Page 1
Page 2
Page 3
Page 4
Page 5
Page 6
Page 7
Page 8
Page 9
Page 10
Page 11
Page 12
Page 13
Page 14
Page 15

For Information ?

S.93-43

Simon Fraser University

Roger Blackman

Department of

Psychology

SPCSAB Chair

5245 ?

291-3358

MEMORANDUM

To: ?

Members of Senate 

Date:

May 21, 

?

1993

Topic: 

?

SPCSAB: 

?

92/93 Annual Report to Senate 

Attached is the 92/93 annual report of the Senate 

Committee on Scholarships, Awards and Bursaries. 

?

As chair 

of SPCSAB, I am taking this opportunity to alert members of 

Senate to the extreme difficulties facing the budget that 

supports our scholarship, award and bursary programs. 

Near the start of the 91/92 fiscal year, when most 

budgets were cut back, this budget was slashed by $500,000, 

or about 12%. 

?

This reduction was evenly divided between the 

undergraduate component, managed by the Associate Vice- 

President Academic, and the graduate component, managed by 

the Dean of Graduate Studies. 

There were three additional factors that have had a 

.

negative impact on this budget, particularly on its 

undergraduate component. 

?

First, some semesters ago the 

University required that 35% of the income earned from 

endowments be reinvested to 

maintain

the real value of the 

principal. 

?

Previously, 100% of this interest had been 

available for scholarships and awards. 

?

This change meant an 

effective reduction in the 91/92 budget of approximately 

$147,000. ? 

Although this reinvestment requirement was waived 

in 92/93, that has provided only short-term relief. 

Second, in the last couple of years the university has 

diverted some of the funds earmarked for scholarships for 

international students to cover infrastructure costs in the 

Centre for International Students. 

?

Although that was not a 

technical violation, it appeared to SPCSAB to be 

inconsistent with the spirit of the practice under which a 

portion of the differential tuition fee income was allocated 

for international student scholarships and awards. 

Third, the undergraduate scholarships budget has been 

in deficit in each of the last three years. 

?

The accumulated 

debt is now at a level that must be addressed. 

?

In part 

these deficits resulted from a substantial increase in the 

undergraduate Entrance Scholarship Program between 1988 and 

1991 (see attached table). 

?

While the number of awards has 

been halved, we are still paying for that "bulge" and doing 

so from a smaller budget. 

?

As detailed in the 92/93 

annual

report, expenditures on the Entrance and Open scholarship 

.

programs have each been cut back by about 17% from 91/92 

levels, and we face further retrenchment this year. 

1

I took a full statement of these budgetary concerns to 

President Saywell last fall, asking for some relief. 

?

In

response, he approved a 1-year holiday from the endowment 

interest reinvestment requirement as noted above, he 

arranged for the Development Office to raise funds to 

replace, on a once-only basis, a modest portion of the $1/2 

million of lost 92/93 income, and he agreed to explore 

alternative sources of income. ? 

These were very significant 

steps. ? 

Together with a further raising of eligibility 

standards in the Open Scholarship Program and cutbacks in 

most of the other graduate and undergraduate scholarship, 

awards and bursary programs, it allowed these programs to 

survive the 92/93 fiscal year. 

The graduate awards budget was also in deficit in 92/93 

due to commitments made prior to the $250,000 reduction in 

the 92/93 budget. ? 

$125,000 was provided by the Vice- 

President Academic at fiscal year-end to cover part of the 

deficit. 

SPCSAB is very concerned that some stability be 

returned to a budget that has had some large, unexpected 

perturbations over the last 2-3 years, changes that have 

often confused and frustrated the very groups whom we are 

trying to support. ? 

A critical contributor to that stability 

would be the continuation of the long-established practice 

of allocating to the scholarships, awards and bursaries 

budget a specified proportion of the additional funds raised 

through tuition fee increases. ? 

In the tentative 93/94 

operating budget, that amount is $238,000. 

SPCSAB has learned that the administration's commitment 

to continuing this practice may be wavering. ? 

When 

questioned at the last Board of Governor's meeting, the 

President was apparently not prepared to assure the Board 

that the university would make the specified allocation of a 

portion oftuition fee revenue to the 93/94 financial aid 

and awards budget. 

?

This issue will be revisited at the next 

Board meeting. 

?

It is the strongly held view of SPCSAB that 

this budget has taken more than its share of cut-backs in 

the last year or two. 

