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SIMON FRASER UNIVERSITY

For Information ?

OFFICE OF THE REGISTRAR

MEMORANDUM

To: ?

Senate

From: ?

K.C. Bell, Secretary, Senate Policy Committee

on Scholarships, Awards and Bursaries

Re: ?

SPCSAB Annual Report for Fiscal 1997 - 1998

Date: ?

October 15, 1998

i;MI]

Attached is the final text of the Annual Report for the Senate Policy Committee on

Scholarsips, Awards and Bursaries for Fiscal 1997 - 1998.

In the absence of a meeting to adopt the Report, copies of the draft were submitted to the

Committee members and, in the absence of dissenting opinions or comments, the Report

has been accepted as approved.

For Information

SPCSAB 98-7

REPORT TO SENATE

SENATE POLICY COMMITTEE ON

SCHOLARSHIPS, AWARDS AND BURSARIES

November, 1998

^r^. 

John

M- - 

(^'a ' 

c '

f- ^ 

D'Auria

Chair, SPCSAB

SENATE POLICY COMMITTEE ON SCHOLARSHIPS,

AWARDS AND BURSARIES

Report to Senate, November 1998

This report covers all business activities of the Senate Committee on Scholarships, Awards and

Bursaries (SPCSAB) for the three semesters 97-1, 97-3 and 98-1. Attached to this summary are

the 1997-1998 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.

Meetings:

The committee held meetings on

December 10, 1997

January 26, 1998

February 19, 1998

Committee Members:

John Pierce (Chair until August 31/97)

John D'Auria (Chair from September 15/97)

Kathy Heinrich (Past Chair)

Sheila Roberts

Neil Watson

Evelyn

Palmer

Salman Manki

Miijana Roksandic

Valerie Dunsterville

Ron Heath (Chair, SUAAC)

Bruce Clayman (Chair, SGAAC)

Charlotte French (Resource member, Secretary, until December 1997,)

K.C. Bell (Secretary from January 1998)

Business:

December 10, 1997

Members of the committee reported on the following business arising from the minutes of the

previous meeting:

• ?

The BC Government's matching funds program has been phased out except for

endowed bursaries, for which it is scheduled to end in 1999.

• ?

The BC Athlete Support Fund has been moved to the Ministry of Small Business,

Tourism and Culture's Sports Services Branch and the funds are now distributed

through the amateur sport foundation associated with the individual sport rather

than through the Universities.

• ?

The committee was urged to take an active role in promoting and raising funds for

the Campus Community Bursary Endowment.

The 1996/97 Year-End Program Reports were received:

• ?

Entrance Scholarships: For the 1998/99 Entrance Scholarship cycle information

cards have been prepared and will be distributed in High Schools advising that all

Senate Policy Committee on Scholarships, Awards and Bursaries—SPCSAB 98-7

Report to Senate, November 1998, 2

BC12 entering students with a 94% or higher admission average will be guaranteed

a Summit Scholarship

Open Scholarships: The increase in spending for Open Scholarships in the last

three years is due to the change in the structure of Entrance Scholarships. Fewer

Entrance Scholarships are renewable and students are moving into the Open

Scholarship program.

• ?

Government Loans: The Committee received a report on the work of the

Roundtable on Post-Secondary Education which is lobbying the federal government

for changes. The federal Ministry of Finance and Human Resources Development

Canada is still working on terms of reference for the Canada Millennium

Endowment Fund.

• ?

Work Study Program: The committee will prepare and propose a motion reflecting

their support for the program and for additional funding for the program.

• ?

Part-time Student Assistance: There is a need to improve advertising of this

program.

•

Emergency Loans: There has been a decrease in use over the past few years and

there are very few written off debts so the fund does not deplete.

January

26, 1998

The commitee received for information:

• ?

A chart showing the distribution of entrance scholarships by gender and scholarship

• ?

A chart showing the number of students who were both registered and eligible to

take up the second installment of their entrance scholarships in 98-1

• ?

