To:

Senate

SIMON FRASER UNIVERSITY

MEMORANDUM

From: Stephen T. Easton, Chair

Senate Policy Committee on Scholarships, Awards and Bursaries

Re:

Annual Report

Date:

17 December 2009

S.10-12

For Information

I am pleased to submit the

Annual

Report of the Senate Policy Committee on Scholarships,

Awards and Bursaries

(SPCSAB) for the fiscal year 2008-2009.

Overview

SPCSAB is the committee charged by Senate with setting policy for the administration of

awards, student scholarships, bursaries and other fonns of financial aid at SFU.

It

should be

noted that this is primarily for internal awards. Three other Senate committees, namely

SUAAC

(Senate Undergraduate Awards Adjudication Committee), SGAAC (Senate Graduate Awards

Adjudication Committee) and

SCUH (Senate Committee on University Honors) adjudicate

financial awards to students where adjudication is needed. Financial Assistance, a unit within

Student Services, processes bursary applications.

For the

2008-09 fiscal year total fmancial aid and awards was $59.1 million down from $60.1

million in 2007-08. However, financial aid and awards managed internally rose from $11.7 to

$11.9. Externally supported financial aid for

2008-09 fell from $49 to $47 million primarily due

to a decline in funding from Student Aid BC.

Of the internal funding, year over year

undergraduate entrance scholarship funding fell slightly from $3.77 to $3.73 million as the total

number

of awards fell from 871 to 764 primarily due to the decrease in Summit Entrance

Scholarships.

Some 1,688 Open Undergraduate Scholarships were awarded, an increase of 24%

over

2007-08. The value of these scholarships totaled $2.1 million from $1.6 million in 2007-08.

The award cutoff for a cumulative GPA was set at a grade point of3.67 (an A-), and the payment

per credit hour was increased to

$110 from $100.

Total funding for SFU graduate students in 2008-09 was $13.4 million up 5% from $13.1 million

in

2007-08. Total internally funded graduate awards fell from $6.7 million in 2007-08 to $6.6

million. Graduate entrance scholarship, graduate fellowship, research stipend and other

scholarship funding in

2008-09 totaled $5.49 million a decline of 2.7% from 2007-08. Of this

funding 68 percent was awarded through Graduate Fellowships,

15 percent for President's Ph.D.

Research Stipends, 6 percent for the C.D. Nelson Entrance Scholarships, and the remainder for

Special Graduate Entrance Scholarships. Although this is a reduction in funding from the

previous year's total

of$5.65 million, it may be an artifact of accounting procedures. Graduate

awards are budgeted and reported for a fiscal year, but are actually awarded over an academic

SPCSAB Annual Report 2008-09 I

---

year (September to August) that spans parts of two fiscal years. Because students can select the

semester in which they hold certain awards (the Graduate Fellowships and

President's Research

Stipend), situations arise in which funds budgeted for a particular fiscal year (e.g.

2008-09) will

be paid in the summer semester

of the equivalent academic year

(2009/2010),

i.e. in the early

part of the next fiscal year

(2009/2010).

Thus there can be minor variation in fiscal year totals

that reflect decisions by students as to when they hold certain awards.

Reversing a trend in recent years, 2008-09 saw the number of applications for SFU bursary

funding increased by

310 or approximately 5% from the previous year. The total calculated

financial need increased by

81,291,066 or approximately 22% from the previous year .This may

be attributable to the significant global economic downturn that started in

Fall 2008 and

continued into

Spring 2009. Financial Aid and Awards saw an increase of 17% in the number

bursaries awarded to

4,080 with a disbursement of $4.35 million. This represents a decrease in

student assistance of $308,000 or 6.6% less than the previous year.

As

part of these totals, the number of graduate bursaries increased by 28 percent to 638. Total

funding of graduate bursaries rose by 10 percent.

Individual student bursaries for domestic and grandfathered international students were awarded at

an annual average

of 73.3 % of assessed need, which was approximately 21 % lower than the

previous year to meet the need

of more students

in

2008-09. Fee schedule A (not grandfathered)

international students were awarded at an annual average

of 40%, which was 9% lower than the

previous year.

The number ofSFU students receiving Student Aid

Be

grants increased by 31% in 2008-09.

This was accompanied by a decrease of 5.5 percent in the total value of awards received or $42

million. Total external assistance came to $47.2 million down from $49.2 million the previous

year.

Simon Fraser University continued to fund the Work-Study Program with 333 Undergraduate

awards costing

$412,000 and 35 graduate awards costing $46,000. This is the sixth year in

which the University has funded these awards since the Province discontinued them.

Other notes of interest:

• SFU students received 325 external scholarships, awards and bursaries totaling $654,314.

This represented a

4% decrease in available opportunities over the previous year and may

be attributed to the economic downturn that occurred.

• Canada Millennium Scholarship Merit Awards - 11 National Award winners attending

Simon Fraser University,

13 ProvinciallTerritorial Award winners, and 6 local award

winners, at a total amount

of $130,000.

•

Canadian Millennium Foundation National In-Course Scholarship recognizes upper level

post secondary students who demonstrate academic merit and leadership. Fifteen SFU

students received a total of$61,000 from the National In-Course Scholarship program

SPCSAB Annual Report 2008-09 2

---

• World Petroleum Congress and Canadian Millennium Foundation offered an award to

recognize students enrolling

in studies related to the petroleum industry who demonstrate

academic merit and financial need. Five

SFU students received a total of$15,000 from

WPC.

• Premier's One World Scholarship valued at $20,000 - five students received this

prestigious award across British Columbia

An

SFU student was one of the recipients.

• One World Scholarship for Study in British Columbia (People's Republic of China)

valued at

$10,000 - four awards were available for the opportunity to study in B.C from

China. Two recipients were

SFU students.

• Ike Barber Transfer Scholarship - three students transferring to SFU received a total of

$15,000

• The SPCSAB continues the process of trying to identify what measurable effects financial

assistance

has on outcomes. A first pass at this question may be found at:

htq>:/ /www.sfu.ca/i1.J>/special reports/ documents/financial.aid.2006.pdf

SPCSAB Annual Report 2008-09 3

---

S

I

MON I'IlASEIl

UNIV

I

,

IlSITV

THINKING

OF

T

HE

WORLD

Graduate

Studies

Report to

the

Senate Policy Committee on Scholarships

,

Awards and Bursaries

2008-2009

PAGE

REPORT

1.2

Expense

Summary o

f

Graduate

Award

Funds

Administered

by Dea

n

o

f

Grad

u

ate S

tu

dies

---

Of AN Cf CRIIoOUAI£ SfUOIfS

SIMON rRASER

l;NIVf'~SllV

Expense Summary of Graduate Award Funds Administered by Dean of Graduate Studies

Comparative Report: Fiscal Year 200812009 vs. FY200712008

INTERNALLY.fUNDED

GRADUATE AWARPS

Graduate scholarshlpsffellowshlpslawards funded by Graduate SBA budget

C.D. Nelson Scholarships

(f). (2)

19,000

Graduate Fellowships

6,250

Pl8sident's

PhD Research Stipends

6,250

Special

Graduate Entrance Scholarships

m

1,OO()'10,

OOO

Travel

&

Minor Research Awards

(4)

Graduate scholarshlpsffellowshlps funded by FacultleslSchools

Faculty of Applied

Sciences

Graduate Fellowships

Faculty

of

Business

Administration

Graduate

Scholarships

Faculty of Education Graduate Scholarships

Faculty of Health Sciences Graduate Scholarships

School

of

Computing

Science

Graduate

FellowshipslScholarships

Other Intemally.funded awards

Graduate International Research Travel Awards

(5)

Awards

EXTERNALL Y£UNDED GRADUATE AWARDS

National scholarships

funded by Federal funding agencies

NSERC

Graduate

Scholarships

NSERC Industrial Post.Grad Scholarships

(Iucludos

industrial

porritJn)

SSHRC

Graduate

Scholarships

CIHR

Graduate

Scholarships

Canada Graduate Scho/arships-M. Smith Foreign Study Supplements

Student Research

Other extemally.funded awards and grants

NSERC IPGS Industrial Sponsorships (contributtul by indust/ial

pattne~)

Private Awards (supptHled by annual donotions)

Donor.Designated

Awards

Northem Scientific Training Program Grants

CIHR Health Professional

Student Awards

Student Led Research Grants

(7)

3,125-3,250

5,000

6,000

1,OO()'9,OOO

3,000

17,300-35,000

15,000

17,500-35,000

17,500-50,000

6.000

6,000-7.500

250.6,000

2,500-27,000

870.3,150

4,251

1,500

Grad Award Funds Expense Summary FY20Q8.2009

VI

FY2007.2008.fInal

to

SPCSAB Nov2009

5.