SPCSAB urges the administration to reaffirm its 

commitment to the scholarships, awards and bursary programs 

by assuring continuation of its long-standing practice of 

allocating a specified proportion of revenue from tuition 

fee increases to the financial aid and awards budget. 

CC: Bob Brown, Acting President 

Fred Moonen, Chair of the Board of Governors 

\spcsab7 \anrepmem 

2

Cl)

'1)

I t

C 1 4

In ?

00—

— ?

C-i

in\0

00 ?

'COO

C' ?

ICD

—a'

SENATE POLICY COMMITTEE ON

SCHOLARSHIPS, AWARDS AND BURSARIES

Introductory Comments

Undergraduate Program Policies

1-3

III.

Operating Budget: Undergraduates Programs

3-4

IV.

Undergraduate Awards Disbursement

5-6

Graduate Bursaries

VI.

Bridge Loans: Undergraduate/Graduate

VII.

Work Study Program: Undergraduate/Graduate

VIII.

1992/93 Graduate Awards - Administered

8-10

by the Dean of Graduate Studies

INTRODUCTORY COMMENTS

This report covers the business activities of the Senate Policy Committee on Scholarships,

Awards and Bursaries (SPCSAB) for the three semesters, 92-2, 92-3, and 93-1.

The Committee held meetings on:

In addition to routine business, the Committee attempted to deal with shortfalls in the 92,93

budget. Anticipating extreme pressure on the Financial Aid & Awards operating budget for

undergraduate programs, shortly before the 92/93 fiscal year began SPCSAB initiated

changes designed to "protect, as much as possible, the Bursary budget, and to allocate any

necessary reductions approximately equally between the Entrance Scholarship and Open

Scholarship Programs" (p.2,91/92 Annual Report). Comparison of the 91,92 and 92,93

operating budgets figures on

3 & 4 of this report show that reductions were indeed

necessitated, and that they were allocated in a manner consistent with the position

• ?

established by SPCSAB. Continuing concerns regarding the FAA budget are addressed in

the transmittal memorandum to Senate accompanying this report.

II.

UNDERGRADUATE PROGRAM POLICIES

1. Entrance Scholarship Program: Unit Value of Awards

William and Ada Steel

deleted

SF0 Alumni Leadership

$25,000

Dean's in Applied Science

Dean's in Business Admin.

$10,000$2,850$1,000$8,000

Most of the above scholarships may include an additional $1,000 for travel

allowance (for designated School Districts in B.C.)

0 ?

National Entrance Scholarships

President's (deleted)

Note: Travel allowance is included in the face value.

College Transfer Entrance Scholarships

Hon. William G. Hamilton ?

* plus $1,000 travel allowance (for designated College Districts in B.C.)

Open Scholarship Program: Eligibility Requirements

In order to respond to budget limitations, the terms of reference for the

Undergraduate Open Scholarship were changed as follows:

FROM

(92/93)

Eligibility: To qualify a student must have, at SF0, a minimum

CGPA of 3.60, a minimum semester GPA of 3.50 in the last

semester of registration and have completed at least 24 credit hours

of normally graded courses over the past 3 semesters of registration

in such courses. Tuition will be paid in the same semester a student

meets all eligibility requirements.

For students who fall short of the 24 credit-hour requirement

because one semester's registration was in a single course of

credits or less, the last foursemesters will be considered, and that

semester of one course will be setaside in determining credit-hour

and semester GPA eligibility.

All

eligibility requirements must be

A minimum SFU cumulative GPA of at least 3.60.

Students

with a cumulative GPA of

3.75

and above are assured

of eligibility in this regard. Uncertainty about the

availability of funds means that it is impossible to

make a prior determination of the cut-off cumulative

GPA that will be used in any semester. Students

with a cumulative GPA between 3.60 and 3.74 will

be informed through F.A.C.T.S. (call 291-4137) of

their eligibility status by the 6th or 7th week of

classes each semester. The threshold cumulative

GPA will be set as low as permitted by the

availability of funds.

A minimum semester GPA of 3.50 in the last semester of

registration.

Registration in one of the last three semesters.

Complete at least 24 credit-hours of normally graded courses

over the last three semesters of registration in such courses. For

students who fall short of the 24 credit-hour requirement

because one semester's registration was in a single course of

credits or less, the last four semesters will be considered and that

semester of one course will be set aside in determining credit-

hour and semester GPA eligibility.

III. OPERATING BUDGET: UNDERGRADUATE PROGRAMS

90/91 ?