An ad hoc report showing the number of approved credentials for students

. ? registered in 98-1 to be used in calculating the funding for Deans' entrance

scholarships

February

19, 1998

The committee received the 97/98 budget for information.

The following motions were approved:

• ?

That for five years, as of April 1, 1998, the University will continue to adjust that

portion of the scholarships, awards and bursaries budget allocated from the

University's operating funds according to the existing formula based on tuition and

enrolment. Further, during this period no change will be made to this adjustment

as a result of increased income from the scholarships, awards and bursaries

endowments.

• ?

That the level of Graduate Fellowships be increased by

$150

from levels last set in

1995-96.

Budget

Acting on the unanimous recommendation of the Committee, President Jack Blaney agreed that

"the University [would] continue to adjust that portion of the scholarships, awards and bursaries

budget allocated from the University's operating funds according to the existing formula based on

tuition and enrolment for five years, effective April 1, 1998. During this period, no change will be

made to this adjustment as a result of increased income from the scholarships, awards and

bursaries endowments."

A spreadsheet comparing scholarship, awards and bursary line items for fiscal 1996/97 to those for

fiscal 1998/99 is attached as Appendix v).

Senate Policy Committee on Scholarships, Awards

and

Bursaries—SPCSAB

98-7

Report to Senate, November 1998, 3

Appendices

Attached

are year end reports for the

various

areas of the scholarships,

awards and

bursaries

portfolio.

Undergraduate Entrance Scholarships

ii)

Undergraduate Open

Scholarships

iii)

Programs administered

by Student Academic Resources,

including

In-Course Scholarships

and

Academic and Service

Awards

2) External

Scholarships, Awards and Bursaries

3) Bursary Programs

4) Athletic

and Recreation Awards

5) Emergency Loan Program

6) Government Student Loan

Programs

Work-Study

Program

8) Federal

Special Opportunity Grants

and

Part-time Loans

lv) Graduate Award Disbursements

v) ?

Budgets:

Fiscal

1997 - 1998 compared to 1996 - 1997

P_.^ 

Office

of the Regtstrar

Simon Fraser University

Student Rectuicment

Burnaby, BC, Canada V5A 1S6

Telephone (604) 291-3397

Facsimile (604) 291-4969

httpJJwwwreg.s.ca

appendix 1)

Memorandum

To: SPCSAB

From: Rick Smith, Director, Student Recruitment

Re: 1997/98 Entrance Scholarship Program

September 2, 1998

The attached report represents the 97/98 fiscal expenditures for the SFU Entrance

Scholarship Program. The major entrance scholarship competition, which includes the

Gordon M. Shrum, Dean's and National scholarships, attracted 506 applicants this year. A

distribution report indicating the number of awards offered and accepted in each category

is also included. Overall, of 471 scholarship offers 223 new scholars are expected to begin

their studies at SFU in the 1998 Fall Semester.

We were very pleased this year to have the Scholars Mentorship Program' in full swing.

Early in '97 this initiative was suggested by the Dean of Student Services who turned to a

small group of exceptional scholarship students in an effort to provide mentorship to new

entrance scholarship students. Now called the Mind Bank this group of scholars has been

instrumental in developing strategies for the success of our new scholarship winners. In

the upcoming year this initiative to promote academic success within the community of

scholars will be expanded to include both new and continuing students. An in-depth

research project is currently being developed which will endeavor to look more deeply at

the attitudes and perceptions of all entrance scholarship students. This project hopes to

identify the specific needs of SFU entrance scholarship students toward developing

support programs to insure the future success of our scholarship students.

(UI

1007101

1,nrsncs Scholarship

Semesters

Expenditures

9719*

Program ?

01. Account Number

*7-2

*7-3

ga-I

S.C.

$3.750

1LZ12

22-730

*7.800

Akmrnl

•1l-191131-1129

ILLU

12.222

$12.500

328.606

Shrum

11-191131-7112

37.500

$47,500

$7,500

• II1911317115

$37,500

$79,375

$115,375

343000

3126.375

8122.075

3294.760

. ........

