REPORT TO THE BOARD OF GOVERNORS Agenda Item # 1bog3.sites.olt.ubc.ca/files/2017/06/6.1_2017.06_Student-Financial... · EXECUTIVE SUMMARY The 2016-2017 UBC Annual Report on Student

REPORTTOTHEBOARDOFGOVERNORS

SUBJECT

AgendaItem#6.1

2016-2017ANNUALREPORTONSTUDENTFINANCIALSUPPORT

MEETINGDATE

APPROVEDFORSUBMISSION

JUNE14,2017

ForwardedtotheBoardofGovernorsontheRecommendationofthePresident

SantaJ.Ono,PresidentandVice-Chancellor

DECISIONREQUESTED

ForInformation

ReportDate May10,2017

PresentedBy LouiseCowin,Vice-PresidentStudentsDeborahBuszard,DeputyVice-Chancellor&PrincipalKate Ross, Associate Vice-President Enrolment Services & RegistrarCynthiaMathieson,Provost&Vice-Principal

EXECUTIVESUMMARYThe2016-2017UBCAnnualReportonStudentFinancialSupportprovidesasummaryofstudentfinancialassistanceallocatedforthe2016-17academicyear(May2016–April2017),asofApril3,2017.ItprovidesinformationaboutthetotalfinancialassistancereceivedfromallsourcesbyUBCstudentsonbothcampuses,VancouverandOkanagan.Thedatashowbreakdownsbyfundingsources,awardtypes,andstudentcategories.

Thisreportalsobreaksdowntheinformationbythedifferenttypesoffinancialsupport,includingneed-basedassistance,merit-basedassistance,hybrid(need-andmerit-based)support,andsupportfromtheworklearnprogram.Detaileddescriptionsofthevariousfinancialsupportprogramsareincludedintheannualreport.UBChasexpandedfinancialsupportprogramsfortheunder-representedCanadianstudentpopulationandforinternationalundergraduateawards.

In2016-2017,25,987studentsreceivedfinancialassistancetotalling$263.0million(a$10.9millionor4%increasefromthepreviousyear).Governmentfundingaccountedforthemajorityat$143.5million(55%);UBCfundingcontributed$74.1million(28%);Externalfundinganddonorfundingaccountedfor$25.8million(10%)and$19.7million(7%),respectively.

UBCmaintainsastrongcommitmenttoaccessforstudentsbyprovidingbursarysupport.ThiscommitmentisembodiedinUBCPolicy#72,AccesstotheUniversityofBritishColumbia,whichstatesthatnoEligible(domestic)Student(asdefinedbyPolicy#72)willbepreventedfromcommencingorcontinuinghisorherstudiesattheUniversityforfinancialreasonsalone.IfanEligibleStudentandhisorherfamilyexhaustthefinancialresourcesavailabletothem,theUniversitywillensurethatfinancialsupportwillbemadeavailabletothem.

NewandexpandedUBCstudentfinancialsupportprogramsimplementedin2016-2017include:

• UBCAccessPromiseProgram• CentennialScholarsEntranceAwardProgram,includingCentennialLeaders• InternationalDoctoralFellowshipProgram• ExpansionoftheWorldUniversityServiceofCanadaBursaryProgram• CreationofInternationalStudentsShort-TermandLong-TermBursaryFunds• IncreaseinfundinguptofullcostoftuitionforInternationalMajorEntranceScholarshipProgram

INSTITUTIONALSTRATEGICPRIORITIESSUPPORTEDaLearning ☐Research ☐Innovation aEngagement

(Internal/External)aInternational

oraOperational

DESCRIPTION&RATIONALE

The2016-2017AnnualReportonStudentFinancialSupportprovidesinformationaboutthetotalfinancialassistancereceivedfromallsourcesbyUBCstudentsintheacademicyearof2016-2017.ThesefinancialsupportsourcesincluderepayableloanssuchasCanadianandUSgovernmentstudentloans,UBCloansandadvances,andnon-repayablefundingreceivedfromUBCoperatingfunds,governmentgrants,endowedawards,andannualdonorcontributions.

Need-basedassistanceisprovidedonthebasisoftheassessedfinancialneedofthestudent.Typically,bursariescovertheportionofaneligiblestudent’sfinancialneednotmetbygovernmentstudentloansandgrants,scholarships,orexternalbursaries.Merit-basedscholarshipsarenormallyawardedonthebasisofoutstandingacademicachievements,leadershippotential,communityinvolvementorotherpersonalcharacterisiticswithoutregardforthefinancialresourcesavailabletothem.Hybridawardsareprovidedtostudentswithhighacademicachievementwhohavefinancialneed.TheWorkLearnprogramfundson-campusworkexperiencesthatprioritizestudentlearningandthedevelopmentofprofessionalskills.

UBChasfocuseditsinitiativesforthefinancialsupportprogramsfortheunder-representedCanadianstudentpopulation,overthelastfewyears.Forinstance,in2016-2017,theUBCAccessPromiseProgramwasimplemented.Eligibledependentundergraduatestudentsfromlow-incomeandmiddle-incomefamilieswhohaveunmetfinancialneedarenolongerrequiredtosubmitanadditionalapplicationtoreceivebursaryfunding.

Across-campusinitiative,theAboriginalUndergraduateResearchMentorshipProgramwasalsolaunchedin2016-2017.GrantsareprovidedtoeligibleAboriginalundergraduatestudentssothattheymaypursueundergraduateresearchopportunitieswithfacultyandpostdoctoralresearchmentors.

PreviousReportDate June14,2016

Decision Forinformation

Action/FollowUp N/A

2 016 -2017ANNUAL REPORT ON STUDENT FINANCIAL SUPPORTLOUISE COWIN

Vice-President, Students

KATE ROSS

Associate Vice-President, Enrolment Services & Registrar

TABLE OF CONTENTSINTRODUCTION 5

STUDENT FINANCIAL ASSISTANCE OVERVIEW 7

TOTAL STUDENT FINANCIAL SUPPORT 8

STUDENT FINANCIAL SUPPORT FROM THE UBC OPERATING FUND 11

UBC STUDENT FINANCIAL SUPPORT PROGRAMS 14

NEW PROGRAMS AND CHANGES IMPLEMENTED IN 2016-17 15

UBC BURSARY PROGRAM 16

FINANCIAL SUPPORT FOR UNDER-REPRESENTED STUDENT POPULATIONS 19

ABORIGINAL STUDENTS 19

STUDENTS FROM LOW-INCOME AND MIDDLE-INCOME FAMILIES 21

REFUGEE STUDENTS 22

YOUTH AGING OUT OF CARE 23

STUDENTS WITH DISABILITIES 25

FINANCIAL SUPPORT FOR INTERNATIONAL UNDERGRADUATE STUDENTS 25

FINANCIAL SUPPORT FOR CANADIAN UNDERGRADUATE STUDENTS 29

FINANCIAL SUPPORT FOR ENRICHED EDUCATIONAL EXPERIENCES 33

INTERNATIONAL LEARNING AWARDS 33

WORK LEARN PROGRAM 34

FINANCIAL SUPPORT FOR GRADUATE STUDENTS 36

GOVERNMENT FINANCIAL SUPPORT PROGRAMS 38

CANADA STUDENT LOANS PROGRAM 39

US WILLIAM D. FORD FEDERAL DIRECT LOAN PROGRAM 43

OTHER KEY INITIATIVES 44

STUDENT FINANCIAL ADVISING AND FINANCIAL LITERACY 45

SPONSORSHIP 46

OTHER FINANCIAL SUPPORT DATA 47

LIST OF TABLESTable 1. Total Student Financial Assistance, By Funding Source 8

Table 2. Total Bursary Support, By Funding Source 16

Table 3. Total Number of Students Receiving a Bursary, all Funding Sources 17

Table 4. Average Value of Bursary Received by UBC Students 17

Table 5. 2016-17 Bursary Deductibles 18

Table 6. 2016-17 UBC Access Promise Financial Support, Vancouver Campus 18

Table 7. Income Thresholds for Determining Eligibility for Canada Student Grants for Full-Time Students from Low-Income and Middle-Income Families for the 2016-17 Program Year 21

Table 8. UBC Controlled Funding for International Undergraduate Students, By Award Program 29

Table 9. UBC Controlled Funding for Canadian Undergraduate Students, By Award Program 32

Table 10.UBC Controlled Funding for Graduate Students, By Award Program 36

Table 11. Proposed Changes to the Canada Student Loans Program 39

Table 12. Debt Repayment Trend 42

Table 13. Number of Sponsors and Number of Students Supported, By Sponsor Category 46

Table 14. Sponsorship Funding Amount, By Campus 46

Table 15. 2016-17 Total Student Financial Assistance, By Faculty, By Award Type 47

Table 16. 2016-17 Student Financial Assistance from Operating Funds, By Faculty, By Award Type 48

Table 17. Total Bursaries, By Program 49

Table 18. Bursary Support for Designated Graduate Programs 52

LIST OF FIGURESFigure 1. Total Student Financial Assistance, By Funding Source 9

Figure 2. Total Number of Students Receiving Support, By Funding Source 10

Figure 3. Total Student Financial Assistance, By Award Type 11

Figure 4. Student Financial Assistance from UBC Operating Funds, By Student Category 12

Figure 5. 2016-17 Student Financial Assistance from UBC Operating Funds, By Student Category, By Award Type 13

Figure 6. UBC Controlled Funding for Aboriginal Students 20

Figure 7. UBC Controlled Funding for BC Students from Low-Income and Middle-Income Families 21

Figure 8. UBC Controlled Funding for Refugee Students 22

Figure 9. UBC Controlled Funding for Youth Aging Out of Care 24

Figure 10. UBC Controlled Funding for International Undergraduate Students, By Award Type 26

Figure 11. UBC Controlled Funding for Entrance Scholarship Programs for Canadian Undergraduate Students, By Award Program 31

Figure 12. UBC Controlled Funding for International Learning Programs, By Student Type 34

Figure 13. UBC Funding for Work Learn Program 35

Figure 14. Canada Student Loans Program Funding (Repayable Loans) 40

Figure 15. Canada Student Loans Program Funding (Non-Repayable Grants) 41

Figure 16. US William D. Ford Federal Direct Loan Program Funding 43

Section 1

INTRODUCTION

2016-17

A N N U A L R E P O R T O N S T U D E N T F I N A N C I A L S U P P O R T

6

The UBC Annual Report on Student Financial Support provides detailed information on the total fi nancial assistance UBC students received during the 2016-17 academic year. Financial support sources include repayable loans such as Canadian and US government student loans, UBC loans and advances, and non-re-payable funding received from UBC operating funds, government grants, endowed awards, and annual donor contributions.

The report includes information about the types of fi nancial support provided, such as need-based assistance, merit-based assistance, hybrid (need-and merit-based) support, and support from the UBC Work Learn program.

Need-based fi nancial aid is awarded on the basis of the assessed fi nancial need of the student. Typically, bursaries cover the portion of an eligible student’s fi nancial need not met by government student loans and grants, scholarships, or external bursaries.

Merit-based scholarships are normally awarded for outstanding academic achievements, leadership potential, community involvement or other personal characteristics without regard for the fi nancial need of the student. Candidates must meet the award criteria to be considered for the award. Major university-wide

undergraduate students’ merit awards include Major Entrance Scholarships, Trek Excellence Scholarships and Deputy Vice Chancellor Scholarships for Continu-ing Students, Premier Undergraduate & Wesbrook Scholarships. Graduate students’ merit awards include Four-Year Doctoral Fellowships, Graduate Support Initiative Awards, and Aboriginal Graduate Fellowships.

Hybrid awards are provided to students with high academic achievement who have fi nancial need. These are typically multi-year entrance scholarships such as the Centennial Scholars Entrance Award (including Centennial Leaders) and International Leaders of Tomorrow Awards. The majority of the hybrid awards are “full-ride” scholarships where the fi nancial support is commensurate with the student’s fi nancial need as determined by the estimated costs of tuition, fees, books and living costs, less any fi nancial contribution that the student and their family can make toward those costs.