35

600

132

63

30

8

4

15

12

150

16

156

22

17

41

19

15

6

26

o

325,334.00

3,750,000.00

825,000.00

377,081.00

94,000.00

40,000.00

24,000.00

72,500.00

36,000.00

2,211,206.43

190,000.00

2,268,972.28

383,018.38

6,000.00

85,269.02

126,650.00

235,248,35

26,617.59

25,506.00

39,000.00

18,

00()'19,

000

6,

OO().6,

250

6,oo().6,25O

2,000.10,000

3,000-3,250

5,000

6.000

4,000-4,600

3,000

17,300-35,000

15,000

17,500-35,000

17,50()'50,OOO

(nla)

6,000

50()'6,OOO

2,500.27,000

600.4,000

(see

note 6)

(nla)

to 700

29

665

135

44

36

19

3

11

33

152

15

160

21

o

15

23

8

9

o

288,405.00

4,116,250.00

829,250.00

209,250.00

115,000.00

95,000.00

18,000.00

44,600.00

99,000.00

2,012,997.45

185,000.00

2,324,612.12

265,071.00

0.00

76,105.87

65,020.00

63,566.74

26,828.76

0.00

0.00

Prepared on October 30. 2009 lOGS

---

IlfAN Cf G"AllUAt f. StUDIES

S.~N

fRASER

UktVERSITV

Expense Summary of Graduate Award Funds Administered by Dean of Graduate Studies

Comparative Report: Fiscal Year 2008/2009 vs. FY2007/2008

Notes:

(1) Eighteen C.D. Nelson Scholarships are normally awarded each academic year and paid over three terms starting in the Fall term. The figures reported for

FY200812009 include academic year

200712008

award winners (receiving their last award installment corresponding to Summer 2008) and academic year

200812009

award winners (receiving their first two award installments corresponding to Fall 2008 and Spring 2009). The total number of award recipients

reported for FY200812009 reflects the number of students that were paid at least one installment of their C.D. Nelson Scholarship in FY2008/2oo9.

(2) One C.D. Nelson scholarship from academic year

200712008

was reduced to $7.000 in order to keep within the 542,000 maximum scholarship funds allowed

per student.

(3) Some of the Special Graduate Entrance Scholarships were awarded as top-up funding to major entrance scholarships (paid over one year), some were

awarded as the second year of funding to provincial awards (paid over one year). and some were awarded as regular entrance scholarships (paid in one term).

The total number of award recipients reported for FY2008/2009 reflects the number of students that were paid at least one installment of their Special Graduate

Entrance

Scholarship

in

FY2008/2009.

(4) Funds for the Travel

&

Minor Research Awards program were assigned to graduate programs for allocation to students at the discretion of each individual

program. The number of award recipients is an approximate figure, and is based on documentation submitted by graduate programs to support funding requests

made to the Dean of Graduate Studies.

(5) Formerly called Graduate International Scholarships. Name was changed to Graduate Intemational Research Travel Awards effective May 2008.

(6) CIHR Health Professional Student Awards were reported under the "CIHR Graduate Scholarships' category in FY2oo712008. However, these awards are not

national scholarships and should be treated as other external funding. As a result. the CIHR Health Professional Student Awards are reported under the "Other

extemally-funded

awards

and

grants"

category

in

FY2008/2oo9.

(7)

Formerly called Cross Government Research, Policy and Practice (CGRPP) Branch Awards until August 2008. Name was changed to Student Led Research

Grants by the CGRPP Branch

of

the Ministry of Labour and Citizens' Services (the funding party) effective September 2008.

Grad Award Funds ExP6Me SummaIY FY2008-2009 vs FY2007.2008

.finaJ to

SPCSAB Nov2009

It;.

Prepared on OctotMlr 30. 2009 lOGS

---

S

I

I

\l()N

FIt

i\S

[

1{

UN

I

VI;

I{

SITY

11l1

1

1~IIlG

or

TilE WORLO

Enrollment

Services

Report to the

Senate Policy Committee on Scholarships, Awards and Bursaries

2008-2009

PAGE

REPORT

DislJursemem

Summary

o

f

Funding

for Fiscal Vear

1-8

Entraoce

Scholarship

(

U

ndergradua

t

e)

9.10

Open

Scholarship

(Undergradua

t

e)

11.12

SctlOlarship

Programs

(Undergradua

t

e)

1J.18

Bursary

Program

(Undergraduate

and Graduate)

19.20

Athletics and

Recreation

(Undergradua

t

e)

21.22

WlIkStudy

Progam

(Undefgraduate

and

Graduate)

23

Emergency

Loan

Program

(UodergradLJate)

24.25

BC Govemmem

Studem

Assistance

Program

(S

t

udentAid BC)

(Undergraduate

and

Gradua

t

e)

26.27

Government Pan.Time Assistance

and

Canada Study Grants (Undergrad

u

ate and

Graduate)

28.29

OlJt of Province Awards

(Undergraduate

and

Graduate)

30.31

Ex

t

ernal

Scholarsh

i

ps Awards a

n

d Bursa

r

ies

(Undergrad

L

3te)

1,

---

rom'LOt

OO

'

IltI

'

'IQZ

an",o,o'

!

OO

'

9(lfLl

I'l

-s

I¥OXII

~

01 P3IIII"d .....,i.

qulJ

~

W04

~

Il poll SOI.-tlII,

1\1"(

At_

WJ&IOe

IlIf

PI\'

~

1h1

~

fUS1Klfl

(it

iuIu1J111ti<R\wxI'P_Wl'OI~

.d

pUt'~J\PlCI~U"'I"1'i_fl

ll:l

":)II~PI

;Mp

09

.."..,lJeqkd

I\IU _;JIll

Je1116i4u'I~.

\tWl~]

!PI

P;!~~~M~~~'PXPSPPJ~·~·hes.-efJ)

ilUiJIlI1I$~.I.l\~'~

R

""'

W

~~M.lU~wdoj~~;we4.QlI'J)lllll

WlZiIDIlHIQiIJ II! HIOIUO \II_...:lU

~ $p!~

~

XII

~

sp.v.r

Il

JiICIlIJW

If)

,

,

•

,

.,

.

-

I~,~~l ~,V

ut'Ol

~

iJJW(I

/d

JO

TI()

li!I"'lli.6~nll+l

1/N,V

IR0

1

~

iJllII(I

ldll

JlO

,

"'-

-

+-

-

"!f-

'-----ll

~

0006/:8£

OOOSOH

t

018W

X

OO$9>5tt1:

00 rsrS8fj

'

"

OO"llllH

n

ooun

006Oi:'

l

tt

oooo:m

OOl8'l

"

Sn

Ol'O

l

ttOl

OOOOt

'

U'

ooOO'J'un

,

OO~lr

0099t'6

0

n

..

•

m

•

'"

'"

.,"

""

'"

.. ,

,

«

."

"

OOo;Oi.""ll1:

OOOCO'5

"

"

~

"

...

"'''

,

'"

"

'"

(1(6"1

.,

'"

""

"

'"

"

~"'

j

·;r,erpr1'J):l8~

~"'

J

'~~:l8~

IOOlJ

L~'IA~'"A~'IfOd

'

II~1IIO:l

"11'1-"'"

puI ""

llputIIbIl/&IOlIII

~tJ,OO<IoI"S

..

ptJllIM""P'f' IIuJp""

J

jO

~S

IIIOIII".",'!O

---

ENTRANCESCHOLARSHWS

Report to the Senate Policy Committee on Scholarships, Awards and Bursaries

2008-2009 (Summer 2008 to Spring 2009)

This report provides entrance scholarship data specific to intake and retention. Entrance scholarships are

available

to new applicants to SFU, who, at the rime of admission to the University, demonstrate academic

excellence

or a combination of extraordinary personal achievement and community involvement.

1. New admits

The table below is a summary of all the entrance scholarships and awards that SFU offers to new students.

New awards that were launched in Fall 2008 include the S10,OOO SFU India Entrance Scholarship, $10,000

SFU Zhejiang University Dual Degree Program Entrance Scholarship, and the S5,OOO SFU Zhejiang

University

Dual Degree Program Entrance Awards. The terms of reference for the Tadeusz Specht

Memorial Scholarship in Science and Applied Science were also revised by the donor in Fall 2008. The

amount of this scholarship

has

been increased to S10,000 (formerly S3,500), with approximately 10

scholarships available every Fall.

W. Ronald

Heath InteniatronaJ Elill'anceScholarshlp

$40,000

Yes

No

Ves

No

Be SecoitdarySiriton FiasetEntiance-Scholarshlp

$34,000

Ves

No

No

Ves

Simon Fraser Alumni leadership Be Secondary

$29,000

Entrance Scholarship

Ves

No

No

Yes

Gordon M. Shrum Natio.nal Entrance Scholarship

$25,000

Ves

No

No

Ves

-

Gordon

ScholarShIp

M.Shruril

-

BC;Secondary

School

Entrance

$24,000

Ves

No

No

Ves

Shrum Shad Valley Entrance Scholarships

$24,000

Ves

No

No

Ves

Uoyd carr.Harris Scholarship

$20,000

Ves

No

No

Ves

William

Scholarship

M.