114.811

827100

813.720

Dean', mocald

111911317117

$6250

$5000

$2500

O.a'sm.crime

•11.191131.7117

$6,000

$3,000

$2.250

DamiAPSC

11.191131-7139

$3,500

$1,750 .

D.azYsAi

•l1-191131.7106

$1,750

$27,000

$22,750

$3,500

$1,750

$1750

$6750

$5250

113.710

832.300

139.750

:..

Chwowbes

11-191131-7119

Ig..gQI

flJQ

aC.R

*11-191131-7148

112 300

17-222

*1*4*00

Summit

*11-191131-7149

12.262

2202-600

$1,250

$23,500

122,600

210,000

*$*$P0

SpcftAPSC

'23-419222-7112

$1 750

$1,710

9dtSc1

-23-4192:12-7137

$8000

$5250

*1*4180

flatlonal

Shrum ?

111911327115

91-191132-7143

124.230

813.000

..::

Jecit

11-191132-7112

111911327143

$12750

$3500

212-760

SpScIIAPSC

*23-419222-7112

28.22

12.212

Spscl*SCI

'23-419222-7137

211-500

12.222

$11$Ob

SIrand

11-191132-7115

111011327144

$37000

$26000

237,000

*23 000

Prosklerts

111911327115

Hancn

11-191133-7115

• 11-191133-7121

$7,500

$6,000

$7,500 ..

12.122

12222

12.122

$1,760

Dean

21.Z3

28.0

12.222

315,000

DeAPSC

*11-191133-7130

*1.112

11.262

12.122

010.800

11.262

$1.750

$3,500

11 . 191133-7141

$3,500

$5,150

$10,500

11.26.2

12.212

210-300

International

11.222

813.000

113.343

13834$

Pr.aldsnt'i

11-101134-7116

Slaum ?

11-1911344102

Tullon

11-191134-7106

12.412

12221

12.221

Total Expenditures

$110,156

$619384

$491702

31.221.242

prepared by Mh

Leadership Scholarship

ond

Alumni

on 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

282

Regional Summit Entrance Scholarship

Tadeusz Specht Scholarship in Applied Science

Tadeusz Specht Scholarship in Science

Jack Diamond Scholarship

200

1998 Entrance Scholarship Awards Statistics

Total ?

Offers

Scholarship ?

Offers Outstanding Accepted Deferred Declined

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

Grand Total

471

EEI

3 ?

265

(No. of students accepted but did not attend = 24)

1998 Entrance Scholarship Statistics complied by Student Recruitment • as at 10/15/98

SIMON

FRASER UNIVERSITY

OFFICE OF THE REGISTRAR

MEMORANDUM

appendix

ii)

To: ?

John D'Auria, Chair?

SPCSAB

From:

K.C. Bell, Secretary

SPCSAB

Re: ?

Open Scholarship Statistics, fiscal 1997-1998

Date: ?

September 16, 1998

For the fiscal year 1997-1998, Open Scholarships continued to be awarded at a CGPA

level of 3.70. This was consistent with practice in fiscal 1996-1997.

A total of 845 Scholarships were awarded over the three semesters 97-2, 97-3 and 98-1.

Detailed figures are set out in the chart below and cover the number of awards made in each

semester, the total amount awarded by the Open Scholarship program each semester, the

average size of the awards per semester, the CGPA requirement and the per credit cost of

the Scholarship.

Sem

Awards Total Avg

CGPA

Per credit

Awarded Award

215

$933 ?

97/98

845 $756,448

Due to the University's continued high admission requirements, which continue to produce

a highly successful student population, and to the revised Entrance Scholarship program,

which moves most Entrance Scholarship winners on to the Open after two semesters, the

cost of the Open Scholarship continues to increase by around $100,000 each year.