The Work Learn program supports and subsidizes meaningful work experiences on campus that off er all current UBC students the opportunity to develop their professional skills and to learn in a work environment. From these experiences, students receive mentorship, an expanded network, ownership and responsibility for their work, self-awareness and refl ection, as well as a chance to apply their knowledge in practical settings, and to contribute to their personal learning goals and the University.

Descriptions of the various fi nancial support programs are included in the annual report. Of particular note are the fi nancial support programs for the under-represented Canadian student population where UBC has focused its fi nancial support funding and initiatives over the last few years, and expansion of international undergraduate awards programs in line with tuition fee increases.

NEED

HYBRID(Need & Merit)

MERIT

WORKLEARN

Section 2

STUDENT FINANCIAL ASSISTANCE OVERVIEW

2016-17


8

Total Student Financial SupportIn 2016-17, 25,987 UBC students received financial assistance totaling $263.0 million (a $10.9 million or 4% increase from the previous year). UBC funding accounted for $74.1 million of the $263.0 million, or 28%. Government funding accounted for $143.5 million or 55%, of which $119.1 million or 83% was provided in the form of repayable loans. External funding, from Tri-Council agencies such as the Canadian Institutes of Health Research (CIHR), the Natural Sciences and Engineering Research Council of Canada (NSERC), and the Social Sciences and Humanities Research Council (SSHRC), contributed $25.8 million or 10%. Donor funding accounted for the remaining $19.7 million or 7%.

Table 1. Total Student Financial Assistance, By Funding Source

Approximately 45% of total financial support is funded through government student loans (Canadian or US). This percentage is slightly less than the previous year (48% in 2015-16). UBC Operating Funds accounted for $74.1 million of total financial support, an increase of 5% from the previous year ($70.2 million in 2015-16).

In thousands of dollars Amount % Amount % Amount % Amount % Amount %Donor Funding $10,705 4.6 % $11,257 4.8 % $13,305 5.3 % $17,628 7.0 % $19,670 7.5 %External Funding $28,213 12.0 % $26,745 11.4 % $26,187 10.5 % $26,507 10.5 % $25,807 9.8 %Government Funding $133,254 56.7 % $135,388 57.6 % $142,634 57.4 % $137,817 54.7 % $143,498 54.6 %UBC Funding $62,697 26.7 % $61,849 26.3 % $66,574 26.8 % $70,224 27.8 % $74,066 28.2 %

Grand Total $234,869 100.0 % $235,239 100.0 % $248,700 100.0 % $252,176 100.0 % $263,041 100.0 %

2012-13 2013-14 2014-15 2015-16 2016-17

2016-17


9

Figure 1. Total Student Financial Assistance, By Funding Source

The figure shows the total student financial assistance received by UBC students, from 2012-13 ($234.9 million) to 2016-17 ($263.0 million), a 12% increase over five years, categorized by funding source. Both system-wide and campus data are presented.

23.4% of all students (14,360 students) received financial support from UBC Operating Funds compared with 22.8% of all students (13,557 students) in the previous year. This represents a nearly 6% increase in the number of students who received financial support from the UBC operating fund.

Over a third (34%) of all domestic full-time students (11,513 students) received a Canadian student loan; this percentage is somewhat smaller than last year’s (11,584 students; 35% of all domestic full-time students). The reduction is mostly from British Columbia student loans.

$28 $27 $26 $27 $26

$133 $135 $143 $138 $143

$63 $62$67 $70

$74

0

50

100

150

200

250

300

2012-13 2013-14 2014-15 2015-16 2016-17

Mill

ions

UBC Funding

Government Funding

External Funding

Donor Funding

System-Wide

$26 $25 $24 $25 $24

$111 $113 $120 $115 $120

$56 $55$59 $62

$67

0

50

100

150

200

250

2012-13 2013-14 2014-15 2015-16 2016-17

Mill

ions

$2 $2 $2 $2 $2

$22 $22 $23 $23 $24

$7 $7$7 $8 $7

0

5

10

15

20

25

30

35

40

2012-13 2013-14 2014-15 2015-16 2016-17

Mill

ions

Vancouver Okanagan

2016-17


1 0

Figure 2. Total Number of Students Receiving Support, By Funding Source

The figure shows the total number of students receiving financial support, from 2012-13 (26,132 students) to 2016-17 (25,987 students), a 1% decrease over five years, categorized by funding source. Both system-wide and campus data are presented.

0

2,000

4,000

6,000

8,000

10,000

12,000

14,000

16,000

2012-13 2013-14 2014-15 2015-16 2016-17

Donor Funding

External Funding

Government Funding

UBC Funding

0

2,000

4,000

6,000

8,000

10,000

12,000

14,000

2012-13 2013-14 2014-15 2015-16 2016-170

500

1,000

1,500

2,000

2,500

3,000

2012-13 2013-14 2014-15 2015-16 2016-17

System-Wide

Vancouver Okanagan

Of the total $263.0 million of financial support provid-ed to UBC students, need-based support accounted for $163.3 million or 62% (a 4% increase from $157.4 million in 2015-16), merit-based support accounted for $86.1 million or 33% (a 3% increase from $83.4

million in 2015-16), hybrid support accounted for $9.3 million or 4% (a 25% increase from $7.4 million in 2015-16), and the funding for the UBC Work Learn program accounted for $4.4 million or 2% (a 12% increase from $3.9 million in 2015-16).

2016-17


1 1

$78 $78 $79 $83 $86

$148 $149 $159 $157 $163

$0

$50

$100

$150

$200

$250

$300

2012-13 2013-14 2014-15 2015-16 2016-17

Mill

ions

Work Learn

Need

Merit

Hybrid

0

2,000

4,000

6,000

8,000

10,000

12,000

14,000

16,000

2012-13 2013-14 2014-15 2015-16 2016-17

Hybrid

Merit

Need

Work Learn

Total Amount

Number of Recipients

Student Financial Support from the UBC Operating FundIn 2016-17, UBC provided $74.1 million in student financial assistance, a 5% or $3.9 million increase from the $70.2 million provided in 2015-16.

Of the amount provided, $47.4 million or 64% was for merit-based scholarships, an increase of $1.4 million or 3% from the previous year. $33.6 million or 71% of

merit-based scholarships went to graduate students. A large part of the graduate student funding is for Four-Year Doctoral Fellowships, Graduate Support Initiative Awards, and International Tuition Awards. $13.8 million or 29% of merit-based scholarships went to undergraduate students for Major Entrance Scholarships (domestic and international students),

Figure 3. Total Student Financial Assistance, By Award Type

The figures show the total student financial assistance received by UBC students and the total number of students receiving financial support, from 2012-13 to 2016-17, categorized by award type.

2016-17


1 2

$16 $16 $16 $16 $16

$19$20 $20 $19 $20

$20 $17 $20 $21 $22

$7 $9$11 $14 $17

$0

$10

$20

$30

$40

$50

$60

$70

$80

2012-13 2013-14 2014-15 2015-16 2016-17

Mill

ions

Domestic - Graduate Domestic - Undergraduate

International - Graduate International - Undergraduate

Total Amount

Outstanding International Students, Trek Scholarships for Continuing Students, Deputy Vice Chancellor Scholarships, and other scholarship programs.

$15.8 million or 21% were disbursed for need-based aid as part of the UBC Bursary Program, which includes emergency funding, and grants. This represents a $0.9 million or 6% increase in bursary funding from the previous year. $14.7 million or 93% of need-based aid went to students in undergraduate programs, with the remaining amount for students in graduate programs. With the implementation of the UBC Access Promise, eligible undergraduate students from low-income and middle-income families received bursaries without having to submit an application, resulting in an increase in need-based aid disbursed.

The financial support programs of the University are designed to provide access to the financial resources necessary to meet the needs of eligible students based on the methodology used by StudentAid BC. This

means that for students in eligible programs, bursaries cover the portion of the student’s assessed financial need not met by government student loans and grants, scholarships, awards or external bursaries.

$6.5 million (9% of funding) was disbursed for multi-year undergraduate hybrid programs such as the International Leaders of Tomorrow and Centen-nial Scholars Entrance Award. This is a $1.1 million or 20% increase from the previous year. UBC has intentionally allocated more hybrid funding in support of the International Awards Programs and the Centen-nial Scholars Entrance Awards Program to support academically qualified students who show an interest in joining the UBC community, but who would not otherwise be able to attend without significant financial assistance.

Expenditures in the Work Learn program increased by $0.5 million or 12% to $4.4 million.

Figure 4. Student Financial Assistance from UBC Operating Funds, By Student Category

The figures show the financial assistance received by students and the number of students receiving financial support from the UBC Operating Fund, from 2012-13 to 2016-17, categorized by student type.

2,769 2,676 2,697 2,745 2,682

2,754

2,799 2,790 2,7832,776

1,131

1,311 1,506 1,7532,010

7,5866,173 6,361 6,296 6,950

0

2,000

4,000

6,000

8,000

10,000

12,000

14,000

16,000

2012-13 2013-14 2014-15 2015-16 2016-17

Domestic - Graduate Domestic - Undergraduate

International - Graduate International - Undergraduate


14,360 students received funding from UBC Operating Funds, an increase of 803 students from 2015-16. 9,063 students received merit-based funding of which 5,050 were graduate students.

3,518 students received need-based aid, and 92% of need-based funding from UBC Operating Funds was awarded to domestic undergraduate students.

2016-17


1 3

$0

$5,000

$10,000

$15,000

$20,000

$25,000

$30,000

$35,000

$40,000

$45,000

$50,000

Hybrid Merit Need Work LearnInternational - Undergraduate $5,641 $10,099 $352 $557International - Graduate $19,353 $25 $267Domestic - Undergraduate $818 $3,725 $14,311 $2,981Domestic - Graduate $14,244 $1,094 $552

Thou

sand

s

0

1,000

2,000

3,000

4,000

5,000

6,000

7,000

8,000

9,000

10,000

Hybrid Merit Need Work LearnInternational - Undergraduate 188 1,588 42 337International - Graduate 2,754 13 133Domestic - Undergraduate 113 2,471 3,233 1,575Domestic - Graduate 2,296 242 295

Total Amount


Figure 5. 2016-17 Student Financial Assistance from UBC Operating Funds, By Student Category, By Award Type

The figures show the financial assistance received by students and the number of students receiving financial support from the UBC Operating Fund in 2016-17, categorized by student type, and by award type. 64% of the 2016-17 funding is for merit-based scholarships. The funding is almost evenly split between graduate and undergraduate students, where graduate students have more merit-based funding, while undergraduate students have more need-based aid.

Section 3

UBC STUDENT FINANCIAL SUPPORT PROGRAMS

2016-17


1 5

New Programs and Changes Implemented in 2016-17The UBC ACCESS PROMISE PROGRAM was first implemented in 2016-17. Eligible dependent undergraduate students from low-income and middle-income families who have assessed unmet financial need are no longer required to submit an application to receive bursary funding.

The CENTENNIAL SCHOLARS ENTRANCE AWARD Program was launched during UBC’s centennial year, and was first implemented in 2016-17. One hundred Centennial awards were given to students who demonstrated strong academic standing and have a financial need. Awards ranging from one-time awards valued up to $10,000, to renewable awards valued up to $40,000, payable over four years, were offered to students in 2016-17. Ten students, the CENTENNIAL LEADERS, received full-ride scholarships valued up to the full cost of the students’ program and living costs.

Two new doctoral funding programs (INTERNATION-AL DOCTORAL FELLOWSHIP (IDF) PROGRAM AND DOCTORAL RECRUITMENT FELLOWSHIP (DRF) PROGRAM) were created in 2016-17 and are funded from UBC’s Excellence Fund. The IDF program is competition-based and offers about thirty-five fellowships to new incoming international PhD students. The DRF program selects PhD student recipients by allocating funding slots to new Assistant Professors who in turn recruits new incoming doctoral students using these fellowship slots.