91/92 ?

92/93

Graduate Sub-total: ?

Entrance Scholarships

90/91

92/93

Sub-total: (11-1, 11-2)

Undergraduate Bursaries

Undergrad. Scholarships ?

One time supplement for Bursaries

IV. UNDERGRADUATE AWARDS DISBURSEMENT

1. UNIVERSITY SCHOLARSHIPS, AWARDS AND BURSARIES

Entrance Scholarships

691

626

Continuing

Entrance Scholarships

150

University Arts & Service

IQQ

A student may receive up to three honour roll designations per year.

* Some of these expenditures were funded from Private funds.

PRIVATE SCHOLARSHIPS, AWARDS AND BURSARIES

Awards, Medals, Prizes

* Some of these expenditures were transferred from Awards budget line items to Private

accounts. In 92/93 costs were transferred from the operating awards budget to a number of

private accounts to accommodate award budget reductions.

V. GRADUATE BURSARIES

VI. BRIDGE LOANS: UNDERGRADUATE/GRADUATE

Short term, interest-free loans are available to students who require interim

emergency funding while awaiting funds from other sources.

Value: Normally $300 - $800 (average

$500)

During 1991/92, 1,332 loans were issued totalling $664,807

During 1992/93, 1,384 loans were issued totalling $723,676

Note: Non-recoverable debt in 92/93 was less than $6,000.

.

?

VII. WORK STUDY PROGRAM: UNDERGRADUATE/GRADUATE 

The SFU Work Study Program provides part time employment which is

intended to be mutually beneficial to students and the University. Every

effort is made to provide career-related job experience, which is primarily of

a research nature. The Work Study program is intended normally to

supplement Provincial and Federal student loan programs, as per policy

requirements of the government funded program. However, Work Study

funded through SFIJ requires only that students demonstrate financial need

to qualify.

All

students must meet financial needs test, must be registered

in, and maintain 9 credit hours or more in undergraduate studies, or for

graduates be registered in a graduate program, and must be in satisfactory

academic standing.

91192 TOTAL 92193 TOTAL

VIII: 1992/93 GRADUATE AWARDS

Administered by the Dean of Graduate Studies

Disbursement by Award Category

1992/93 ?

1991/92

Graduate Fellowship (GF)

$1,433,750 ?

$1,577,950

President's Ph.D. Research Stipend

$ 318,800 ?

$ 266,800

C.D. Nelson Memorial Graduate Scholarship ?

$ 126,327 ?

$ 135,000

Special Graduate Entrance Scholarship (SGES) ?

$ 14,000 ?

$ 27,000

Special Graduate Research Fellowship (SGRF)

$ 164,000 ?

$ 111,000

Total expenditures ?

$2,056,877

$2,117,750

Disbursements by Semester & Award Category

Name ?

92-2 ?

92-3 ?

93-1 ?

Total

TOTAL ? 

$626,650 ? 

$955,130 ? 

$475,097 

?

$2,056,877 

1992/93 ? 

148 awards ? 

221 awards ? 

105 awards 

?

474 awards 

TOTAL ? 

$586,300 ? 

$937,200 ? 

$594,250 ? 

$2,117,750 

1991/92 ? 

141 awards ? 

239 awards ? 

142 awards 

?

522 awards 

8

92-SPCA_DOC 05/18/93

S.F.U. Graduate Awards

Graduate Fellowship $1,577,950 74.5%

SpI. Grad. Research $111,000 5.2%

SpI. Grad. Entrance $27,000 1.3%

.D. Nelson $135,000 6.4%

PhD Stipend $266,800 12.6%

1991/92

Total: $2,117,750

Graduate Fellowship $1,433,750 69.7%

SpI. Grad. Research $164,000 8.0%

p1. Grad. Entrance $14,000 0.7%

D. Nelson $126,327 6.1%

PhD Stipend $318,800 15.5%

1992/93

Total: $ 2,056,877

awards93.drw

PRIVATE GRADUATE AWARDS 1992/93 ?

Administered by the Dean of Graduate Studies

Semester 92-2

Semester 92-3

Semester 93-1

No.

Value

Total

No.

Value

Total

No.

Value

Total

$889

$239,586

FY Totals: ?

147 ?

$474,376

Note: Included above are 40 semesters of support funded through GREAT awards

which are now processed through the Private Awards data system for administrative efficiency.

These awards total $206,015 in FY 92/93.

.pri92seaxls