I have attached a chart showing the pattern of disbursements for the Open Scholarships

since fiscal 1990-1991 for your information. This chart shows the total amount disbursed

for the Opens each fiscal year, and indicates for each year the CGPA

Also. included is a chart showing the number of Open Scholarships issued per fiscal year

since fiscal 1989 - 1990.

co ?

? co

C%J

Ce ?

Ce ?

to ?

Ce ?

63 ?

sieop ieloi.

C')

Cl)

sdiqsrnoips jo ieqwnj

urces

appendix iii)

3011

i;i

Simon Fraser University

Director of Student Academic Resources

tel 291-4275; fax 291-4722; email charlottejrench@sfu.ca

Memorandum

To: ?

Ron Heath ?

From: Charlotte French

Dean of Student Services/Registrar ?

Director, Student

Subject: 1997/98 Financial Assistance

Date:

Year End Reports

September 11, 1998

Attached please find the year end summary reports for programs administered by

Financial Assistance. The

following

reports are included:

Scholarships for In-Course Undergraduates and Academic And Service Awards

External Scholarships, Awards and Bursaries

Bursary Programs

Athletic and Recreation Awards

5) Emergency Loan Program

Government Student Loan Programs

7) Work-Study Program

Federal Special Opportunity Grants and Part-time Loans

Also included in this package is an appendix of tables recording the disbursement figures

for these programs from the 1992/93 award year to the 1997/98 award year.

Please note that all

reports give data based on a May 1 to 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.

c. J

D'Auria, Chair SPCSAB

KC Bell, Secretary SPCSAB

Office of the Registrar

Bumaby, BC, Canada V5A 1S6

Simon Fraser University ?

Telephone (604) 291-3892

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 1997/98

Scholarships for In-Course Undergraduate Students

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.

To be considered

for these scholarships, students must apply to Financial Assistance by the second week of classes of the semester

the scholarship is being offered. Endowed and Annual Scholarships are adjudicated directly by the Senate

Undergraduate Awards Adjudication Committee (SUAAC). Information about these scholarships is published in the

University Calendar and listed in a search-able web accessed database. A few of these scholarships are selected by

nomination of the academic department and confirmed by the SUAAC.

Endowed and Annual Scholarships disbursed to students in 1997/98 increased by a total of $7,378 and five additional

scholarship disbursements over 1996/97.

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

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 awards budget for over six years. The increase in the number of

SFU funded awards disbursed primarily reflects a decision by the School for Contemporary Arts to award more

awards of a smaller value to their students from the dollars allotted to their awards program.

submitted by C. French, September 9, 1998

17J

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

External Scholarships, Awards and Bursaries

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

administered by organizations and corporations external to the University. These awards had not been

tracked prior to 1997/98. In an attempt to better recognize the organizations that are supporting our

students and the students who are receiving these awards, the Office of University Development and

Financial Assistance developed new procedures to capture this information. The table below is the first

recording of the scholarships, awards and bursaries that SFU students have received from organizations

external to the University who request the University to distribute the funds.

UNDERGRADUATE EXTERNAL

External Scholarships

External Scholarships

External Awards

External Bursaries

Dl # of

Td. $ Ttl # of Awds ?

TtI. $ Ttl # Bursaries ?

submitted by C. French, September 9, 1998

[cs ?

csj

Office of the Registrar

Simon Fraser

University

Bumahy, BC, Canada V5A 1S6

Telephone (604) 291.3892

Financial Assistance

Facsimile (604) 291-4969

Report to the

Senate Policy Committee on Scholarships, Awards and

Bursaries

Bursary Program 1997-98

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 must apply to Financial Assistance by the end of

the second week of classes of 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 search-able web accessed database.

In the 1997/98 award year (May 1997 - April 1998) Financial Assistance received

2558

bursary applications with a

total calculated financial need of $1,296,738. This represents an increase of 480 applications (23% increase) and an

increased financial need of $228,399 (21% increase) from 1996/97. In 1997/98 $18,564 more dollars were awarded

through all bursary programs than in 1996/97, this represents a 2% 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 1997/98.

