Telephone (604) 291-4356
Facsimile (604) 291-4969
r
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 1996/97
Scholarships funded through endowments and annual gifts from donors are available to continuing
undergraduate students who meet specified criteria and have a minimum cumulative grade point
average of
3.50.
These scholarships require the student to apply to Financial Assistance to be
considered and 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.
Annual and Endowed Scholarships disbursed to students in 1996-97 increased by $15,255 from
1995/96.
This increase is due in part to new scholarships being made available by donors as well
as to increases in dollars to existing scholarships.
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. Academic
and Service Awards included in the table below are funded through donor based endowments and
annual gifts or by University operating dollars. Donor funded awards have had a small increase in
the last year. There has been no increase to the University funded award budget in over five years.
Endowed/Private
Schs.
# of Students
?
Td. $
Endowed/Private
Awards
# of Students ?
Td. $
SFU Funded Awards
# of Students
?
Td. $
96197
179
131,125
66
27,161
87
45,900
95/96
169
114,870
59
24,720
87
46,307
94/95
165
117,290
52
12,330
84
44,250
93/94
163
114,275
41
7,130
107
44,558
92/93
84
66,690
59
12,116
94
52,642
submitted by Charlotte French, December
5,
1997
.
I-,

 
Appendix iv
-.
?
Office 4rhc Rej..'t'.tr;r
Burnaby. BC. Canada V5A 156
11)
Simon Fraser University
?
Telephone 4)2914356
Facsimile (604) 291-4969
Academic Resources
Report to the
Senate Policy Committee on Scholarships, Awards, and Bursaries
Athletic and Recreation Awards 1996-97
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. The table below shows significant increases in the
number of and total dollars disbursed through donor based Athletic awards in 1996-97. These
increases reflect the addition of new awards and the disbursement of existing awards that were not
used last year. ?
University funding for Athletic awards has remained unchanged for over
five years.
Athletic Tuition awards are available to student athletes competing on varsity teams through the
nomination of their coach. Funds for these awards are raised by the individual teams to support
their own athletes and increases
in
these disbursements reflect increased fund raising by the teams.
Financial Assistance has been tracking these awards since January 1994.
During the 1996-97 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.
Simon Fraser University supports a number of awards for students who are involved in the
support of the University's Recreation Program. The awards are given in recognition of individual
participation and leadership in various aspects of the Recreation Department University funding
for Recreation Awards has remained unchanged for over five years.
Endowed/Private
Athletics
# of Students ?
Ttl. $
SFLJ Funded Athletics
# of Students ?
Ttl. $
Athletic Tuition
# of Students ?
Ttl. $
SFIJ Funded Rec. Awds
# of Students Ttl. $
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
94195
171
79,645
56
41,000
67
57,333
31
15,600
93/94
153
69,229
52
35,700
n/a
n/a
31
18,600
92/93
143
65,660
33
23,450
n/a
n/a
32
19,200
submitted by Charlotte French, December
5,
1997
.
r

 
Appendix v
••I
Office of the
Registrar
Burnaby.
Buaby. BC. Canada V5A 156
It*mI))
%J " ?
Simon
Academic Resources
Fraser University
?
Telephone
Facsimile (604)
(29I4356
291-4969
Report to the
Senate Policy Committee on Scholarships, Awards and Bursaries
?
Bursary Program 1996-97
Bursaries are awarded on the basis of financial need and satisfactory academic performance to full-
time undergraduate and graduate
students.*
In the 1996-97 award year (September 1996-April
1997) Financial Assistance received 2078 bursary applications with a total calculated financial need
of $1,068,339.
During 1996197 the need assessment process for bursaries was changed to address the ongoing
problem of changes to the government student loan assessment criteria The government criteria is
known to exclude some real costs to students as well as to expect financial contributions from
parents and students that are not necessarily available. Many students who are eligible for student
loan avoid using the program in order to avoid accumulating massive debt. Prior to September
1996 it was a requirement of the SFIJ Bursary Program that a student recieve a government student
loan in order to qualify for a university bursary. Students may now access the University Bursary
program without accessing loan funding first, although an equivalent minimum income is
expected.
Below and attached are four tables comparing changes in the Bursary program over time. The first
two tables below compare disbursements for all Simon Fraser University bursary programs from
1992/93 to 19967. These tables demonstrate a general decline of 1359 in awards disbursed in
1996-97 compared to
1995-96.
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 who have difficulty
accepting grant funding.
The attached chart demonstrates a change in application and need patterns over the last three years
by comparing the of number of bursary applicants, the total awards given and the calculated
financial need for the semesters 1995-3, 1996-3, and 1997-3. Of note are the 30% increase in the
number of applications received in the Fall semester of 1997 versus the Fall of 1996 and the 34%
increase in the assessed financial need in the Fall of 1997 compared to the same semester the
previous year.
.
S