The WORLD UNIVERSITY SERVICE OF CANADA (WUSC) BURSARY PROGRAM was expanded in two ways. The number of refugee students support-ed increased from four new students to eight new students annually. The amount of financial support has also increased to include full housing funding in the student’s second year of study and a housing subsidy for the succeeding twenty-four months of study for WUSC students living in residence. Additional funding for meals and groceries were also provided to students in their first two years of study.

The international bursary program has been redesigned to support international students with expansion of financial assistance. This includes the creation of the INTERNATIONAL STUDENTS SHORT-TERM AND LONG-TERM BURSARY FUNDS, with separate funding pools for graduate and undergrad-uate students. Funding is also provided for short-term loans, advances and critical emergency expenses.

With the increase in international undergraduate tuition, the maximum amount of the INTERNATION-AL MAJOR ENTRANCE SCHOLARSHIPS has been increased up to the full cost of tuition instead of a fixed amount. These are awarded to exceptional interna-tional students entering undergraduate programs at the university.

2016-17


1 6

UBC Bursary ProgramUBC maintains a strong commitment to access for students by providing bursary support. This commitment is embodied in Policy 72 – Access to the University of British Columbia which states that: “No Eligible Student (as defined by Policy #72) will be prevented from commencing or continuing his or her studies at the University for financial reasons alone. … If an Eligible Student and his or her family exhaust the financial resources available to them, the University will ensure that financial support will be made available to them.”

UBC is meeting the Board’s commitment to access for students (Policy 72) by providing bursary support. Bursaries cover the portion of an eligible student’s¹ assessed financial need not met by government student loans and grants, scholarships, or external bursaries. Bursary spending in any given year is equal to the aggregate amount of unmet financial need held by all eligible students. It is a demand-driven program that is subject to the number of students who are assessed with unmet financial need, and the magnitude of that need.

While the majority of bursary funding is sourced from operating funds, qualifying students may be able to have portions of their unmet need fulfilled by donor-supported bursaries (i.e., endowed or annually donated). These additional sources of funding fluctuate from year to year based on endowment performance and annual donations made available.

Bursary and need-based grant expenditures for 2016-17 total $19.7 million, a $0.2 million or 1% increase from the previous year. $15.8 million or 80% of bursary funding disbursed was funded from UBC Operating Funds.

Table 2. Total Bursary Support, By Funding Source

International students are not covered by Policy 72 for general bursary support. The federal government requires international students to demonstrate that they have sufficient resources to meet their financial needs to qualify for a Study Permit. All students, including international students, are eligible for emergency bursary support. The bursary figures reflected in all tables include emergency bursary funding.

New bursary programs for international students were developed in 2016-17. A limited number of bursaries are offered to continuing international undergrad-uate students who demonstrate significant and unanticipated, but short-term financial need, from the INTERNATIONAL UNDERGRADUATE STUDENTS SHORT-TERM BURSARY FUND. A limited number of bursaries ranging in value up to the full cost of

In thousands of dollars 2012-13 2013-14 2014-15 2015-16 2016-17Donor Funding $2,177 $2,669 $2,847 $4,617 $3,900

Annual Donation $1,136 $1,287 $1,206 $1,836 $1,359Endowed $1,042 $1,381 $1,641 $2,781 $2,541

UBC Funding $12,581 $10,752 $13,234 $14,845 $15,782Operating Funds $12,581 $10,752 $13,234 $14,845 $15,782

Grand Total $14,759 $13,421 $16,081 $19,462 $19,682

¹International students are not eligible for general need-based support provided through the bursary program (Policy 72), but are eligible to receive need-based support for emergency situations.

2016-17


1 7

the student’s academic program and living costs are offered to continuing international undergraduate students who demonstrate a significant, unanticipated change in their financial circumstances, that result in their becoming unable to continue their studies at UBC. In order to be eligible for bursary consideration, students must be in good academic standing and have also demonstrated engagement within the UBC

community. These bursaries are offered from the INTERNATIONAL UNDERGRADUATE STUDENTS LONG-TERM BURSARY FUND. The Alma Mater Society has allocated a portion of their bursary funding to establish the INTERNATIONAL GRADUATE STUDENTS SHORT-TERM AND LONG-TERM BURSARY FUNDS.

Table 3. Total Number of Students Receiving a Bursary, all Funding Sources

Note: The domestic and international figures above reflect unique student counts. A student may be included in both graduate and undergraduate student categories in an academic year, e.g. undergraduate student in the 2016 Summer session and graduate student in the 2016 Winter session.

The average bursary given to students has decreased by 7% to $4,486 per student in 2016-17 (from $4,811 per student in 2015-16) owing in part to the increase in the amount of the Canada Student Grant funding.

Table 4. Average Value of Bursary Received by UBC Students

Students in differentiated undergraduate and post-baccalaureate programs pay higher levels of tuition. These programs have discrete and limited pools of funding for their students. Where bursary budgets are limited, a deductible may be applied to ensure maximum benefit.

2012-13 2013-14 2014-15 2015-16 2016-17Domestic 3,871 3,725 3,731 4,007 4,331

Graduate 322 315 318 351 307Undergraduate 3,549 3,413 3,416 3,656 4,041

International 33 13 29 38 56Graduate 9 8 9 6 14Undergraduate 24 5 20 32 42

Grand Total 3,904 3,738 3,760 4,045 4,387

2012-13 2013-14 2014-15 2015-16 2016-17Domestic $3,792 $3,589 $4,280 $4,798 $4,457

Graduate $3,766 $3,594 $4,601 $4,104 $4,716Undergraduate $3,795 $3,586 $4,246 $4,865 $4,419

International $2,397 $3,850 $3,895 $6,237 $6,744Graduate $1,633 $1,026 $1,073 $1,250 $1,866Undergraduate $2,684 $8,368 $5,165 $7,172 $8,370

Average $3,780 $3,590 $4,277 $4,811 $4,486

2016-17


1 8

Beginning 2016-17, the annual clinic and patient innovation fees of nearly $32,000 assessed to the Doctor of Dental Medicine (DMD) students in the Faculty of Dentistry are included in education costs for the purposes of calculating unmet financial need. For some students, this increased the amount of student loan funding and bursaries received. For students with high assessed unmet need, this resulted in a higher bursary deductible (from $3,990 in 2015-16 to $19,550 in 2016-17).

Tuition fees for the Entry-to-Practice Doctor of Pharmacy students are significantly higher (over 60% tuition differential) than tuition fees for the Bachelor of Science in Pharmacy students. The Entry-to-Practice Doctor of Pharmacy is in its second year in 2016-17, and the tuition differential caused the increase in bursary deductible for Pharmacy students from $1,950 in 2015-16 to $4,300 in 2016-17.

Table 5. 2016-17 Bursary Deductibles

Funding Pool 2015-16 2016-17Vancouver Programs

Commerce (BCOM) $0 $0Dentistry (DMD) $3,990 $19,550Education (BED 12-month) $1,090 $1,080Law (JD) $940 $780Medicine (MD) $3,720 $3,720Pharmacy (BSCP and PHRMD) $1,950 $4,300Undergraduate $0 $0Research Graduate $0 $0

Okanagan Programs (All) $0 $0

FacultyNumber of Students

Total Amount

Applied Science 32 $72,050Arts 113 $266,700Dentistry 4 $30,900Education 9 $24,050Forestry 3 $5,825Land and Food Systems 10 $13,550Sauder School of Business 46 $92,450Science 60 $105,625

Grand Total 270 $611,150

2016-17 saw the initial implementation of the UBC ACCESS PROMISE PROGRAM on the Vancouver campus. Eligible dependent undergraduate students from low-income and middle-income families (as defined by the federal government) who have unmet financial need, determined by StudentAid BC, were not required by UBC to submit an additional application to receive bursary funding. Upon confirmation of receipt of their student loan by StudentAid BC, the students with assessed unmet need received an instalment of bursary funding, subject to the requisite financial reviews and audits. 270 students benefited from this program with disbursements valued at $0.6 million.

Table 6. 2016-17 UBC Access Promise Financial Support, Vancouver Campus

2016-17


1 9

Financial Support for Under-Represented Student PopulationsAccessibility is an important component of the University’s commitment to student financial support. Education is the best instrument for breaking down barriers to social and economic mobility, hence UBC is committed to enhancing access to under-represented populations.

A few years ago, UBC conducted a review of comparator universities, student surveys, and changes in government student loan policies to identify gaps in financial support for under-represented student populations. The review resulted in enhancing financial support through the development of new award programs and more intentional funding for these specific groups. The following sections describe the financial support programs available to under-represented student populations.

ABORIGINAL STUDENTSNearly 1,400 Aboriginal students were enrolled at UBC’s Vancouver and Okanagan campuses in 2016-17. Approximately 37% of Aboriginal students received UBC Controlled Funding (UBC Operating Fund, Annual Donations and Endowed Awards) totaling $2.8 million. This includes $0.2 million for undergraduate entrance scholarships and awards for Aboriginal students (valued at up to $20,000), and nearly $0.3 million in ABORIGINAL GRADUATE FELLOWSHIPS. Eligible Aboriginal students received financial support from the provincial government-funded ABORIGINAL EMERGENCY ASSISTANCE GRANT.

A number of new initiatives on the Vancouver campus have been established to increase financial support for Aboriginal students and to encourage their enrolment. The UBC-LANGARA ABORIGINAL TRANSFER PROGRAM gives Aboriginal students the option to transfer into a wide variety of UBC faculties – Arts, Applied Science, Sauder School of Business, Forestry, Land and Food Systems, and Science – and aims to increase the number of students who transfer each year. Both entrance and continuing scholarships valued at up to $2,500 are available to Canadian Aboriginal students who have demonstrated academic achievement and community engagement.

To acknowledge the strong relationship UBC has with the Musqueam First Nation, UBC Vancouver has created a MUSQUEAM FIRST NATION SCHOLAR-SHIP to support students from this community who are entering undergraduate and post-baccalaure-ate programs (including Medicine, Dentistry, Law, Education, Pharmacy, Nursing, Midwifery, and Social Work), valued at up to $5,500 annually and renewable for up to four years. Recipients must demonstrate academic and leadership achievements including, but not limited to, engagement in the arts, athlet-ics, school, or their community and will be selected based on their ability to demonstrate their openness to continuing to learn who they are, where they come from, and their responsibility in enriching and carrying knowledge forward in their community and the world.

In addition to the above merit-based scholar-ships, UBC also has a donor-funded ABORIGINAL AWARDS PROGRAM, mostly bursaries, with total award funding of approximately $0.1 million.

2016-17


2 0

$1,233$1,434 $1,522

$1,734$1,853

$574$468

$624

$896$764

$0

$500

$1,000

$1,500

$2,000

$2,500

$3,000

2012-13 2013-14 2014-15 2015-16 2016-17

Thou

sand

s

Work Learn

Need

Merit

Hybrid

Total Amount

343 395 405 460 498

1,0381,151 1,211 1,266

1,359

0

200

400

600

800

1,000

1,200

1,400

1,600

2012-13 2013-14 2014-15 2015-16 2016-17

Number of Aboriginal Students Supported

Total Number of Aboriginal Students

Number of Students

A cross-campus initiative launched in 2016-17 was the development of a pilot project called the ABORIGINAL UNDERGRADUATE RESEARCH MENTORSHIP Program. A central component of this initiative was the provision of grants to eligible Aboriginal undergraduate students to pursue undergraduate research opportunities with faculty and postdoctoral research mentors. Students participated in a range of cohort-style events, including an information session about the Natural Sciences and Engineering Research Council Undergraduate Research Awards and the Multi-Disciplinary Research Conference.

Figure 6. UBC Controlled Funding for Aboriginal Students

The figures show the financial assistance received by Aboriginal students and the number of Aboriginal students receiving financial support from UBC Controlled Funding (UBC Operating Fund, Annual Donations and Endowed Awards) from 2012-13 to 2016-17, categorized by award type. Over a third (37%) of Aboriginal students received funding from UBC.