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. The increase in dollars earned by the

students in this program reflects the financial need of the students involved and an increase in the hours required for

the projects on which they are working.

*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.

BURSARIES

Undergraduate Bursaries

SFU

SFU

417

SFLJ

SFU Open (international)

SRi Funded Work Study -

Undergraduate/Graduate

9.750

*Program was restricted to limited use for international students.

submitted by C. French, September 9, 1998

Office of the Registrar

Simon Fraser University

Financial Assistance

MWI,

INNER

...v

Bumahy, BC, Canada V5A 1S6

Report to the

Senate Policy Committee on Scholarships, Awards, and Bursaries

Athletic and Recreation Awards 1997/98

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. The

table below shows a large increase in the number of and total dollars disbursed through donor based Athletic awards

in 1997/98. This increase is due to the addition of some new awards, better use of existing awards and, primarily,

the transfer of funds from the Athletic Operating Endowment to an 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 organizations 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.

Athletic Tuition awards are made available to student athletes competing on varsity teams on the basis of athletic

merit. Funds for these awards are raised by the individual teams to support their own athletes. The decrease in

number of awards and total dollars disbursed through this program in 1997/98 is in part a reflection of the increased

value of disbursement from the Athletic Awards Endowment. Financial Assistance began tracking these awards in

January 1994.

University funding for Athletic awards has remained unchanged for over six years at $39,000. The department of

Athletics has disbursed all of its allowable funds this year.

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, 1997-98, SFIJ athletes received 138 disbursements totaling $90,112,

a decrease of 74 disbursements and $46,044.

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

six years and was fully disbursed in 1997/98.

ATHLETIC AND RECREATION AWARDS

Endowed/Annual Athletics

SF1.1 Funded Rec. Awds.

Years indicated reflect statistics for the academic year starting May I and ending April 30.

submitted by C. French, September 9, 1998

I ?

Office of the Registrar

Burnahy, BC. Canada \'5A 1S6

Simon Fraser university

Telephone(604)291-3892

Financial Assistance

Facsimile (604) 291-4969

Report to the

Senate Policy Committee on Scholarships, Awards and Bursaries

Emergency Loan Program 1997/98

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. The maximum value of

an Emergency Loan disbursement is

$500.

The Emergency Loan program has shown a significant decrease in disbursements, both in total dollars and numbers

of loans, over the past six years (see six year data in Appendix table 2). However, there has been very little change

in the number of loans and the total dollars disbursed in the last two years which may indicate that program use has

stabilized. The primary reason for decreased use and no change between the 1996/97 and 1997/98 years is probably

due to improvements in the delivery of government student assistance by the Student Services Branch (S SB) of the

B.C. Ministry of Advance Education, Training and Technology. In the last few years the SSB have improved the

efficiency of the loan adjudication process and stabilized their computer systems. This means that student loan

applications have been processed in a more timely manner allowing most students to receive their funding in time

for the start of classes and requiring less use of bridge funding programs at the educational institutions. Because

most semesters start after the first day of a month and the banks are not allowed to disburse government assistance

funds until the first day of classes, making rent payments on time for a new semester is the most common reason for

students funded by government assistance to access the Emergency Loan Program. 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 not been as

high as expected.

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. With the criteria outlined above, the number and value

of loans sent to collection have decreased to a nominal figure. In 1997/98 two loans totaling $1100 were sent to

collections.

Efforts have been made in the past year to make the University community more aware of the availability of this

program. There is concern in Financial Assistance that more students need this service than are accessing it

EMERGENCY

LOANS

Undergraduate/Graduate

Years indicated reflect statistics for the academic year starting May 1 and ending April 30.

submitted by C. French, September 9, 1998

Office of the Registrar

Facsimile (604) 291-4969

Report to the

Senate Policy Committee on Scholarships, Awards and Bursaries

Government Student Loans 1997/98

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 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 funding through government student assistance.