 
Undergraduate Bursaries
S
SFU Open (domestic)
# of Students ?
Ttl. $
SFU Open (international)
# of Students ?
Td. $
SRi Da
y care
# of Students ?
Ttl. $
Private and Endowed
# of Students TtI. $
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
535
289,518
152
117,014
65
12,695
477
329,135
93/94
465
218,356
147
85,574
65
14,603
316
211,387
92/93
191
78,029
160
110,863
60
10,888
231
158,068
Graduate Bursaries
SFU Open (domestic)
# of Students
?
Ttl. $
SFU Open (international)
# of Students
?
Td. $
SRi Davcare
# of Students
?
Ttl. $
Private and Endowed
# of Students TtI. $
96/97
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
93/94
52
31,800
57
32,342
12
2,624
9
7,600
92/93
43
25,900
69
53,867
5
645
8
9,861
.
11

 
WORK STUDY PROGRAM
SFU Funded Work Study - Undergraduate/Graduate
Number of Students
Total $ Awarded
96/97
4
4,000
95196
12
9,716
94/95*
6
2,817
93/94*
8
6,222
92/93
38
19,315
*Program was restricted to limited use for international students.
*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.
submitted by Charlotte French, December
5,
1997
I
I
(Lj

 
p
Bur. Stat 95-3.96-3,973
Comparative Burury State
?
95-3 to 97-3
95-3
96-3
97.3
Domestic UG
#apps
656
648
931
mile
492
463
680
tawards
159
185
251
total need
194657
216138
461206
targeted % of need met
72
62
52
total operating $awarded
82,868
114,850
110,174
visa UG
#apps
80
55
67
lullS
18
18
18
lawards
62
37
49
total need
99219
54876
85323
targeted S of need met
72
62
52
total operating $ awarded
45,950
42,850
37,308
Domestic Grads
#apps
31
34
60
#n9s
18
20
36
lawards
13
14
24
total need
15474
11010
28.853
targeted % of need met
72
82
52
total operating $ awarded
10,550
17,149
14,848
vim Graft
#apps
15
15
16
Mils
2
10
8
#awards
13
5
8
total need
15301
1655
7241
targeted % of need met
72
62
52
total operating $ awarded
9,200
1,700
3,942
Overall Totals
total lapps;
782
752
1073
total nIls
535
511
742
total awards
247
241
331
total need
320$651
383,679
582,823 ?
*
targeted S of need met
72
62
52
?
*
total operating $ awarded
?
148,568 ?
176,549 ?
168,072
total privateS awarded
?
101.335 ?
188.288 ?
179.192
total priv & operating $
?
249,903
?
344,037 ?
345,284
95-3 targeted %ol need apprcl2-8l%
based on
?
•range procedu re
15
Page 1

 
Appendix vi
. ?
Office of the
Reisrrar
Burnaby. BC, Canada V5A LS6
1i'rniI
• \ff/
Simon Fraser University
?
Telephone(604)291-4356
uil
IQ
Academic Resources
?
Facsimile (604) 291.4969
W
Report to the
?
Senate Policy Committee on Scholarships, Awards and Bursaries
Government Student Loans 1996-97
Domestic Canadian students, graduate and undergraduate, may apply through their home
province to receive funding assistance from the federal and provincial governments.
Government assistance is a primary source of funding for 30% of Canadian post-secondary
students. The goal of the 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
25%
of our full-time graduate and
undergraduate students receive their primary finding through government student
assistance. Each year the. number of SF0 students accessing government assistance has
increased.
Government funding assistance varies from province to province with regard to the mix of
• ?
student loan versus grant and the value of possible disbursements. Nation wide there has
been a substantial decrease in the proportion of student assistance that is awarded as grant
and a subsequent increase in the portion that is disbursed as a loan. The outcome of this
change has been dramatic increases in the total debt with which these students are
graduating 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. The BC
Ministry of Education, Skills, and Training estimates that the average debt of the same
group of students in 1999-2000 will be
$25,000.
This figure represents students who are
in the process of completing an undergraduate program.
Accumulation of high debt loads and the fear of accumulating high debt loads can and does
affect a student's decision to remain in school and affects a student's ability to focus on
their studies. Many students who receive the maximum allowed levels of assistance
through government programs still have a financial need that is not met. Students are not
allowed to earn through work, scholarships, bursaries or any other sources more than $600
during a loan period.
The table attached shows the number of students and the total dollars of government
student assistance received by SF0 students during the 1996-97 award year. The third
column labeled "Out of Province Loans" reports students attending SF0 who are receiving
funding through provinces other than British Columbia or who are receiving loan and grant
assistance through the United States.
0