Hamilton

College

Transfer

Entrance

$10,000

No

Yes

No

Yes

TadeuszSpechtMemoiial

SCholarship

In

Applied

$10,000

Science'

Ves

No

No

Yes

---

·ta~~~sp~tMeiill)ii~I'SCIlQlilrship

In Science

$10,000

Yes

No

No

Yes

SFV:

i.O!iia

E,ntran~Q$Ctt!llar~hip

$10,000

Yes

No

Yes

Yes

~

'.'

,;SCtlorarshr,

·~F:Q:~~~j@~q'.~niv~ny!()u~1

.......

,

.....

R

o~eProgramEnlrilnca

$10,000

No

Yes

Yes

No

DQa~~$'$Cllo!arsttlp$,(AppHed,SCiences.;Aits--and

Social

Sciences!

BtisineSsAdminlstration, Education. Healih

$7,000

Yes

sciences.~SCience)

.. . _.

. ,

-

,

Yes

No

No

Scholarship

BC-seeoooary;SchooIAcadem!c

ExteRence

Entrance

$5,000

Yes

No

No

Yes

H. Y;LouieEntranceAward

$5.000

Yes

No

Yes

Yes

Loon Foundatlonfritrance Award

$5,000

Yes

No

Yes

Yes

SF~ Zhe~ang

University Dual Degree Program Erltrance

$5.000

AWilrd

No

Yes

Yes

No

Jack .Diam9nd National Entrance.Award

$4,500

Yes

No

No

Yes

Kenneih SlijInd. NaUonalEntrance-Scholarshlp

$4,500

Yes

No

No

Yes

Be Secondary School Jack Diamond Entrance Award

$3.500

Yes

No

No

Yes

Be Secondary School Summit Entrarice:Scholarshlp

$3,500

Yes

No

No

Yes

Inw,n~aonal Sl:II1Im~SdJolarshjp

$3,500

Yes

No

Yes

No

Ken Capie College TranSfer EntrancliSChQlarship

$3,500

No

Yes

No

Yes

AI;Iori9inI!IStu~~Enlronce

AWard

$2,500

Yes

No

No

Yes

Community Entrance Award$

$2,000

Yes

No

No

Yes

2

10-

---

SFU.Slmy EnltaocaAwards

$2.000

Yes

No

No

Yes

Cclwnbla College EntranceSCholarshlp

varies

No

Yes

Yes

Yes

.

~F.

•.

·~~MeJjioijlli~S!lholiirsllTP

varies

Yes

No

No

Yes

:

R9tI!!y,~I@;d'v~~~v~·s~~rise.,~"trance

Scholarsl1lp'

varies

Yes

No

No

Yes

Intake for the Fall 2008 (Fall 2008) scholarship cycle

Admission to the Fall tenn is our largest intake of entrance scholarship and award students. The majority of

the students still come from secondary schools in BC and Canada. However, there has been a 50% increase

in scholarship

offers made to international students (receiving the International Summit scholarship) in the

Fall 2008 tenn. Subsequendy, the number ofinternational Summit recipients who are registered at SFU in

Fall 2008 increased by more than 100% as compared to Fall 2007.

We also saw higher acceptance rates for our major entrance scholarships (e.g. Gordon Shrum Entrance

Scholarship)

in Fall 2008 compared to Fall 2007. The acceptance rate for the Gordon Shrum Scholarship for

Fall 2008 was 89% compared to only 68% in Fall 2007. The same is true for the Ron Heath International

Entrance

Scholarship (acceptance rate for Fall 2008 is 50% compared to 27% for Fall 2007). Overall. we

have an acceptance

rate of approximately 30% for all scholarship offers made in the Fall 2008 semester.

Ab/lrigfnal'StIlileritEtdrance AYiard

2

2

4

4

BC SectmdaJY School Academic Excellence Entrance

335

54

261

25

Scholarship

BC Secondary School Jack Dillmond Entrance Award

14

14

12

11

~C SecondlllYSchool~ummit

Entrance Scholarship

1.673

543

1.605

454

BCSecondary Simon Fraser Entrance Scholarship

2

4

2

3

It.

---

Community Entrance Awards

6

4

5

4

D~n'sSctwJarShlpFacultyOf

APpRed Science

7

4

9

3

~·S

Sdtolarship Faculty Of

Arts

15

7

9

8

Dean's Scholarship Faculty Of Business Administration

5

3

5

4

Dean's SCholarship Faculty Of Health Sciences

2

Dean's Scholarship Faculty Of Science

7

5

7

4

Dean's Scholarship In the Faculty or Education

3

Gordon Dlewert Annual Entrance Community SetVice

nla

nla

1

Award

Gordon M. Shrum Be Secondary School Entrance

53

36

53

47

Scholarship

Gordon M. Shrum National Entrance Scholarship

4

3

5

2

H. Y. louie Entrance Award

2

2

2

2

International Summit Scholarship

164

21

246

48

Jack Diamond National Entrance Award

2

2

8

7

Ken Caple CoUege Transfer Enirance Scholarship

20

13

16

9

Kenneth.Strand National Entrance Scholarship

79

32

79

28

Uoyd Carr.HarrIs Scholarship

1

7

Lohn Foundation Entrance Award

2

4

IJ..

---

Mona F. East Memorial SchOlarship

nla

nla

Rotai)' Club Of Vancouver Sunrise Entrance Scholarship

2

2

nla

nla

SFU SUrrey

Entrance

Awards

36

3S

36

28

Stuum Shad VaHey Entrance Scllolarsll!ps

3

1

6

3

Simon Fraser Alumni Leadership BC Secondary Entrance

2

0

2

Scholarship

SFU India Entrance Scholarship

nla

nla

3

3

SFU ZU OOP Entrance Awards

nla

nla

2

SFU ZU DOP Entrance Scholarships

nla

nla

1

Tadeusz Specht Memorial Scholarship In Applied

0

0

2

0

Sdence1

Tadeusz Specht Memorial Scholarship In Sdence1

3

3

14

4

TVS Entrance Scholarships For French Cohort

lS

10

nla

nla

W. Ronald Heath International Entrance Scholarship

1S

4

10

S

William M. Hamilton College Transfer Entrance

2

2

2

2

Scholarship

Total

2.476

809

2.422

716

2. Scholarship retention

The success rate for scholarship students getting their second installment (normally requires a 3.00 SFU

CGPA except for certain awards) is relatively high for most scholarships.

5

13.

---

BC

Secondary

School

Academic

Excellence

Entrance

Scholarship

BC

Secondary

School

Summit

Entrance

Scholarship

Gordon M. Shrum BC Secondary School Entrance

ScholarshIp

SFU Surrey Entrance Awards'

Kenneth

Strand

National

Entrance

Scholarship2

International

Summit

Scholarship

Be Secondary School Jack Diamond Entrance Award'

Ken

Caple

College

Transfer

Entrance

Scholarship

W.

Ronald

Heath

International

Entrance

Scholarship

25

449

47

28

28

49

11

10

9

23

92%

333

74%

46

98%

21

75%

16

57%

33

67%

10

91%

10

100%

9

100%

The success rates for students to receive their second disbursements are relatively higher in Fall 2008

compared to Fall 2007 for most scholarships. Success rates are also higher for out-of-province students

(recipients

of the Kenneth Strand Scholarship) and varsity athletes (recipients of the Jack Diamond Entrance

A ward) in Fall 2008 compared to Fall 2007.

Be Secondary School Academic Excellence Entrance SCholarShip

rJa

rJa

94%

92%

I

Must attain 2.5 CGPA to receive the second disbursement.

2 This scholarship is only awarded to high school students studying from out side of

Be

(ie

out-of-province

students).

The retention rate may be lower for these students because it may be more difficult for them to

adjust to living

in

another province.

lif.

6

---

Be'Summit

~lrance

Scholarship

78%

66%

71%

74%

Ggidon

~::Shrum.(aC)$CllOtarshtp

95%

100%

97%

98%

.

1~lioilaJSUinmit

ScholarshijJ

67%

58%

68%

67%

Jack Diamond Entrance

(Be)

Award

100%

93%

79%

91%

Ken Caple CollegeTransrer Scholarship

78%

92%

100%

100%

Kenneth Slrand Scholarship

79%

67%

47%

57%

SFU Surrey Entrance Awards

67%

10%

80%

15%

W; Ronald Heath International Scholarship

100%

80%

100%

100%

3. Expenditures

This section is a summary of all the scholarship expenditures (endowed and SFU funded awards) for the

Sununer

2008, Fall 2008 and Spring 2009 tenns. The table below shows the total amount ofSFU funded

and endowed awards for fiscal year 2008-2009.

TABLE 5' TOTAL ENDOWED AND SFU-FUNDED ENTRANCE AWARDS FOR FISCAL YEAR 2008-2009

Summer 2008

Fall 200B

Spring 2009

Total

$171.375

$1.960.185

$1;593.625

$3.725,185

/5.

