SUBJECT STUDENT FINANCIAL SUPPORT ANNUAL REPORT … · BOARD OF GOVERNORS SUBJECT STUDENT FINANCIAL...

BOARD OF GOVERNORS

SUBJECT STUDENT FINANCIAL SUPPORT ANNUAL REPORT 2019-2020

SUBMITTED TO People, Community & International Committee

MEETING DATE June 1, 2020

SESSION CLASSIFICATION

Recommended session criteria from Board Meetings Policy:

OPEN

REQUEST For information only - No action requested

LEAD EXECUTIVE Andrew Szeri, Provost and Vice-President Academic, UBC Vancouver

SUPPORTED BY Deborah Buszard, Deputy Vice-Chancellor and Principal, UBC Okanagan

Ananya Mukherjee-Reed, Provost and Vice-President, Academic, UBC Okanagan

Pam Ratner, Vice-Provost and Associate Vice-President, Enrolment and Academic Facilities

Kate Ross, Associate Vice-President, Enrolment Services and Registrar

PRIOR SUBMISSIONS

The subject matter of this submission has not previously been considered by the People, Community & International

Committee and Finance Committee.

EXECUTIVE SUMMARY

The 2019-2020 UBC Annual Report on Student Financial Support provides a detailed summary of student financial assistance allocated for the 2019-2020 academic year (Apr 2019 - Mar 2020), as of April 6th, 2020. It provides information about the total financial support received from all sources by UBC students across both campuses, Vancouver and Okanagan. The data are shown with breakdowns by funding sources, award types and student categories.

This report breaks down information by different types of financial support, including need-based awards, merit- based awards, hybrid (need- and merit-based) awards, and support from the Work Learn/Work Study programs. Detailed descriptions of the various financial support programs are included. In recent years, UBC has expanded its financial support programs for historically under-represented student populations and for domestic undergraduate students.

In 2019-20, 29,411 students received financial assistance totaling $341.5 million (a $15.6 million or 5% increase over the previous year). A breakdown of the funding sources is listed below:

• Government funding: $185.7 million (54%);

• UBC funding: $103.4 million (30%);

• Donor funding: $28.4 million (8%); and

• External funding (not Canadian government): $24.0 million (7%)

UBC maintains a strong commitment to access for domestic students by providing bursary support. This commitment is embodied in UBC Policy #LR10, Access to the University of British Columbia, which states that no eligible domestic student 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. Through the UBC Bursary program, every eligible domestic student is assumed to have a moderate standard of living, as defined by the federal government and employed by StudentAid BC.

New and expanded UBC student financial support programs implemented in 2019-20 include:

• A sliding scale Expected Student Contribution in the UBC Bursary Program for domestic students in regular

undergraduate and research graduate degree programs,

• Increased funding for the Indigenous-specific Presidential Scholars Awards,

• Removal of the age limit for UBC Post Care Tuition Waivers, and

• Removal of a minimum time required in-care to be eligible for the UBC Post Care Tuition Waiver.

UBC's total tuition and student fees revenue increased from $725 million in 2017-18 to $815 million in 2018-19 (a 12.4% increase). Over the same period, the total financial assistance provided by UBC Controlled Financial Support, which consists of UBC, UBC Endowed and annual Donor Funding, increased from $111 million to $126 million (a 13.5% increase).

APPENDICES

1. Annual Student Financial Support Report 2019-2020

University of British Columbia Annual Student Financial Support Report 2019-20

ANDREW SZERI Provost and Vice-President Academic UBC Vancouver PAM RATNER Vice-Provost and Associate Vice-President Enrolment and Academic Facilities UBC Vancouver KATE ROSS Associate Vice-President, Enrolment Services and Registrar UBC Vancouver

DEBORAH BUSZARD Deputy Vice-Chancellor and Principal UBC Okanagan ANANYA MUKHERJEE-REED Provost and Vice-President Academic UBC Okanagan

TABLE OF CONTENTS INTRODUCTION ....................................................................................................................................................................... 5

NEW INITIATIVES AND MAJOR UPDATES ......................................................................................................................... 7

New Initiatives and Major Updates in 2019-20 8

COVID-19 8

Blue & Gold Campaign for Students 8

Increasing the award values of the Presidential Scholars Awards for Indigenous Students 8

Expanding the eligibility criteria for the UBC Post Care Tuition Waiver 8

Strategic allocation of the UBC Bursary Program 8

UBC STUDENT FINANCIAL SUPPORT ................................................................................................................................. 9

Total Student Financial Support 10

Total Student Financial Support by Funding Source 10

Government Funding 11

Total Student Financial Support by Award Type 13

Total UBC Controlled Funding Support 15

UBC Okanagan Controlled Funding 16

UBC Vancouver Controlled Funding 18

MERIT-BASED FINANCIAL AWARDS ................................................................................................................................ 20

Merit-Based Financial Awards 21

Merit-Based Awards for Domestic Undergraduate Students 22

Merit-Based Awards for Entering International Undergraduate Students 23

Merit-Based Awards for Continuing Domestic and International Undergraduate Students 24

Merit-Based Awards for Graduate Students 26

Graduate and Postdoctoral Studies 26

UBC Okanagan College of Graduate Studies 26

Merit-Based Awards to Indigenous Students 27

UBC Vancouver Graduate and Postdoctoral Studies 27

UBC Okanagan College of Graduate Studies 27

Undergraduate Indigenous Students 28

HYBRID FINANCIAL AWARDS ........................................................................................................................................... 29

Hybrid Financial Awards 30

Hybrid Financial Awards to Domestic Undergraduate Students 31

Hybrid Financial Awards for International Undergraduate Students 31

NEED-BASED FINANCIAL SUPPORT ................................................................................................................................. 34

Need-based Financial Support 35

UBC Bursary 36

Expected Student Contribution (ESC) 37

UBC Access Promise 39

Emergency Bursary 40

Student Housing Supplement Grant 40

Student Housing Assistance Grant 40

FINANCIAL SUPPORT FOR HISTORICALLY UNDER-REPRESENTED DOMESTIC STUDENTS............................... 41

Historically Under-Represented Domestic Students 42

Indigenous Students 42

Refugee Students 43

Students with Lived Experience in Government Care 45

Students with Disabilities 47

EXPERIENTIAL LEARNING PROGRAMS ........................................................................................................................... 48

Financial Support for Experiential Learning Experiences 49

International Learning Awards 49

Work Learn/Work Study Programs 53

GOVERNMENT FINANCIAL SUPPORT PROGRAMS ........................................................................................................ 54

Canada Student Loans Program 55

Canada Student Grants for Full-Time Students 55

Fixed Student Contribution Model 55

Interest Rate Changes 55

Canada Student Loan Repayment Rate 56

US Federal Direct Loan Program 56

OTHER KEY INITIATIVES .................................................................................................................................................... 57

Student Financial Advising and Financial Literacy for G+PS Students 58

Sponsorship 59

Other Financial Support Data .................................................................................................................................................... 60

LIST OF TABLES Table 1. Total Student Financial Support, by Funding Source 10

Table 2. Total Student Financial Support, by Campus, by Award Type 11

Table 3. Government Loans Program, by Program, by Student Level 11

Table 4. Canada Student Loans Program (CLSP), by Student Level 12

Table 5. Total Student Financial Support, by Award Type 13

Table 6. Total Student Financial Support, by Campus, by Award Type 14

Table 7. Total UBC Controlled Funding, by Funding Source, by Award Type 15

Table 8. UBC Okanagan Controlled Funding, by Funding Source, by Award Type 16

Table 9. UBC Okanagan Controlled Funding, by Student Type 17

Table 10. UBC Vancouver Controlled Funding, by Funding Source, by Award Type 18

Table 11. UBC Vancouver Controlled Funding, by Student Type 19

Table 12. Merit-Based Awards from UBC Controlled Funding, by Campus, by Student Type 21

Table 13. Merit-Based Awards from UBC Controlled Funding, by Campus, by, Awards Enrolment Status 25

Table 14. Merit-Based Awards from UBC Controlled Funding to Indigenous Students, by Campus, by Student Type 28

Table 15. Hybrid Awards from UBC Controlled Funding, by Campus, by, Student Type 30

Table 16. Need-based Awards from UBC Controlled Funding, by Funding Source 35

Table 17. UBC Bursary from UBC Controlled Funding, by Campus, by Student Level 36

Table 18. Average Value of a UBC Bursary from UBC Controlled Funding, by Campus, by Student Level 38

Table 19. Expected Student Contribution for Differentiated and Post-Baccalaureate Programs 38

Table 20. UBC Access Promise Financial Support 39

Table 21. UBC Controlled Funding to Indigenous Students, by Campus, by Student Type 42

Table 22. Average UBC Controlled Funding to Indigenous Students, by Campus, by Student Level 43

Table 23. UBC Controlled Funding to Refugee Students, By Campus, by Student Type 44

Table 24. Average UBC Controlled Funding to Refugee Students, by Campus, by Student Level 45

Table 25. UBC Controlled Funding to Students with Lived Experience in Government Care, by Campus, by Student Type 46

Table 26. Average UBC Controlled Funding to Students with Lived Experience in Government Care, by Campus, by Student Level 47

Table 27. UBC Controlled Funding for International Learning Awards, By Campus, by Student Type 50

Table 28. Average UBC Controlled Funding for International Learning Students, by Campus, by Student Level 52

Table 29. Family Income Thresholds for Canada Student Grants for Full-Time Students 55

Table 30. Debt Repayment Trend 56

Table 31. Number of Sponsors and Number of Students Supported, By Sponsor Category 59

Table 32. Sponsorship Funding Amount, By Campus 59

Table 33. 2019-20 Total Student Financial Support, By Faculty, By Award Type 60

Table 34. 2019-20 Student Financial Support from Operating Funds, By Faculty, By Award Type 61

Table 35. Total Bursaries, By Program 62

Table 36. Bursary Support for Designated Graduate Programs 65

LIST OF FIGURES Figure 1. Number of Students Supported by Student Financial Support, by Funding Source ................................................... 10

Figure 2. Number of Full-Time Domestic Students Supported by Canada Student Loans Program, by Student Level ............ 12

Figure 3. Number of Students Receiving Financial Support, by Award Type .......................................................................... 13

Figure 4. Total Tuition and Student Fees Revenue Compared to UBC Controlled Financial Support ...................................... 14

Figure 5. Number of Full-Time Students Supported by UBC Okanagan Controlled Funding, by Student Type ...................... 17

Figure 6. Number of Full-Time Students Supported by UBC Vancouver Controlled Funding, by Student Type .................... 19

Figure 7. Number of Okanagan Students Received Merit-Based Awards, by Student Type .................................................... 21

Figure 8. Number of Vancouver Students Received Merit-Based Awards, by Student Type ................................................... 21

Figure 9. Number of Okanagan Students that Received Hybrid Awards, by Student Type ...................................................... 30

Figure 10. Number of Vancouver Students that Received Hybrid Awards, by Student Type ................................................... 30

Figure 11. Number of Okanagan Students that Received Need-Based Awards, by Student Type ............................................ 35

Figure 12. Number of Vancouver Students that Received Need-Based Awards, by Student Type ........................................... 35

Figure 13. Number of UBC Bursary Recipients supported by Okanagan Controlled Funding, by Student Type ..................... 37

Figure 14. Number of UBC Bursary Recipients supported by Vancouver Controlled Funding, by Student Type ................... 37

Figure 15. Number of Indigenous Students that Received Okanagan Controlled Funding, by Student Type ........................... 42

Figure 16. Number of Indigenous Students that Received Vancouver Controlled Funding, by Student Type .......................... 43

Figure 17. Number of Refugee Students that Received Okanagan Controlled Funding, by Student Type ............................... 44

Figure 18. Number of Refugee Students that Received Vancouver Controlled Funding, by Student Type .............................. 44

Figure 19. Number of Students with Lived Experience in Government Care that Received UBC Controlled Funding, by Campus, by Student Type .......................................................................................................................................................... 46

Figure 20. Number of International Learning Students that Received Okanagan Controlled Funding, by Student Type ......... 51

Figure 21. Number of International Learning Students that Received Vancouver Controlled Funding, by Student Type ........ 51

Figure 22. UBC Operating Funds for Work Learn/Work Study Programs ............................................................................... 53

Figure 23. US Federal Direct Loan Program Funding ............................................................................................................... 56

5

Section 1

INTRODUCTION

6

Introduction The UBC Annual Report on Student Financial Support provides system-wide information about the student financial support received by UBC students at the Okanagan and Vancouver campuses during the 2019-20 academic year, as well as trends over time. The report also describes strategic initiatives related to student support programs at each campus. Financial support funding sources include repayable loans from Canadian and US government student loan programs, UBC loans and advances, and non-repayable funding received from Canadian government student grants; UBC operating funds (referred to as UBC Funding in relevant tables and figures); UBC-administered endowments and annual donor contributions (referred to as UBC Controlled Funding); external donors and funding agencies. Financial award types describe the nature of the applied adjudication criteria, such as Merit-based financial support, Hybrid (merit- and need-based) support, Need-based support, and the UBC Work Learn/Work Study programs in UBC Vancouver and UBC Okanagan, as defined in accordance with UBC University Awards Policies and Regulations.1 Merit-based financial supports are student awards given on the basis of Academic Merit, other academic achievement or other achievement, such as service, leadership, or research. Major university-wide undergraduate students’ merit-based awards include the PRESIDENTIAL SCHOLARS AWARDS for newly admitted students, TREK EXCELLENCE SCHOLARSHIPS, DEPUTY VICE CHANCELLOR SCHOLARSHIPS, and PREMIER UNDER-GRADUATE and WESBROOK SCHOLARSHIPS for continuing students. Graduate students’ merit-based awards include FOUR-YEAR DOCTORAL FELLOWSHIPS, GRADUATE SUPPORT

INITIATIVE AWARDS, and ABORIGINAL GRADUATE FELLOWSHIPS. Hybrid financial supports are student awards where neither financial need nor academic achievement is the sole criterion considered. Hybrid awards include, but are not limited to: service, leadership, research, a combination of academic and other achievement, or a combination of academic and/or other achievement and financial need. Major university-wide hybrid awards include the CENTENNIAL SCHOLARS ENTRANCE AWARDS (including Centennial Leaders Entrance Awards) and the INTERNATIONAL SCHOLARS PROGRAM. These hybrid awards are “full-ride” awards where the financial support is commensurate with the student’s financial need as determined by estimated costs of tuition, fees, books and living expenses, less any financial contribution that the student or their family can make toward those costs. Need-based financial supports are based solely on the financial need of the student with a common assessment mechanism defined in accordance with UBC Policy LR10 Access to the University of British Columbia.2 The primary vehicle for university-wide need-based support is the UBC BURSARY program. UBC general bursaries for domestic students cover the portion of an eligible student’s financial need not met by government student loans and grants, scholarships, or external bursaries to ensure a moderate standard of living. The Work Learn/Work Study programs support and subsidize meaningful work experiences on campus that offer current UBC students the opportunity to develop their professional skills and to learn in a work environment. From these experiences, students receive an expanded network, ownership and responsibility for their work, self-awareness and reflection, as well as an ideal opportunity to apply their knowledge in practical settings and to contribute to their personal learning goals.

1 UBC University Awards Policies and Regulations http://www.calendar.ubc.ca/vancouver/index.cfm?tree=3,299,0,0

2 UBC Policy LR10 Access to the University of British Columbia https://universitycounsel.ubc.ca/files/2019/08/Financial‐Aid‐Policy_LR10.pdf

Section 2

NEW INITIATIVES AND MAJOR UPDATES

8

New Initiatives and Major Updates in 2019-20 COVID-19

Amid the COVID-19 pandemic, as of March 31, 2020, UBC provided an additional $573,000 for emergency assistance to support students, and received $410,000 from the Ministry of Advanced Education, Skills, and Training (AEST), for a total increase to emergency bursary funding of $983,000. UBC has raised additional funding in a variety of ways: the President’s Emergency Student Fund (for students in UBC Vancouver) and the A.W. Hunt, QC Student Emergency Assistance fund (for students in the Okanagan) are expressly designed to support students who have financial difficulty due to the COVID-19 pandemic. Two broad-based crowd fund-raising campaigns have been launched. A technology bursary fund was set up towards the end of 2019 Winter Term 2 to provide loaner laptops and some funding to assist students to purchase computer accessories to support them in the transition to online learning. Blue & Gold Campaign for Students

The BLUE & GOLD CAMPAIGN has raised over $125 million as of February 29, 2020, and has helped to establish 392 new awards. Over $1,190,486 have been raised for the UBC Blue & Gold Bursary alone, and donors have created 20 new renewable Presidential and Centennial Scholars Entrance Awards. UBC has committed $10 million in matching funds. The BLUE & GOLD CAMPAIGN was launched in the fall of 2017 with the goal of raising $100 million in student financial support over three years. Given the success of the campaign, this number was doubled in September 2019 to $200 million over five years. The Campaign encourages donors to create new awards, with an emphasis on renewable Presidential Scholars Entrance Awards to attract academically excellent domestic undergraduate students with exceptional leadership skills; bursaries to provide financial support for students who have unmet financial need; and renewable Centennial Leaders and Scholars Entrance Awards to support academically qualified students who would not be able to attend UBC without financial assistance.