2016-17


2 1

STUDENTS FROM LOW-INCOME AND MIDDLE-INCOME FAMILIES The Canada Student Grant for Students from Low-Income Families currently provides non-repayable financial assistance ($375 per month of study) to full-time students from low-income families who have a financial need, meet the specific grant eligibility requirements, and are registered in programs with a minimum duration of sixty weeks. The Canada Student Grant for Students from Middle-Income Families also provides non-repayable financial assistance ($150 per month of study) to full-time students from middle-income families who meet similar eligibility requirements.

Family Size Low-Income Middle-Income1 person $24,144 $41,898

2 persons $30,059 $58,6593 persons $36,955 $76,2064 persons $44,866 $88,6515 persons $50,887 $98,3036 persons $57,392 $106,191

7 persons or more $63,898 $112,862

In 2016-17, 7,350 students (40% Dependent and 60% Independent per StudentAid BC classification) at the university were from Low-Income and Middle-Income families. The university provided $16.5 million to 3,714 (51%) students from low-income and middle-income families.

Figure 7. UBC Controlled Funding for BC Students from Low-Income and Middle-Income Families

The figures show the financial assistance received by BC students from low-income and middle-income families and the number of BC students receiving financial support from UBC Controlled Funding (UBC Operating Fund, Annual Donations and Endowed Awards) from 2012-13 to 2016-17, categorized by award type. Over half (51%) of BC students from low-income and middle-income families received funding from UBC of which $14.0 million of need-based funds is provided to fill their unmet financial need.

Table 7. Income Thresholds for Determining Eligibility for Canada Student Grants for Full-Time Students from Low-Income and Middle-Income Families for the 2016-17 Program Year

$1,603 $1,653 $1,549 $1,714 $1,638

$11,577$10,287

$11,758

$14,385 $13,996

$0

$2,000

$4,000

$6,000

$8,000

$10,000

$12,000

$14,000

$16,000

$18,000

2012-13 2013-14 2014-15 2015-16 2016-17

Thou

sand

s

Hybrid Merit Need Work Learn

3,689 3,464 3,328 3,465 3,714

8,707 8,7268,081 7,519 7,351

0

1,000

2,000

3,000

4,000

5,000

6,000

7,000

8,000

9,000

10,000

2012-13 2013-14 2014-15 2015-16 2016-17

Number of LIMI Students Supported Total Number of LIMI Students

Total Amount Number of Students

2016-17


2 2

In an attempt to attract and support students from low-income and middle-income families to live in residence in their first year, the STUDENT HOUSING SUPPLEMENT GRANT provided additional funding of up to $2,700 of financial support. First-year students were targeted for this funding as first-year accommodation is ‘dorm-style’ with no access to kitchens, and a meal plan is therefore mandatory. The grant was disbursed to first-year undergraduate students who are Canadian citizens or permanent residents living in a UBC-managed first-year residence, have federal student loans and unmet financial need, and are considered a dependent student.

Starting in the 2016 winter session, eligible dependent undergraduate students from low-income and middle-income families who have an unmet financial need, determined by StudentAid BC, were not required to submit an additional application to receive bursary funding. Upon confirmation of receipt of their student loan by StudentAid BC, eligible students with assessed unmet need received an instalment of bursary funding following the standard bursary timeline, subject to the requisite financial reviews and audits. By eliminating the bursary application requirement for this specific group, 270 students (counted as part of 3,714 students from Low-Income and Middle-Income families in Figure 7) benefited from the UBC ACCESS PROMISE by receiving bursary funding of $0.6 million.

REFUGEE STUDENTSWorld University Service of Cavnada (WUSC) is a Canadian non-profit organization dedicated to providing education, employment and empowerment opportunities for youth around the world. Since 1990, UBC has provided financial assistance to WUSC refugee students. Together, UBC and the Alma Mater Society (AMS) cover the students’ tuition, book fees and partial housing and living expenses. In 2016-17, in partnership with the AMS, UBC doubled the number of new refugees supported from four to eight and increased the funding for housing and living expenses under its WORLD UNIVERSITY SERVICE OF CANADA BURSARY PROGRAM.

Figure 8. UBC Controlled Funding for Refugee Students

The figures show the financial assistance received by refugee students and the number of refugee students receiving financial support from UBC Controlled Funding (UBC Operating Fund, Annual Donations and Endowed Awards) from 2012-13 to 2016-17, categorized by award type. Nearly all refugee students received funding from UBC.

$97 $102 $129 $140

$356

$0

$50

$100

$150

$200

$250

$300

$350

$400

$450

2012-13 2013-14 2014-15 2015-16 2016-17

Thou

sand

s

Hybrid Merit Need Work Learn

18 1722 23

34

20 19

29 28

36

0

5

10

15

20

25

30

35

40

2012-13 2013-14 2014-15 2015-16 2016-17

Number of Refugee Students Supported Total Number of Refugee Students

Total Amount Number of Students

2016-17


2 3

UBC funded the full tuition and provided a book allowance for the duration of a WUSC student’s degree, and students in their first year were also funded for guaranteed student housing and a meal allowance. Starting in 2016-17, students were additionally funded for student residence in their second year, and provided an increased stipend of $5,200 for meals and groceries (up from $2,000 previously). Students in third and fourth year are now offered a monthly rent stipend of $400 toward on-campus housing.

The revised funding model encourages WUSC students to live on-campus in order to engage in campus life and more easily access opportunities such as employment and student leadership initiatives. Students will accrue less personal debt through reduced reliance on government student loans as a result of the changes to the funding model. Providing a robust model of financial support enables students to concentrate on their studies and student life on campus while reducing the burden of financial debt. These are important factors toward personal success and supports resettlement of WUSC refugee students into life at UBC and Canada.

YOUTH AGING OUT OF CAREIn 2013-14, UBC introduced the YOUTH AGING OUT OF CARE TUITION WAIVER PROGRAM to provide access to post-secondary education for eligible youth who were in care in BC. Tuition waivers are offered by the university to assist students who are current or former Youth in Care, as defined by the Child, Family

and Community Service Act. The waiver is intended to enable these students to begin and continue their studies at the university in a full program leading to their first undergraduate degree. The waiver covers the full cost of tuition.

“The tuition waiver program is more than just a scholarship; it’s a key that opens doors that wouldn’t have been available otherwise. For a youth in care, financial freedom is not possible, the need to work is constant, and support systems are often times lacking. Education works as a key to allow me to earn a degree that will support me in getting a well-paying job in an area of my interest. It also provides me the opportunity to foster my passions and reach my academic goals. Without the tuition waiver, I would not be able to study at UBC without taking out large amounts of student loans, loans that would put me into tremendous amounts of debt.” BIANCA L AUUBC Youth Aging Out Of Care Student

2016-17


2 4

For the 2016-17 year, UBC assisted 26 students with tuition support totaling in excess of $130,000. Of these 26 students, 17 returned from last year, 3 transferred from another institution, and 6 students are direct entry from high school. These students are studying in 9 programs at both the Vancouver and Okanagan campuses.

In Vancouver, to help provide an opportunity for success at UBC, cross-unit partnerships were formed

to facilitate access to these services. A Student Support Network has been created through regular group student meetings to give participants a chance to connect with each other.

In Okanagan, this group of students is provided with one-on-one appointments to discuss academic and financial concerns. Advisors work directly with on-campus support services, if needed, for each student.

Figure 9. UBC Controlled Funding for Youth Aging Out of Care

The figures show the financial assistance received by youth aging out of care and the number of students receiving financial support from UBC Controlled Funding (UBC Operating Fund, Annual Donations and Endowed Awards) from 2014-15 to 2016-17, categorized by award type.

$30 $30 $38

$83$126

$215

$0

$50

$100

$150

$200

$250

$300

2014-15 2015-16 2016-17

Thou

sand

s

Need

Merit

Hybrid

17

2326

0

5

10

15

20

25

30

2014-15 2015-16 2016-17

Total Number of Students Supported

Total Amount


2016-17


2 5

STUDENTS WITH DISABILITIESA comprehensive package of financial aid is available under StudentAid BC’s Permanent Disability Programs to remove disability-related barriers and to facilitate access to post-secondary education. BC residents who are student-loan approved and have a permanent or chronic disability may be eligible for up to $3,800 in grants, additional financial support for services and equipment, and approved for 40% reduced course load.

At UBC, 20 awards (scholarships and bursaries) valued at up to $3,600 are available for students with disabilities under its AWARDS FOR STUDENTS

WITH DISABILITIES PROGRAM. In addition, UBC administers the Assistance Program for Students with Permanent Disabilities (APSD) and the Learning Disability Assessment Bursary (LDAB) on behalf of the Ministry. APSD helps students with permanent disabil-ities cover the costs of exceptional education-related services and adaptive equipment. A student may receive up to $10,000 in APSD funding per fiscal year, and up to $12,000 if attendant care is required. LDAB helps students with the upfront costs of a learning assessment, and a student may receive up to $1,800 once in a lifetime.

Financial Support for International Undergraduate StudentsUBC is an important contributor and participant in international education. This has assisted the university in becoming more engaged in global challenges, and has helped the university increase student diversity by attracting students from around the world. Interna-tional enrolment continues to show strong demand, and combined with increases in international undergraduate tuition, has provided an important and growing source of funding for student financial support. 7.47% of international undergraduate tuition revenue is set aside to fund several merit-based as well as need-based awards and scholarships for interna-tional undergraduate students.

International undergraduate students pay significant-ly higher tuition fees than domestic students, and typically have fewer financial support options because they are not eligible for student loans through the province and are not eligible to receive general univer-

sity bursaries. The international student financial aid funds are used to support recruitment and retention of UBC’s international undergraduates and to contribute to building culturally diverse and academically gifted international student communities on each campus.

In response to tuition increases and world events, UBC has expanded the variety of award offerings to meet both the recruitment goals of the university and the financial needs of an increasingly diversified cohort of international students at the Vancouver and Okanagan campuses. In addition to UBC’s consistent consider-ation of students from war-torn or tumultuous regions, UBC prioritized students from Syria for International Scholars awards and two students from Syria were admitted to the International Scholars program for 2016-17, one at the Vancouver campus and one at the Okanagan campus.

2016-17


2 6

Figure 10. UBC Controlled Funding for International Undergraduate Students, By Award Type

The figures show the financial assistance received by international undergraduate students and the number of international undergraduate students receiving financial support from UBC Controlled Funding (UBC Operating Fund, Annual Donations and Endowed Awards) from 2012-13 to 2016-17, categorized by award type. Award disbursements to international undergraduate students increased by 20% in 2016-17 over the previous year.

$3,175 $3,930$5,331 $6,307

$7,781$3,861

$4,822

$6,506

$9,186

$10,658

$0

$5,000

$10,000

$15,000

$20,000

$25,000

2012-13 2013-14 2014-15 2015-16 2016-17

Thou

sand

s

Work Learn

Need

Merit

Hybrid

1,249 1,3651,603

1,8922,134

0

500

1,000

1,500

2,000

2,500

2012-13 2013-14 2014-15 2015-16 2016-17


Total Amount


International student financial aid provides support for approximately 30 new multi-year hybrid (need + merit-based) entrance awards each year with the International Scholars awards. The “full-ride” INTERNATIONAL LEADER OF TOMORROW AND DONALD WEHRUNG INTERNATIONAL STUDENT AWARDS support a community of 130 scholars from 51 countries, on both campuses. Additionally, two full-time International Student Advisors are employed to support the Scholars cohort by facilitating

meaningful leadership skills development, academic achievement opportunities, community engage-ment, and personal support. The support services offered through the International Scholars program now exceed those available for international students at other Top 40 universities and they are an extra incentive for top-tier students to choose the Interna-tional Scholars funding and a UBC education over that offered at other prestigious universities and colleges around the world.

2016-17


2 7

“Apart from giving me financial freedom, the International Scholars Award program gives me a wide variety of opportunities ranging from support to attend leadership conferences, access to Career development training, opportunity to meet amazingly brilliant students, to parental advice from the different staff members on almost

everything. An example is the first time that I experienced winter…...everyone in the International Scholars Award program asked how I was coping and if I had found myself a winter jacket. I found this admirable and welcoming to me as an International Scholar.”