 
FEDERAL AND PROVINCIAL LOANS
UndergiuduatelGraduate
Canada Student Loan
#
of Students
?
Td. $
B.C. Student Loan/Grant
# of Students ?
Td. $
Out-of-Province
Loan
# of Students ?
i'd. $
96197
7,278
19,391,653
6,088
11,460,931
817
1,320,377
95/96
6,841
19,169,338
5,673
8,918,319
721
1,375,693
94/95
5,806
15,740,297
4,727
7,110,784
585
1,244,123
93194
4,692
12,558,671
3,789
9,046,710
351
833,947
92193
5,251
12,365,440
3,726
9,141,759
415
816,282
submitted by Charlotte French, December
5,
1997
.
0

 
Appendix vu
?
Office .t
the Regisrrr
Burnaby. BC. Canada V5A 1S6
•irnon Fraser University
?
Telephone (604) 2914356
Ac.Jemic Resources
?
Facsimile (604) 291.4969
Report to the
?
Senate Policy Committee on Scholarships, Awards and
Bursaries
Work-Study Program 1996-97
The Work-Study program is part of the BC Student Assistance Program. Work-Study
is
targetted to those graduate and undergraduate students who have received maximum
funding through BC Student Loan and Grant and who have an assessed financial need
beyond the maximum allowable funding. 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 which will not decrease a students government loan
disbursement Only BC residents are eligible for the program.
Over the past three years Simon Fraser University's allottment of funds has been
decreasing due to transition to a new funding formula. In the
1995-96
program year SFU
?
was allotted $460,000; our budget for the 1997-98 year is $444,000. The budget will
continue to decrease over the next five years.
Also of note is that Simon Fraser University is the only post-secondary institution in
British Columbia which does not supplement the government funding for the Work-Study
program. Other institutions supplement the funds in one or a combination of two ways; by
budgetting additional funds from institutional money to add to the number of awards given
and allowing students from other provinces to participate and by adding funds to increase
the hourly pay rate. The fundable pay rate through the government is
$8.75
per hour for all
positions.
The table attached shows the number of Work-Study awards which were disbursed during
the award year 1996-97. It should be noted that a total of 1201 notices of eligibility were
sent to students prior to the start of the three semesters. This number does not reflect total
eligibility as some students would not have a completed loan assessement from the
government at the time candidates must be indentified.
0

 
S
Government
Funded
Work Study -
Undergraduate
Number
of
Students
Total $ Awarded
96/97
481
419,010
95/96
561
419,427
94/95
499
346,337
93/94
527
369,454
92193
550
445,228
Government Funded Work Study - Graduate
Number
of
Students
Total $
Awarded
96/97
4
3,323
95196
12
12,641
94/95
16
16,724
93/94
31
25,680
92193
41
34,851
submitted by
Charlotte
French,
December
5,
1997
.
n
I -^^