Increasing the award values of the Presidential Scholars Awards for Indigenous Students

Commencing in 2020-21, UBC Vancouver will create two $7,500 ONE-TIME FACULTY-SPECIFIC PRESIDENTIAL SCHOLARS AWARDS FOR INDIGENOUS STUDENTS for students admitted to the UBC Indigenous Teacher Education Program (NITEP). UBC Vancouver will also increase seven existing one-time faculty-specific Presidential Scholars Awards for Indigenous Students to $7,500 per student from $5,000, which would total $10,000 per student when offered in combination with the $2,500 Tuum Est Entrance Awards. UBC Vancouver will also increase two existing FOUR-YEAR RENEWABLE PRESI-DENTIAL SCHOLARS AWARDS FOR INDI-GENOUS STUDENTS to $40,000 over four years from $20,000. Expanding the eligibility criteria for the UBC Post Care Tuition Waiver

There are many barriers that youth who have been in government care face in pursuing post-secondary education. This is an opportunity for UBC to further increase access to education for a vulnerable student population. In May 2019, the UBC POST CARE TUITION WAIVER (formerly known as Youth in Care Tuition Waiver) eliminated the age limit for eligible students with lived experience in government care in BC. In May 2020, UBC will further expand the eligibility criteria to be inclusive of all government care received in BC by eliminating the minimum time-in-care required, which had been between the ages of 12 and 19 years. Strategic allocation of the UBC Bursary Program

Commencing in Summer 2019, the UBC BURSARY program has been revised to the Expected Student Contribution (ESC) model, which provides students with financial support based on their family income and family size. In 2019-20, the UBC Bursary Program strategically allocated bursaries to students with the greatest need, resulting in a 2.5% increase in the average UBC Bursary to eligible domestic students. The overall average amount of UBC Bursary received by eligible students increased from $4,835 per student in 2018-19 to $4,955 per student in 2019-20.

Section 3

UBC STUDENT FINANCIAL SUPPORT

10

Total Student Financial Support Total Student Financial Support by Funding Source

In 2019-20, $341.5 million in total student financial support was provided to UBC full-time students, representing a $15.6 million (5%) increase compared with the prior year. It is the sixth consecutive year in which there has been an increase in total funding received. Of the total $341.5 million, Government Funding accounted for $185.7 million (55%), followed by UBC Funding for $103.4 million (30%), Donor Funding and External Funding for $28.4 million (8%) and $23.4 million (7%), respectively. Compared to the prior year, 2019-20 Government Funding increased $10.8 million (6%), UBC Funding increased $4.3 million (4%), Donor Funding increased $1.8 million (6%), but External Funding dropped $2.0 million (5%). (see Table 1).

Government Funding consists of Canada Student Loans Program (loans and grants) for all provinces and territories, and the US Direct student loan program. UBC Funding consists of student financial support funding allocated from student tuition, and also includes Faculty or departmental contributions. Donor Funding consists of all UBC administered endowed and annual student award donations. External Funding consists of Tri-Council agencies - 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), and some other external donor awards.

Table 1. Total Student Financial Support, by Funding Source

The table shows the total student financial support received by students from 2015-16 to 2019-20, categorized by funding source.

2015-16 2016-17 2017-18 2018-19 2019-20

In Thousands of Dollars Amount % Amount % Amount % Amount % Amount %

Government Funding $137,817 55% $143,498 55% $162,729 54% $174,808 54% $185,661 55%

UBC Funding $70,224 28% $74,346 28% $87,329 29% $99,120 30% $103,395 30%

Donor Funding $17,628 7% $19,664 7% $23,465 8% $26,644 8% $28,436 8%

External Funding $26,507 11% $25,819 10% $25,502 9% $25,354 8% $23,995 7%

Grand Total $252,176 100% $263,326 100% $299,026 100% $325,926 100% $341,487 100%

A total of 29,411 UBC full-time students received at least one form of financial assistance, representing 40% of the full-time student population (N=72,9373). Compared to the prior year, 2019-20 had a 2% increase in the number of unique students supported. Students,

who may receive support from multiple funding sources, are counted in each funding categories received, which would not equate to the total unique count (see Figure 1).

Figure 1. Number of Students Supported by Student Financial Support, by Funding Source

The figure shows the total number of unique students receiving financial support from 2015-16 to 2019-20, categorized by funding source.

3 Based on PAIR custom Tableau report built on Full-Tim e Enrolm ent.

5,301 5,317 5,748 6,595 6,267

4,318 4,042 4,119 4,068 2,918

12,144 12,215 13,096 13,456 14,469

13,570 14,98616,407

17,702 18,305

25,64726,399

27,85828,832 29,411

0

5,000

10,000

15,000

20,000

25,000

30,000

35,000

40,000

45,000

2015-16 2016-17 2017-18 2018-19 2019-20

Students

Donor Funding External Funding Governm ent Funding UBC Funding

11

UBC Okanagan students received $51.1 million (15% of the UBC total) in student financial support, 65% of which was provided through Government Funding, a 13% increase compared to the prior year. UBC Okanagan Funding accounted for 27%, an 8% increase compared to the prior year. UBC Vancouver students

received $290.4 million (85% of the UBC total) in student financial support, 53% of which was provided through Government Funding, 5% more than the prior year. UBC Vancouver Funding accounted for 31% of the total financial support provided, a 4% increase compared to the previous year (see Table 2).

Table 2. Total Student Financial Support, by Campus, by Award Type

The table shows the total student financial support received from 2015-16 to 2019-20, categorized by campus, by award type. 2015-16 2016-17 2017-18 2018-19 2019-20


Okanagan $33,839 13% $33,648 13% $38,484 13% $46,056 14% $51,061 15%


UBC Funding $8,024 24% $7,118 21% $8,806 23% $12,691 28% $13,669 27%

Donor Funding $898 3% $924 3% $995 3% $1,174 3% $1,345 3%


Vancouver $218,337 87% $229,678 87% $260,542 87% $279,869 86% $290,426 85%


UBC Funding $62,200 28% $67,228 29% $78,524 30% $86,428 31% $89,725 31%

Donor Funding $16,730 8% $18,708 8% $22,440 9% $25,547 9% $27,091 9%


Grand Total $252,176 100% $263,326 100% $299,026 100% $325,926 100% $341,487 100%

Government Funding

In 2019-20, 96% of the total Government Funding came from the Canada Student Loans Program (CLSP), and 4% came from US student loans. Undergraduate students

accounted for 89% of the CLSP and 61% of US student loans (see Table 3).

Table 3. Government Loans Program, by Program, by Student Level

The table shows total financial assistance received from Government Funding, from 2015-16 to 2019-20, categorized by student level. 2015-16 2016-17 2017-18 2018-19 2019-20

In Thousands of Dollars Amount % Amount % Amount % Amount % Amount % Canada Student Loans Program

$132,199 96% $137,014 95% $155,125 95% $166,874 95% $178,516 96%

Undergraduate $118,395 90% $123,397 90% $138,450 89% $147,258 88% $158,281 89%

Graduate $13,804 10% $13,617 10% $16,675 11% $19,617 12% $20,235 11%

US Student Loans $5,618 4% $6,516 5% $7,634 5% $7,967 5% $7,145 4%

Undergraduate $3,514 63% $4,310 66% $4,723 62% $5,005 63% $4,351 61%

Graduate $2,105 37% $2,206 34% $2,911 38% $2,962 37% $2,794 39%

Grand Total $137,817 100% $143,498 100% $162,729 100% $174,841 100% $185,661 100%

12

Of the 89% CLSP to Undergraduate students, 78% was provided in Repayable loans and 22% was in Non-Repayable grants. Of the 11% CLSP granted to Graduate

students, 93% was in Repayable loans and 7% was in Non-Repayable grants (see Table 4). US student loans are 100% Repayable.

Table 4. Canada Student Loans Program (CLSP), by Student Level

The table shows total financial assistance received from CSLP Funding, from 2015-16 to 2019-20, categorized by student level. 2015-16 2016-17 2017-18 2018-19 2019-20


Undergraduate $118,395 90% $123,397 90% $138,450 89% $147,258 88% $158,281 89%

Repayable $101,232 86% $99,512 81% $107,478 78% $113,702 77% $123,894 78%

Non-Repayable $17,163 14% $23,885 19% $30,972 22% $33,556 23% $34,387 22%

Graduate $13,804 10% $13,617 10% $16,675 11% $19,617 12% $20,235 11%

Repayable $13,227 96% $13,047 96% $14,757 88% $17,030 87% $18,725 93%

Non-Repayable $577 4% $570 4% $1,918 12% $2,587 13% $1,509 7%

Grand Total $132,199 100% $137,014 100% $155,125 100% $166,874 100% $178,516 100%

In 2019-20, of the 53,534 full-time domestic undergraduate and graduate students enrolled at UBC, 14,151 (26%) full-time domestic students received funding support from the Canada Student Loans Program, which is an 8% increase over the prior year. In particular, 12,643 (28%) of 45,416 domestic full-time undergraduate students received Canada Student Loans Program funding

compared to 1,510 (19%) of 8,118 domestic full-time graduate students (see Figure 2). Some students may receive separate CSLP funding as undergraduate and graduate students, as they progress from Undergraduate to Graduate degrees within the reporting year, hence the total of unique students is less than the sum of the two.

Figure 2. Number of Full-Time Domestic Students Supported by Canada Student Loans Program, by Student Level

The figure shows the number of unique full-time domestic students that received Canada Student Loans, from 2015-16 to 2019-20, categorized by student level.

10,784 10,833 11,571 11,72812,643

1,054 1,0661,196 1,393

1,51011,837 11,896

12,76413,117

14,151

0

2,000

4,000

6,000

8,000

10,000

12,000

14,000

16,000

2015-16 2016-17 2017-18 2018-19 2019-20

Students

Undergraduate Graduate

13

Total Student Financial Support by Award Type

Of the total $341.5 million of financial support provided to UBC students, need-based support accounted for $215.5 million (64%), merit-based support for $105.9 million (31%), hybrid awards for $15.1 million (4%), and

Work Learn/Work Study for $5.0 million (1%). Need-based support increased by 5%, merit-based by 3%, hybrid support by 11%, and Work Learn/Work Study by 6% compared to the previous year (see Table 5).

Table 5. Total Student Financial Support, by Award Type

The table shows the total student support received from 2015-16 to 2019-20, categorized by award type.

2015-16 2016-17 2017-18 2018-19 2019-20


Need-based $159,143 63% $165,044 63% $190,215 64% $205,108 64% $215,451 64% Merit-based $82,206 30% $84,944 30% $92,831 31% $102,537 31% $105,897 31% Hybrid $6,945 5% $8,982 6% $11,553 4% $13,547 4% $15,104 4% Work Learn/Work Study $3,883 2% $4,356 2% $4,426 1% $4,733 1% $5,035 1%

Grand Total $252,176 100% $263,326 100% $299,026 100% $325,926 100% $341,487 100%

The number of unique recipients has increased by 2% to 29,411. The majority of students received merit-based support, followed by need-based then hybrid. The number of hybrid award recipients increased by 18%, and need-based increased by 5% compared to the prior

year, while merit-based recipients dropped by 2% (see Figure 3). Some students may have received multiple funding awards, hence the total of unique students is less than the sum of all types.

Figure 3. Number of Students Receiving Financial Support, by Award Type

The figure shows the number of unique students that received financial support from 2015-16 to 2019-20, categorized by award type.

854 988 1,128 1,225 1,450

14,194 14,727 15,329 15,984 15,725

12,474 12,638 13,524 14,036 14,689

2,032 2,340 2,664

2,753 2,947 25,647 26,399 27,858

28,832 29,411

-

5,000

10,000

15,000

20,000

25,000

30,000

35,000

40,000

2015-16 2016-17 2017-18 2018-19 2019-20

Students

Hybrid M erit Need W ork Learn/W ork Study

14

For UBC Vancouver, 61% of the total financial support provided was need-based assistance, and merit-based awards accounted for 33%, followed by 4% in hybrid support. For UBC Okanagan, need-based support

accounted for 76% of the total financial assistance provided, followed by merit-based support of 19%, and hybrid support at 5% (see Table 6).

Table 6. Total Student Financial Support, by Campus, by Award Type

The table shows the total student financial support received from 2015-16 to 2019-20, categorized by campus, by award type. 2015-16 2016-17 2017-18 2018-19 2019-20


Okanagan $33,839 13% $33,648 13% $38,484 13% $46,056 14% $51,061 15%

Need-based $25,832 76% $26,138 78% $29,490 77% $34,336 75% $38,548 76%

Merit-based $6,289 19% $6,196 18% $7,240 19% $9,881 21% $9,670 19%

Hybrid $1,321 4% $1,292 4% $1,329 3% $1,417 3% $2,289 4%

Work Learn $398 1% $23 0% $425 1% $421 1% $554 1%

Vancouver $218,337 87% $229,678 87% $260,542 87% $279,869 86% $290,426 85%

Need-based $133,311 60% $138,906 61% $160,726 61% $170,771 61% $176,903 61%

Merit-based $75,917 35% $78,748 34% $85,591 33% $92,656 33% $96,227 33%

Hybrid $5,624 3% $7,690 3% $10,224 4% $12,130 4% $12,815 4%

Work Learn $3,485 2% $4,334 2% $4,001 2% $4,312 2% $4,481 2%

Grand Total $252,176 100% $263,326 100% $299,026 100% $325,926 100% $341,487 100%

As UBC’s total tuition and student fees revenue increased from $725 million in 2017-18 to $815 million in 2018-19, the total financial assistance provided by UBC Controlled Financial Support, which consists of UBC, UBC Endowed and annual Donor Funding,

increased from $111 million to $126 million. The total UBC Controlled Financial Support provided in 2018-19 accounted for 15% of total tuition and student fees revenue, comparable to the same percentage in the prior year (see Figure 4).

Figure 4. Total Tuition and Student Fees Revenue Compared to UBC Controlled Financial Support

The figure shows the total tuition and student fees revenue compared to UBC Controlled financial support from 2014-15 to 2018-19.

Note: Total tuition and student fees revenue are based on the 2018-19 UBC Consolidated Financial Statements. 2019-20 statements are not available at the time of writing this report.

$519 $560$630

$725$815

$80 $88 $94 $111 $126

$

$100

$200

$300

$400

$500

$600

$700

$800

$900

2014-15 2015-16 2016-17 2017-18 2018-19

Millions

Total Tuition and Student Fees Revenue UBC Controlled Financial Support

15

Total UBC Controlled Funding Support UBC Controlled Funding consists of UBC administered endowed student awards and annual donations, as well as UBC Funding. UBC Funding includes the student financial support funding set aside from student tuition, and Faculty or Departmental contributions.

In 2019-20, UBC Controlled Funding provided $131.8 million in student financial support, a 5% increase compared to the prior year. Under each of the funding sources, merit-based support was the dominant award type (see Table 7).

Table 7. Total UBC Controlled Funding, by Funding Source, by Award Type

The table shows the financial support provided from the UBC Controlled Funding from 2015-16 to 2019-20, categorized by award type. 2015-16 2016-17 2017-18 2018-19 2019-20


Operating Fund $70,224 80% $74,346 79% $87,329 79% $99,120 79% $103,395 79%

Need-based $16,073 23% 16,976 23% $21,970 25% $24,387 25% $24,024 23%

Merit-based $45,781 65% $47,477 64% $54,036 62% $61,910 62% $64,504 62%

Hybrid $4,487 6% $5,536 7% $6,897 8% $8,089 8% $9,832 10%

Work Learn $3,883 6% $4,356 6% $4,426 5% $4,733 5% $5,035 5%

Annual Donations $8,456 10% $9,865 11% $11,701 11% $13,608 11% $15,238 11%

Need-based $2,408 28% $1,933 19% $2,163 19% $2,363 18% $2,513 16%

Merit-based $4,383 52% $5,414 55% $5,908 50% $6,835 50% $8,804 58%

Hybrid $1,665 20% $2,518 26% $3,630 31% $4,410 32% $3,921 26%

Endowed $9,172 10% $9,767 10% $11,735 11% $13,113 10% $13,199 10%

Need-based $2,760 30% $2,548 26% $3,100 26% $3,350 26% $3,586 28%

Merit-based $6,014 66% $6,763 69% $8,068 69% $9,195 70% $8,894 67%

Hybrid $397 4% $455 5% $566 5% $568 4% $719 5%

Grand Total $87,852 100% $93,977 100% $110,765 100% $125,841 100% $131,831 100%

16

UBC Okanagan Controlled Funding

In 2019-20, UBC Okanagan Controlled Funding set another record, reaching $15.0 million (11% of $131.8 million Total UBC Controlled Funding). It represents a $1.1 million (8%) increase over the prior year. The UBC

Okanagan Operating Fund accounts for $13.7 million (91%), followed by $0.9 million (6%) in annual donations, and $0.4 million (3%) in endowed student awards (see Table 8).

Operating Fund

Of the $13.7 million Okanagan Operating Fund, $6.7 million (49%) was disbursed in merit-based awards. The top merit-based program supports were given to graduate students at $2.5 million (38%), international undergraduate students at $1.8 million (28%), and Deputy Vice-Chancellor Scholarships for both international and domestic continuing students at $1.0

million (15%). $4.9 million (36%) was disbursed in need-based awards. The UBC Bursary program accounted for $4.6 million (94%) and bursaries for international students accounted for $0.2 million (5%). $1.5 million (11%) was disbursed in hybrid awards for graduate students and international undergraduate students.

Annual Donations

Of the $0.9 million Okanagan annual donations, $0.7 million (72%) was disbursed in merit-based awards. The top merit-based program support was Faculty Recommended Awards at $0.3 million (53%). $152,000 (16%) was disbursed in need-based awards with the

UBC Bursary program of $124,000 (81%). $108,000 (11%) was disbursed in hybrid awards with the Centennial Scholars Entrance Awards program providing $38,000.