7

---

The table below shows the total scholarship expendimres over several years.

TABLE 6: AVERAGE ENTRANCE SCHOLARSHIP AMOUNTS

2003-2004

2004-2005

2005-2006

2006-2007

2007-2008

2008-2009

Entrance

Scttolatship

$2.812.397

$2.550.630

$3,511.999

$3.858.757

3

$3,766.615

$3.725.185

Expendiblre

, .cfStwtents

22,098

23A80

24.368

25,009

26.332

27.479

~year

AvefBge$l

student

$127

$109

$144

$154

$143

$136

3

Figures include 40

1h

anniversary awards that were discontinued in Sununer 2007 (includes 804 awards

given

out in 2005-2006 and 620 awards given out

in

2006-2007)

((P.

8

---

OPEN SCHOLARSHIPS

Report to the Senate Policy Committee on Scholarships, Awards and Bursaries

2008-2009 (Summer 2008 to Spring 2009)

The Undergraduate Open Scholarship recognizes and supports undergraduate students who are highly

qualified academically and provides scholarships to students

on a term by term basis. No application is

required and all undergraduate students are considered for eligibility each term. Students with an Entrance

Scholarship are not eligible for this opportunity until

all funding for that scholarship is disbursed.

The value of the scholarship is set each year by the University as a portion of the actual tuition costs

accrued by those eligible.

Information

of interest for 2008-2009:

•

Total disbursement over 3 terms was $2,063,930.

Annual

budget remained the same at $1.6

million. (Annual budget was reduced to 1.5 million from 1.6 million in

200712008.)

• Cumulative grade point average (CGPA) was changed by SPCSAB in Spring 2008 from 3.70

(same CGPA since 1996) to 3.67 (CGPA was at 3.67)

• Spring 2008 to Spring 2009 comparison in terms of the number of awards given to support

students increased by 18.8% based

on same CGPA requirement

• Average Open scholarship disbursement increased by 5.3% from previous year. This was due to

the increase in value given per unit hour.

YFAIU I FH,i\'l

C(;PA

V

I\LUE

PER

ff

OF

"1'( >TAl S

A VE:RAGE

-,

- I

H,Le.?_

UNIT

A\,\IARD

- '.

AWl)

2008 Summer

3.67

$110

408

$393,690

$965

2008 Fall

3.67

$110

610

$807,840

$1,324

2009 Spring

3.67

$110

670

$862,400

$1,287

TOTAL

1688

$2,063,930

$1,223

2007 Summer

3.70

$100

313

$263,400

$842

2007

Fall

3.70

5100

482

5578,800

$1,201

2008 Spring

3.67

$110

564

$735,460

$1,304

TOTAL

1359

$1,577,660

$1,161

2006 Summer

3.70

$100

328

5301,500

5919

2006

Fall

3.70

5100

486

5585,800

51,205

2007 Spring

3.70

5100

479

5558,800

51,167

TOTAL

1293

$1,446,100

$1,118

The table below compares open scholarships awarded to Canadian and International students. International

students are eligible

on the same basis as other students.

11.

9

---

08 Summer

13.508

408

$393.690

378

$364.320

93%

30

$29.370

08

Fall

22.816

610

$807.840

586

$775.720

96%

24

$32,120

09 Spring

22,009

670

$862,400

633

$818,510

95%

37

$43,670

TOTAL

58,333

1688

$2,063,930

1606

$1,958,550

95%

91

$105,160

07 Summer

12,702

313

$263,400

295

$249,400

95%

18

$14.000

07

Fall

21,796

482

$578,800

464

$560,900

97%

18

$17,900

08 Spring

21,214

564

1

$735,460

534

$696,300

95%

30

$39.160

TOTAL

55,712

1359

$1,577,660

1293

$1,506,600

96%

66

$71,060

06 Summer

13,008

328

$301,500

303

$277,200

92%

25

$24,300

06

Fall

20,753

486

$585,800

463

S561 ,500

96%

23

$24,300

07 Spring

19,831

479

$558.800

452

S528,400

95%

27

$30,400

TOTAL

53,592

1293

$1,446,100

1218

$1,367,100

95%

75

$79.000

1 In Spring 2008, the CGPA was changed to 3.67 from 3.70. Forty-eight more students became eligible with this

change.

10

,<b.

7%

4%

5%

5%

5%

3%

5%

4%

8%

4%

5%

5%

---

SCHOLARSHIP PROGRAMS

Report to the Senate Policy Committee on Scholarships, Awards and Bursaries

2008-2009 (Summer 2008 to Spring 2009)

Endowed/Annual Scholanhips for In-Course Underlmlduate 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 be considered students must submit applications to Financial Aid and Awards by the end of the

second week

of classes of the term the scholarship is offered. Most endowed and Annual Scholarships are

adjudicated directly by the Senate Undergraduate Awards Adjudication Committee (SUAAC). Some of

these scholarships are selected by nomination of the academic department and confirmed by the SUAAC.

Information about all of these scholarships is published in the University Calendar and listed on the web site.

Academic

&

Service Awards for the University Community

Academic and Service Awards are given to students. faculty or staff' for outstanding performance in an

academic area or outstanding service to the University or the community at large. These awards include the

Terry Fox Gold Medal, the

BC Sugar Achievement Award, the C.D. Nelson Award. Contemporary Arts

Awards, Histoty Book prizes and many others. Academic and Service Awards reported in the table below

are funded through donor based endowments, annual

gifts or by University operating dollars.

Information of interest for 2008-2009:

•

Nine new scholarships. three annual and six endowed in-course scholarships established this year.

• Thirteen new awards. nine annual donation, four endowments and one University funded were

established in the in-course endowed/annual awards category.

•

Approximately 97% increase in the amount of in-course endowed/annual awards disbursed over

previous year. Increase

of over $100,000 in-course scholarship awards. Examples include - $44.500

SFU-India

Student Mobility Awards, $8.800 Mitsubishi Canada Exchange Award. $6.000 London

Drugs

60

th

Anniversary Award, $5,000 Minerva Aboriginal Women Awards, $4,000 Takao Tanabe

Award in

Visual Arts. $2,000 G&F Financial Group Awards, $2,000 VTech Graduation Prize

Award.

•

One in-course University funded award was established this year (Financial Aid for Students in the

Certificate for Senior Citizens Program).

• Irving K. Barber British Columbia Scholarship Society provided $5,500 for the One World

Scholarships to support students in Mobility programs.

•

Undergraduate In-course scholarships and awards are available to International stUdents, unless

otherwise specified in the terms

of reference. In 2008/09. International students were awarded

$39,702 in endowed/annual scholarships, $8,450 in endowed/annual awards and $10,650 in

University funded awards.

11

---

In-Course Scholarships, Academic and Service Awards

08/09

373

$328,544

252

$205.410

302

$195,680

1

01108

359

$318,135

202

$104,210

264

$181.400

2

06/01

298

$253,125

113

$18,393

156

$86,900

05106

291

$258,050

141

$84,155

152

$90,362

04/05

286

$243,659

207

$73,841

135

$68,906

03104

263

$213,560

187

$77.908

121

$67,310

02103

289

$228.091

212

$62,717

109

$58,178

01102

248

$195,950

160

$57,981

109

$57,779

00/01

227

$111.825

144

$51,934

101

$50,281

International Students - Access to In-Course Scholarships and Awards

OBl09

$39,702

12.08%

$8.450

4.11%

$10,650

5.44%

07/08

$41.400

13.01 %

$7,820

1.50%

$14,300

7.63%

06/07

$40,250

15.90%

$4,630

6.29%

$11,500

13.23%

I

Increase attributed to S100,OOO commitment to International Co-op Education and International Mobility

Awards

2

Increase attributed to continued S100,000 commitment to International Co-op Education and

International Mobility Awards

dO.

12

---

BURSARY PROGRAM

Report to the Senate Policy Committee on Scholarships, Awards and Bursaries

2008-2009 (Summer 2008 to Spring 2009)

Bursaries are awarded on the basis of financial need and satisfactory academic perfonnance to full-time

undergraduate (9 units or more per term in normally graded courses) and graduate students (in approved

full-time programs). Bursaries are funded through endowments and annual

gifts from donors as well as

through university operating funds. The SFU Open Bursaries and the SFU Daycare Bursaries are funded by

University operating funds and are disbursed from one umbrella allocation. SFU Open Bursaries for

international undergraduate students includes funding for two groups

of students, those entering the

university prior to September

2003 and those entering on or after September 2003 (fee schedule A).

Bursaries for International students entering on or after September 2003 (fee schedule A) are funded through

their own tuition revenue. The Annual and Endowed Bursaries are funded through annual or long-term

gifts

from donors. Bursaries are adjudicated by Financial Aid and Awards on behalf of the Senate

Undergraduate Awards Adjudication Committee. Information about the bursary program is published in

the

University Calendar and on the Financial Aid and Awards website.