PATIENCE OKUKUDonald A. Wehrung International Student Award Recipient, Bachelor of Management from Uganda

The funds also support approximately 800 students through merit-based entrance scholarships (OUTSTANDING INTERNATIONAL STUDENT AWARD and the INTERNATIONAL MAJOR ENTRANCE SCHOLARSHIPS). To keep pace with tuition increases, the maximum amount for these awards has been redefined in 2016 as “up to the full cost of tuition” instead of a fixed amount.

“The IMES award made UBC a viable financial option for my family. I was honored to be a recipient of this award; not only did I want to go to UBC, UBC wanted me.”

L AUREL NEUFELD2016 Admit, Bachelor of Science from Minneapolis, Minnesota USA.

2016-17


2 8

For the first time, renewable merit-based entrance award offers have been made to students entering the university via the Vantage One program with the VANTAGE COLLEGE INTERNATIONAL MAJOR ENTRANCE SCHOLARSHIP (VCIMES). This award recognizes the top students admitted into each Vantage One program stream for their outstanding academic achievement, intellectual promise, and extracurricular and community involvement. For 2016-17, eleven award offers were made to students from nine countries, with a mean admission average of 94.4%. The VCIMES is valued at $16,000 annually and renewable for up to three years. Further support is provided through the Vantage College Excellence Award which provides up to full tuition and living costs in years two through four. In addition, thirty non-re-newable entrance awards, valued at $16,000 each, were awarded to top students representing twenty-three countries. In addition, a new varsity award has been developed in 2016-17 to reward academically talented international student-athletes at the Vancouver campus.

UBC partnered with The MasterCard Foundation to foster the next generation of African leaders. The MASTERCARD FOUNDATION SCHOLARS PROGRAM at UBC will provide 112 academically talented yet economically disadvantaged young people from Sub-Saharan Africa with access to quality and relevant university education at UBC. After graduating, the scholars will utilize their learning and experienc-es to contribute to the economic growth and social transformation of their communities in Africa. In 2016-17, scholarships amounting to over $2.1 million were provided to forty-six international undergraduate students to fund full tuition, living costs, and other education costs.

The funds for continuing student awards are strategically designated to support student retention and to provide qualified international students with financial support, academic recognition and opportu-nities that will contribute to their positive graduation

outcomes. About $3.5 million is allocated for Faculty- and School-specific INTERNATIONAL STUDENT SCHOLARSHIPS for continuing international students. Students must demonstrate strong academ-ic achievement, engagement in the faculty, and the potential to make a scholarly contribution within their chosen field of study. 430 scholarships, valued at up to $10,000 each, were awarded on the recommendation of the faculty in which the student is registered.

To expand assistance for students in distress, the INTERNATIONAL EMERGENCY BURSARY has been redeveloped to include short term loans, advances, and critical emergency funding for international students. The program was established to assist international students who may be struggling through challenges in their home country such as: civil unrest, war or invasion, currency devaluation and the like.

To contribute to the university’s international student workplace learning and research opportunities, nearly $1.0 million is used to support the Work Learn program and the INTERNATIONAL STUDENT RESEARCH GRANTS, on each campus, which provides a wage subsidy for campus-based jobs and research positions for international undergraduates. Funding is also set aside to support international undergraduate students to continue to experience their post-secondary education in another global setting.

The TREK EXCELLENCE SCHOLARSHIPS recognize outstanding continuing international students at the Vancouver campus and the DEPUTY VICE CHANCELLOR’S AWARD recognizes academic achievement of continuing international students at the Okanagan campus. Fifty-five INTERNATIONAL COMMUNITY ACHIEVEMENT AWARDS of $3,000 each were offered to service-minded continuing international undergraduate students at the Vancou-ver and Okanagan campuses.

2016-17


2 9

Table 8. UBC Controlled Funding for International Undergraduate Students, By Award Program

Financial Support for Canadian Undergraduate StudentsUBC is strongly committed to recognizing students for academic excellence and leadership. In 2016-17, UBC and its donors disbursed $3.7 million to UBC students for excellent grades, community and school involve-ment, and/or demonstrated leadership as part of its entrance scholarship programs. UBC has significantly increased funding available to domestic students over the last few years with the expansion of existing awards and the development of new awards.

The MAJOR ENTRANCE SCHOLARSHIPS PROGRAM offers the most prestigious awards available to entering students at UBC, including renewable awards to a total maximum of $60,000 payable over four years and one-time awards valued at up to $10,000. The program also has dedicated funding for Canadian Aboriginal students.

“The Major Entrance Scholarship has opened doors for me that I never knew existed. It has granted me the necessary resources to make the most out of my undergraduate experience. Being a Major Entrance Scholar has been integral to my experience and identity as a UBC student because I would not have been able to attend UBC otherwise. This beautiful campus community reminds me daily of the gift that I have been granted and I am constantly and unequivocally grateful.” TIFFANY LEEFirst year Arts student

In thousands of dollars 2012-13 2013-14 2014-15 2015-16 2016-17Entrance $5,266 $6,669 $9,417 $11,964 $13,159

International Leader of Tomorrow $2,793 $3,466 $3,999 $4,097 $4,298Outstanding International Student $1,636 $2,039 $2,970 $4,432 $4,142MasterCard Foundation Scholars $204 $698 $1,493 $2,140International Major Entrance Scholarship $420 $665 $886 $1,057 $1,231Donald A. Wehrung International Student Award $382 $260 $460 $454 $612Vantage College Awards $360 $406 $736Other $35 $35 $45 $25

Continuing $2,358 $2,554 $3,011 $4,212 $6,189International Student Scholarship $650 $924 $1,238 $2,049 $3,472Trek Excellence Scholarship $314 $352 $386 $504 $659Work Learn $523 $429 $488 $454 $557Deputy Vice Chancellor Scholarship $22 $13 $28 $42 $36Other $849 $837 $872 $1,163 $1,465

Grand Total $7,624 $9,223 $12,428 $16,176 $19,347

2016-17


3 0

One hundred Centennial Scholars commenced their studies in the 2016 winter session. UBC created a donor matching program to increase the funds available for the CENTENNIAL SCHOLARS ENTRANCE AWARD PROGRAM, which significantly increased the level of financial support for students. The Vancouver matching program demonstrates UBC’s commitment to students, and serves as an incentive to donors to strengthen support for student awards. The purpose of this program is to support academically qualified students who show an interest in joining the UBC community, but who would not otherwise be able to attend without significant financial assistance. The funding includes renewable awards of up to a maximum total of $40,000 payable over four years and one-time awards valued at up to $10,000.

In the Okanagan, the Centennial Scholars Entrance Award Program was expanded with the receipt of two major donations. An anonymous donor provided

two renewable awards specifically for Aboriginal applicants, while another donor, who already funds two substantial awards for Okanagan students, contributed to create an additional Centennial Scholar award.

As an exciting component of the Centennial Scholars Entrance Award program, 10 top-tier students were designated as CENTENNIAL LEADERS, receiving full financial support for the four years of their undergrad-uate degree program, estimated at $80,000 for each student. This is the first and only “full-ride” scholar-ship program offered by the university for academ-ically-qualified undergraduate domestic students with financial need. The program includes dedicated funding for students from under-represented popula-tions, such as Aboriginal students.

“The Centennial Leaders award has given me the opportunity to connect with real individuals; people that have the drive and capacity to make the world a better place. And I think most importantly it has given those closest to me a sense of peace that I will always be grateful for.”REGAN OEYFirst year Science student

2016-17


3 1

The SCHULICH LEADER SCHOLARSHIPS PROGRAM recognizes students across Canada who demonstrate excellence in academics and community leadership, and plan to study in STEM areas (Science, Technology, Engineering, Mathematics) at either of

UBC’s campuses during their undergraduate degree. Schulich Leader Scholarships in Engineering are valued at $100,000 over four years. Schulich Leader Scholarships in STEM faculties outside of Engineering are valued at $80,000 over four years.

Figure 11. UBC Controlled Funding for Entrance Scholarship Programs for Canadian Undergraduate Students, By Award Program

$595 $632 $712 $822$1,191

$1,189$1,353 $1,271

$1,615

$1,781$345

$358 $439

$451

$550

$0

$500

$1,000

$1,500

$2,000

$2,500

$3,000

$3,500

$4,000

2012-13 2013-14 2014-15 2015-16 2016-17

Thou

sand

s

Schulich Leader Scholarships

Other

Major Entrance Scholarship

Hybrid / Centennial Scholars Entrance Award

Total Amount

Hybrid / Centennial Scholars Entrance Award

370 403 418

526586

0

100

200

300

400

500

600

700

2012-13 2013-14 2014-15 2015-16 2016-17



2016-17


3 2

In thousands of dollars 2012-13 2013-14 2014-15 2015-16 2016-17Entrance $2,159 $2,403 $2,516 $3,046 $3,652

Major Entrance Scholarship $1,189 $1,353 $1,271 $1,615 $1,781Hybrid / Centennial Scholars Entrance Award $595 $632 $712 $822 $1,191Schulich Leader Scholarships $30 $60 $95 $158 $130Other $345 $358 $439 $451 $550

Continuing and/or Need-Based Awards $23,627 $21,205 $24,075 $27,572 $28,023Need-Based Awards $13,455 $12,226 $14,481 $17,757 $17,856Work Learn $3,532 $2,801 $3,167 $2,670 $2,981Athlete Program Awards $1,131 $1,231 $1,189 $1,449 $1,637International Learning Program Awards $1,017 $1,042 $1,106 $1,265 $1,000Trek Excellence Scholarship $782 $786 $833 $817 $816Deputy Vice Chancellor Scholarships $701 $722 $723 $771 $595Other $3,010 $2,399 $2,576 $2,843 $3,138

Grand Total $25,786 $23,608 $26,592 $30,618 $31,675

The Premier Undergraduate Scholarships and Wesbrook Scholars are the university’s most presti-gious designations, given to senior students with outstanding academic performance, leadership, and involvement in student and community activi-ties. Awards range from twenty Wesbrook Scholar designations worth $1,000 each to renewable scholar-ships worth $20,000 over two years.

The funds for continuing domestic students are offered to top students in each year, and to students with high academic achievement who also have unmet need. Similar to international undergraduate student awards, the TREK EXCELLENCE SCHOLARSHIPS recognize outstanding continuing domestic students at the Vancouver campus and the DEPUTY VICE CHANCELLOR’S AWARD recognizes academic achievement of continuing domestic students at the Okanagan campus.

Table 9. UBC Controlled Funding for Canadian Undergraduate Students, By Award Program

2016-17


3 3

Financial Support for Enriched Educational ExperiencesOffered to students admitted to the 2017-18 academic year, UBC is piloting the UBC TUUM EST EXPERIENTIAL AWARD PROGRAM to be funded from UBC’s Excellence Fund. Under this program, one-time entrance awards valued at up to $3,500 are available for outstanding domestic students entering the university directly from secondary schools to support their participation in experiential learning opportunities. Eligible students must demonstrate excellent academic ability, a strong UBC applicant personal profile, and a high level of engagement in the community and extracurricular activities. In addition to these criteria, special considerations

may be given to demographic criteria to encourage applications from specific groups (e.g., Aboriginal students, students from smaller towns and communi-ties in British Columbia). The award is adjudicated through the admissions process and awarded upon entry to UBC; however, funds are released in-course upon confirmation of participation or registration in an approved experiential learning activity at UBC, including co-operative education, international exchange, international service learning, undergradu-ate research, and other experiential learning activities as approved by the student’s Faculty.

INTERNATIONAL LEARNING AWARDSUBC students participating in international learning opportunities have access to a large range of UBC-fund-ed and external awards and scholarships. Most funding can be used for experiences at any UBC partner location, while some, such as U21 program funding or the Chongq-ing International Experience Award, are tied to a specific activity or regional location.

In 2016-17, UBC provided over $1.6 million in scholar-ships and awards funding. Over $1.2 million was

funded from UBC’s Operating Fund and given to the majority of program participants through the GO GLOBAL AWARDS PROGRAM, valued at up to $2,000. In addition, 155 students were provid-ed $413,000 in funding available through fourteen donor-funded scholarships. While the Go Global Award is merit-based, many of the donor-funded scholarships consider student financial need in the adjudication process.