Endowed

Of the $0.4 million Okanagan endowed student awards, $0.2 million (62%) were disbursed in merit-based awards. The top merit-based program support was Faculty Recommended Awards at $89,000 (36%). $0.1 million (30%) was disbursed in need-based awards with

full spending in UBC Bursary program. $33,000 (8%) was disbursed in hybrid awards via the Centennial Scholars Entrance Awards program and Faculty Recommended Awards.

Table 8. UBC Okanagan Controlled Funding, by Funding Source, by Award Type

The table shows the UBC Okanagan Controlled Funding from 2015-16 to 2019-20, categorized by award type. 2015-16 2016-17 2017-18 2018-19 2019-20


Operating Funds $8,024 90% $7,118 89% $8,806 90% $12,691 91% $13,669 91%

Need-based $2,696 34% $2,317 33% $2,953 34% $4,233 33% $4,931 36%

Merit-based $4,100 51% $4,055 57% $4,688 53% $7,214 57% $6,665 49%

Hybrid $831 10% $723 10% $739 8% $823 6% $1,519 11%

Work Learn $398 5% $23 0% $425 5% $421 3% $554 4%

Annual Donations $685 8% $687 9% $691 7% $811 6% $946 6%

Need-based $90 13% $99 14% $114 17% $109 13% $152 16%

Merit-based $502 73% $493 72% $452 65% $600 74% $686 73%

Hybrid $93 14% $95 14% $125 18% $102 13% $108 11%

Endowed $213 2% $237 3% $304 3% $363 3% $399 3%

Need-based $51 24% $68 29% $79 26% $95 26% $123 30%

Merit-based $161 75% $168 71% $217 72% $255 70% $243 62%

Hybrid $2 1% $2 1% $7 2% $13 3% $33 8%

Grand Total $8,922 100

% $8,042 100% $9,801 100% $13,865 100% $15,015 100%

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$15.0 million of UBC Okanagan Controlled Funding supported 3,597 unique full-time students, of which $4.4 million (28%) was provided to 587 graduate students, and $10.6 million (72%) was provided to 3,011

undergraduate students. The funding allocated to domestic and international students was approximately 70% and 30% (see Table 9 and Figure 5).

Table 9. UBC Okanagan Controlled Funding, by Student Type

The table shows the UBC Okanagan Controlled Funding from 2015-16 to 2019-20, categorized by student type and student visa. 2015-16 2016-17 2017-18 2018-19 2019-20


Graduate $2,560 29% $2,264 28% $2,705 28% $3,133 23% $4,373 28%

Domestic $1,714 67% $1,502 66% $1,912 71% $2,304 74% $2,998 69%

International $846 23% $762 24% $793 29% $828 26% $1,376 31%

Undergraduate $6,362 71% $5,778 72% $7,095 72% $10,733 77% $10,641 72%

Domestic $4,909 77% $4,241 73% $5,303 75% $6,401 60% $7,208 67%

International $1,453 23% $1,538 27% $1,792 25% $4,332 40% $3,433 23%

Grand Total $8,922 100% $8,042 100% $9,801 100% $13,865 100% $15,015 100%

Figure 5. Number of Full-Time Students Supported by UBC Okanagan Controlled Funding, by Student Type

The figure shows the number of unique full-time students that received UBC Okanagan Controlled Funding, from 2015-16 to 2019-20, categorized by student type.

1,980 2,231 2,481 2,707 3,011

351338

399455

587

2,3312,567

2,8783,161

3,597

-

1,000

2,000

3,000

4,000

2015-16 2016-17 2017-18 2018-19 2019-20

Students


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UBC Vancouver Controlled Funding

In 2019-20, UBC Vancouver Controlled Funding increased slightly to $116.8 million (89% of $131.8 million Total UBC Controlled Funding), which represents a $4.8 million (4%) increase from the prior

year. The UBC Vancouver Operating Fund accounted for $89.7 million (77%), followed by $14.3 million (12%) in annual donations, and $12.8 million (11%) in endowed student awards (see Table 10).

Operating Fund

Of the $89.7 million from the Vancouver Operating Fund, $57.8 million (66%) was disbursed in merit-based awards. The top merit-based program supports were given to graduate students at $36.3 million (63%) and international undergraduate students at $12.2 million (21%), and Faculty Recommended Awards at $3.8 million (7%). $19.1 million (20%) was disbursed in

need-based awards. The UBC Bursary program accounted for $16.4 million (86%) and bursaries for international students accounted for $1.4 million (8%). $8.3 million (9%) was disbursed in hybrid awards, of which $5.8 million (69%) was for international undergraduate students, and $1.5 million (18%) was for Centennial Entrance Scholars Awards.

Annual Donations

Of the $14.3 million UBC Vancouver annual donations, $8.1 million (57%) were disbursed in merit-based awards. The top merit-based program support was to graduate students at $5.8 million (73%). $2.4 million (17%) was disbursed in need-based awards, mostly via

the UBC Bursary program for $1.2 million (52%). $3.8 million (26%) was disbursed in restricted hybrid awards mostly via the Mastercard Foundation Scholars program for $3.1 million (81%).

Endowed

Of the $12.8 million Vancouver endowed student awards, $8.7 million (68%) were disbursed in merit-based awards. The top merit-based program support was Faculty Recommended Awards at $4.2 million (48%). $3.5 million (27%) were disbursed in need-based

awards, mostly via the UBC Bursary program for $3.3 million (94%). $686,000 (5%) were disbursed in hybrid awards, mostly via the Centennial Scholars Entrance Awards program for $246,000 (36%) and Faculty Recommended Awards for $193,000 (28%).

Table 10. UBC Vancouver Controlled Funding, by Funding Source, by Award Type

The table shows the UBC Vancouver Controlled Funding from 2015-16 to 2019-20, categorized by award type. 2015-16 2016-17 2017-18 2018-19 2019-20


Operating Funds $62,200 79% $67,228 78% $78,523 78% $86,428 78% $89,727 77%

Need-based $13,378 21% $14,659 12% $19,016 24% $20,154 24% $19,094 20%

Merit-based $41,681 59% $43,422 57% $49,348 63% $54,696 63% $57,839 66%

Hybrid $3,656 14% $4,814 15% $6,158 8% $7,266 8% $8,313 9%

Work Learn $3,485 6% $4,334 6% $4,001 5% $4,312 5% $4,481 5%

Annual Donations $7,772 10% $9,178 11% $11,009 11% $12,797 11% $14,291 12%

Need-based $2,318 30% $1,833 20% $2,049 19% $2,254 18% $2,360 17%

Merit-based $3,881 50% $4,921 54% $5,455 50% $6,235 49% $8,118 57%

Hybrid $1,573 20% $2,423 26% $3,505 31% $4,308 33% $3,812 26%

Endowed $8,958 11% $9,530 11% $11,431 11% $12,750 11% $12,800 11%

Need-based $2,710 31% $2,480 26% $3,021 26% $3,255 26% $3,463 27%

Merit-based $5,853 65% $6,596 69% $7,851 69% $8,940 70% $8,651 68%

Hybrid $395 4% $453 5% $559 5% $555 4% $686 5%

Grand Total $78,930 100% $85,935 100% $100,964 100% $111,975 100% $116,816 100%

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$116.8 million of UBC Vancouver Controlled Funding supported 17,316 unique full-time students; $51.8 million (44%) was disbursed to 5,991 graduate students and $65.0 million (56%) was provided to 11,356 undergraduate students. The funding allocation was

divided about 45% and 55% for graduate domestic and international students, respectively and about a 50% split for undergraduate domestic and international students over the last 5 years (see Table 11 and Figure 6).

Table 11. UBC Vancouver Controlled Funding, by Student Type

The table shows the UBC Vancouver Controlled Funding from 2015-16 to 2019-20, categorized by student type and student visa. 2015-16 2016-17 2017-18 2018-19 2019-20


Graduate $38,468 49% $40,560 47% $43,988 44% $48,625 43% $51,785 44%

Domestic $17,860 46% $18,641 46% $19,937 45% $21,612 44% $22,263 43%

International $20,608 54% $21,919 54% $24,051 55% $27,013 56% $29,522 57%

Undergraduate $40,462 51% $45,376 53% $56,976 56% $63,350 57% $65,031 56%

Domestic $25,737 64% $27,585 61% $32,653 57% $34,754 55% $32,651 53%

International $14,725 36% $17,791 39% $24,323 43% $28,596 45% $30,380 47%

Grand Total $78,930 100% $85,935 100% $100,964 100% $111,975 100% $116,816 100%

Figure 6. Number of Full-Time Students Supported by UBC Vancouver Controlled Funding, by Student Type

The figure shows the number of unique full-time students that received UBC Vancouver Controlled Funding, from 2015-16 to 2019-20, categorized by student type.

8,420 9,603 10,621 11,239 11,356

5,6295,588

5,761 5,952 5,99114,03215,185

16,37317,164 17,316

-

5,000

10,000

15,000

20,000

2015-16 2016-17 2017-18 2018-19 2019-20

Students


20

Section 4

MERIT-BASED FINANCIAL AWARDS

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Merit-Based Financial Awards UBC provides merit-based financial awards and scholarships to support recruitment and to attract academically gifted students. UBC recognizes students

for academic excellence, outstanding leadership skills, and active community involvement.

Table 12. Merit-Based Awards from UBC Controlled Funding, by Campus, by Student Type

The table shows merit-based awards from UBC Controlled Funding from 2015-16 to 2019-20, categorized by campus and student type.

2015-16 2016-17 2017-18 2018-19 2019-20


Okanagan $4,763 8% $4,715 8% $5,358 8% $8,069 10% $7,594 9%

Graduate $2,114 44% $2,014 43% $2,234 42% $2,320 29% $2,830 37%

Undergraduate $2,649 56% $2,701 57% $3,124 58% $5,749 71% $4,764 63%

Vancouver $51,415 92% $54,939 92% $62,654 92% $69,871 90% $74,608 91%

Graduate $36,153 70% $37,844 69% $39,672 63% $43,084 62% $46,305 62%

Undergraduate $15,262 30% $17,095 31% $22,982 37% $26,787 38% $28,303 38%

Grand Total $56,178 100% $59,654 100% $68,012 100% $77,940 100% $82,202 100%

Figure 7. Number of Okanagan Students Received Merit-Based Awards, by Student Type

The figure shows the number of Okanagan students received merit-based awards, from 2015-16 to 2019-20, categorized by student type.

Figure 8. Number of Vancouver Students Received Merit-Based Awards, by Student Type

The figure shows the number of Vancouver students received merit-based awards, from 2015-16 to 2019-20, categorized by student type.

289 300 320 377 471

1,390

1,730 1,916

2,088 2,316

0

500

1000

1500

2000

2500

2015-16 2016-17 2017-18 2018-19 2019-20

Students

O kanagan Graduate Okanagan Undergraduate

5,229 5,180 5,253 5,382 5,401

4,223 4,772 4,992

5,412 5,736

-

1,000

2,000

3,000

4,000

5,000

6,000

7,000

2015-16 2016-17 2017-18 2018-19 2019-20

Students

Vancouver Graduate Vancouver Undergraduate

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Merit-Based Awards for Domestic Undergraduate Students The PRESIDENTIAL SCHOLARS AWARD PROGRAM (PSA), formerly known as the Major Entrance Scholarship Program (MES), is the most prestigious award offered to entering domestic undergraduate students at UBC, with renewable awards of up to $80,000 payable over four years and one-time awards valued at up to $10,000. In 2019-20, UBC and its donors awarded $2.1 million to UBC students at both campuses for excellent academic achievement with PSA awards. With a continued focus on recruiting outstanding students, UBC Vancouver provides offers for the PSA programs starting in early March. Award candidates receive phone calls from the PSA award team to address

their questions about the UBC experience and to encourage them to accept their award offers. Award recipients receive continuous support from Enrolment Services and their fellow scholars throughout their undergraduate degree as being part of the Scholars Community. On the Okanagan campus, PSA recipients are a key group within the Society of Scholars, a community of scholars that benefit from targeted programming and support throughout the course of their studies. On the Vancouver campus, PSA recipients with renewable awards are invited to join the Scholars Community, which offers developmental and social programming and support to recipients of major domestic awards.

“My four years at UBC have been nothing shy of life-changing. I've been inspired by excellent professors in physiology and neuroscience through my integrated sciences major. [The] extraordinary opportunities that have shaped me, and the direction I plan to take my career, were made possible by the President's Scholars Award. Being able to live on campus, and focus my time and energy on experiences that meant the most to me were critical to my success in my degree. I am forever grateful for everything UBC had to offer, and feel ready and excited to start my career with all the skills I've learned throughout the past 4 years.”

SOPHIE BRUNEAU Presidential Scholar, Faculty of Science, UBC Vancouver

“Receiving this award has significantly reduced my stress and financial concerns. Due to the large value of the award, I can be confident that I will complete my degree without requiring large student loans. This allows me to focus on my studies and the quality of my education, instead of having a constant financial concern. Receiving the Presidential Scholars Award gave my parents confidence that I would be able to afford my education and that their contributions to my education would be sufficient.”

DAVID CHARLETTE Presidential Scholar, Faculty of Arts and Science, UBC Okanagan

The PREMIER UNDERGRADUATE SCHOLARSHIPS and WESBROOK SCHOLARSHIPS are UBC's prestigious designations given to senior students with outstanding academic performance, leadership, and community involvement. Each year, 20 Wesbrook designations are offered along with $1,000. Wesbrook Scholars also receive a Premier Undergraduate Scholarships valued up to $20,000. The SCHULICH LEADER SCHOLARSHIPS PROGRAM, offered at 20 Canadian universities,

recognizes students who demonstrate excellence in academics and community/entrepreneurial leadership and who plan to study in one of the STEM areas (Science, Technology, Engineering, and Mathematics). Schulich Leader Scholarships in Engineering are valued at $100,000 over four years (50 are offered annually in Canada starting 2020-21). Schulich Leader Scholarships in STEM faculties outside of Engineering are valued at $80,000 over four years (50 are offered annually in Canada starting 2020-21). By being one of the top five most in-demand universities in 2019-20, UBC received

23

funding for four additional students (two for STEM students and two for non-STEM). UBC Okanagan

welcomed its first-ever Schulich Leader during the 2019-20 school year.

“Receiving the Schulich Leaders Scholarship is an incredible chance to complete my studies without any financial stress. I will be starting undergraduate research this term, have attended conferences, and made valuable connections. All of these opportunities can be related back to the Schulich Leaders Scholarship. I will also be able to graduate without any student debt. All of these benefits together create an amazing undergraduate experience.”

AIDAN MUNDLE Schulich Leader, Faculty of Applied Science, UBC Okanagan

Each year, the LORAN SCHOLARSHIP FOUNDATION (LSF) selects up to 35 high school and Collège d'enseignement général et Professionnel (CEGEP) students from over 5,000 applicants from across Canada with the most comprehensive and thorough scholarship selection process in the country. UBC works in partnership with the LSF to support these students throughout the admission application process and during their entire undergraduate experience. UBC directly targets Loran recipients through a variety of recruitment strategies. Each Loran award is valued at

$100,000 over four years of undergraduate study, and includes mentorship and summer experiences. Every winter session, Loran Scholars receive a $10,000 stipend from the Loran Foundation, as well as a tuition award of up to $10,000 provided by UBC. In 2019-20, the total amount of combined tuition awards was $148,000. With five new Scholars enrolling at the Vancouver campus in 2019-20, and one new Scholar at the Okanagan campus, UBC now hosts 33 Loran Scholars across both campuses.

“The Loran Scholarship Foundation opened horizons, unveiled ambitions and compelled me to strive for more, not only for myself, but for the communities in which I took part. Over the past four years I’ve seen myself take more meaningful risks and adopt leadership roles in a vast array of different contexts. Loran – both the scholarship and the wider Loran community – pushed me to embrace healthy discomfort, and through those experiences, to seek to build the world as it should be.” ILAKKIYAN JEYAKUMAR Loran Scholar, Faculty of Applied Science, UBC Vancouver

Merit-Based Awards for Entering International Undergraduate StudentsThe international undergraduate merit-based entrance awards are designed to strategically enrol and retain a diverse cohort of exceptional international students at UBC. The awards are made to students from all socioeconomic backgrounds with a focus on merit. The INTERNATIONAL MAJOR ENTRANCE SCHOLARSHIP (IMES) is a 4-year renewable scholarship that is awarded to newly admitted international undergraduate students on both campuses,

on the basis of their admission profiles, taking into consideration both their admissions average and their profile. The 2019-20 value of these scholarships was $20,000 per year, but the awards may reach as high as the full tuition amount for exceptional candidates. The current cohort of IMES recipients consists of 412 students from 59 countries across both campuses. Of these students, 120 students joined the campuses in 2019-20 from 45 countries and received a combined award amount of $2.3 million.

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The OUTSTANDING INTERNATIONAL STUDENT AWARD (OIS) is a one-time, non-renewable scholarship that is given on the basis of a student’s admissions profile. All newly admitted undergraduate international students across both campuses are reviewed for eligibility for this award to provide competitive scholarships to the university’s top new students. The maximum amount available for this one-time award is one year of tuition and fees; the 2019-20 value of these awards ranged from $10,000 to $20,000. In 2019-20, 417 new undergraduate international students from 57 countries received a combined amount of over $2 million through the Outstanding International Student Award across both campuses. The INTERNATIONAL COMMUNITY ACHIEVEMENT AWARDS are offered to service-minded continuing international undergraduate students at both campuses. This $5,000 award recognizes international students who make significant contributions to the UBC and/or greater Kelowna or Vancouver community. To be eligible, the student must be an academically strong international undergraduate, with a demonstrated ability in one or more of the following areas: artistic endeavours, community service, athletic pursuits, original intellectual work, cross cultural relations, promotion of diversity, or other campus activities. In 2019-20, $270,000 was disbursed to 54 students, representing 28 countries, across both campuses.