Information

of interest for 2008-2009:

•

The number of applications received by Financial Aid and Awards for bursary funding increased by

310 or approximately 5% from the previous year. This may be attributed to the significant global

economic downturn that staned in

Fall 2008 and continued into Spring 2009.

•

The total calculated financial need increased by $1.291.066 or approximately 22% from the

previous year. Again, this may be related to the economic downturn that transpired during this

time and may have had an impact on student need.

•

Individual student bursaries for domestic and grandfathered international students were awards at an

annual average of73.3 % of assessed need, which was approximately 21% lower than the previous

year. In order to meet the need of more students, the percentage of assessed need needed to be

lowered.

• The budget for international fee schedule A students was $725,000. Fee schedule A international

students were awarded at an annual average

of 40%, which was 9% lower than the previous year.

• Included in the SFU Open Undergraduate (domestic) data reported below is funding for two

World

University Services of Canada (WUSC) refugee students for three terms. Simon Fraser

University

has

an agreement with the Simon Fraser Student Society to assist

in

the suppon of two

students a year identified and immigrated to Canada by WUSC. The University pays for tuition up

to 12 credit hours each term, the athletic and recreation fee, the student services fee, residence fees

(dorms only), and a $500 start-up bursary.

• University designated bursaries to encourage internationalization for undergraduate students

showed a 22% increase in bursary funding awarded, over the previous year.

•

University designated bursaries to support aboriginal students (both graduate and undergraduate) in

high financial need showed a 447% increase in bursary funding awarded, over the previous year.

This

was in pan due to an awareness and communication campaign for students through a Financial

Aid and Awards partnership with the First Nations Office. Aboriginal students also received

bursaries from donors and these numbers were included under the undergraduate student

Annual/Endowed bursaries portion of the table below. It is a priority to use donor funded bursaries

before accessing funds through

University funded bursaries.

•

There was approximately a 16% decrease in bursary funding awarded, for domestic graduate

students from the

SFU Open Graduate Bursary compared to the previous year. There was an

approximately 36% increase in bursary funding awarded, for international graduate students from

the SFU Open Graduate Bursary, over the previous year.

eJl.

13

---

• The SFU Open Graduate Bunary 66'llreS reported in the table below include the

TSSU

Member

Child Care Bursary. This was the

seventh

year of tllis bursary program dm is included in the

TSSU

employmem contract with the University. This year, 23 bursaries were disbuned. which is

slightly

more than 2007-2008, totaling

S35,425

.

This amount

i

s

approximatdy 14% increase over

the previous

year. Eleven bursaries were

awarded

to domestic

studellt~

(524,570) and twelve were

awarded

to intemational

srudents

(SI0,855).

•

Program

funded bursaries totaling S36,605 were disbuned to

students

ill these programs.

Five

bursaries

totaling S5,422 were given to imernational

students

and 35 bUr5aries tOtaling S31,183 to

domestic students.

In

2008-09,

students

in these programs have also received bursaries funded by

donors, The bursaries are reported under Annual and Endowed Bunaries in the table below,

As of Fall 2007, domestic

students

must be approved for government

s

wdem assistallce to qualify for

bursaries. While applications may have been up, domestic

students

who did not quality for student

loans

would not be eligible for bunary funding. In

exceptional circurnst;mccs,

smdellts may appeal for

exemption.

International

student e1igibiliry

was not impacted by these

changes

.

Decrea

ses

in bursary funding awarded

may also be attributed to increased suppOrt through tbe

establishment

of donor or University funded awards,

where

demonstrating financial need is not a requirement to be eligible for funding (i.e. International

Mobility

Awards, International Co

-

op Education Awards,

alld

One World Scholanhips).

Bursary Totals Sutnmary

TOTAL NUMBER

TOTAL

TOTAL UNDERGRADUATE

TOTAL GRADUATE

GRAND TOTAL

YEAR

APPLICATIONS

CALCULATED NEED

BURSARIES AWD 5

BURSARIES AWe S

BURSARiES AWD S

08109

6,197

7,248.266

3.548,349

818,835

4,367,184

07108

5.884

5.957,200

3.936,464

723,857

4.650.321

06107

6.271

6,138,565

4.333,674

684.076

5,017,150

05106

6,112

6,490,951

4,362,185

543,827

4,906.012

04105

5,763

7,033,080

4,544,201

462,963

5.007,164

03104

4,697

5,458,740

3,222,505

415.713

3,638,218

02/03

4,012

3,237,696

1

,964,929

141.942

2,105,871

01/02

3,429

2.476.765

1,070,295

91.530

1

,

161,825

00101

2.870

2,013.725

1,008.105

79,146

1,087,251

8

.

000,000

7.000,000

•

,....-

'a..

/

6,000

,

000

/

5,000,000

_

Total Undergrad Bursaries

/

,

,

,

c:::::J

Total Graduate Bursaries

4,000,000

I

j

-

-

-

-

,

-

,

I:ZZ:J Grand

Total

Awards

,

,

3,000.000

,

,

-

I

--------

,

,

,

___

Total

Cal Need

,

,

2,000,000

,

,

-

-

,

,

,

,

,

1,000,000

I

U

L1f1

J

rl

J

rt

J

H

l

l

-

-

-

-

,

,

,

0

,

,

,

96.9797-9898-99 99-()0 00-01 01'{)2 02-0303-04 04-05 05-06 06-07 07-08 08-09

14

---

S

umm

ary

by Career

YEAR

UNDERGRADUATE

GRADUATE

DOMESTIC

INTERNATIONAL

DOMESTIC

INTERNATIONAL

NEED

S AWARD

NEED

S AWARD

NEED

S AWARD

NEED

SAWARD

0&1>9

4,112

,580

2,851

,

219

1,893,517

697

,

130

07108

3

,

382

,

619

3

,

099,499

1.739

,

801

835,465

"""7

3,630,239

3,3

85,09

4

1,758

,

324

948

,

580

0

""

3

,

912}67

3,168,925

1

,91

9,494

1

,

193,260

04ros

4

,316

,898

2,987,491

2

,

106

,006

1,556

,

710

5,000,000

4,500,000

4,000,000

3,500,000

3,000,000

2,500,000

2

,0

00,000

1

,5

00,000

1

,000,000

500,000

0

04-05

05-06

0&-07

07-08

900,000

800,000

700,000

600,000

500,000

400,000

300,Q()0

200

,0

00

100,000

a

04-05

05-06

06-07

07

.

08

e

H

470,228

376

,

498

4

1

2

.4

82

380,946

433.418

08-09

08-09

298,319

771,94

1

520,5

16

320

,

078

4

58

,

28

2

403

,

779

384,351

337,520

299,

725

316,122

277.744

227,705

329,688

176)58

133,275

_

UGRO

Domestic Award

CZZZl UGRO Inti Award

~

UGRD

Domest

ic

Need

-t-

UGRD

In

ti Need

_

GRAD Domestic Award

rzz2I GRAD

Inti

Award

-'-

GRAD Domestic Need

~

GRAD

I

nti

N

eed

15

---

Undergraduate Bunaries - General

SFU OPEN

YEAR

SFU OPEN (DOMESTIC)

(INTERNATIONAL)

SFU DAYCARE

ANNUAL AND ENDOWED

#

OF

II OF

#

OF

II OF

AWARDS

TOTAL S

AWARDS

TOTAL S

AWARDS

TOTAL S

AWARDS

TOTAL S

08109

1,930

1,969,258

622

622,638

0

0

767

718.054

07/08

1.629

2,354,681

512

708,285

0

0

770

700,368

06107

1,980

2,782,947

693

865,120

2

251

596

443.450

05106

1,814

2,517,054

774

1,141,190

165

545

471.465

04105

1,885

2,439,222

765

1.428,385

13

5,931

497

404,453

03/04

2,320

1,502,092

735

1,014,020

18

5,451

600

522,662

02103

1,461

1.047,642

330

400,950

10

2,628

595

513,709

01/02

1,166

457,100

186

111,243

10

2,670

656

499,282

00101

1.023

470,892

136

93,100

5

2,116

517

441,997

Univenity Funded Designated Bursaries

YEAR

FIELD SCHOOL

EXCHANGE

INTERNATIONAL CO-OP

ABORIGINAL (UGRDIGRAD)

APPL

AWD

TOTAL S

APPL

AWD

TOTAL S

APPL

AWD

TOTAL S

APPL

AWD

TOTAL S

08109

74

55

126,293

61

38

63,047

26

6

10,280

41

24

44,084

07(08

78

45

103,995

77

23

47,850

30

10

13,230

53

6

B,055

06107

205

57

108,845

147

57

92,525

56

19

19,645

56

14

20,891

05/06

92

52

83.405

96

47

85,575

33

21

27,205

49

25

36,126

04/05

59

47

94,980

90

67

99,210

53

23

26,840

57

25

45,180

03104

10

9

18,120

70

62

124,955

9

6

10,015

74

22

28,095

16

---

Graduate Bursaries - General

YEAR

SFU OPEN (DOMESTIC)

SFU OPEN (INTERNATIONAL)

SFU DAYCARE

ANNUAL AND ENDOWED

1/

OF AWARDS

TOTAL S

1/

AWARDS

TOTAL S

/I AWARDS

TOTAL S

II AWARDS

TOTAL S

08109

170

212,327

376

494,762

3

861

60

63,078

07108

181

252,445

229

364,324

4

1.015

53

56,709

00107

252

374,705

187

300,555

5

716

9

8,100

05106

233

296.045

150

223,965

6

2,732

16

21,085

04105

255

309,240

115

130,670

13

5,923

15

17,130

03104

184

197,880

63

60,854

13

7,019

30

26.055

02103

42

25,310

28

23.160

4

1,137

17

16,345

01/02

87

47,765

31

14,775

3

570

35

28,420

00101

90

54,870

27

13,405

1

406

10

10,465

Program Funded Bursaries for Credit Based Graduate Programs

As of the 2004-05 academic year, credit based graduate programs were required to contribute funds toward

bursaries for their students from their tuition revenue. These programs are reported below.