2016-17


3 4

$1,058 $1,071 $1,160$1,323

$1,059

$228 $190$257

$532

$555

$0

$200

$400

$600

$800

$1,000

$1,200

$1,400

$1,600

$1,800

$2,000

2012-13 2013-14 2014-15 2015-16 2016-17

Thou

sand

s

Domestic International

797 774867

992

769

145 127

184

281

260

0

200

400

600

800

1,000

1,200

1,400

2012-13 2013-14 2014-15 2015-16 2016-17

Domestic International

Total Amount Number of Recipients

Figure 12. UBC Controlled Funding for International Learning Programs, By Student Type

The figures show the financial assistance for students undertaking international learning programs and the number of students receiving financial support from UBC Controlled Funding (UBC Operating Fund, Annual Donations and Endowed Awards) from 2012-13 to 2016-17, categorized by student type. The reduction in 2016-17 award expenditures and number of recipients is largely due to timing where the summer awards were assigned to the prior year winter session. Summer session awards are now assigned in the summer session beginning 2017 summer.

UBC continues to review its international learning awards program as part of a larger discussion about international learning programs at UBC. With the President’s strategic planning process underway, and the ongoing work to develop a new International Strategic Plan, discussions are taking place about how to support UBC students to have international learning experiences as part of their academic studies. With cost being a barrier to student participation, increased focus on student need in award adjudication, as well as additional programs to encourage diverse student groups to have increased participation, is needed. A separate, but related, project aims to reduce the Go Global application and administration fee to reduce the financial burden of participation for all students.

WORK LEARN PROGR AMThe Work Learn program funds on-campus work experiences that prioritize student learning and the development of transferrable professional skills; in 2016-17, 86% of participants reported that their Work Learn role helped them to develop transferra-ble skills; including communication, organization and adaptability. 82% of participants also reported that their Work Learn role helped them to build a network of connections with faculty, staff and/or students and contributed to 44% gains in confidence in employabil-ity after graduation¹. Typically, students work up to 10 hours/week during the academic year or up to 20 hours/week in the summer terms. In the 2016-17 fiscal year, 30% of funds allocated to part-time Work Learn

roles were directed toward experiences that included a research component, with 19% of Work Learn roles filled by international students. In response to strong student interest in undergradu-ate research experiences, a portion of the Work Learn funding envelope has been directed toward full-time summer research grants (90 full-time summer research placements in Summer 2016 and 94 expect-ed in Summer 2017). These grants are designed to assist faculty members to hire international student undergraduate research assistants and complement the funding available to domestic students through the Natural Sciences and Engineering Research Council

2016-17


3 5

of Canada (NSERC) in the form of Undergraduate Student Research Awards (USRA) (246 full-time summer research placements in Summer 2016). Student response to these initiatives has been positive, with 88% of students stating that their undergradu-ate research position was related to, or helped them to refine, their career goals, and 86% reported that it helped them to develop their analysis and problem solving skills². These funds have not been captured in the Work Learn data tables, but represent $2.2 million in student grants (externally $1.1 million from NSERC, internally $0.4 million from international student

financial assistance funds and $0.7 million from UBC faculties as award “top-ups”)³.

Originally a work subsidy program, Work Learn is now a hallmark program striving to offer outstanding workplace experiences for students in labs, librar-ies, and programs. Positions are highly sought after - in research, campus life programming, and other workplace experiences. Increased funding has resulted in more students with access to excellent on-campus work experiences.

¹ Student experience data is reported from the 2016 Summer Work Learn student survey.² Student experience data is reported from 2016 Summer NSERC USRA student survey and 2016 Summer Work Learn International Undergraduate Research Awards (WLIURA) student survey. ³ An estimate was used for the faculty top-up of the Work Learn International Undergraduate Research Awards as students have not yet been appointed.

$4,145$3,360

$3,849$3,208 $3,532

$713

$653

$732

$674$824

$0

$1,000

$2,000

$3,000

$4,000

$5,000

$6,000

2012-13 2013-14 2014-15 2015-16 2016-17

Thou

sand

s

International

Domestic

2,0921,865 2,022

1,6681,870

398

359389

364

470

0

500

1,000

1,500

2,000

2,500

3,000

2012-13 2013-14 2014-15 2015-16 2016-17

International

Domestic

Total Amount


Figure 13. UBC Funding for Work Learn Program

The figures show the financial assistance for students in the Work Learn Program and the number of students receiving financial support from UBC Operating Fund from 2012-13 to 2016-17, categorized by student type.

2016-17


3 6

Financial Support for Graduate StudentsEvery year, UBC attracts outstanding graduate students from around the globe to its world-class academic environment. UBC offers over 250 graduate degree programs in nearly every academic field and opportuni-ties to pursue cutting-edge transdisciplinary study that crosses traditional boundaries.

A significant portion of the UBC Operating Fund allocated to graduate programs is dedicated to the FOUR-YEAR DOCTORAL FELLOWSHIP (4YF) PROGRAM. This program ensures UBC’s best Doctor of Philosophy (PhD), Doctor of Musical Arts (DMA), and Combined Doctor of Medicine and Doctor of Philosophy (MD/PhD) students are provided with financial support of at least $18,200 per year plus tuition for up to four years of their doctoral studies. This program allows UBC to continue to attract and support outstanding domestic and international doctoral students, and to provide those students with

stable, base-level funding for their doctoral studies and research.

The graduate student financial assistance fund provides funding for the GRADUATE SUPPORT INITIATIVE (GSI) PROGRAM. This is a program for funding graduate students through entrance scholar-ships, multi-year funding packages, tuition awards, and scholarship “top-ups”. GSI funding cannot be used as payment for employment; nor will it replace funding for teaching assistantships. Approximately $9.5 million in GSI funding is awarded each year across all UBC graduate programs.

The fund also supports INTERNATIONAL TUITION AWARDS (valued at up to $3,200 per annum) to assist international graduate students with their tuition fees if they are registered full-time in research-oriented master’s and doctoral programs.

Table 10. UBC Controlled Funding for Graduate Students, By Award Program

In thousand of dollarsIn thousands of dollars 2012-13 2013-14 2014-15 2015-16 2016-17

Four Year Fellowship program $6,954 $8,253 $9,093 $14,177 $14,655Graduate Support Initiative program $9,417 $9,877 $9,349 $9,398 $9,429International Tuition Award $6,838 $6,874 $6,801 $6,574 $6,454Other $16,610 $15,138 $15,524 $10,851 $12,128

Grand Total $39,819 $40,142 $40,767 $41,000 $42,667

2016-17


3 7

Two new PhD funding programs to be funded from UBC’s Excellence Fund will be established. The INTERNATIONAL DOCTORAL FELLOWSHIP (IDF) PROGRAM will offer approximately 35 new fellowships each year to incoming international PhD students. Each fellowship provides funding for a total of five years: a $30,000 stipend plus tuition for four years and a minimum $18,000 funding package (from the recipient’s supervisor, department, Faculty, comprising awards, teaching assistantships or research assistantships) for the fifth year. The fellowship recipients are selected through a univer-sity-wide competition each year. The first IDF offers were made in the first week of March 2017, for students commencing their PhD studies in January, May, or September 2017.

The DOCTORAL RECRUITMENT FELLOWSHIP (DRF) PROGRAM will launch in spring 2017 and provides the same funding as the IDF program above. Rather than select DRF recipients through a university-wide competition, however, fellowship funding slots will be allocated to new tenure-track Assistant Professors who will, in turn, use their funding slot to recruit an incoming doctoral student. Thus, the program will support the recruitment of both new Assistant Profes-sors and incoming doctoral students. Approximately 25 new fellowships slots will be allocated each year, though in many cases there will be a lag before the fellowships are actually awarded to specific students as the new Assistant Professor becomes established.

Section 4

GOVERNMENT FINANCIAL SUPPORT PROGRAMS

2016-17


3 9

Canada Student Loans ProgramStarting in 2017-18, the Federal Government will implement the Flat-Rate Student Contribution Model, one of many initiatives announced in Budget 2016. Students are expected to contribute only a flat amount between $1,500 to $3,000, based on their families’ income and size.

The Federal Government is also proposing to substitute low-income and middle-income thresholds with a single progressive calculation, such that grant amounts would gradually decline based on income and family size. Additionally, there is a plan to increase the threshold level, so more students would be eligible for non-repayable federal funding. The new Canada Student Grant will be expected to replace Low-Income and Middle-Income Grants. Further information from the Federal and Provincial Governments is anticipated by August 2017.

Table 11. Proposed Changes to the Canada Student Loans Program

¹ Flat-Rate Student Contribution Model will be implemented in 2017-18 academic year. The General Grant for Full-Time Students will be implemented in the 2018-19 academic year.

Summary of Proposed Measures to Make Post-Secondary Education More Affordable and ConvenientCurrent Program Proposed Changes¹ Impact / Update

Implementation of Flat-Rate Student Contribution

Students must estimate their financial assets and income earned while studying to determine eligibility for Canada Student Loans and Grants.

Starting in 2017-18, students will be expected to contribute a flat amount between $1,500 and $3,000 (based on family income and family size) each year towards the costs of their education. Financial assets and student income will no longer be considered.

Federal and Provincial Governments are expected to announce details by August 2017.

General Grant for Full-Time Student

Student net income level is compared to Low-Income and Middle-Income thresholds. Grant is $3,000 per year for students from low-income families. Grant is $1,200 per year for students from middle-income families

Single progressive threshold will be implemented. There will be an increase in income thresholds. Canada Student Grant will replace Low-Income and Middle-Income Grant.

These Federal changes will eliminate the significant drop in grant funding and replace it with a gradual decline model. It also makes more students eligible for the non-repayable funding. More updates from Federal Government are expected by August 2017.

2016-17


4 0

Figure 14. Canada Student Loans Program Funding (Repayable Loans)

The figures show the financial assistance received from the Canada Student Loans Program in the form of repayable loans and the number of students receiving financial support from 2012-13 to 2016-17, categorized by student type.

$98 $99$105 $101 $100

$11 $11 $13 $13 $13$0

$20

$40

$60

$80

$100

$120

$140

2012-13 2013-14 2014-15 2015-16 2016-17

Mill

ions

Undergraduate

Graduate

10,913 10,811 11,002 10,546 10,502

937 947 1,050 1,041 1,0530

2,000

4,000

6,000

8,000

10,000

12,000

14,000

2012-13 2013-14 2014-15 2015-16 2016-17

Undergraduate

Graduate

Total Amount


Note: Student counts are not unique students, that is, if a student is in an undergraduate degree program for 2016 Summer and continued to a graduate degree program for 2016 Winter, then the student will appear in both Graduate and Undergraduate student count for 2016-17.

2016-17


4 1

Figure 15. Canada Student Loans Program Funding (Non-Repayable Grants)

The figures show the financial assistance received from the Canada Student Loans Program in the form of non-repayable grants and the number of students receiving financial support from 2012-13 to 2016-17, categorized by student type.

$17 $18 $18 $17

$24

$0

$5

$10

$15

$20

$25

$30

2012-13 2013-14 2014-15 2015-16 2016-17

Mill

ions

Undergraduate

Graduate

8,976 9,257 9,353 8,830 8,702

0

2,000

4,000

6,000

8,000

10,000

12,000

2012-13 2013-14 2014-15 2015-16 2016-17

Undergraduate

Graduate

Total Amount


The provincial budget speech made in February 2017 announced some important changes to British Columbia’s student financial assistance program. As of August 2017, StudentAid BC is changing how students are assessed for financial assistance. They will no longer count money earned by students during their pre-study or study periods as resources, and will largely not consider students’ assets. Instead, students will be expected to contribute a fixed amount based on their

2016-17


4 2

Table 12. Debt Repayment Trend

Year Measured 2013 2014 2015 2016Cohort 2011-12 2012-13 2013-14 2014-15

UBC Repayment Rate 94.8% 94.8% 96.3% 96.2%National Threshold 85.2% 85.2% 85.2% 85.2%

Minimum Threshold 60.0% 60.0% 60.0% 60.0%From: Government of Canada – Canada Student Loan Repayment Rates website

previous year’s family income. This means students with lower income will have lower expected contributions than those with higher incomes, and students will be able to hold jobs while studying without those earnings effecting their financial aid eligibility or the amount of their award. As a result of this change, the financial assistance application process and the calculation of a student’s award will be simpler, and students will be able to predict their funding level more easily. The Province also has announced a change to the student loan interest rate beginning August 2017. Students entering into loan repayment will be charged interest on their loan at prime rate (currently 2.7%) rather than the existing, prime rate plus 2.5% (5.2% total interest rate).