FACULTY SPECIFIC ENTRANCE AWARDS, offered in collaboration with IMES and OIS awards, attract and retain a diverse cohort of exceptionally bright international students admitted in above-the-base tuition programs such as the Sauder School of Business and the Vancouver School of Economics. These awards are offered either as one-time or renewable awards that range in value from $10,000 to $20,000 per year. 44 students hailing from 18 different counties, including 10 new students who joined UBC for 2019-20 received a combined amount of $855,000 to recognize their individual academic accomplishments. Since 2016, renewable merit-based entrance award offers have been made to students entering the university via the Vantage One program with the VANTAGE ONE INTERNATIONAL MAJOR ENTRANCE SCHOLARSHIP. The Vantage One International Major Entrance scholarship is a multi-year, academic merit-based award. Recipients have demonstrated exceptional academic performance in their high school years and have expressed intellectual curiosity, initiative, awareness of global issues and a commitment to the well-being of others as reported in their personal profile and engagement activities. The 2019-20 value of these awards was $25,000 for the first year in the Vantage College program, then renewable awards of $20,000 per year for three subsequent years at UBC. These scholarships are available for students to attend either campus after the successful completion of their Vantage One year in Vancouver. The Vantage One International Major Entrance Scholarship was offered in 2019-20 to 12 students representing 10 countries.

Merit-Based Awards for Continuing Domestic and International Undergraduate Students The Trek Excellence Scholarship recognizes outstanding continuing students at the Vancouver campus and the Deputy Vice Chancellor’s Award recognizes academic achievement of continuing students at the Okanagan campus. The TREK EXCELLENCE SCHOLARSHIP is offered each year to UBC Vancouver undergraduate students in the top 5% to 10% in each Faculty or School, based on their grades for the prior Winter session. The top 5%, domestic students receive an award of $1,500, international students receive $4,000. An additional $1,000 is given to international students in the top 5.01% - 10%. In 2019-20, $1.1 million was disbursed to 767 domestic students, and $1.2 million was disbursed to 507 international students representing 55 countries. The TREK EXCELLENCE SCHOLARSHIP FOR CONTINUING INDIGENOUS STUDENTS OF CANADA is offered to the top 10% of undergraduate

First Nations, Inuit, or Métis students. In 2019-20, $71,2500 was awarded to 50 students. The DEPUTY VICE-CHANCELLOR SCHOLARSHIP recognizes the exceptional academic achievement of continuing domestic and international undergraduate students entering second, third or fourth year at UBC Okanagan. Scholarships of up to $1,500 are awarded based on academic achievement in the previous year of study. With the growing international student population, the number of eligible students increased by 41%. The domestic population also had an increase of eligible students by 7%. In 2019-20, $0.9 million was disbursed to 1,510 domestic students, and $107,000 was disbursed to 178 international students representing 48 countries. FACULTY- AND SCHOOL-SPECIFIC SCHOLARSHIPS for continuing international students. Scholarships valued up to $10,000 each are

25

available for second, third, and fourth year students. Students must demonstrate strong academic achievement, engagement in their Faculty or School, and the potential to make a scholarly contribution within their chosen field of study. These awards are available

for students at both campuses and are made on the recommendation of the Faculty/School in which the student is registered. In 2019-20, $3.3 million was allocated to 501 undergraduate international students from 57 countries across both campuses.

”The award has definitely been a motivator for me throughout my undergraduate degree. Knowing that my hard work and dedication are recognized and rewarded encourages me to continue trying to excel academically.” MIRANDA DINWOODIE Deputy Vice-Chancellor Scholarship (Domestic), Faculty of Health and Social Development, UBC Okanagan

Table 13. Merit-Based Awards from UBC Controlled Funding, by Campus, by, Awards Enrolment Status

This table shows total merit-based awards funded with UBC Controlled Funding, categorized by campus, by enrolment status.

2015-16 2016-17 2017-18 2018-19 2019-20


Okanagan $4,763 8% $4,715 8% $5,358 8% $8,069 10% $7,594 9%

Entrance4 $1,240 26% $1,648 35% $1,710 32% $4,760 59% $3,526 46%

Continuing5 $3,523 74% $3,067 65% $3,649 68% $3,309 41% $4,067 54%

Vancouver $51,415 92% $54,939 92% $62,654 92% $69,871 90% $74,608 91%

Entrance6 $7,234 14% $7,391 13% $11,356 18% $15,095 22% $15,157 20%

Continuing7 $39,101 86% $42,330 87% $51,298 82% $54,776 78% $59,451 80%

Grand Total $56,178 100% $59,654 100% $68,012 100% $77,940 100% $82,202 100%

4 Presidential Scholars Award Program , Centennial Scholars Entrance Award, M astercard Foundation, International M ajor Entrance Scholarships, Graduate Scholarships, Faculty Recom m ended Awards, Others 5 Trek Excellence Scholarships, Prem ier Undergraduate & W esbrook Scholarships, Go Global Experiential Awards, Graduate Fellowships, Faculty Recom m ended

Awards, Others 6 Presidential Scholars Award Program , Centennial Scholars Entrance Award, M astercard Foundation, International M ajor Entrance Scholarships, Graduate Scholarships, Faculty Recom m ended Awards, Others 7 DVC Scholarships, Prem ier Undergraduate & W esbrook Scholarships, Go Global Experiential Awards, Graduate Fellowships, Faculty Recom m ended Awards,

Others

26

Merit-Based Awards for Graduate Students Every year, UBC attracts outstanding graduate students from around the globe to its world-class academic environment. Academic merit-based awards that are offered to graduate students include FOUR-YEAR

DOCTORAL FELLOWSHIPS, GRADUATE SUPPORT INITIATIVE AWARDS, and GRADUATE DEAN’S ENTRANCE SCHOLARSHIPS.

UBC Graduate and Postdoctoral Studies

In spring 2018, the British Columbia provincial government announced that it would provide a one-time contribution of $12 million to BC universities to provide BRITISH COLUMBIA GRADUATE SCHOLARSHIPS (BCGS). Of the total $12 million, $6 million was provided to UBC, $5.46 million to the Vancouver campus and $0.54 million to the Okanagan campus, to be awarded to domestic students as academic merit-based scholarships valued at $15,000 each. Of the 400 BCGS awards to be given out, 5% are to be awarded to Indigenous students. UBC Vancouver took this funding as an opportunity to spark a fundraising effort for new donor-supported scholarships for graduate students. That effort resulted in donor contributions totaling $4.8 million for new graduate scholarships. The BCGS funds are to be fully awarded by March 2021. A significant portion of UBC’s merit-based funding for graduate students is delivered through the FOUR-YEAR DOCTORAL FELLOWSHIP (4YF) program, which provides outstanding domestic and international doctoral students on the UBC Vancouver campus with a stipend of $18,200 per year plus tuition for up to four years. A review of two recently-established programs - the International Doctoral Fellowship (IDF) and the

Doctoral Recruitment Fellowship (DRF) - has resulted in a decision to consolidate all three programs into a single 4YF program with an annual budget of $22.5 million. The second largest funding program for graduate students on the UBC Vancouver campus is the GRADUATE SUPPORT INITIATIVE (GSI). This program supports domestic and international students at the master’s and doctoral levels through entrance scholarships, multi-year funding packages, tuition awards, and scholarship top-ups. Approximately $6.5 million in GSI funding is allocated each year to graduate programs, who select the recipients. As per the MINIMUM PHD FUNDING POLICY established in fall 2018, students who began their PhD program in September 2018 or later must be provided with at least $18,000 for each of the first four years of their PhD through any combination of internal or external awards, teaching-related work, research assistantships, and graduate academic assistantships. Most PhD students receive more than that minimum: on average, students in the first four years of their PhD program at UBC-Vancouver receive $31,000 per year from those funding sources.

UBC Okanagan College of Graduate Studies

In May 2018, UBC Okanagan agreed to make money available from the Excellence Funds for INTERNATIONAL FOUR-YEAR DOCTORAL PARTIAL TUITION AWARDS (IDPT). This merit-based award is available to incoming international doctoral students and pays the tuition differential between international and domestic tuition for up to a period of 48 months. In addition to this award, UBC Okanagan offers three INTERNATIONAL DOCTORAL FELLOWSHIPS (IDF) annually which provides a $25,000 stipend per year plus tuition for up to 48 months. The IDF program, also supported by the Excellence Funds, was designed to recruit outstanding international students from around the globe to pursue graduate studies at UBC Okanagan. In 2019-20, the inaugural competition year for UBC Okanagan’s international scholarship programs, the IDPT and IDF provided approximately $0.15 million in support to

international students, a number that is expected to exceed $1 million within four years. The largest portion of merit-based funding for both domestic and international graduate students at UBC Okanagan is delivered through GRADUATE DEAN'S ENTRANCE SCHOLARSHIPS (GDES) and UNIVERSITY GRADUATE FELLOWSHIPS (UGF). These programs support incoming and continuing students who demonstrate and maintain academic excellence at the master’s and doctoral levels. Approximately $1.85 million in UGF and GDES funding is allocated each year to graduate programs, who select the recipients. In addition, the GRADUATE DEAN'S THESIS FELLOWSHIPS (GDTF) are $6,000 fellowships offered to MFA and PhD students that are approaching their final year and are focusing on the completion of their thesis or dissertation. The College of Graduate Studies provides $72,000 in GDTF per year

27

Merit-Based Awards to Indigenous Students UBC Vancouver Graduate and Postdoctoral Studies

The Faculty of Graduate and Postdoctoral Studies (G+PS) offers multi-year Indigenous fellowships to Indigenous master’s and doctoral students. Indigenous graduate students receive nearly $0.5 million through the ABORIGINAL GRADUATE FELLOWSHIPS competition each year. Award winners are selected on the basis of academic merit through an annual competition, administered by the Faculty of Graduate

and Postdoctoral Studies (G+PS) in consultation with the First Nations House of Learning. Approximately a dozen new fellowships are offered each year. Each fellowship provides a stipend of $18,200 per year for doctoral students or a stipend of $16,175 per year for master’s students. Additionally, Indigenous Graduate Fellowship recipients are eligible to receive tuition funding.

UBC Okanagan College of Graduate Studies

The College of Graduate Studies (COGS) offers $0.16 million in Indigenous fellowships to Indigenous master’s and doctoral students each year. In addition to the ABORIGINAL GRADUATE FELLOWSHIPS (AGF) which is available to current Indigenous students, in May 2018 UBC Okanagan agreed to make money available from the Excellence Funds for GRADUATE DEAN’S ABORIGINAL ENTRANCE

FELLOWSHIPS (AEF) which is available to Indigenous students starting their graduate degree at UBC Okanagan. For each program, eight $10,000 fellowships are available each year with awardees being selected on the basis of academic merit through an annual competition, administered by the College of Graduate Studies in consultation with Aboriginal Programs and Services.

”Being a recipient of the Killam Doctoral Scholarship has alleviated some of the financial strain of pursing a PhD, particularly the hours spent on my dissertation, and disseminating my research at conferences. I will be presenting at the American Psychological Association convention in Washington DC this upcoming August, and the funding from the Killam Doctoral Scholarship has made this trip feasible. In addition to the financial support of the Killam Doctoral Scholarship, the invitation to become a member of the Killam Family of Scholars has given me additional motivation and confidence to pursue research in my field of counselling psychology, with the recognition that the research I am doing on childhood maltreatment and resilience in adulthood is significant.” LEAH BAUGH PhD Student, Counselling Psychology, UBC Vancouver

28

Undergraduate Indigenous Students

THE UBC-LANGARA ABORIGINAL TRANSFER PROGRAM gives Indigenous students the option to transfer into a wide variety of UBC Vancouver 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 Indigenous students. To acknowledge the strong relationship UBC has with the Musqueam First Nation, UBC Vancouver created a MUSQUEAM FIRST NATION SCHOLARSHIP to support students from this community who are entering

undergraduate, graduate and post-baccalaureate 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, athletics, 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.

Table 14. Merit-Based Awards from UBC Controlled Funding to Indigenous Students, by Campus, by Student Type

The table shows merit-based awards to Indigenous students from UBC Controlled Funding from 2015-16 to 2019-20, categorized by campus and student type.

2015-16 2016-17 2017-18 2018-19 2019-20


Okanagan $221 13% $252 15% $279 15% $243 11% $429 18%

Graduate $148 67% $147 58% $160 58% $121 50% $281 64%

Undergraduate $73 33% $106 42% $119 42% $121 50% $148 36%

Vancouver $1,447 87% $1,460 85% $1,639 85% $1,869 89% $2,021 82%

Graduate $1,096 76% $1,057 72% $1,021 62% $1,168 63% $1,316 65%

Undergraduate $350 24% $403 28% $618 38% $701 37% $705 35%

Grand Total $1,667 100% $1,712 100% $1,918 100% $2,112 100% $2,450 100%

29

Section 5

HYBRID FINANCIAL AWARDS

30

Hybrid Financial Awards Hybrid financial support is provided to students who have not only demonstrated merit, but who also have financial need. It includes programs such as the CENTENNIAL SCHOLARS ENTRANCE AWARD, the BEEDIE LUMINARIES, the KAREN MCKELLIN INTERNATIONAL LEADER OF

TOMORROW AWARD, the DONALD WEHRUNG INTERNATIONAL STUDENT AWARD, the VANTAGE EXCELLENCE AWARD and the MASTERCARD FOUNDATION SCHOLARS PROGRAM.

Table 15. Hybrid Awards from UBC Controlled Funding, by Campus, by, Student Type

The table shows hybrid awards from UBC Controlled Funding from 2015-16 to 2019-20, categorized by campus and student type.

2015-16 2016-17 2017-18 2018-19 2019-20


Okanagan $925 14% $820 10% $871 8% $937 7% $1,660 11%

Graduate $108 12% $116 14% $89 10% $138 15% $615 37%

Undergraduate $817 88% $703 86% $783 90% $800 85% $1,045 63%

Vancouver $5,624 86% $7,690 90% $10,222 92% $12,130 93% $12,812 89%

Graduate $422 7% $504 7% $832 8% $1,359 11% $1,534 12%

Undergraduate $5,203 93% $7,187 93% $9,391 92% $10,771 89% $11,278 88%

Grand Total $6,549 100% $8,510 100% $11,093 100% $13,067 100% $14,472 100%

Figure 9. Number of Okanagan Students that Received Hybrid Awards, by Student Type

The figure shows the number of Okanagan students that received hybrid awards, from 2015-16 to 2019-20, categorized by student type.

Figure 10. Number of Vancouver Students that Received Hybrid Awards, by Student Type

The figure shows the number of Vancouver students that received hybrid awards, from 2015-16 to 2019-20, categorized by student type.

3322 21 21

155

73

4565 71

91

0

50

100

150

200

2015-16 2016-17 2017-18 2018-19 2019-20

Students


52 71 84 102 106

424

530

651701 730

0

200

400

600

800

2015-16 2016-17 2017-18 2018-19 2019-20

Students


31

Hybrid Financial Awards to Domestic Undergraduate Students For the fourth year, UBC welcomed 100 Centennial Scholars to commence their studies at either UBC Vancouver or Okanagan. The mandate of the CENTENNIAL SCHOLARS AWARD 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 $40,000 payable over four years and one-time awards valued at up to $5,000. There are opportunities for students to receive the Centennial Leaders award that provides full financial support for their four years of their undergraduate degree program, estimated at $80,000 for each student. This program includes dedicated funding for students from historically under-represented populations, including Indigenous students. This year, thanks to the Blue & Gold Campaign for Students, UBC was able to offer eight new renewable awards, which included two new Centennial Leaders

awards (one being an Indigenous Leader) at Vancouver campus, and one renewable award for an Indigenous student at the Okanagan campus. The BEEDIE LUMINARIES Foundation, which was launched in November 2018, provides 80 renewable scholarships, each valued at $40,000 over four years, to students entering their first bachelor, diploma, or trades program directly from high schools in BC. Each winter session, students receive a $5,000 stipend as well as a $5,000 tuition payment. Of the 80 recipients for the 2019-20 school year, 36 students began their studies at UBC (35 students at Vancouver and one student at Okanagan), across nine different programs. This program aims to support academically strong students who are facing financial adversity. In addition to financial support, students are connected with mentors, a student support program called ‘Stay on Track’, as well as summer work opportunities.

“As a Queer, Indigenous woman from rural Saskatchewan, every day I am grateful that I have the chance to attend an institution as diverse and accepting as the University of British Columbia. UBC has a strong community that I am honoured to be a part of and this was made possible by the Centennial Scholars Entrance Award. This award has allowed me to overcome financial barriers that limited my post-secondary options and I owe my humble thanks to UBC for this opportunity.”

SABRINA MOSHENKO Centennial Scholar Entrance Award, Faculty of Arts, UBC Vancouver

Hybrid Financial Awards for International Undergraduate Students The International Scholars Program is a competitive hybrid awards program that was initiated in 2001. The program consists of two scholarships: The Karen McKellin International Leader of Tomorrow Award and the Donald Wehrung International Student Award. Since 2001, these two programs have supported 446 students from 98 countries at both campuses. The KAREN MCKELLIN INTERNATIONAL LEADER OF TOMORROW AWARD is designed for high-achieving students who have shown significant academic, leadership and personal potential, and who have demonstrated significant financial need. This award is renewable until degree completion and in addition to meeting Senate regulations for renewal of academic

awards, students in this awards program are engaged in completing community-based leadership activities, developmental and academic workshops and sessions during their time at UBC. The award amount for each student is determined based on their individual level of need, and is available at both campuses. The current cohort on the Okanagan campus includes 10 students representing nine countries. The Vancouver cohort currently consists of 112 students representing 55 countries. The 25 newest members of the International Leader of Tomorrow Award community were welcomed to UBC’s two campuses in September of 2019 and represent 24 countries.