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

Advanced Education, Training and Technology 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 without there being an equivalent impact to their student loan award.

The table below reports the number of students and the total dollars of government student assistance

received by SFIJ students during the 1997/98 award year. The third column labeled "Out of Province

Loans" reports students attending SFTJ who are receiving funding through provinces other than British

Columbia or who are receiving loan and grant assistance through the United States.

Due to changes in both the data collection and the data reporting methods, this year's statistics are a more

accurate reflection of individual student loan recipients and the dollars they received than has been reported in

the past. Next year's report will include revised historical numbers using the new reporting procedure.

GOVERNMENT PROGRAMS

FEDERAL AND PROVINCIAL LOANS

Undergraduate/Graduate

Canada Student Loan

4of Students ?

l'tl. S

B.C. Student Loan/Grant

submitted by Charlotte French, September 9, 1998

Report to the

Senate Policy Committee on Scholarships, Awards and Bursaries

Work-Study Program 1997-98

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

graduate and undergraduate students who have received maximum funding through Canada Student Loan and

BC Student Loan and Grant and who have an assessed financial need beyond the maximum. 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 student's government loan dis-

bursement. Only BC residents are eligible for the program.

Over the past three years Simon Fraser University's allotment of funds has been decreasing due to transition

to a new funding formula and more eligible post-secondary institutions receiving a portion of the total. In

the

1995-96

program year Simon Fraser University was allotted $460,000; our budget for 1997-98 year was

$444,000; the budget for 1998-99 is $420,000 and will continue to decrease over the coming years. Please

note that although the program and budget year for Work-Study is from August 1 to July 31 of the next

calendar year, this report is based more closely on the SFU fiscal year reporting statistics from May 1 to

April 30 of the next calendar year. Consequently the budget figures noted above and the award figures noted

below will not balance.

Also of note is that Simon Fraser University is the only post-secondary institution in British Columbia

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

supplement the funds in one or a combination of the following two ways; by budgeting additional funds

from institutional money to add to the number of awards given and allowing students from other provinces

to participate or by adding funds to increase the hourly pay rate. The maximum fundable pay rate through

the government is

$8.75

per hour.

A total of 1701 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' loan assessment from the government would not

have been complete at the time candidates must be identified.

The table below shows a dramatic increase in the number of students hired through the Work-Study program

and the total dollars awarded during the 1997-98 program year. This is partially due to budgeting factors in

two different funding years. In the funding year 1996-97 funds for the fall and spring semesters were

budgeted with too much caution which left more than a usual amount of money available to be awarded in

the 1997 summer semester. During the 1997-98 funding year, a more generous budget plan was adopted for

the fall and spring semesters. In addition, the BC government gave us a one time additional allocation of

funds that had not been spent by another institution. The effect of these additional funds will also be

reflected in next year's report as they will be disbursed in part during the summer 1998 semester.

For the 1998-99 academic year, the Work-Study program will be moving to a web based delivery method.

All project submissions and job postings will be handled through the web site and e-mail. These changes

should improve service, availability of the Program and streamline administration.

./2

Students Aiding Students

A portion of the Work-Study funding from the government, up to

fifteen

percent, must be allocated for a

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

to assist special needs students on campus. The majority of students hired through this program take class

notes on behalf of special needs students. Others assist students to access materials and services in the

small library. In the 1997/98 year 140 students were hired through this program and earned a total of

$64,611.

Government Funded Work Study - Undergraduate

Government Funded Work Study - Graduate

submitted by Charlotte French, September 9, 1998

Office of the Registrar

Simon Fraser University

Financial Assistance

Burnaby, BC, Canada V5A I S6

Telephone (604) 291-3892

Facsimile (604) 291-4969

Report to the

Senate Policy Committee on Scholarships, Awards and Bursaries

Federal Special Opportunity Grants and Part-time Loans 1997-98

Part-time Studies

Prior to 1996-97, financial assistance for part time students in British Columbia was available from a grant

program financed by the provincial government and administered by the educational institutions. A poorly

used federal loan program was also available. In August 1996 the provincial program was replaced by a

federal program that combined the existing loan program and a new grant program. The part-time loan

program requires students to begin making interest payments while they are still in studies. Most students

are unable to make the payments required so do not make use of the part-time loan program. During 1997-

98 24 students received $25,189 in part-time student loans.