Both of these changes will support access to post-secondary education, as well as debt management once students complete their studies.

Every year since 2013, UBC students have demonstrated a high repayment rate that exceeds the national threshold average. In 2016, UBC achieved a repayment rate of 96.2%, a slight drop from 96.3% in 2015.

2016-17


4 3

US William D. Ford Federal Direct Loan ProgramThe April 21st auction of 10-year Treasury notes has yielded a higher interest rate compared to the previous year. This means a slight increase in the interest rate for Direct Loans made between July 1, 2017 and July 1, 2018. For undergraduate Stafford Loans, the rate is 3.76%; the graduate Stafford rate is 5.31%; and the PLUS Loans for both graduate students and parents will be 6.31%.

Figure 16. US William D. Ford Federal Direct Loan Program Funding

The figures show the financial assistance received from the US Federal Student Loans Program and the number of students receiving financial support from 2012-13 to 2016-17, categorized by student type.

$2,785 $2,755 $2,473 $2,105 $2,206

$3,819 $3,507$3,372

$3,514

$4,310

$0

$1,000

$2,000

$3,000

$4,000

$5,000

$6,000

$7,000

2012-13 2013-14 2014-15 2015-16 2016-17

Thou

sand

s

Undergraduate

Graduate

181 172 150121 112

235218

199

196 229

0

50

100

150

200

250

300

350

400

450

2012-13 2013-14 2014-15 2015-16 2016-17

Undergraduate

Graduate

Total Amount


Section 5

OTHER KEY INITIATIVES

2016-17


4 5

Student Financial Advising and Financial LiteracyEnrolment Services Professionals (ESPs) and Associ-ate Enrolment Services Professionals (AESPs) support Vancouver students with comprehensive fi nancial planning and raise awareness of relevant resources through one-on-one advising, workshops and presenta-tions. Over the past year, AESPs and ESPs have off ered on-campus workshops and presentations on fi nancial literacy and have increased their campus presence in the areas of fi nancial advising and planning. Weekly drop-in fi nancial advising sessions for Aboriginal students at the First Nations Longhouse are provided. In addition, specifi c supports to programs without an assigned ESP, such as Education, Law, Medicine, Dentistry, and Graduate & Postdoctoral Studies are off ered.

Focus continues to be placed on reaching out to newly-admitted students to promote the importance of developing a fi nancial plan and strong fi nancial wellness skills to carry them through their studies and beyond. This has been achieved by encouraging students to work with their dedicated ESP at the point of admission, to better address fi nancial questions and concerns that applicants may have when making their acceptance decision. ESPs continue to proactively target communi-cations to students with the goals of raising awareness about ESP services, timely information about fi nancial supports, and reaching out to students who may be at fi nancial risk. Students’ unmet need and fi nancial emergencies continue to be addressed through one-on-one fi nancial advising with ESPs or AESPs.

In Vancouver, a dedicated fi nancial wellness program for the month of November was launched to recognize Financial Literacy Month across Canada. Students were off ered a series of online and in-person workshops aimed at money management, healthy credit and student loan repayment. Workshops were similarly off ered in March with a focus on timely fi nancial issues for the second term. In total, over 300 students attended one of the 11 workshops that were off ered for the 2016 Winter Session.

After reviewing the data and statistics in the Academ-ic Experience Survey, prepared by the Alma Mater Society in 2016, it was recognized that students in diff erent faculties have varying fi nancial concerns. To address these concerns, data specifi c to each faculty were reviewed and summarized into an infographic poster and an animated digital signage campaign. Each infographic highlights statistics from the survey that draw students’ attention to the fi nancial issues present for that population of students and directs them to connect with their Enrolment Services Professional for personalized fi nancial support.

Faculties promoted the materials in their spaces and tailored fi nancial literacy workshops were developed, which were hosted in combination with existing faculty events as a means to support students academically and fi nancially, and to show the interrelation of the two to a student’s success.

In Okanagan, there were several new initiatives off ered to enhance fi nancial wellness for students. The Credit Counselling Society provided two sessions that target-ed fi nancial health and wellness specifi cally directed to students. In collaboration with students and cross-cam-pus units, another session was provided to promote fi nancial literacy and to review common scenarios with participants. UBC worked with the National Student Loans Service Centre to provide student loan repayment workshops to graduating students.

Did you know that in Arts...

1 in 3 studentsisn’t aware how much debt they'll owe when they graduate

of all 1st year students aren't aware of funding they might need for duration of degree*

56%

2016-17


4 6

Looking ahead, the Financial Wellness Peers program will be launched in Vancouver in September 2017. The Financial Wellness Peer program has been developed based on feedback received from the Enrolment Services Student Advisory Committee (ESSAC). In reviewing the level of success that similar programs have had at peer institutions in the USA, UBC is focused on developing a program that will provide practi-cal financial advising experience for Financial Wellness Peers and allow students peer-based access to holistic financial information and support. Financial matters often act as a significant cause of stress for students and can create barriers to successful studies, retention and degree completion. The goal of this initiative is to normal-

ize and broaden access to financial wellness supports, including budgeting tools and sound money management practices targeting university students.

A team of seven Financial Wellness Peers has been created to pilot this initiative in Vancouver. In order to offer services that cater to a variety of students, the selected peers come from diverse academic programs and cultural backgrounds. They will offer small workshops, large presentations, write posts for the UBCfyi student blog, and engage in outreach with other on-campus student groups.

SponsorshipSponsorship (also known as Third Party Billing) helps over 1,100 students who are studying at UBC each year. The approximate $10.0 million sponsorship portfolio requires a solid understanding of international policies (e.g., some countries’ sponsorship program will not pay for Alma Mater Society fees while others will) and a very high level of customer service as multiple cultures, practices and customs must be respected. Sponsored students face unique challenges at UBC as often their funding is not provided until 60 to 90 days after traditional tuition deadlines or is dependent on other external funding offices. UBC supports sponsored students by deferring tuition to remove barriers for their registration.

Table 13. Number of Sponsors and Number of Students Supported, By Sponsor Category

Sponsorship trends over the last five years have shown a steady increase in sponsor funding totals and the total number of students receiving such support. A short-term sponsorship was set up in 2014-15 to support students in the Science without Borders (SwB) program. This sponsorship is set to end in 2017-18, which will reduce the sponsorship amount and the number of students sponsored in succeeding years.

Table 14. Sponsorship Funding Amount, By Campus

Sponsors Students Sponsors Students Sponsors Students Sponsors Students Sponsors StudentsAboriginal Bands 194 473 203 487 211 492 214 507 209 571 Other Canadian Organizations 35 133 34 228 33 299 30 117 41 189 International Organizations 69 438 73 454 73 449 78 530 79 426 Total 298 1,044 310 1,169 317 1,240 322 1,154 329 1,186

2016-17Sponsorship Year

2012-13 2013-14 2014-15 2015-16

In thousands of dollars 2012-13 2013-14 2014-15 2015-16 2016-17Vancouver $7,764 $8,498 $9,292 $8,786 $8,926Okanagan $898 $1,116 $1,475 $1,189 $1,296Total $8,662 $9,614 $10,767 $9,975 $10,222

2016-17


4 7

OTHER FINANCIAL SUPPORT DATA

Table 15. 2016-17 Total Student Financial Assistance, By Faculty, By Award Type

FacultyNumber of Recipients

Repayable Loans

Non-Repayable

GrantsBursary Need Merit Hybrid Work Learn Total

VancouverApplied Science 2,076 $9,794 $2,017 $1,914 $13,725 $3,399 $1,863 $214 $19,202Arts 4,676 $22,417 $5,412 $3,077 $30,906 $6,356 $2,829 $1,160 $41,251Dentistry 232 $2,627 $551 $937 $4,116 $88 $9 $4,213Education 1,042 $6,028 $1,384 $1,082 $8,495 $994 $141 $342 $9,972Forestry 382 $1,623 $342 $162 $2,126 $784 $323 $74 $3,308Graduate and Postdoctoral Studies 6,363 $13,976 $482 $1,342 $15,799 $57,621 $285 $821 $74,526Land and Food Systems 632 $2,789 $790 $389 $3,968 $875 $422 $190 $5,455Law 366 $3,309 $758 $995 $5,062 $524 $62 $5,647Medicine 893 $10,210 $2,430 $3,832 $16,473 $283 $28 $16,784Pharmacy 590 $6,020 $1,471 $1,131 $8,623 $126 $76 $8,825Sauder School of Business 1,479 $5,348 $1,074 $947 $7,369 $3,403 $654 $300 $11,726Science 3,560 $14,207 $3,395 $1,525 $19,127 $4,285 $1,872 $976 $26,259Unclassified 348 $941 $181 $117 $1,239 $556 $63 $83 $1,941

Vancouver Total 22,158 $99,290 $20,287 $17,451 $137,028 $79,294 $8,452 $4,334 $229,108Okanagan

Applied Science 554 $2,973 $574 $346 $3,893 $525 $151 $3 $4,573Arts and Science 1,798 $9,406 $2,084 $910 $12,400 $1,811 $488 $18 $14,717Creative and Critical Studies 149 $780 $180 $79 $1,040 $125 $43 $1,208Education 60 $614 $135 $154 $904 $9 $914Graduate Studies Okanagan 385 $1,013 $80 $133 $1,226 $3,250 $4,476Health and Social Development 722 $3,823 $827 $609 $5,259 $543 $62 $5,865Management 316 $995 $203 $82 $1,279 $513 $61 $1 $1,855Unclassified 42 $229 $53 $5 $287 $40 $327

Okanagan Total 3,923 $19,832 $4,136 $2,320 $26,288 $6,817 $806 $22 $33,933

System Total 25,987 $119,122 $24,423 $19,771 $163,316 $86,111 $9,257 $4,356 $263,041

Award Amount (In thousands of dollars)

Note: Number of Recipients in System Total is a unique count of students. Some students are registered in both Vancouver and Okanagan campuses for the 2016-17 academic year, e.g. Vancouver campus in 2016 Summer session, and then transferred to Okanagan campus in 2016 Winter session. Hybrid award funding for Unclassified student in the Vancouver campus is for the Vantage College student in the Bachelor of Management program in Okanagan.

2016-17


4 8

Table 16. 2016-17 Student Financial Assistance from Operating Funds, By Faculty, By Award Type

FacultyNumber of Recipients

Need Merit Hybrid Work Learn Total

VancouverApplied Science 880 $1,420 $1,748 $1,277 $214 $4,659Arts 2,123 $2,381 $3,648 $1,996 $1,160 $9,184Dentistry 123 $876 $7 $9 $892Education 414 $827 $410 $141 $342 $1,721Forestry 162 $101 $507 $180 $74 $862Graduate and Postdoctoral Studies 5,129 $1,001 $31,529 $821 $33,350Land and Food Systems 279 $287 $599 $221 $190 $1,296Law 167 $800 $54 $62 $916Medicine 493 $2,663 $6 $28 $2,697Pharmacy 264 $1,068 $29 $76 $1,172Sauder School of Business 828 $874 $2,361 $417 $300 $3,952Science 1,367 $1,269 $2,056 $1,383 $976 $5,683Unclassified 144 $102 $345 $63 $83 $593

Vancouver Total 12,185 $13,667 $43,298 $5,678 $4,334 $66,978Okanagan

Applied Science 296 $290 $309 $141 $3 $744Arts and Science 866 $861 $1,051 $478 $18 $2,408Creative and Critical Studies 77 $70 $74 $43 $187Education 30 $137 $137Graduate Studies Okanagan 335 $119 $2,068 $2,186Health and Social Development 450 $566 $257 $62 $885Management 195 $69 $326 $56 $1 $453Unclassified 11 $3 $39 $42

Okanagan Total 2,216 $2,115 $4,123 $781 $22 $7,041

System Total 14,360 $15,782 $47,421 $6,459 $4,356 $74,019

Award Amount (In thousands of dollars)

Note: Number of Recipients in System Total is a unique count of students. Some students are registered in both Vancouver and Okanagan campuses for the 2016-17 academic year, e.g. Vancouver campus in 2016 Summer session, and then transferred to Okanagan campus in 2016 Winter session. Hybrid award funding for Unclassified student in the Vancouver campus is for the Vantage College student in the Bachelor of Management program in Okanagan.