32

The DONALD A. WEHRUNG INTERNATIONAL STUDENT AWARD aims to support students who have been living in or who have fled conflict-torn regions or regions where significant turmoil has limited their academic opportunities. The committee reviews applicants for this award on the basis of both academic merit and financial need. The award amount for these students typically covers the full cost of tuition and living and is renewable until degree completion. Successful recipients of this award have demonstrated academic promise, leadership potential and character during their prior study and have shown persistence amidst difficult circumstances. As part of the International Scholars community while at UBC, these students complete community-based leadership activities as well as developmental and academic workshops and sessions. The Donald A. Wehrung International Student Award is available on both campuses. The current cohort for the Okanagan campus consists of five students representing three countries, while their 16 Vancouver peers represent 11 countries. The incoming cohort for 2019-20 included eight new students on both campuses representing seven countries, including two students from Syria.

The VANTAGE ONE EXCELLENCE AWARD program is designed for outstanding international students admitted to the Vantage One program and who lack the financial means to attend UBC. The award is renewable until degree completion and the amount of each student’s award is determined based on their individual level of financial need. The adjudication committee selects students on the basis of their prior academic achievements, their demonstrated leadership potential, and their persistence shown in their high school years. Selected students are required to complete community-based leadership activities as well as developmental and academic workshops and sessions during their time at UBC. The first year of all Vantage One programs takes place on the Vancouver campus and then students continue either on the Vancouver or Okanagan campus, depending on their specific program. The Vantage One Excellence Award follows the same pattern and can travel with award recipients to either campus after the initial year. The current cohort of Vantage One Excellence Award winners includes 12 students across all years representing nine countries. Four new award students began their studies in September of 2019, representing four countries.

“One of the things I am most grateful for at UBC is the International Scholar’s community. I have had the privilege of meeting and interacting with an open-minded, culturally diverse and multi-talented group of people that are constantly encouraging me to grow and be the best version of myself. I have found friendship, advice, support, motivation and encouragement whenever I have needed it.”

SARA COMPAORE Karen McKellin International Leaders of Tomorrow Award, Faculty of Land and Food Systems, UBC Vancouver

33

The MASTERCARD FOUNDATION (MCF) SCHOLARS PROGRAM provides financial support to international students who are citizens of sub-Saharan African countries through a 10-year commitment funded by the Mastercard Foundation. This is the seventh year of the program. The MCF Scholars program seeks to provide opportunities for students whose socioeconomic situation within the bottom two quartiles of their country’s GDP scale makes it impossible for them to pursue a university education anywhere. Typical candidates are those who have had disruptions in their studies due to turmoil, civil unrest, or family loss or challenges and who require a full financial award in

order to attend UBC. This award is renewable until degree completion and is adjudicated on the basis of prior academic achievement, leadership potential, and demonstrated commitment to bettering one’s community. Selected students are expected to complete internships in an African country during their study years to pave the way for them to eventually return home or work in fields that will make contributions to the development and infrastructure of their home countries. The MCF Scholars Program is available on the Vancouver campus only. The current cohort consists of 56 undergraduate and 38 graduate students.

“The Mastercard Foundation Scholarship paved the way for me to study at the University of British Columbia. Here there have been more resources, knowledge and experiences than I could have ever imagined. Whether it is through my classes at The Sauder School of Business or my interactions with others as a Residence Advisor, I continue to learn how much yet there is to learn, yet more problems to solve, and yet more solutions to build. For this, I feel extremely grateful.” MOSES KIRATHE Mastercard Foundation Scholar, Sauder School of Business, UBC Vancouver

34

Section 6

NEED-BASED FINANCIAL SUPPORT

35

Need-based Financial Support Need-based financial support is non-repayable funding supporting eligible students’ academic program fees and living costs. Students, who have demonstrated unmet financial need, after exhausting financial resources available to them and their families, are eligible for need-

based financial supports including the UBC BURSARY, STUDENT HOUSING, EMERGENCY BURSARY, STUDENT HOUSING SUPPLEMENT GRANT, and STUDENT HOUSING ASSISTANCE GRANT programs.

Table 16. Need-based Awards from UBC Controlled Funding, by Funding Source

The table shows need-based awards from UBC Controlled Funding from 2015-16 to 2019-20, categorized by campus and student type.

2015-16 2016-17 2017-18 2018-19 2019-20 In Thousands of Dollars

Amount % Amount % Amount % Amount % Amount %

Okanagan $2,837 13% $2,484 12% $3,147 12% $4,438 15% $5,207 17%

Graduate $201 7% $133 5% $202 6% $502 11% $651 13%

Undergraduate $2,635 93% $2,351 95% $2,945 94% $3,935 89% $4,556 87%

Vancouver $18,405 87% $18,973 88% $24,086 88% $25,662 85% $24,915 83%

Graduate $1,260 7% $1,388 7% $2,707 11% $3,359 13% $3,055 12%

Undergraduate $17,145 93% $17,585 93% $21,379 89% $22,303 87% $21,860 88%

Grand Total $21,242 100% $21,457 100% $27,333 100% $30,100 100% $30,122 100%

Figure 11. Number of Okanagan Students that Received Need-Based Awards, by Student Type

The figure shows the number of Okanagan students that received need awards, from 2015-16 to 2019-20, categorized by student type.

Figure 12. Number of Vancouver Students that Received Need-Based Awards, by Student Type

The figure shows the number of Vancouver students that received need-based awards, from 2015-16 to 2019-20, categorized by student type.

32 25 37 62 66

590 601 640720

823

0

200

400

600

800

1,000

2015-16 2016-17 2017-18 2018-19 2019-20

Students


329 303 428 555 528

3,1653,587

4,345 4,5514,260

0

1,000

2,000

3,000

4,000

5,000

2015-16 2016-17 2017-18 2018-19 2019-20

Students


36

UBC Bursary UBC maintains a strong commitment to access for student8 by providing bursary support. This commitment is embodied in Policy LR10 – Access to the University of British Columbia, which states that: “No Eligible Student (as defined by Policy #LR10) 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 meets the commitment to support access for domestic students (Policy LR10) by providing the UBC BURSARY PROGRAM. The program supports the portion of an eligible student’s assessed financial need, as determined by StudentAid BC, not met by government student loans and grants, scholarships, or external bursaries. Bursary spending is the adjusted

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 the UBC Operating Fund, qualifying students may be able to have portions of their unmet need fulfilled by donor-supported bursaries (i.e., endowed student awards or annual donations). Endowed student awards currently have an annual spending rate of 4% based on donor capital, and annual donations would fluctuate annually depending on donor pledges. In 2019-20, the UBC General Bursary disbursed $25.8 million (86%) of the total need-based awards provided from UBC Controlled Funding (see Table 17).

Table 17. UBC Bursary from UBC Controlled Funding, by Campus, by Student Level

The table shows UBC Bursary from UBC Controlled Funding from 2015-16 to 2019-20, categorized by campus and student Level.

2015-16 2016-17 2017-18 2018-19 2019-20


Okanagan $2,531 14% $2,171 12% $2,908 12% $4,146 16% $4,857 19%

Graduate $199 8% $133 6% $201 7% $495 12% $632 13%

Undergraduate $2,331 92% $2,038 94% $2,707 93% $3,651 88% $4,220 87%

Vancouver $15,862 86% $16,133 88% $20,538 88% $21,964 84% $20,960 81%

Graduate $1,227 8% $1,356 8% $2,610 13% $3,195 15% $2,835 14%

Undergraduate $14,635 92% $14,777 82% $17,928 87% $18,769 85% $18,025 86%

Grand Total $18,392 100% $18,305 100% $23,446 100% $26,110 100% $25,817 100%

In 2019-20, the total number of domestic students supported by the UBC Bursary program at the Okanagan campus increased by 12% to 848 unique students, which

was attributed mostly to the increase in Undergraduate recipients, while Graduate student numbers stayed relatively consistent (see Figure 13).

8 International students are not eligible for general need-based support provided through the UBC General Bursary program (Policy LR10), but are eligible to receive need-based support for emergency situations or from other UBC scholarship and award programs.

37

Figure 13. Number of UBC Bursary Recipients supported by Okanagan Controlled Funding, by Student Type

The figure shows the number of UBC Bursary recipients from UBC Okanagan Controlled Funding from 2015-16 to 2019-20, categorized by student type.

The total number of domestic students supported by the UBC Bursary program at the Vancouver campus dropped by 6% to 4,362 unique students, attributed to

both Undergraduate and Graduate groups (see Figure 14).

Figure 14. Number of UBC Bursary Recipients supported by Vancouver Controlled Funding, by Student Type

The figure shows the number of UBC Bursary recipients from UBC Vancouver Controlled Funding from 2015-16 to 2019-20, categorized by student type.

Expected Student Contribution (ESC)

In September 2017, StudentAid BC changed the assessment mechanism in determining students’ financial resources, which led to a potential misalignment between funds allocated and students’ or their families’ ability to pay for post-secondary education. Designed in consultation with UBC students on both campuses and implemented in Summer 2019, the Expected Student Contribution (ESC) model is intended to strategically allocate bursaries to students with the greatest need. The ESC is a sliding expected student contribution, which uses the federal government’s approach in determining the amount of Canada Student

Grant for Full-Time Students (CSGFT), based on family income and family size determined by Statistics Canada’s Market Basket Measure (MBM)9 thresholds. No student contribution is expected for students with family income below the thresholds. For student with family income above the thresholds, students’ unmet financial need would be covered partially by the ESC, and partially by a UBC Bursary, for the remaining unmet financial need. The 2019-20 UBC Bursary overall average increased to $4,965 (5%), and can be attributed to the ESC model (see Table 18).

9 Market Basket Measures (MBM) are different for Vancouver and Okanagan to recognize the regional difference in living costs. https://www12.statcan.gc.ca/nhs-enm/2011/ref/dict/pop165-eng.cfm

32 25 37 60 63

568 575 618694

785

0

200

400

600

800

1,000

2015-16 2016-17 2017-18 2018-19 2019-20

Students


314 286 404 497 472

2,9083,311

3,977 4,1513,892

0

1,000

2,000

3,000

4,000

5,000

2015-16 2016-17 2017-18 2018-19 2019-20

Students


38

Table 18. Average Value of a UBC Bursary from UBC Controlled Funding, by Campus, by Student Level

The table shows the average value of a UBC Bursary from UBC Controlled Funding received from 2015-16 to 2019-20, categorized by campus and student level.

2015-16 2016-17 2017-18 2018-19 2019-20

In Dollars Average Average Average Average Average

Okanagan $4,218 $3,618 $4,439 $5,499 $5,727

Graduate $6,224 $5,334 $5,419 $8,248 $10,102

Undergraduate $4,105 $3,544 $4,380 $5,261 $5,376

Vancouver $4,923 $4,488 $4,689 $4,727 $4,805

Graduate $3,906 $4,742 $6,460 $6,428 $6,218

Undergraduate $5,033 $4,463 $4,508 $4,522 $4,631

Overall Average $4,812 $4,363 $4,657 $4,835 $4,955

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 term-based expected student contribution may be applied to ensure students with greatest need receive the greatest support (see Table 19).

Table 19. Expected Student Contribution for Differentiated and Post-Baccalaureate Programs

The table shows the amount of expected student contribution per term, from 2018-19 to 2019-20, categorized by funding pool.

Funding Pool(s) 2018-19 2019-20

Vancouver Programs

Dentistry (DMD) $23,920 $24,700

Education10 $5,090 $5,750

Law (JD) $2,550 $2,100

Medicine (MD) $5,860 $6,350

Entry-to-Practice Doctor of Pharmacy (PHRMD) $7,280 $6,700

10 Excluding BEd Indigenous Teacher Education Program (NITEP)

39

UBC Access Promise

UBC is committed to removing barriers to access for historically under-represented student populations. The UBC ACCESS PROMISE is a “safety-net” mechanism under the UBC Bursary program, intended to automatically assess the bursary eligibility of undergraduate students with BC student loans without requiring a separate bursary application. Eligible students are domestic undergraduate dependent students enrolled in direct entry programs on the Vancouver

campus who have received the maximum Canada Student Grant for Full-Time Students and have received a full time student loan through Student Aid BC. Self-identified Indigenous undergraduate students enrolled at either the Vancouver or Okanagan campus are also eligible for Access Promise. In 2019-20, 169 students benefited from the Access Promise with disbursements of $0.5 million (see Table 20).

Table 20. UBC Access Promise Financial Support

The table shows the total bursary and the number of students supported with UBC Access Promise Financial Support from 2017-18 to 2019-20, categorized by faculty.

2017-18 2018-19 2019-20

Recipients Amount Recipients Amount Recipients Amount

Vancouver 483 $1,037,694 434 $640,500 161 $484,250

Applied Science 58 $182,319 40 $93,700 27 $75,200

Arts 209 $360,575 154 $264,950 55 $190,750

Dentistry 5 $43,200 1 $9,550 1 $8,550

Education 26 $33,125 19 $23,450 1 $4800

Forestry 9 $21,700 7 $13,750 4 $17,050

Land and Food Systems 17 $31,950 12 $31,850 4 $12,250

Medicine 2 $4,450 1 $8,650 - -

Sauder School of Business 57 $108,075 38 $59,900 25 $47,450

Science 101 $252,300 162 $134,700 44 $128,200

Okanagan 13 $55,250 13 $65,300 8 $28,650

Applied Science 1 $350 1 $8,550 - -

Arts and Science 10 $46,800 9 $41,600 5 $21,800

Creative and Critical Studies - - 1 $6,700 - -

Health and Social Development 2 $8,100 - - 3 $6,850

Management - - 2 $8,450 - -

Grand Total 496 $1,092,944 447 $705,800 169 $512,900

40

Emergency Bursary The EMERGENCY BURSARY program exists to support currently enrolled students who are facing unexpected financial distress. UBC recognizes the financial impact that an unexpected or sudden situational change can have on a student’s ability to pay for immediate living costs. Enrolment Services Advisors are available to meet with a student for a confidential advising appointment to assess their situation, provide timely information and discuss financial supports that can be offered by the university. In 2019-20, UBC provided $105,000 of emergency funding to domestic students in financial distress, $99,000 at Vancouver campus and $6,000 at Okanagan campus. Amid the COVID-19 pandemic, UBC topped up the emergency bursary program by over $570,000 to provide emergency support to students in need. As of March 31, 2020, the BC Ministry provided $410,000 to UBC (of $3.5M provided to all BC institutions) to support domestic and Indigenous students. The INTERNATIONAL STUDENT SHORT TERM BURSARY is designed to assist students with short term financial challenges. The bursary amounts range from $1,000 to $25,000 and may be renewed depending on the

severity or timeline of the specific challenge. These bursaries are available at both campuses. In 2019-20, UBC provided $23,000 in short term bursary to international students. The INTERNATIONAL STUDENT LONG TERM BURSARY is designed to support academically strong students whose lives have been disrupted by a major event such as the passing of a parent, the onset of severe unrest in their home country, or a significant currency devaluation. The bursary amounts range from $20,000 up to full tuition and living expenses. These bursaries allow strong international students to continue to thrive despite significant adverse events in their lives. Most recently the long-term bursary was offered to a student whose family livelihood was significantly impacted by a critical family illness and a significant devaluation of the resources on which the family made a living. The student will receive the bursary, and will supplement their received funds by participating in a co-op program where they can gain valuable work and networking experience to assist with their financial well-being. In 2019-20, UBC provided $20,000.

Student Housing Supplement Grant In 2016-17, the Student Housing Supplement Grant was introduced at the Vancouver campus to support students from low-income and middle-income families living in student housing in their first year. The Grant provides one-time funding to support meal plan costs, without the requirement of application. First-year students are targeted for this funding because first-year

accommodation is ‘dormitory-style’ with no access to kitchens, and a meal plan is therefore mandatory. In 2019-20, $354,000 were disbursed to 158 domestic first-year undergraduate with government student loans, and who also received the maximum Canada Student Grant for a Full-Time Student.

Student Housing Assistance Grant

In 2017-18, the Student Housing Assistance Grant was introduced at the Vancouver campus for prospective domestic undergraduate students who wished to participate in residence experience, but would not be

able to do so without financial support. Twenty one-time grants of up to $10,000 each are offered annually to either high school or transfer students, who demonstrated financial need, starting their first undergraduate degree.

41

Section 7

FINANCIAL SUPPORT FOR HISTORICALLY UNDER-REPRESENTED DOMESTIC STUDENTS

42

Historically Under-Represented Domestic Students Accessibility is an important component of UBC’s commitment to student financial support. Education is a proven instrument for breaking down barriers to social and economic mobility, hence UBC is committed to enhancing access for historically under-represented populations. In 2014, 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 intentional funding for specific groups. The following sections describe the financial support programs available to historically under-represented student populations.

Indigenous Students

In 2019-20, $5.0 million of financial support was distributed to Indigenous students on both campuses. It represents a 12% increase compared to the prior year.

The Okanagan campus increased 54%, while the Vancouver campus increased 4% (see Table 21).