YEAR

EXECUTIVE MBA

GLOBAL ASSET WEALTH

MANAGEMENT OF

GRADUATE DIPLOMA IN

MANAGEMENT

TECHNOLOGY

BUSINESS ADMINISTRATION

APPL

AWD

TOTAL S

APPL

AWD

TOTAL S

APPL

AWD

TOTAL S

APPL

AWD

TOTAL S

08109

3

0

0

14

0

0

1

0

0

3

0

0

07/08

0

0

0

0

0

0

3

2

1,125

10

2

1.600

06107

0

0

10

2

6,230

12

1

450

5

2

4.715

05/06

9

1

0

8

4

0

7

0

0

9

4

2.420

04105

12

7

9.250

13

0

0

17

0

0

18

7

6,950

03104

15

9

16,400

3

2

2,605

30

15

22.305

18

5

7.655

02103

13

3

7.635

2

1

2,205

12

5

10.360

17

9

16,685

MEDIEDD

YEAR

MBA (DAY)

(OFF-CAMPUS)

MASTER OF PUBLIC POLICY

APPL

AWD

TOTA LS

APPL

AWD

TOTAL S

APPL

AWD

TOTAL S

08109

20

4

3.280

13

8

6.207

37

20

17.819

07108

17

7

12,925

12

2

1.390

38

13

16.150

06107

4

0

0

18

3

1.815

45

18

19.930

05106

16

1

680

16

4

1,930

41

17

20.360

04105

47

19

17.315

1

0

0

35

21

15.280

03104

74

38

46,570

6

3

3,805

27

21

24.265

02103

28

21

34,470

5

3

4,635

N/A

NlA

N/A

17

---

YEAR

GRADUATE URBAN STUDIES

MASTER IN PUBLISHING

MASTER OF FINANCIAL RISK

GRADUATE HEALTH

MANAGEMENT

SCIENCE

APPL

AWD

TOTAL S

APPL

AWD

TOTALS

APPL

AWD

TOTALS

APPL

AWD

TO~AL

08/09

8

2

934

20

3

4.475

16

3

3.890

81

o

o

07/08

15

677

30

3

9.637

7

4

5.860

62

o

o

06/07

10

3

1.700

34

9

20.985

20

12

20.265

25

4

4.225

05106

8

5

2.163

35

13

10.002

NlA

N/A

NlA

NlA

NlA

N/A

J&;.

18

---

ATHLETIC AND RECREATION AWARDS

Report to the Senate Policy Conunittee on Scholarships. Awards and Bursaries

2008-2009 (Summer 2008 to Spring 2009)

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. There are three categories of Athletic Awards: (1) those

funded through endowed and annual donations,

(2)

those funded by University operating funds,

and

(3)

those funded by money raised by the individual teams to support their own athletes

(Athletic Tuition Awards).

Information ofInterest for

2008-2009:

• SFU Athletic Entrance Awards funding increased to $30,000 to provide 30 awards at

S1,OOO. The 2007-2008 Athletic Awards funding was $4,000.

YEAR

ENDOWEDIANNUAL ATHLETICS

SFU FUNDED ATHLETICS

ATHLETIC TUITION AWARDS

II OF AWARDS

TOTAL S

II OF AWARDS

TOTAL S

II OF AWARDS

TOTAL S

08109

364

$327,305

69

$54,300

0

$0

07108

345

$324,209

56

$41,000

2

$3,573

06107

383

$270,665

56

$41,700

0

$01

05106

458

$322,541

68

$54,120

47

$31,637

04/05

374

$312,883

49

$36,100

42

$51,240

03104

349

$276,098

58

$40,900

47

$54,137

02103

352

$265,243

55

$38,600

62

$54,450

01/02

385

$291,679

54

$38,500

25

$14,822

00/01

297

$222,859

55

$39,000

112

$88,100

Recreation Awards

Simon Fraser University supports a number of awards for students who actively support the

University's Recreation Program.

The Recreational Leadership Awards are given in recognition

of individual participation, leadership and volunteerism in various aspects of Recreation Services.

The Recreation Promotion Award, was created in 2004 to further support and promotes the

University's recreation programs.

YEAR

RECREATIONAL LEADERSHIP AWARD

RECREATIONAL PROMO AWARD

II OF AWARDS

TOTAL S

II OF AWARDS

TOTAL S

OBl09

32

$19,200

104

$145.305

07/08

32

$19.200

124

$115.135

06107

31

$18,600

65

$63,500

05106

31

$18.600

57

$58.000

I

B.C. Athletic Assistance Program funding of$40,OOO given in

2006/07

displaced the use of the Athletic

Tuition

Awards in that year.

/)7.

19

---

04/05

33

$19,800

45

$61.238

03104

33

$19,800

21

$25,625

02103

32

$19,200

n/a

n/a

01/02

30

$18,000

n/a

n/a

00101

29

$17,400

n/a

n/a

B.C. Athletic Assistance Program

The B.C. Athletic Assistance Program (BCAAP) is funded by the provincial government to

support top athletes in pursuing their education while maintaining their sport training.

Infonnation

of interest for 2008-2009:

•

In 2007/08 SFU received an allocation for the BCAAP awards of $40,000. This was

repeated in the 2008-2009 fiscal year.

BC ATHLETIC ASSISTANCE PROGRAM

YEAR

II OF AWARD

TOTAL S AWARDED

08109

93

$100,835

07/08

89

$101,155

06107

112

$103.871

05106

58

$61,237

04/05

58

$60,403

03104

65

$65,679

02103

65

$53,710

01/02

63

$61,250

00101

90

$66.916

20

---

WORK-STUDY PROGRAM

Report to the Senate Policy Committee on Scholarships, Awards and Bursaries

2008-2009 (Summer 2008 to Spring 2009)

Like the SFU bursary program, the Work-Study program is intended to be supplemental funding for Simon

Fraser students with demonstrated financial need. The program is not restricted to

Be

residents or to those

receiving funding from StudentAid

Be

only. Most participants are identified through the bursary

application process though some are also identified from StudentAid

Be

data.

Information of interest for 2008-2009:

•

Of the $412,533 in salary (includes benefits) paid to SFU undergraduate students this year, S73,351

was awarded to international undergraduate students in fee schedule A (entered SFU

in

Fall 2003

or later) whose work study funding was paid by the international bursary fund budget. These

international undergraduate students are included

in the chart below.

• The currendy hourly wage is Sto.25 (Plus approximately 12% in lieu of benefits and vacation -

totals approximately

SI1.50 per hour)

• Until August 2002 the Work-Study program was part of the

Be

Student Assistance Program

limiting the program to those

Be

residents who were receiving maximum government student

assistance. In Fall

2003 the government program was discontinued and Simon Fraser Universiry

funded the

Work-Study program.

WORK-STUDY - Undergraduate

NUMBER OF AWARDS

TOTAL S AWARDED

TOTAL S DISBURSED

08109

333

519.455

412.533

07108

409

589.200

447.087

06107

525

714.000

526.331

05106

507

687.800

536.678

04/05

541

734.400

607.721

03104

573

760.200

633.425

02103

1

427

510.800

431.640

01102

363

417.900

329.208

00101

346

385.120

310.655

I

These numbers include expenditures for the Students Aiding Students program until August 2005.

21

---

WORK-STUDY - Graduate

NUMBER OF AWARDS

TOTAL:; AWARDED

TOTAL:; DISBURSED

08109

35

54.050

46.053

07/08

39

55.755

48.696

06107

32

42.300

33.327

05106

24

30.100

24.345

04105

38

41.200

34.227

03104

40

51.000

45.528

02103

2

11

13.900

11.717

01102

5

1.000

5.362

00101

7

8,300

7,503

2

The summer term

0(2002103

completed the B.C. Government funded Work-Study program. For the

Fall and Spring tenns

of2002l03

the Simon Fraser University funded Work-Study program. was

implemented.