2016-17


4 9

Table 17. Total Bursaries, By Program

2016-17 2016-17 2015-16 2015-16Total Average Total Average

Vancouver $17,389,658 $4,597 $16,834,206 $4,902Applied Science $1,905,370 $4,071 $1,941,035 $4,781

Bachelor of Applied Science $1,391,252 $3,897 $1,361,385 $4,392Bachelor of Environmental Design $41,400 $4,600 $37,850 $7,570Bachelor of Science in Nursing $470,300 $4,656 $541,800 $5,954Vantage One Bachelor of Applied Science $2,418 $2,418

Arts $3,060,924 $3,580 $2,787,441 $3,971Bachelor of Arts $2,605,542 $3,428 $2,337,650 $3,845Bachelor of Fine Arts $49,400 $2,470 $85,450 $3,884Bachelor of International Economics $139,911 $5,182 $99,991 $7,142Bachelor of Media Studies $12,050 $3,013 $1,000 $1,000Bachelor of Music $111,501 $4,646 $108,450 $4,017Bachelor of Social Work $111,145 $4,631 $101,150 $4,215Diploma in Art History $13,325 $3,331 $29,450 $9,817Diploma in Linguistics $16,050 $8,025 $19,800 $19,800Vantage One Bachelor of Arts $2,000 $2,000 $4,500 $2,250

Dentistry $936,500 $7,492 $794,448 $7,157Bachelor of Dental Science (Dental Hygiene) $284,800 $7,495 $69,050 $4,603Doctor of Dental Medicine $651,700 $7,491 $725,398 $7,556

Education $1,080,188 $3,971 $1,025,113 $4,835Bachelor of Education $848,608 $4,420 $734,275 $5,605Bachelor of Kinesiology $215,180 $2,831 $249,238 $3,510Diploma in Education $13,450 $2,242 $41,600 $4,160Unclassified/Visiting $2,950 $2,950

Forestry $161,950 $3,175 $134,250 $3,356Bachelor of Science in Forest Sciences $10,275 $2,055 $17,750 $3,550Bachelor of Science in Forestry $61,300 $4,087 $32,400 $2,700Bachelor of Science in Wood Products Processing $21,050 $4,210 $25,800 $3,686Bachelor of Science Natural Resources Conservation $44,625 $3,188 $47,450 $3,954Bachelor of Urban Forestry $24,700 $2,058 $10,850 $2,713

Graduate and Postdoctoral Studies $1,340,575 $4,529 $1,247,005 $3,837Doctor of Musical Arts $4,500 $2,250Doctor of Philosophy $240,879 $5,236 $222,430 $6,012Master of Advanced Studies in Architecture $2,600 $2,600Master of Applied Science $38,200 $5,457 $19,100 $3,820Master of Architecture $93,400 $4,245 $111,450 $4,846Master of Archival Studies $2,800 $2,800Master of Archival Studies & Library Info Studies $7,900 $7,900 $24,350 $4,870Master of Arts $117,200 $3,781 $134,100 $4,470Master of Arts (Asia Pacific Policy Studies) $6,700 $2,233Master of Arts (Planning) $7,050 $1,410 $50,200 $4,564Master of Business Administration $57,750 $11,550 $1,300 $1,300Master of Community and Regional Planning $1,600 $1,600Master of Data Science $52,475 $6,559Master of Education $76,300 $4,769 $161,550 $6,213

2016-17


5 0


Master of Engineering $38,545 $4,283 $29,400 $4,900Master of Engineering Leadership $1,200 $1,200Master of Fine Arts $46,950 $4,695 $64,250 $7,139Master of Food and Resource Economics $500 $500Master of Health Administration $7,825 $3,913 $900 $900Master of Health Science $36,500 $12,167 $30,450 $7,613Master of Journalism $18,200 $3,640 $18,040 $3,608Master of Kinesiology $3,100 $3,100 $3,350 $3,350Master of Landscape Architecture $51,200 $5,120 $32,000 $4,000Master of Laws $7,150 $7,150 $8,750 $8,750Master of Laws (Common Law) $37,000 $9,250 $18,600 $4,650Master of Library and Information Studies $43,875 $6,268 $62,650 $5,695Master of Music $13,100 $2,620 $3,900 $1,300Master of Nursing $13,000 $4,333 $4,300 $4,300Master of Occupational Therapy $16,918 $1,208 $14,220 $490Master of Physical Therapy $21,733 $1,207 $18,690 $359Master of Public Health $23,225 $2,903 $8,250 $2,750Master of Public Health/Master of Science Nursing $7,800 $3,900Master of Public Policy and Global Affairs $20,400 $2,267 $5,000 $2,500Master of Science $185,450 $5,454 $155,200 $4,703Master of Science (Planning) $2,850 $2,850Master of Science in Business Administration $2,500 $2,500Master of Science in Nursing $10,175 $5,088Master of Social Work $48,350 $8,058 $15,250 $3,050Master of Urban Design $3,000 $3,000

Land and Food Systems $385,987 $3,138 $388,346 $3,664Bachelor of Science in Applied Biology $123,062 $3,155 $93,802 $3,608Bachelor of Science in Food Nutrition and Health $245,350 $3,146 $253,725 $3,625Bachelor of Science in Global Resource Systems $17,575 $1,953 $40,819 $4,082

Law $995,213 $6,505 $1,022,200 $5,875Juris Doctor $995,213 $6,505 $1,022,200 $5,875

Medicine $3,832,300 $6,430 $4,178,425 $7,570Bachelor of Medical Laboratory Science $5,100 $1,275 $7,250 $2,417Bachelor of Midwifery $317,250 $7,931 $178,150 $7,126Doctor of Medicine $3,509,950 $6,359 $3,993,025 $7,620

Pharmacy $1,128,925 $4,908 $1,003,950 $4,827Bachelor of Science in Pharmacy $367,275 $4,036 $403,700 $3,204Entry-to-Practice Doctor of Pharmacy $761,650 $5,479 $600,250 $7,320

Sauder School of Business $942,261 $4,362 $842,931 $4,581Bachelor of Commerce $942,261 $4,362 $842,931 $4,581

Science $1,502,543 $3,092 $1,430,613 $3,481Bachelor of Computer Science $76,150 $2,929 $127,925 $3,877Bachelor of Science $1,426,393 $3,101 $1,302,688 $3,446

Unclassified $116,923 $3,077 $38,450 $3,845Unclassified/Visiting $116,923 $3,077 $38,450 $3,845

2016-17


5 1


Okanagan $2,292,111 $3,650 $2,628,155 $4,294Applied Science $345,225 $3,673 $339,225 $4,711

Bachelor of Applied Science $345,225 $3,673 $339,225 $4,711Arts and Science $895,604 $3,210 $1,056,224 $3,745

Bachelor of Arts $450,550 $3,755 $612,894 $4,347Bachelor of Science $445,054 $2,764 $443,330 $3,122

Creative and Critical Studies $79,200 $3,960 $135,100 $5,196Bachelor of Arts $52,825 $3,522 $80,600 $4,478Bachelor of Fine Arts $26,375 $5,275 $54,500 $6,813

Education $153,451 $4,795 $221,750 $6,522Bachelor of Education Elementary $58,775 $3,265 $93,950 $4,474Bachelor of Education Secondary $94,676 $6,763 $127,800 $9,831

Graduate Studies Okanagan $133,350 $5,334 $201,170 $6,287Doctor of Philosophy $37,700 $7,540 $59,670 $9,945Master of Applied Science $12,000 $12,000 $11,100 $2,775Master of Arts $7,450 $2,483 $33,950 $8,488Master of Fine Arts $6,050 $6,050 $10,250 $5,125Master of Science $9,750 $9,750 $18,650 $9,325Master of Social Work $60,400 $4,314 $67,550 $4,825

Health and Social Development $600,556 $3,777 $534,362 $4,048Bachelor of Human Kinetics $154,250 $2,571 $139,358 $2,629Bachelor of Science in Nursing $446,306 $4,508 $395,003 $5,000

Management $79,275 $3,171 $140,325 $4,127Bachelor of Management $79,275 $3,171 $140,325 $4,127

Unclassified $5,450 $1,363Unclassified/Visiting $5,450 $1,363

Grand Total $19,681,769 $4,486 $19,462,361 $4,811

2016-17


5 2

Table 18. Bursary Support for Designated Graduate Programs

Funding for bursary awards for students in Designated Graduate Programs is made available by the specific Graduate Program listed below. In addition, a program may provide faculty-funded or donor-funded bursary. Pursuant to Policy 72, the Provost has designated the following graduate programs to manage bursaries in this manner.

• Doctor of Education in Educational Leadership, EdD (EDLP)

• Doctor of Education in Reading Education, EdD (READ)

• Master of Laws in Common Law, LLMCL

• Master of Laws in Taxation, LLMT

• Dual Master of Architecture and Master of Landscape Architecture, MARCLA

• Executive Master of Business Administration, eMBA

• Master of Business Administration, MBA

• Master of Business Analytics, MBAN

• Dual Master of Business Administration and Juris Doctor, MBA/JD

• Dual Master of Business Administration and Master of Arts in Asia Pacific Policy Studies, MBA/MAAPPS

• Master of Community and Regional Planning, MCRP

• Master of Data Science, MDS

• Master of Education in Adult Learning and Global Change, MEd (ALGC)

• Master of Educational Technology, MET

• Master of Engineering Leadership, MEL

• Master of Engineering in Clean Energy Engineering, MEng (CEEN)

• Master of Engineering in Naval Architecture and Marine Engineering, MENG NAME

• Master of Fine Arts, Creative Writing (optional residency), MFA (CRWR)

• Master of Food Science, MFS

• Master of Food and Resource Economics, MFRE

• Master of Geomatics for Environmental Management, MGEM

• Master of Health Administration, MHA

• Master of Health Leadership and Policy, MHLP

• Master of High Performance Coaching and Technical Leadership, MHPCTL

• Master of International Forestry, MIF

• Master of Journalism, MJ

• Master of Land and Water Systems, MLWS

• Master of Management, MM

• Master of Museum Education, MMED

• Master of Occupational Therapy, MOT

• Combined Master of Public Health and Diploma in Dental Public Health, MPHDPH

• Master of Public Policy and Global Affairs, MPPGA

• Master of Physical Therapy, MPT

• Master of Rehabilitation Science, MRSc

• Master of Science in Genetic Counselling, MSc (GECN)

• Combined Master of Science in Craniofacial Science and Diploma in Clinical Dental Specialty, MSc/Dip

• Master of Sustainable Forest Management, MSFM

• Master of Software Systems, MSS

• Master of Social Work (distance), MSW (DIST)

• Master of Urban Design, MUD

• Doctor of Pharmacy, PharmD

• Combined Doctor of Philosophy in Craniofacial Science) and Diploma in Clinical Dental Specialty, PhD/Dip

Documents

REPORT TO THE BOARD OF GOVERNORS Agenda Item # 1bog3.sites.olt.ubc.ca/files/2017/06/6.1_2017.06_Student-Financial... · EXECUTIVE SUMMARY The 2016-2017 UBC Annual Report on Student