Table 21. UBC Controlled Funding to Indigenous Students, by Campus, by Student Type

The table shows supports to Indigenous students from UBC Controlled Funding from 2015-16 to 2019-20, categorized by campus and student type.

2015-16 2016-17 2017-18 2018-19 2019-20


Okanagan $429 15% $425 15% $635 17% $684 15% $1,051 21%

Graduate $161 38% $157 37% $180 28% $171 25% $334 29%

Undergraduate $268 62% $268 63% $455 72% $512 75% $717 71%

Vancouver $2,355 85% $2,403 85% $3,180 83% $3,745 85% $3,910 79%

Graduate $1,192 51% $1,127 47% $1,120 35% $1,352 36% $1,434 38%

Undergraduate $1,163 49% $1,276 53% $2,060 65% $2,394 64% $2,476 62%

Grand Total $2,783 100% $2,828 100% $3,815 100% $4,429 100% $4,960 100%

In 2019-20, 221 (31 graduate and 190 undergraduate Indigenous students) of 649 Indigenous students enrolled 11 at the Okanagan campus received support from UBC Okanagan Controlled Funding, representing

a financial support rate of 34% (see Figure 13). Indigenous students may have also received Band Sponsorships, which are not included here.

Figure 15. Number of Indigenous Students that Received Okanagan Controlled Funding, by Student Type

The figure shows the number of Indigenous students that received UBC Okanagan Controlled Funding from 2015-16 to 2019-20, categorized by student type.

11 UBC Enrolment Annual Report 2019-20 https://bog3.sites.olt.ubc.ca/files/2020/02/8.3_2020.02_Enrolment-Annual-Report.pdf

19 16 22 22 3166113

159 152190

459504

570 563649

0

200

400

600

800

2015-16 2016-17 2017-18 2018-19 2019-20

Students

O kanagan Indigenous Graduate Recipients Okanagan Indigenous Undergraduate Recipients Okanagan Indigenous Student Enrolm ent

43

In 2019-20, 575 (134 Indigenous graduate and 441 Indigenous undergraduate students) of 1,207 Indigenous students enrolled12 at the Vancouver campus received support from UBC Vancouver Controlled Funding,

representing a financial support rate of 48% (see Figure 10). Indigenous students may have also received Band Sponsorships, which are not included here.

Figure 16. Number of Indigenous Students that Received Vancouver Controlled Funding, by Student Type

The figure shows the number of Indigenous students that received UBC Vancouver Controlled Funding from 2015-16 to 2019-20, categorized by student type.

In 2019-20, the average UBC Controlled Funding provided to Indigenous students was $6,303, a 2% drop over the prior year. The Okanagan campus increased to

$4,776 (22% increase) from $3,929, while the Vancouver campus dropped to $6,811 (7% drop) from $7,301 (see Table 22).

Table 22. Average UBC Controlled Funding to Indigenous Students, by Campus, by Student Level

The table shows the average UBC Controlled Funding to Indigenous students from 2015-16 to 2019-20, categorized by campus and student level.

2015-16 2016-17 2017-18 2018-19 2019-20


Okanagan $5,044 $3,298 $3,527 $3,929 $4,776

Graduate $8,484 $9,813 $8,165 $7,786 $10,759

Undergraduate $4,054 $2,376 $2,863 $3,370 $3,774

Vancouver $6,246 $5,932 $6,347 $7,301 $6,811

Graduate $11,138 $11,159 $9,911 $11,079 $10,700

Undergraduate $4,307 $4,196 $5,310 $6,122 $5,614

Overall Average $6,025 $5,296 $5,602 $6,447 $6,303

Refugee Students

The World University Service of Canada (WUSC) is a Canadian non-profit organization dedicated to providing education, employment and empowerment opportunities for youth refugees around the world. Since 1990, UBC has supported WUSC, providing financial assistance to the Student Refugee Program (SRP). Together, UBC and the Alma Mater Society (AMS) or the UBC Student Union Okanagan (UBCSUO) cover WUSC students’ tuition, book fees and partial housing and living expenses. This award enables students to participate fully in their degree and as community members. WUSC students are encouraged to live on-campus to engage in

12 UBC Enrolment Annual Report 2019-20 https://bog3.sites.olt.ubc.ca/files/2020/02/8.3_2020.02_Enrolment-Annual-Report.pdf

campus life and more easily access opportunities such as employment and student leadership initiatives. Providing a robust model of financial support enables students to concentrate on their studies and student life while reducing the burden of debt accrued through government student loans. These are important factors toward personal success at UBC and reducing barriers to resettlement as permanent residents of Canada. In 2019-20, the Vancouver campus welcomed nine new students from countries such as Somalia, South Sudan, Sudan and Syria, making a total of 37 WUSC students across eight different programs in all year levels. This year marks the

107 101 113 122 134270 304

388 391 441

1,093 1,153 1,203 1,168 1,207

0

500

1000

1500

2015-16 2016-17 2017-18 2018-19 2019-20

Students

Vancouver Indigenous Graduate Recipients Vancouver Indigenous Undergraduate Recipients Vancouver Indigenous Student Enrolm ent

44

first time WUSC students were directly admitted to Vantage College. This enables UBC to increase access to students who score slightly below the UBC English

Language Admission Standard but were otherwise admissible as undergraduate students. The Okanagan campus welcomed three new WUSC students.

Table 23. UBC Controlled Funding to Refugee Students, By Campus, by Student Type

The table shows supports to Refugee students from UBC Controlled Funding from 2015-16 to 2019-20, categorized by campus and student type.

2015-16 2016-17 2017-18 2018-19 2019-20


Okanagan $2 0% $13 2% $13 2%

Graduate $5 39% $13 100%

Undergraduate $2 100% $8 61%

Vancouver $161 100% $408 100% $524 100% $514 98% $632 98%

Graduate $2 1% $8 2% $28 5% $86 17% $98 16%

Undergraduate $159 99% $400 98% $496 95% $428 83% $534 84%

Grand Total $161 100% $408 100% $526 100% $526 100% $645 100%

In 2019-20, one refugee student at the Okanagan campus received support from UBC Okanagan Controlled Funding (see Figure 11).

Figure 17. Number of Refugee Students that Received Okanagan Controlled Funding, by Student Type

The figure shows the number of refugee students that received UBC Okanagan Controlled Funding from 2015-16 to 2019-20, categorized by student type.

In 2019-20, 44 refugee students at the Vancouver campus received support from UBC Vancouver Controlled Funding (see Figure 12).

Figure 18. Number of Refugee Students that Received Vancouver Controlled Funding, by Student Type

The figure shows the number of refugee students that received UBC Vancouver Controlled Funding from 2015-16 to 2019-20, categorized by student type.

1 11 1

0

1

2015-16 2016-17 2017-18 2018-19 2019-20

Students

O kanagan Regufee Graduate Recipients Okanagan Regufee Undergraduate Recipients

1 3 36 8

22

3136 38 36

0

10

20

30

40

2015-16 2016-17 2017-18 2018-19 2019-20

Students

Vancouver Refugee Graduate Recipients Vancouver Refugee Undergraduate Recipients

45

In 2019-20, the average UBC Controlled Funding provided to refugee students was $14,330, a 17% increase compared to the prior year. The Okanagan campus increased to $12,875 (103% increase) from $6,355, while the Vancouver campus increased to $14,364 (15% increase) from $12,530 (see Table 24).

Table 24. Average UBC Controlled Funding to Refugee Students, by Campus, by Student Level

The table shows the average UBC Controlled Funding to Refugee students from 2015-16 to 2019-20, categorized by campus and student level.

2015-16 2016-17 2017-18 2018-19 2019-20


Okanagan $2,105 $6,355 $12,875

Graduate $5,001 $12,875

Undergraduate $2,105 $7,709

Vancouver $7,018 $11,698 $13,796 $12,530 $14,363

Graduate $2,109 $2,567 $9,267 $14,403 $12,300

Undergraduate $7,241 $12,911 $13,791 $12,245 $14,822

Overall Average $7,018 $11,998 $13,497 $12,243 $14,330

“As a Rwandan refugee who had little prospects of post-secondary education, the WUSC award has provided me with numerous resources. The financial security has enabled me to focus on my academics as well as other aspects of my life as a resettled refugee while the support community has been an ever-present source of encouragement. Through the WUSC award, my motivation to serve refugees and immigrants has deepened and flourished.”

CREDO CASMIL World University Services of Canada Faculty of Science, UBC Vancouver

Students with Lived Experience in Government Care

The UBC POST-CARE TUITION WAIVER (UBCW) and the BC PROVINCIAL TUITION WAIVER (PTW) provide the cost of tuition for former youth in care (as defined by the Child, Family and Community Services Act) for a student’s first undergraduate degree. Since these programs started, 95 students have had their tuition paid through one of the tuition waiver programs (45 students have benefited from the UBC Waiver and 43 have benefited from the Provincial waiver. Seven students have benefited from both). UBC introduced the UBCW five years ago (in 2014) in response to a call to action for post-secondary institutions by the BC Representative for Children and Youth. The BC government’s PTW began in 2017 for former youth in care to access free tuition across all 25

public post-secondary institutions in BC. With different eligibility criteria, the need to retain the UBCW became apparent. If students meet the criteria for both programs, they will receive the BC Provincial Tuition Waiver, which is funded through the Ministry of Advanced Education, Skills and Training. The criteria for the UBCW underwent a full review in 2018. As a result, the age limit was removed, effective May 1, 2019. This change recognizes the barriers some youth face and the additional time that it may take to access post-secondary education. For the 2019-20 academic year, there are 52 students being funded by one of the tuition waivers, a 326% increase since the program began 5 years ago. A total of 36 students are being funded by the PTW (27 students at

46

the Vancouver Campus and 9 students at the Okanagan Campus). The total amount of tuition funded by the PTW this year is $188,288 ($12,542 for 2019 summer and $175,746 for 2019 winter). Sixteen students are being funded by the UBCW (14 students at the Vancouver Campus and 2 students at the Okanagan Campus). The total amount of tuition funded by the UBCW this year is $91,139 ($14,275 for 2019 summer and $76,865 for 2019 winter). There are an additional 4 students who are currently in care (3 students at the Vancouver campus and 1 at the Okanagan campus) funded by the Ministry of Children and Family Development (MCFD). These students will transition to a tuition waiver upon turning 19 years of age. Fifteen students with lived experience in care are new to UBC this year. All students with lived experience in government care are supported at UBC through cross-unit partnerships. Through the support of the UBC Academic Excellence

Funds, an Enrolment Services Advisor (ESA) designated to support this population of students was hired in December of 2018 to enhance and build on the work done by the FYIC team within Enrolment Services that support these students. With the support of the FYIC team, the designated ESA will create continuity and sustainability of the program for future years. The program is continuing to expand through outreach within UBC and the broader community to develop partnerships to enhance the recruitment, retention, and experiences of students with lived experience in care. Since the program began 5 years ago, 25 students have graduated with an undergraduate degree. Some of our alumni are pursuing further education, with one student enrolled in a graduate program, one student enrolled in a doctoral program, an applicant to the UBC medical program and an applicant to the UBC law program.

Table 25. UBC Controlled Funding to Students with Lived Experience in Government Care, by Campus, by Student Type

The table shows supports to Students with Lived Experience in Government Care from UBC Controlled Funding from 2015-16 to 2019-20, categorized by campus and student type.

2015-16 2016-17 2017-18 2018-19 2019-20


Okanagan $74 45% $78 31% $53 39% $25 22% $25 10%

Vancouver $83 55% $178 69% $122 61% $277 78% $252 90%

Grand Total $157 100% $256 100% $174 100% $302 100% $277 100%

In 2019-20, 53 students with Lived Experience in Government Care at UBC received support from UBC Controlled Funding (see Figure 17), with 41 enrolled at the Vancouver campus and 12 at the Okanagan campus.

Figure 19. Number of Students with Lived Experience in Government Care that Received UBC Controlled Funding, by Campus, by Student Type

The figure shows the number of Students with Lived Experience in Government Care that received UBC Controlled Funding from 2015-16 to 2019-20, categorized by campus, by student type.

96

12 12 1215

2026

34

41

0

10

20

30

40

50

2015-16 2016-17 2017-18 2018-19 2019-20

Students

O kanagan Students with Lived Experience under Governm ent Care Recipients

Vancouver Students with Lived Experience under Governm ent Care Recipients

47

In 2019-20, the average UBC Controlled Funding to students with Lived Experience in Government Care was $5,226, a 21% reduction over the previous year (see Table 26).

Table 26. Average UBC Controlled Funding to Students with Lived Experience in Government Care, by Campus, by Student Level

The table shows the average UBC Controlled Funding to Students with Lived Experience in Government Care from 2015-16 to 2019-20, categorized by campus and student level.

2015-16 2016-17 2017-18 2018-19 2019-20


Okanagan $8,207 $13,052 $4,378 $2,100 $2,090

Vancouver $5,550 $8,900 $4,689 $8,153 $6,144

Overall Average $6,831 $9,858 $4,591 $6,574 $5,226

“I am a First Nations and Indigenous student. The tuition waiver program has been integral to my success at UBC. I am so grateful that this program has mitigated the financial burdens that my degree could have imposed on me, and allowed me to focus on my studies rather than focus on trying to find the money to pay for my tuition. Growing up in the child welfare system, I never thought that attending university could be a part of my story, but I am truly blessed to have been able to overcome adversities in order to attend UBC. Currently, I am applying to law school, and aiming to start studying law in September. With my law degree, I hope to work alongside Indigenous communities, such as my own, and reshape the modern treaty process and create a sense of certainty within the Indigenous legal framework. However, this goal would never be achievable without supports such as the Tuition Waiver Program.”

VERUKAH POIRIER Student with Lived Experience in Government Care Faculty of Arts, UBC Vancouver

Students with Disabilities

At UBC, 23 awards (scholarships and bursaries) of up to $5,400 are available for students with disabilities under the AWARDS FOR STUDENTS WITH DISABILITIES PROGRAM. A 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 are approved for a 40% reduced course load to meet

the eligibility. 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 disabilities to cover the costs of exceptional education-related services and adaptive equipment. A student may receive up to $10,000 in APSD funding per year, and up to $12,000 if attendant care is required. LDAB helps students with the upfront costs of learning assessments, and a student may receive up to $1,800, once in a lifetime.

48

Section 7

EXPERIENTIAL LEARNING PROGRAMS

49

Financial Support for Experiential Learning Experiences In 2017-18, the UBC TUUM EST EXPERIENTIAL AWARD PROGRAM was established at UBC Vancouver with a goal of attracting top domestic students by providing financial support to enable participation in experiential learning opportunities. This award is in the spirit of UBC’s motto, Tuum Est, which means: “It’s yours. It’s up to you.” The award funds enriched learning experiences for incoming students. One-time entrance awards valued at up to $3,500 are available for outstanding domestic student entering the university directly from secondary schools. 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 2019-20, 205 students at Vancouver campus and 20 students at Okanagan campus received the Tuum Est

Experiential Award. The program continues to attract top students by providing financial support and prioritized access to experiential learning opportunities, including undergraduate research, co-op, study abroad, and international service learning opportunities. These opportunities help students gain academic, work and personal experience to enhance their time at UBC and share their learning with the UBC community. With this award, recipients are able to participate in experience that may not have otherwise been available to them. Recipients are encouraged to explore their experiential learning opportunities; in later years, they are able to exercise their prioritized access to multiple experiences. This award is also offered to all Loran finalists and continues to help make UBC a top destination for these exceptional and nationally-recognized students.

"Lecture-based learning within a classroom can only teach so many lessons. When I wanted to take the learnings from my academic studies and expand upon them, the Tuum Est Experiential Award allowed me to approach faculty at UBC with a strong research idea, a plan to execute it and the financial resources to make it possible. It opened new doors for me, allowing me to advance my learning in a hands-on environment while being a primary decision-maker in the scope of the project. Such an opportunity did not exist for me without the Tuum Est Award and it has sparked an excitement for research that I see continuing much into the future." ADAM GUTHRIE Tuum Est Award recipient, School of Kinesiology, UBC Vancouver

International Learning AwardsUBC Students participating in international learning opportunities have access to a large range of UBC and external awards and scholarships. Most funding can be used for experiences at any UBC partner location or program, while new pathways are being developed regularly to support a wide-range of initiatives and programs in collaboration with the Faculties.

In 2019-20, the GO GLOBAL program provided funding opportunities for UBC international and domestic students. Most students received between $1,000 and $2,000 to support their activity, and scholarships of up to $10,000 dollars were provided.

Key successes this year include the development of a $5,000 equity-based award named GO GLOBAL PATHFINDER. Total offers of up to $100,000 for domestic and international students are planned for

2021-22. Funding has been redirected to new initiatives to support under-represented student populations, and the continued diversification of program opportunities. Structured and self-directed research placements have seen steady and growing interest, and Go Global has allocated funding to support these pathways.

INTERNATIONAL UNDERGRADUATE RESEARCH AWARDS provide international students who are interested in research an opportunity to explore projects of interest and/or to work with a faculty member who can hire them to engage with specific research.

In 2019-20, $2.8 million of International Learning Awards were distributed in both campuses. It represents a 13% increase compared to the prior year. The Okanagan campus slightly decreased by 6%, while the Vancouver campus increased by 16% (see Table 27).

50

Table 27. UBC Controlled Funding for International Learning Awards, By Campus, by Student Type

The table shows support from UBC Controlled Funding for International Learning from 2015-16 to 2019-20, categorized by campus and student type.