30.

22

---

EMERGENCY LOAN PROGRAM

Report to the Senate Policy Committee on Scholarships, Awards and Bursaries

2008-2009 (Summer 2008 to Spring 2009)

Short tenn (60 day), interest-free loans are available to students who require interim emergency funding

while awaiting funds from other sources. To receive an emergency loan a student must demonstrate a

guaranteed source

of repayment, for example an assessed government student loan awaiting documents or

confirmation

of part-time employment. Emergency loan values are usually no more than $500 but

individual award values depend on the specific circumstances

of the student. Some students may receive

more than one Emergency Loan during a tenn. Students must meet with a Financial

Aid Advisor as part of

the assessment process. Since the transition to SIMS (2003-2004) bad debt lists from Student Financials have

not been available and

so are not recorded below.

EMERGENCY LOANS (Undergraduate/Graduate)

YEAR

NUMBER OF LOANS

TOTAL S AWARDED

#

LOANS TO COLLECTION

TOTAL 5 TO COLLECTION

08/09

85

65.080

NA

NA

07108

90

57.098

N/A

N/A

06107

78

55.125

N/A

N/A

05106

152

101.100

NlA

NlA

04105

197

123.707

N/A

NlA

03/04

239

137.712

4

1.798

02103

244

142.092

NlA

NlA

01/02

256

152.354

7

4.590

00/01

359

217.139

7

4.650

3/.

23

---

(STUDENT AID BC)

Report to the Senate Policy Committee on Scholarships, Awards and Bursaries

2008-2009 (Summer 2008 to Spring 2009)

Domestic Canadian students. graduate and undergraduate. may apply through their home province to

receive funding assistance from the federal, provincial and territorial governments.

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.

Information

of Interest for 2008.2009:

•

At Simon Fraser University approximately 25% of all undergraduate students received their primary

funding through StudentAid

BC government student assistance.

•

According to the government's statistics Simon Fraser remained the 2nd largest user of the

assistance

programs for the 7th year in a row.

•

There was an approximately 10% decrease (undergrad) and 15% decrease (graduate) in the values

associated with the Canada Student Loan (CSL) portion

of student loan funding. It is possible that

these decreases were related to changes in process implemented in Financial Aid and Awards in

Fall

2008 onwards. whereby students applied one term at a time for funding rather than funding over a

two term period. Implementation

of this process was put in place to help students manage their

finances better. knowing they'd received funding (federal and provincial) they were eligible for in

one term and prevent complications associated with potential

over.awarding of funding if students

did not meet the requirements

to receive further funding based on a two term application. Based

on the previous practice of a two term application. our statistics would recognize higher values in

the form

of CSL and as such. this may be the reason why years previous values were higher when

compared to this year. Students were not getting less funding per se but funding they were eligible

to receive each term rather than an over award they may

not have been entitled to. Given the

current limitations

of our statistical reporting. we can only confirm

if

this is the reason,

if

the values

associated with CSL funding are similar in

2009-10. The increase in the number of a wards is also

associated with the fact that students apply one term at a time.

Undergraduate

YEAR

S~~~T

CANADA STUDENT LOAN

BRITISH COLUMBIA LOAN

BC/FEDERAL GRANT

TOTALS

:EEAR

R

II AWARDS

TOTAL S

t;

AWARDS

TOTAL S

/I AWARDS

TOTAL S

#

AWARDS

TOTAL S

0Sf09

27.479

8,662

23,347,870

8,773

15,218,398

1,027

1,125,755

18,462

39,690,023

07/08

26,332

6,832

25,848,941

6,503

15,066,759

723

1,069,484

14,058

41,985,184

06107

25,009

6,840

25,791,102

6,493

15,072,909

723

994,039

14,056

41,858,050

05106

24,368

7,273

27,019,880

7,068

16,338,244

794

1,107,848

15,135

44,465,972

04105

23,480

7.635

25,348,913

6.816

15,569.562

1,135

1.713,581

15,586

42,632,056

03104

22,098

8,119

24,912,956

5,588

11,080,185

3,300

6,438,162

17,007

42,431.303

02103

21,967

7,629

23,413,881

5,709

10,622,832

3,323

6,357,657

16,661

40,394,370

01/02

20,957

7,206

20,745,360

5,581

8,982,386

3.432

6,271.543

16,219

36,005,289

00101

20,328

6.700

19,422,436

5,139

8,435,234

3,238

5,913,349

15,077

33,771,019

24

3J

---

Graduate

YEAR

S;D~TS

CANADA STUDENT LOAN

BRITISH COLUMBIA LOAN

BC/FEDERAL GRANT

TOTALS

:E~RR

II AWARDS

TOTAL S

I:

AWARDS

TOTAL S

:; AWARDS

TOTAL S

#

AWARDS

TOTAL S

08109

5.461

429

1.190.394

446

854.889

89

88.668

964

2.133.951

07/08

5.241

359

1.413.190

340

827.824

76

98.555

775

2.339.569

06107

5.044

318

1.273.369

305

788.254

74

72.469

697

2.134.092

05106

4.637

313

1.237.180

319

815.194

84

17.237

716

2.129.611

04105

4.363

319

1.093.410

327

855.978

80

17.394

726

2.026.782

03104

4.516

392

1.311.373

370

906.428

77

77.935

839

2.295.736

02103

4.432

325

1.047.601

316

767.646

72

62.399

713

1.817.646

01/02

3.910

268

877.137

266

639.037

53

47.788

587

1.563.902

00J01

3.233

250

731.401

256

567.458

35

32.810

541

1.331.669

25

3.3.

---

GOVERNMENT PART-TIME ASSISTANCE AND CANADA STUDY

GRANTS

Report to the Senate Policy Committee on Scholarships, Awards and Bursaries

2008-2009 (Summer 2008 to Spring 2009)

To be eligible for the federal govenmlent Part-time Canada Student Loans (PT-CSL), Canada Study Grant

for High-Need

Part-Time Students (CSG-HNPT), and Canada Access Grant for Students with Permanent

Disabilities (CAG-PD) students must be registered between 3 and 8 credit hours and have a demonstrated

financial need. These programs

assist with educational cost only and do not include support for living

expenses.

In order to be eligible for grant

funding, students must not only demonstrate financial need but also meet

specific criteria for

not studying full-time. The list of acceptable conditions for maintaining part-time studies

includes: pennanent disability, medical

issues, being a single parent, being parent from a low income family,

caring for

an elderly dependent, taking prerequisites to enter a full-time progranl and requiring less than nine

credit hours to

fulfill

graduation requirements. The CSG-HNPT progranl

has

a maximum award value of

$1,200 per progranl year and is well used by Simon Fraser students. This is the last year of this progrant as it

will no longer be in effect from 2009-10 onwards as different funding opportunities will be made available

to students.

The federal govenmlent offers a grant program to support female doctoral students

in

specific programs.

The goal

of the program is to encourage female students with financial need to continue studies to the

doctoral level in

fields that have an under representation of females based on national statistics. From

2001/02

onwards, these grants were assessed as part of the B.C. Student Assistance Progrant application and

a separate application

is not required. For those students who meet the criteria for a CSG-FD, the grants are

automatically calculated and the award replaces federal loan funding. In other words, students do not

receive additional funding but have a portion

of their debt (loan) converted to grant. This is the last year of

CSG-FD program as it will no longer be in effect from 2009-10 onwards.

Information

of interest for 2008-2009:

•

Fourteen students were awarded part-time loans totaling $23,036 and thirteen students accepted the

funding

totaling $21,376, which was a 30% decrease over previous year. Part-time loans require

that you begin to make payments on the loans while you are

still in school. More offer of grant

funding did have an impact on the amount ofloans students would need to access.

•

Ninety nine students received grant awards totaling $110,667, which was a 147% increase in award

funding disbursed from the previous year. This can be attributed to improvements in Financial Aid

&

Awards staffing which had a direct impact on student awareness and application processing.

Part-Time Canada Student Loan

YEAR

NUMBER OF

TOTAL 5 AWARDED

NUMBER LOANS

TOTAL SLOANS

AWARDS

TO RELEASED

RELEASED

08109

14

23.036

13

21,376

07108

28

35.154

25

30.728

06107

15

19,201

14

18,034

05106

25

37,012

20

31.191

04105

28

43.946

24

38,389

03/04

22

24.240

19

21.244

02103

18

18.239

16

16.286

01/02

7

6.526

5

3.669

26

3tI.