 
W
.
Report to the
?
Senate Policy Committee on Scholarships, Awards and Bursaries
Part-time Student Assistance 1996-97
In the past a financial assistance program for part-time students has been funded by the BC
provincial government for administration by the post-secondary institutions. During the
1996-97 award year the provincial program was replaced by a federal program that
combines loans and grants for part-time students. As the loan program requires the student
to begin interest payments while they are still in studies and most of these students are not
able to make these payments, this portion of the program has not been utilized to any
notable extent by SFU students.
The new federal Special Opportunity Grant for high need part-time students has been of
more interest. The criteria for awarding this grant are improved over the previous
provincial program allowing more of the students financial needs to be met. More vehicles
for promoting the program to eligible students need to be investigated.
Number of Awards
Total $ Awarded
96/97
52
48,989
95/96
61
45,480
94/95
65
39,285
93/94
53
31,225
92/93
45
26,860
submitted by Charlotte French, December
5,
1997
S
2O

 
Appendix ix
I ]J -41
?
Iffice
ofthe Regi.cr%r
Burnaby. BC. Canada V5A 156
Simon Fraser University
?
Telephone 291.4356
Facsimile (604) 2914969
Academic Resources
Report to the ?
Senate Policy Committee on Scholarships, Awards and Bursaries
Emergency Loan Program 1996/97
Short term, interest-free loans are available to students who require interim emergency funding
while awaiting funds from other sources.
The table below shows a steady decrease in the use of this program for the last four years. Part of
this trend can be attributed to an increase in the value of government student loan disbursements
and to a more efficient processing of student loans by the BC officials. These improvements have
meant less necessity for advances to students while they await government funding. However, the
improved situation at the government level has been in place for two years so does not explain the
continuing decline in the use of this program.
The adjudication criteria for this program were tightened significantly four years ago to deal with
the increasing number and value of loans that were being sent to collection. In order to receive an
emergency loan at this time a student must show a guaranteed source of repayment, for example an
assessed student loan or confirmation of part-time employment. The value on an individual
disbursement of an emergency loan is
$500.
Loans sent to collection have decreased to a nominal
figure. The stringency of the criteria and the lack of knowledge on campus of the availability of
this program may contribute to the decrease use.' Efforts should be made to better inform the
University Community of the availability of this program.
UnderIuate/Greduate
Number
of Loans
Total $ Awarded
96/97
352
160,716
95/96
527
265,472
94/95
674
317,329
93/94
887
422,278
92/93
1,384
723,676
submitted by Charlotte French, December
5,
1997

 
Appendix
SIMON FRASER UNIVERSITY
DEAN
OF
GRADUATE
STUDIES ?
Memorandum
TO: K.
C. Bell ?
FROM: B. P.
Clayman
Assistant
to
the Dean
of Student
Services
?
Vice-President,
Research
and
Dean
of
Graduate Studies
SUBJECT:
Report
to
Senate ?
DATE:
January 6,
1998
I am
pleased
to
enclose
a
summary
of the
graduate
award
disbursements
in fiscal year
1996/97 in
tabular form, for
inclusion
in
the
SPCSAB
report
to Senate.
Disbursement
Totals
by Award:
Graduate
Fellowship ?
401
awards
President's
Ph.D.
Research Stipend
?
94
awards
C. D.
Nelson
Entrance
Scholarship
?
11
awards
Special Graduate Entrance
Scholarship ?
8
awards
$1,793,050
$455,900
$184,675
$2,469,425
Enclosure
(
2v^^
S
MJAO6KC.DOC 01106198

 
I
GRADUATE AWARDS BUDGET IN FY 1996-97
AWARD NAME
NUMBER
VALUE
TOTAL
Sem 96-2
?
GF
Master's
54
$4,250
$229,500
GF Ph.D.
49
$4,850
$237,850
Stipend
39
$4,850
$189,150
Nelson
9
$50,862
Entrance
0
$0
SUBTOTAL
$706,962
SEM
96-3 ?
GF Master's
128 $4,250
$544,000
GF PhD
63
$4,850
$305,550
Stipend
26
$4,850
$126,100
Nelson
12
$5,666
$71,676
Entrance
6
$26,800
SUBTOTAL
$1,074,126
Sam 97-1 ?
GF Masters
71
$4,250
$301,750
GF PhD
36
$4,850
$174,600
Stipend
29
$4,850
$140,650
Nelson
11
$62,337
Entrance
2
$9,000
SUBTOTAL
$688,337
GRAND TOTAL
$2,469,425
Bal.Fwd
95196
$207,852
Plus one.dme
only allocation
$50,000
Allocation
96197
$2,399,535
Bal. Carryover to
97198
$187,962
.
Updated: January 06, 1998 awa96ar.xls

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