2015-16 2016-17 2017-18 2018-19 2019-20 In Thousands of Dollars

Amount % Amount % Amount % Amount % Amount %

Okanagan $290 16% $238 14% $329 16% $385 15% $363 13%

Graduate $1 0% $2 $7 2% $11 2% $8 1%

Undergraduate $289 100% $236 100% $322 98% $374 98% $355 99%

Vancouver $1,571 84% $1,383 86% $1,737 84% $2,129 85% $2,467 87%

Graduate $84 5% $83 6% $140 8% $122 6% $132 6%

Undergraduate $1,487 95% $1,301 94% $1,597 92% $2,007 94% $2,335 94%

Grand Total $1,860 100% $1,621 100% $2,066 100% $2,514 100% $2,830 100%

51

In 2019-20, 293 unique students on the Okanagan campus received International Learning Awards from

UBC Okanagan Controlled Funding, representing a 10% increase compared to the prior year (see Figure 14).

Figure 20. Number of International Learning Students that Received Okanagan Controlled Funding, by Student Type

The figure shows the number of International Learning students that received UBC Okanagan Controlled Funding from 2015-16 to 2019-20, categorized by student type.

In 2019-20, 1,643 unique students on the Vancouver campus received International Learning Awards from UBC Vancouver Controlled Funding, representing a

10% increase compared to the prior year (see Figure 15). 93% of students awarded in Vancouver were undergraduate students and 7% were graduate students.

Figure 21. Number of International Learning Students that Received Vancouver Controlled Funding, by Student Type

The figure shows the number of International Learning students that received UBC Vancouver Controlled Funding from 2015-16 to 2019-20, categorized by student type.

1 4 9 12 17

207

158

211

254276

0

50

100

150

200

250

300

2015-16 2016-17 2017-18 2018-19 2019-20

Students

O kanagan International Learning Graduate Recipients Okanagan International Learning Undergraduate Recipients

91 69 135 105 113

988 818

1,087

1,388 1,530

0

500

1000

1500

2000

2015-16 2016-17 2017-18 2018-19 2019-20

Students

Vancouver International Learning Graduate Recipients Vancouver International Learning Undergraduate Recipients

52

In 2019-20, average UBC Controlled Funding to International Learning students was $1,462, a slight 2% increase compared to the prior year. The Okanagan

campus decreased to $1,240 (14% drop) from $1,446, while the Vancouver campus increased to $1,501 (5%) from $1,426 (see Table 28).

Table 28. Average UBC Controlled Funding for International Learning Students, by Campus, by Student Level

The table shows the average UBC Controlled Funding for International Learning students from 2015-16 to 2019-20, categorized by campus and student level.

2015-16 2016-17 2017-18 2018-19 2019-20


Okanagan $1,393 $1,469 $1,485 $1,446 $1,240

Graduate $1,000 $421 $813 $875 $464

Undergraduate $1,394 $1,485 $1,524 $1,473 $1,288

Vancouver $1,456 $1,560 $1,422 $1,426 $1,501

Graduate $921 $1,198 $1,041 $1,165 $1,167

Undergraduate $1,505 $1,590 $1,469 $1,446 $1,526

Overall Average $1,446 $1,546 $1,433 $1,429 $1,462

53

Work Learn/Work Study Programs The WORK LEARN (VANCOUVER) / WORK STUDY (OKANAGAN) fund on-campus work experiences that prioritize student learning and the development of transferrable professional skills. The programs have two funding envelopes: an envelope to fund domestic undergraduate and all graduate students, and an envelope to fund international undergraduate students. Students choose engagement in these experiences to extend their university learning and prepare for their careers. Typically, Work Learn/Work Study students work up to 10 hours/week during the academic year or up to 20 hours/week in the summer terms.

In 2019-20, the Work Learn funded $5.0 million (88% of $8.6 million funding request), resulting in 2,947 part-time work opportunities for students. 39% (38% in 2018-19) of funds allocated to these part-time opportunities were directed toward experiences that included a research component. In response to strong student interest in undergraduate research experiences, UNDERGRADUATE RESEARCH AWARDS has been purposefully directed toward full-time summer research grants. In 2019-20, $0.6 million was offered from international student financial assistance fund, and $1.35 million from UBC faculties as award “top-ups”.

Figure 22. UBC Operating Funds for Work Learn/Work Study Programs

The left figure shows the total UBC Operating Funds support given to Work Learn/Work Study program students from 2015-16 to 2019-20, categorized by student type. The right figure shows the total number of Work Learn/Work Study program students that received assistance from 2015-16 to 2019-20, categorized by student type.

"[Work Learn opportunity] helped me growing as a personal to know how to arrange my schedule. I learned to progress my time management. I really appreciate my supervisors understanding our schedules and all of the obstacles that can get in the way." FEYANNIE HUNG Work Learn Student, Faculty of Arts, UBC Vancouver

$3.2 $3.5 $3.6 $3.6 $3.7

$0.7$0.8 $0.9 $1.2 $1.3$3.9$4.4 $4.4

$4.7$5.0

$0

$1

$2

$3

$4

$5

$6

2015-16 2016-17 2017-18 2018-19 2019-20

Millions

Total Am ount of UBC Operating Funds for W ork Learn/W ork Study Program s

Dom estic International

1,668 1,872 2,124 2,084 2,172

364468

544 669 7752,0322,340

2,664 2,7532,947

0

500

1,000

1,500

2,000

2,500

3,000

3,500

2015-16 2016-17 2017-18 2018-19 2019-20

Students

Total Num ber of Students Supported by UBC Operating Funds for W ork Learn/W ork Study Program s

Dom estic International

54

Section 8

GOVERNMENT FINANCIAL SUPPORT PROGRAMS

55

Canada Student Loans Program In 2017-18, the federal government reformed the Canada Student Loan Program by introducing a single

progressive Canada Student Grant for Full-Time Students and a Fixed Student Contribution Model.

Canada Student Grants for Full-Time Students

The Canada Student Grant for Full-Time Students has replaced both the Canada Student Grant for Low-Income Families and the Canada Student Grant for Middle-Income Families. Students’ eligibility is calculated on a sliding scale based on the student’s prior year total family income and family size, rather than discrete

income cut-offs. An income threshold is used to determine the amount of grant funding to be awarded, which means that students whose total family income falls below the respective income threshold may be eligible for a partial grant. The maximum grant remains at $375 per month.

Table 29. Family Income Thresholds for Canada Student Grants for Full-Time Students

The table shows the total family income thresholds for determining eligibility for Canada Student Grants for Full-Time Students, for 2019-2020, categorized by family size.

Family Size Gross Annual Family Income Threshold

for Maximum Grant

1 person $31,243

2 persons $44,184

3 persons $54,114

4 persons $62,485

5 persons $69,861

6 persons $76,529

7 persons or more $82,660

Fixed Student Contribution Model

Starting in 2017-18, students’ study and pre-study period incomes along with other financial assets and resources stopped being considered as mandatory contributions. Based on the assessment of the prior year’s total family income and family size, a student (and spouse, if applicable) may be expected to contribute towards the cost of the student’s education. With the exception of students who face barriers to employment or are exempted13, students with a prior year family income at or below the income threshold per family size are expected to contribute no more than $1,500 for the September to April loan period.

The calculation of parental contributions for dependent students remains unchanged and is taking greater of parental contribution from discretionary income and assets, voluntary or declared parental contribution. Under the new model, the federal government has simplified the student loan application and assessment processes by removing one third of the questions currently being asked on loan applications. Students also do not need to estimate their earnings or savings for education; on the contrary, students will be able to work during the study period to gain valuable job experience without worrying about the impact on the amount of financial aid received.

Interest Rate Changes

As of November 1st, 2019, there were some changes made to the interest rates of Canada Student Loans. First, the interest accrued on a Canada Student Loan during the six-month non-payment (grace) period has been eliminated. Second, the variable rate was reduced

to prime (from prime plus 2.5%) and the fixed rate was reduced to prime plus 2% (from prime plus 5%). On February 19, 2019, the interest rate charged on all B.C. Government-issued student loans was eliminated.

13 Indigenous students, students with perm anent disabilities, students with dependent children, and current or form er youth in care.

56

Canada Student Loan Repayment Rate14

Every year since 2013, UBC students have demonstrated a repayment rate that exceeds the national average. In 2018, UBC achieved a repayment rate of 97.3%. The total loan dollar value was $75.5 million with 4,528 borrowers meeting their obligation.

Table 30. Debt Repayment Trend

The table shows the debt repayment trend, from 2012-13 to 2016-17, categorized by cohort.

Year Measured 2014 2015 2016 2017 2018

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

UBC Repayment Rate 94.8% 96.3% 96.2% 96.0% 97.3%

National Threshold 85.2% 85.2% 85.2% 85.2% 85.2%

Minimum Threshold 60.0% 60.0% 60.0% 60.0% 60.0%

US Federal Direct Loan Program UBC is an approved Title IV institution, which means that UBC students from the USA can access direct loans, including direct subsidized and direct unsubsidized loans. Direct subsidized loans are based on financial need and the US Department of Education pays the interest on the loan while the student is registered and throughout a grace period. Unsubsidized loans offer low, fixed interest rates and flexible repayment terms.

The new fixed interest rates15 for Direct Loans first disbursed on or after July 1, 2019, and before July 1, 2020 were:

4.53% for Undergraduate students borrowing Direct Subsidized Loans and Direct Unsubsidized Loans

6.08% for Graduate or Professional students borrowing Direct Unsubsidized Loans

7.08% for Parents and Graduate or Professional Students borrowing Direct PLUS Loans.

Figure 23. US Federal Direct Loan Program Funding

The left figure shows the financial support students received from the US Federal Direct Loan Program from 2015-16 to 2019-20, categorized by student type. The right figure shows the number of students that received financial support from 2015-16 to 2019-20, categorized by student type.

14 http://tools.canlearn.ca/cslgs-scpse/cln-cln/rtr-rri/details-eng.do?rateYear=2018 15 https://studentaid.gov/understand-aid/types/loans/interest-rates

$3,514$4,310 $4,723 $5,005

$4,351

2,105

2,2062,911 2,962

2,794

$5,618

$6,516

$7,634 $7,967

$7,145

$0

$1,000

$2,000

$3,000

$4,000

$5,000

$6,000

$7,000

$8,000

$9,000

2015-16 2016-17 2017-18 2018-19 2019-20

Thousands

Total Am ount of W illian D. Ford Federal Direct Loan Program Funding (US Dept. of Education)


196229 219 235

199

121112 130 125

124

317341 349 360

323

0

50

100

150

200

250

300

350

400

2015-16 2016-17 2017-18 2018-19 2019-20

Students

Num ber of Students Supported By W illian D. Ford Federal Direct Loan Program Funding (US Dept. of Education)


57

Section 9

OTHER KEY INITIATIVES

58

Student Financial Advising and Financial Literacy for G+PS Students UBC Vancouver’s Faculty of Graduate and Postdoctoral Studies (G+PS) hosts pre-arrival webinars throughout the year, for graduate students new to UBC, Vancouver or Canada. The webinar addresses a range of topics including finances, living in Vancouver, and immigration (for those new to Canada). G+PS partners with Enrolment Services to cover topics on student finances, including budgeting resources, need-based funding, and tuition assessment. G+PS also partners with UBC’s International Student Development to address topics such as immigration, working on and off campus as an international student, health insurance, and banking and cell phones. In addition, G+PS hosts a number of in-person workshops on the topic of applying successfully to graduate award competitions, scheduled to coincide with major graduate scholarship competitions. These workshops present information about eligibility and

selection criteria, as well as tips for strengthening one’s application, generally presented by staff, a faculty adjudicator and a graduate student. G+PS hosts an online network (https://community.grad.ubc.ca/) for newly admitted and current UBC graduate students to meet, exchange ideas and discuss topics of mutual concern, including funding. UBC staff and faculty can access the online community as well to engage with students in active discussions. Moving forward, G+PS has convened a Recruitment Task Force to develop a university-wide strategic approach to enhance and coordinate graduate student recruitment, of which funding is a key component. G+PS has also launched a small Graduate Recruitment Seed Fund to support the evaluation of recruitment tactics and to establish best practices to be shared and implemented across programs.

59

Sponsorship Sponsorship (also known as Third Party Billing) helps over 1,000 students studying at UBC each year. The approximate $10.0 million sponsorship portfolio requires those working with sponsors, and students who are sponsored, a solid understanding of international payment policies (e.g. some countries’ sponsorship program will not pay for Alma Mater Society fees while others will), Indigenous student funding models and possess a very high level of intercultural communication and 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 established tuition deadlines, or is dependent on other external funding offices. UBC supports sponsored students by deferring tuition and registration deposits to

remove barriers for their access to student services, and works closely with sponsors to help ensure a seamless experience for students. Sponsorship trends over the last five years have shown a steady increase in sponsored funding and the total number of students receiving such support. Global political situations can impact sponsorship. For example, in the summer of 2018, the Saudi Arabian Cultural Bureau cancelled the sponsorship contracts for several students; after a short while, a few were reinstated to permit the students to complete their studies. Recent changes in the governments of some countries (e.g., Mexico) have led to contracts being delayed or not fulfilled. When this occurs, each affected student is provided case-by-case support to ensure that their immediate needs are addressed.

Table 31. Number of Sponsors and Number of Students Supported, By Sponsor Category

The table shows the total number of sponsors and number of UBC students that received financial support, from 2015-16 to 2019-20, categorized by sponsor category.

Sponsorship Year 2015-16 2016-17 2017-18 2018-19 2019-20

Sponsors Students Sponsors Students Sponsors Students Sponsors Students Sponsors Students

Indigenous Bands 214 507 211 492 214 507 285 632 240 636

Canadian Organizations 30 117 33 299 30 117 37 128 45 131

International Organizations 78 530 73 449 78 530 89 367 88 309

Total 322 1,154 317 1,240 322 1,154 361 1,127 373 1,076

Table 32. Sponsorship Funding Amount, By Campus

The table shows the total student financial support received by UBC students from sponsorship funding, from 2015-16 to 2019-20, categorized by UBC campus.

In Thousands of Dollars 2015-16 2016-17 2017-18 2018-19 2019-20

Vancouver $8,786 $8,926 $9,043 $8,869 $8,259

Okanagan $1,189 $1,296 $1,745 $1,549 $2,129

Total $9,975 $10,222 $10,788 $10,418 $10,388

60

Other Financial Support Data Table 33. 2019-20 Total Student Financial Support, By Faculty, By Award Type

The table shows the total student financial support received by UBC students and the total number of students that received financial support, in 2019-20, categorized by faculty and award type.

Note: Number of Recipients in System Total is a unique count of students. Some students were registered at both UBC Vancouver and UBC Okanagan for the 2019-20 academic year (e.g. UBC Vancouver in 2019 Summer session, then transferred to UBC Okanagan in 2019 Winter session). Hybrid award funding for Unclassified students at UBC Vancouver campus is for a Vantage College student in the UBC Okanagan’s Bachelor of Management program.

FacultyNumber of Recipients

Repayable Loans Non-Repayable

GrantsBursary Need Merit Hybrid Work Learn Total

VancouverApplied Science 2,105 $12,637 $3,239 $3,194 $19,071 $4,558 $2,388 $254 $26,271Arts 5,235 $24,915 $7,171 $4,619 $36,706 $10,863 $4,214 $1,310 $53,094Dentistry 274 $3,318 $843 $845 $5,005 $93 $5 $2 $5,106Education 1,272 $8,320 $1,132 $1,292 $10,744 $1,434 $83 $297 $12,558Forestry 420 $1,806 $453 $325 $2,583 $1,177 $254 $68 $4,082Graduate and Postdoctoral Studies 6,856 $19,096 $1,243 $3,048 $23,387 $64,562 $1,533 $887 $90,369Land and Food Systems 692 $3,274 $1,021 $639 $4,935 $1,438 $670 $194 $7,237Law 436 $3,950 $1,194 $1,420 $6,565 $579 $119 $78 $7,340Medicine 1,069 $13,684 $4,109 $4,115 $21,908 $410 $28 $35 $22,381Pharmacy 678 $8,138 $2,208 $1,199 $11,545 $214 $70 $11,829Sauder School of Business 1,481 $5,793 $1,408 $1,396 $8,597 $4,659 $786 $259 $14,301Science 3,503 $17,637 $4,954 $2,781 $25,372 $5,425 $2,732 $974 $34,502Unclassified 254 $362 $117 $6 $485 $816 $3 $53 $1,356

Vancouver Total 24,187 $122,931 $29,091 $24,881 $176,903 $96,227 $12,815 $4,481 $290,426Okanagan

Applied Science 695 $4,018 $954 $858 $5,830 $773 $200 $78 $6,880Arts 2 $0 $0 $1 $2 $4Arts and Science 2,344 $12,203 $3,480 $1,764 $17,447 $2,998 $1,138 $169 $21,753Creative and Critical Studies 68 $373 $109 $76 $558 $52 $24 $634Education 150 $1,198 $448 $584 $2,231 $39 $11 $0 $2,282Graduate and Postdoctoral Studies 8 $65 $8 $73Graduate Studies Okanagan 661 $2,433 $267 $648 $3,348 $4,500 $655 $270 $8,773Health and Social Development 923 $4,718 $1,194 $1,086 $6,998 $653 $212 $24 $7,886Law 1 $0 $1 $1 $2 $2Management 360 $1,518 $336 $119 $1,974 $575 $47 $2,596Medicine 1 $4 $1 $5 $5Unclassified 29 $108 $16 $32 $156 $14 $2 $2 $173

Okanagan Total 5,240 $26,574 $6,806 $5,169 $38,548 $9,670 $2,289 $554 $51,061

System Total 29,411 $149,505 $35,897 $30,049 $215,451 $105,897 $15,104 $5,035 $341,487

Award Amount (in thousands of dollars)

61

Table 34. 2019-20 Student Financial Support from Operating Funds, By Faculty, By Award Type

The table shows the total student financial support received by UBC students and the total number of students that received financial support from Operating Funds, in 2019-20, categorized by faculty and award type.