---

I

Canada Student Grant for High Need Part-time Students

YEAR

NUMBER OF AWARDS

TOTAL S AWARDED

08109

99

110,667

07/08

37

41,690

06107

42

43,790

05106

57

63,256

04105

41

44.446

03i04

42

43,513

02103

47

45,450

01102

54

50,739

00101

54

51.014

Canada Study Grant for Female Doctoral Students (CSG-FD)

YEAR

NUMBER OF AWARDS

TOTAL S AWARDED

08109

14

28,626

07/08

14

38.790

06107

8

19.595

05106

3

9,000

04105

3,000

03104

7

18,327

02103

3

8.749

01102

5

14.569

00101

7

17.781

Canada Access Grant for Students

with

Permanent Disabilities

The Canada Access Grant for Students with Permanent Disabilities was introduced in Fall 2005. The

purpose of the grant is to support students with permanent disabilities whose course load is between 3 and 8

credits.

YEAR

;; AWARDS

TOTAL S AWARDS

;; GRANTS RELEASED

TOTAL S GRANTS RELEASED

08109

25

19.974

25

19.974

07108

18

14,549

17

13.541

06107

17

17,139

17

17.139

05106

13

13.652

10

11,845

27

3~.

---

OUT OF PROVINCE AWARDS

Report to the Senate Policy Committee on Scholarships, Awards and Bursaries

2008-2009 (Summer 200S to Spring 2009)

Out of Province and United States Student Loans

The tables below report students who are receiving funding through other Canadian provinces or territories

and from the

United States. Not

all

provinces advise the institutions of assistance granted to students.

particularly

grant awards.

The funding received by

U.S. students includes subsidized and unsubsidized government loans. private loans.

and parentailoans. Subsidized loans do not have to be repaid until students cease attending school

or drop

below

~

studies. StudentS must begin repaying unsubsidized loans while they are still

in

school. U.S.

studentS receive separate disbursementS in each term of their loan period and an increasing number of

students are accessing private loans to supplement their government loans. With the economic crisis that

transpired. the

U.S. government has indicated that

it will

be changing its loan program in 2009-10 whereby

banks

will

no longer be involved in the student loan program and that funding

will

be disbursed through the

government instead.

Information ofImerest for

2008-2009:

•

There was a 14.7% increase in the number of loans awarded for graduate students from the U.S .•

over the previous year. There was a 17% increase in the US graduate student population from last

year.

Out of Province and US Students

Undergraduate

"1',\1'

rl:l)rI{,\1.

STUDI'NT

1'1' )\IINCI.\I I ),\N

I'IH)VIN(;I,\I.!

U" 'I UI)I'''''I' I

).\N~·

1 • ,

LOAN

,t

I

.

t,.

1'I'I)I:I~,\1.

(;I{/\NT

,J

S

,'~

(.,

,J

II

SitS

II

S

It

S US

t\\,\'AR!)S

1'01',\1.

/\WAR!)S

ror!\1. ,\WAI{I)S

I()'!AL

AWARDS

1'01,\1.

08/09

346

1,456,583

323

750,558

129

269,588

81

206,250

07/08

299

1,435,926

339

624,010

148

357,870

51

205,130

06/07

237

1,197,020

303

543,759

126

293,376

26

81,548

05/06

189

872,354

218

409,474

71

160,649

30

120,258

04/05

195

775,505

286

434,569

67

184,080

51

195,983

03i04

169

704,420

169

370,665

91

217,666

21

187,451

02/03

221

917,707

231

456,882

98

265,602

34

128,811

01/02

249

900,177

209

403,709

72

182,303

18

108,983

00/01

251

894,323

212

422,693

84

230,272

20

108,145

28

---

Graduate

" . \1

Fl:DI.I{A\' S I UI)I-NT

1'1~()VINCIt\1

1'1{()VINCIAl.lrl:I}FR

LIS S-llll>l-N r I \N

1 I.! {

IO:\N

I.();\f\:

,\1.

(.I{ '\NT

- -

_Of

S

;/

S

;/

S

il

S

If

-IOI,\\.

I\W!\I{I)S

-[OTI\!.

1\\\f,\\{J)S -rurAl

1\\\fA\{I>S

"["orAL

1\\\fAH.J)S

SUS

08/09

137

760,111

136

506,369

18

27,103

135

416,554

07/08

123

613,188

98

379,769

14

17,517

119

363,139

06/07

83

465,948

78

297,758

9

17,026

93

309,536

05/06

68

409,047

71

246984

8

14,837

69

245,855

04/05

76

376,873

103

249,858

3

5,980

73

230,440

03/04

56

252,998

76

203,922

10

26,851

68

227,686

02/03

57

276,274

76

202,438

10

21,129

24

102,904

01102

49

206,584

60

165,695

1

834

10

94,915

00/01

60

215,651

62

142,727

4

2,194

14

125,933

29

31.

---

EXTERNAL SCHOLARSHIPS AWARDS AND BURSARIES

Report to the Senate Policy Committee on Scholarships, Awards and Bursaries

2008-2009 (Sunmler 2008 to Spring 2009)

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

and adjudicated by organizations and corporations external to the University. Scholarships, awards and

bursaries in

this

category include: Canadian Merit Scholarship Foundation Awards, Canadian Millennium

Scholarship Foundation Merit Awards, Terry Fox Humanitarian Awards, Canada Trust Scholarships, Irving

K. Barber British Columbia Scholarships, awards administered by the Association of Universities and

Colleges

of Canada, and many others. 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.

Financial Aid and Awards

also actively promotes the availability of and assists students with the application

process for numerous external awards that are not reported

in the table below. These awards support

students' educational

goals during and after studies at Simon Fraser University but are not disbursed through

the University. Awards programs in this category include the Rhodes

Scholarship, the Queen Elizabeth II

BC Centennial Scholarship, (ConocoPhillips Scholarships,

CMA/CGA

Accounting Scholarships) and many

others.

Graduate

students receive a variety of external awards that are administered through the Dean of Graduate

Studies Office and are included in the Graduate Awards report. The external scholarships, awards and

bursaries for graduate students listed below are those that have been received by the University for disbursal

to students who are currendy registered as graduate students. These awards are adjudicated by community

groups and foundations without University nominations and may have been awarded on the basis of

undergraduate accomplishments.

Infortnation of interest for 2008-2009:

•

SFU students received 325 external scholarships, awards and bursaries totaling $654,314. This

represented a

4% decrease in available opportunities over the previous year and may be attributed

to the economic downturn that occurred.

• Canada Millennium Scholarship Merit Awards - 11 National Award winners attending Simon

Fraser University, 13 Provincial/Territorial Award winners, and 6 local award winners, at a total

amount 0($130,000.

•

Canadian Millennium Foundation National In-Course Scholarship recognizes upper level post

secondary

students who demonstrate academic merit and leadership. Fifteen SFU students received

a total of$61

,000 from the National In-Course Scholarship program

• World Petroleum Congress and Canadian Millennium Foundation offered an award to recognize

students enrolling in studies related to the petroleum industry who demonstrate academic merit and

financial need. Five

SFU students received a total 0($15,000 from

wpc.

• Premier's One World Scholarship valued at $20,000 - five students received this prestigious award

across British Columbia.

An

SFU student was one of the recipients.

•

One World Scholarship for Study in British Columbia (people's Republic of China) valued at

$10,000 - four awards were available for the opportunity to study in B.C from China. Two

recipients were SFU students.

•

Ike Barber Transfer Scholarship - three students transferring to SFU received a total of $15,000

30

---

YEAR

EXTERNAL SCHOLARSHIPS

EXTERNAL AWARDS

EXTERNAL BURSARIES

TOTAL

#

TOTAL

#

TOTAL

#

SCHOLARSHIPS

TOTAL S

AWARDS

TOTAL S

BURSARIES

TOTAL S

08109

218

$540,380

52

$66,274

47

$38,750

07/08

324

$613,707

4

$3,350

41

$36,261

06107

276

$483,341

16

1$4,500

38

$32,829

05106

270

$471.745

7

$15,500

51

$35,550

04105

261

$487,823

11

$17,700

62

$39,725

03104

247

S437,854

0

SO

31

$20,900

02/03

236

$381,781

5

$6,715

60

S35,394

01/02

216

$294,590

14

$15,840

72

S44,775

00101

204

$226,270

7

$10,500

56

$38,061

GRADUATE

EXTERNAL

YEAR

EXTERNAL SCHOLARSHIPS

EXTERNAL AWARDS

EXTERNAL BURSARIES

TOTAL

#

TOTAL

#

TOTAL

#

SCHOLARSHIPS

TOTAL S

AWARDS

TOTAL S

BURSARIES

TOTAL S

OBl09

3

$3,010

5

S5,900

0

SO

07/08

14

$22,952

1

$2,000

4

S3,5oo

06107

8

S9,056

2

$3,000

2

S1.ooo

05106

7

$12,298

0

0

3

$3,066

04/05

1

S625

0

0

1

S2,000

03/04

9

$13,650

0

0

1

$500

02103

3

$3,600

0

0

3

$3,000

01/02

6

S7.2OO

0

0

$2,000

00101

5

$6,300

0

0

3

$1,400

31