The federal Special Opportunity Grant for high need part-time students has been very successful this year.

The criteria for awarding this grant are improved over the previous provincial program allowing more

students to be eligible and more real need to be met. This year 70 students with a total calculated need of

$72,394 were awarded

$65,365,

an increase of 18 students and $16,376 in awards.

PART-TIME SPECIAL OPPORTUNITY GRANT

*indicates years funded by federal Special Opportunity Grants. Previous years funded by BC Pail-time

Student Assistance.

Female Doctoral Student Grant

Two years ago the federal government introduced a grant program to support female doctoral students in

specific programs.

he intent of the program is to encourage female students to continue studies to the

Doctoral level in fields in which females are under represented based on national statistics.

There has been a limited take-up of this program nation wide. At Simon Fraser University one student

received a grant for $1,769 in the 1997/98 award year.

Students with Permanent Disabilities

A Special Opportunities Grant is also available to assist students with permanent disabilities to purchase

required equipment to support their studies. In its first year, 1996/97, this program had a relatively low

take-up rate in British Columbia due to existing provincial programs most notably the equipment bank. In

. ?

1997/98, the program procedures were improved and better integrated with existing programs.

Unfortunately, recipient data is not available at this time. However, the Ministry advises that the take up

rate has improved.

submitted by C. French, September 9, 1998

I. BURSARIES

Undergraduate Bursaries

SFU Open (domestic)

# of Students ?

Ttl. $

SFU Open (international)

SFU Open (international)

4,650

0 ?

II. EMERGENCY LOANS

Undergraduate/Graduate

III. GOVERNMENT PROGRAMS

1. ?

FEDERAL AND PROVINCIAL LOANS

Undergraduate/Graduate

Canada Student Loan

# of Students ?

Ttl. $

B.C. Student Loan/Grant

488

817

.13

WORK STUDY PROGRAM (International)

SFU Funded Work Study - Undergraduate/Graduate

9,750

'Program was restricted to limited use for international students.

Government Funded Work Study - Undergraduate

Government Funded Work Study - Graduate

PART-TIME STUDENT ASSISTANCE PROGRAM

IV. MERIT BASED AWARDS

Endowed/Private Schs.

# of Students ?

Ttl. $

Endowed/Private Awards

165

V. ?

ATHLETIC AND RECREATION AWARDS

Endowed/Private Athletics

SIMON FRASER UNIVERSITY

DEAN

OF GRADUATE STUDIES

appendix iv)

Memorandum

Vice-President, Research and

Dean of Graduate Studies

SUBJECT:

Annual Report: SPCSAB

DATE: July 30, 1998

I am pleased to enclose a summary of the graduate award disbursements

fiscal year

1997-98 in

tabular form, for inclusion in the SPCSAB report to Senate.

President's Ph.D. Research Stipend

'7- ( ? 

C-04^^ 

I

Enclosure

0

M3130KC.DOC 07/30/98

GRADUATE AWARDS BUDGET IN FY 1997-98

AWARD NAME

NUMBER

VALUE

TOTAL

Sem 97-2 ?

Actual

SUBTOTAL             

SEM

Actual

SUBTOTAL            

Sem 984

SUBTOTAL             

$703,470

TOTAL EXPENDITURES ? $2,556,933

FY 96197 Carryover

$188,662

lncr to 97/98 Grad Schol

$47,309

Base Budget

(97/98 Figure)

$2,424,041

TOTAL AVAILABLE FOR AWARDS

$2,612,703

BALANCE AVAILABLE

$55,770

at March 31, 1998

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