Note: Number of Recipients in System Total is a unique count of students. Some students were registered at both UBC Vancouver and UBC Okanagan for the 2019-20 academic year (e.g., UBC Vancouver campus in 2019 Summer session, and then transferred to UBC Okanagan in 2019 Winter session. Hybrid award funding for Unclassified students at UBC Vancouver was for a Vantage College student in the UBC Okanagan’s Bachelor of Management program.

FacultyNumber of Recipients

Need Merit Hybrid Work Learn Total

VancouverApplied Science 1,365 $3,198 $4,035 $2,387 $254 $9,873Arts 3,531 $4,635 $9,955 $4,212 $1,310 $20,113Dentistry 175 $845 $84 $5 $2 $936Education 822 $1,293 $1,261 $83 $297 $2,935Forestry 322 $325 $1,064 $254 $68 $1,711Graduate and Postdoctoral Studies 5,988 $3,056 $46,305 $1,533 $887 $51,780Land and Food Systems 436 $642 $1,282 $670 $194 $2,788Law 337 $1,420 $537 $119 $78 $2,154Medicine 757 $4,115 $372 $28 $35 $4,550Pharmacy 402 $1,199 $196 $70 $1,465Sauder School of Business 1,067 $1,397 $4,309 $786 $259 $6,751Science 1,997 $2,782 $4,410 $2,732 $974 $10,897Unclassified 179 $8 $799 $3 $53 $862

Vancouver Total 17,316 $24,915 $74,608 $12,812 $4,481 $116,816Okanagan

Applied Science 445 $864 $729 $107 $78 $1,778Arts 1 $1 $2 $3Arts and Science 1,447 $1,780 $2,794 $803 $169 $5,546Creative and Critical Studies 44 $80 $42 $11 $133Education 108 $584 $34 $10 $0 $629Graduate and Postdoctoral Studies 8 $47 $8 $55Graduate Studies Okanagan 579 $651 $2,783 $615 $270 $4,318Health and Social Development 694 $1,092 $596 $103 $24 $1,814Law 1 $1 $1Management 255 $120 $555 $11 $686Medicine $0Unclassified 17 $34 $14 $0 $2 $51Okanagan Total 3,597 $5,207 $7,594 $1,660 $554 $15,015

System Total 20,903 $30,122 $82,202 $14,472 $5,035 $131,831

Award Amount (in thousands of dollars)

62

Table 35. Total Bursaries, By Program

The table shows the total and average amounts of bursary received by UBC students from 2018-19 to 2019-20, categorized by program.

2018WS 2019WSSumBursaryAmounAverageBursaryAmSumBursaryAmounAverageBursaryAm

Vancouver $25,628,710 $5,035 $24,880,518 $5,212Applied Science $3,408,615 $5,579 $3,194,482 $5,634

Bachelor of Applied Science $2,453,459 $5,176 $2,333,105 $5,363Bachelor of Environmental Design $109,700 $7,836 $96,750 $10,750Bachelor of Science in Nursing $845,456 $6,874 $764,627 $6,216

Arts $4,940,569 $4,281 $4,619,487 $4,680Bachelor of Arts $4,471,705 $4,255 $4,128,674 $4,676Bachelor of Fine Arts $67,345 $3,544 $68,200 $4,871Bachelor of International Economics $131,047 $8,190 $168,644 $7,027Bachelor of Media Studies $37,850 $3,154 $22,400 $3,733Bachelor of Music $96,181 $4,008 $119,462 $3,982Bachelor of Social Work $136,393 $4,400 $109,807 $3,786Diploma in Art History $2,300 $2,300Vantage One Bachelor of Arts $48 $48

Dentistry $1,016,050 $6,350 $844,775 $5,558Bachelor of Dental Science (Dental Hygiene) $505,750 $9,542 $325,500 $8,797Doctor of Dental Medicine $510,300 $4,769 $519,275 $4,515

Education $1,274,648 $4,306 $1,291,991 $5,087Bachelor of Education $881,489 $4,791 $831,198 $5,505Bachelor of Kinesiology $393,159 $3,510 $447,693 $4,347Diploma in Education $13,100 $13,100

Forestry $325,591 $4,341 $325,027 $4,578Bachelor of Science in Forest Sciences $10,800 $2,700 $23,400 $4,680Bachelor of Science in Forestry $66,166 $3,151 $74,250 $3,536Bachelor of Science in Wood Products Processing $38,696 $3,870 $19,900 $3,980Bachelor of Science Natural Resources Conservati $155,859 $7,422 $134,821 $5,185Bachelor of Urban Forestry $54,070 $2,846 $72,656 $5,190

Graduate and Postdoctoral Studies $3,339,946 $6,062 $3,048,291 $5,817Doctor of Medicine/Doctor of Philosophy $13,800 $6,900 $13,250 $4,417Doctor of Philosophy $607,503 $8,679 $549,683 $9,816Master of Applied Science $49,061 $3,504 $101,350 $10,135Master of Architecture $257,550 $8,585 $268,000 $6,872Master of Architecture / Master of Landscape Arc $17,000 $4,250 $63,650 $12,730Master of Archival Studies $12,200 $4,067 $3,000 $3,000Master of Archival Studies & Library Info Studies $28,098 $4,014 $62,750 $7,844Master of Arts $170,058 $4,859 $197,559 $6,373Master of Business Administration $78,672 $3,147 $40,885 $1,947Master of Business Analytics $21,450 $7,150Master of Community and Regional Planning $10,750 $672 $1,650 $138Master of Data Science $187,000 $14,385 $180,544 $9,502Master of Education $161,558 $7,693 $133,122 $5,547Master of Educational Technology $5 $5 $500 $500Master of Engineering $67,355 $7,484 $127,250 $11,568Master of Fine Arts $18,905 $3,781 $16,150 $8,075Master of Food and Resource Economics $1,298 $649 $1,107 $277Master of Food Science $944 $315 $1,469 $367Master of Forestry $8,450 $8,450Master of Geomatics for Environment Managemen $5,384 $1,346 $5,000 $833

63

Master of Health Administration $11,000 $5,500 $20,000 $5,000Master of Health Science $39,950 $7,990 $34,000 $8,500Master of International Forestry $35 $35 $493 $246Master of Journalism $67,074 $7,453 $66,779 $7,420Master of Kinesiology $3,700 $3,700 $2,500 $2,500Master of Land and Water Systems $16,557 $4,139 $550 $183Master of Landscape Architecture $147,950 $8,219 $113,950 $6,703Master of Laws $62,904 $15,726Master of Laws (Common Law) $28,000 $5,600 $156,500 $8,694Master of Laws in Taxation $38,050 $12,683Master of Library and Information Studies $181,850 $11,366 $96,804 $7,446Master of Management $24,574 $4,096 $54,500 $7,786Master of Music $31,550 $6,310 $27,450 $6,863Master of Nursing $29,850 $4,975 $40,500 $20,250Master of Occupational Therapy $7,000 $438 $15,900 $935Master of Physical Therapy $18,240 $521 $25,850 $574Master of Public Health $26,934 $2,245 $9,583 $1,369Master of Public Health/Master of Science Nursing $10,850 $3,617 $8,200 $4,100Master of Public Policy and Global Affairs $29,780 $1,567 $15,000 $789Master of Science $729,150 $7,926 $491,541 $6,554Master of Science in Nursing $17,300 $3,460 $14,500 $3,625Master of Social Work $137,350 $13,735 $29,100 $4,850Master of Sustainable Forest Management $5,746 $821 $10,174 $3,391Master of Urban Design $3,000 $3,000MSc in Craniofacial Science/Dip in Prosthodontics $1,000 $1,000 $1,000 $1,000MSc in Craniofacial Science/Diploma in Orthodont $11 $11

Land and Food Systems $526,886 $4,284 $638,992 $4,500Bachelor of Science in Applied Biology $105,619 $3,642 $147,525 $3,882Bachelor of Science in Food Nutrition and Health $321,390 $3,826 $415,634 $4,469Bachelor of Science in Global Resource Systems $99,877 $9,988 $75,834 $6,894

Law $1,136,750 $6,807 $1,420,100 $7,101Juris Doctor $1,136,750 $6,807 $1,420,100 $7,101

Medicine $4,562,300 $7,311 $4,115,025 $6,244Bachelor of Medical Laboratory Science $17,000 $3,400 $8,900 $4,450Bachelor of Midwifery $788,900 $13,602 $938,900 $14,013Doctor of Medicine $3,756,400 $6,696 $3,167,225 $5,368

Pharmacy $1,194,133 $4,540 $1,199,150 $4,237Bachelor of Science in Pharmacy $3,300 $3,300Entry-to-Practice Doctor of Pharmacy $1,194,133 $4,540 $1,195,850 $4,241

Sauder School of Business $1,186,040 $3,826 $1,396,185 $4,951Bachelor of Business in Real Estate $6,474 $6,474Bachelor of Commerce $1,176,367 $3,832 $1,382,431 $4,973Diploma in Accounting $3,200 $1,600 $5,754 $1,918Post Grad Cert in Real Property Valuation $8,000 $8,000

Science $2,710,729 $3,534 $2,780,814 $4,239Bachelor of Computer Science $288,931 $6,147 $253,100 $4,602Bachelor of Science $2,421,798 $3,364 $2,523,714 $4,206Vantage One Bachelor of Science $4,000 $4,000

Unclassified $6,453 $1,291 $6,200 $2,067Unclassified/Visiting $6,453 $1,291 $6,200 $2,067

Okanagan $4,422,330 $5,714 $5,168,572 $5,907Applied Science $761,680 $6,566 $858,005 $6,309

Bachelor of Applied Science $761,680 $6,566 $858,005 $6,309Arts and Science $1,478,423 $4,739 $1,764,471 $4,847

Bachelor of Arts $814,383 $5,058 $1,020,771 $5,372Bachelor of Media Studies $1,850 $617 $8,150 $4,075Bachelor of Science $662,190 $4,474 $735,550 $4,276

64

Creative and Critical Studies $108,500 $7,750 $75,925 $5,840Bachelor of Fine Arts $108,500 $7,750 $75,925 $5,840

Education $419,500 $6,659 $584,350 $6,640Bachelor of Education Teaching Adolescents $168,650 $6,487 $337,050 $7,660Bachelor of Education Teaching Children $250,850 $6,780 $247,300 $5,620

Graduate Studies Okanagan $499,868 $8,195 $647,778 $10,122Doctor of Philosophy $88,995 $14,833 $133,400 $19,057Master of Applied Science $36,615 $7,323 $56,250 $14,063Master of Arts $73,901 $14,780 $74,175 $9,272Master of Data Science $51,950 $8,658 $64,950 $21,650Master of Education $3,648 $1,824Master of Fine Arts $42,200 $14,067Master of Science $18,795 $2,349 $13,950 $3,488Master of Science in Nursing $4,750 $2,375 $18,900 $9,450Master of Social Work $221,214 $8,193 $243,952 $7,392

Health and Social Development $1,072,291 $5,765 $1,085,539 $6,133Bachelor of Human Kinetics $221,050 $3,811 $263,800 $4,628Bachelor of Science in Nursing $851,241 $6,650 $821,739 $6,848

Law $1,300 $1,300Juris Doctor $1,300 $1,300

Management $77,800 $4,095 $119,050 $4,960Bachelor of Management $77,800 $4,095 $119,050 $4,960

Unclassified $4,269 $1,423 $32,154 $4,019Unclassified/Visiting $4,269 $1,423 $32,154 $4,019

Grand Total $30,051,040 $5,125 $30,049,090 $5,319

65

Table 36. Bursary Support for Designated Graduate Programs

Funding for bursaries 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 bursaries. Pursuant to Policy 72, the Provost, UBC Vancouver 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 • Executive Master of Business Administration, embay • Professional Master of Business Administration,

PMBA • 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 Data Science – Computational Linguistics,

MDSCL • 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 Global Surgical Care, MGSC • 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 • Flexible Doctor of Pharmacy, Flex PharmD • 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

2019-20 Student Financial

Support Annual ReportJune 1, 2020

Andrew Szeri, Provost and Vice-President Academic, UBC Vancouver

Deborah Buszard, Deputy Vice-Chancellor and Principal, UBC Okanagan

Ananya Mukherjee-Reed, Provost and Vice-President, Academic, UBC Okanagan

Pam Ratner, Vice-Provost and Associate Vice-President, Enrolment and Academic Facilities,

UBC Vancouver

Kate Ross, Associate Vice-President, Enrolment Services and Registrar, UBC Vancouver

2

2019-20 Major Accomplishments• Revised bursary allocation model increased average bursary per student

by 2.5%

• Further expanded UBC tuition waiver eligibility to be inclusive of all

categories of Youth-In-Care in BC

• Increased funding for Indigenous Presidential Scholarships

3

2019-20 Total Student Financial Support

Last Year Analysis on Total Funding

5% Increase in Total SFS

4% Increase in UBC Operating Fund

contributions

5-Year Analysis on Total Funding

31% Increase in Total SFS

47% Increase in UBC Operating Fund

contributions

Last Year Analysis on Number of Students Supported

3% Increase in number of students supported

5-Year Analysis on Number of Students Supported

13% Increase in number of students supported

27.8% 28.2%29.2%

30.4% 30.3%

23,000

24,000

25,000

26,000

27,000

28,000

29,000

30,000

$-

$50

$100

$150

$200

$250

$300

$350

2015-16 2016-17 2017-18 2018-19 2019-20

Stu

den

t

Mill

ion

s

Total Student Financial Support Funding

Other Student Financial Support UBC Operating Fund Number of Students

$252.2M $263.3M$299.0M

$325.9M$341.5M

4

UBC Controlled Student Financial Support

Last Year Analysis on Tuition and Student Fees

12.4% Increase in Tuition and Student Fees

Revenue

13.5% Increase in UBC Controlled Financial

Support

5-Year Analysis on Tuition and Student Fees

57.0% Increase in Tuition and Student Fees

Revenue

57.5% Increase in UBC Controlled Financial

Support

Average Annual Growth Rate

12% Increase in UBC Controlled Financial Support

5

2019-20 Total Student Financial Support

I am a First Nations and Indigenous student. The

tuition waiver program has been integral to my

success at UBC. I am so grateful that this

program has mitigated the financial burdens that

my degree could have imposed on me, and

allowed me to focus on my studies rather than

focus on trying to find the money to pay for my

tuition…[my] goal would never be achievable

without supports such as the Tuition Waiver

Program [for students with lived experience in

government care].”

VERUKAH POIRIERStudent with Lived Experience in Government Care

Faculty of Arts, UBC Vancouver

6

UBC COVID-19 Financial Supports• Total funding added to established emergency bursary fund: $3.6m1

• UBC funding

• Incremental Tuition: $2.1m (UBCV: $1.7m, UBCO:$0.4m)2

• FY21 Budget (including carryforward): $0.6m

• BC Government funding: $271k3

• Donations: $559k

• President’s Student Emergency Support: $139k

• A.W. Hunt, QC Student Emergency Assistance Fund: $20k

• AMS: $250k

• UBCSUO: $150k1. As of April 23, 2020

2. Includes tuition revenue surplus allocation in consultation with elected student leadership

3. Includes funds received for Indigenous students

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Federal Funding Supports for COVID-19May-Aug 2020

• Canada Emergency Student Benefit: $1,250/m for May-Aug 2020

• Canada Student Service Grant: up to $5,000

2020-2021 Program Year

• Double Canada Student Grant

• Up to $6,000 for Full-Time students

• Up to $3,600 for Part-Time students

• Double Canada Student Grant for Students with Permanent Disability

• Remove the expected student’s and spouse’s contributions

• Enhance the weekly Canada Student Loans Program to $350 from $210

Note: Approximate impact for 2020-2021 UBC Bursary would have additional spending

of around $5.0m to meet domestic students’ unmet need and ensure a moderate

standard of living

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COVID-19 Student CommunicationVancouverhttps://students.ubc.ca/covid19

https://www.grad.ubc.ca/covid-19

Okanaganhttps://ok.ubc.ca/covid19/

https://gradstudies.ok.ubc.ca/about/updates-covid-19/ - Okanagan

https://students.ubc.ca/covid19

https://www.grad.ubc.ca/covid-19

https://ok.ubc.ca/covid19/

https://gradstudies.ok.ubc.ca/about/updates-covid-19/

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Discussion and Decision PointsPlans for 2020-21

• Continue supporting all students through emergency bursaries with

unexpected financial hardships in basic food, rent, living expenses,

traveling back to home, and technology needs

• Continue practice of empathy and leniency in financial support criteria

• Continue specific student financial support for Indigenous students

• Continue fundraising for Blue & Gold to achieve $200m goal

• Implementation of new bursary allocation model for differentiated programs

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Strategic Plan AlignmentGoals:

• 2. Inspire and enable students

Core areas and strategies:

• S1. Great people-Blue and Gold Campaign

• S17. Indigenous Engagement

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SWOTStrengths:

• Policy LR10 - the Financial Aid Policy (former Policy 72)

• Augmented emergency bursary support in response to COVID-19

Weaknesses: UBC Bursary model is very sensitive to changes in StudentAid BC

Policy

Opportunities:

• Increase in government student loan support

• Achieve the Blue & Gold campaign target

• Support to Indigenous students

Threats: Dependent on StudentAid BC policies

SUBJECT STUDENT FINANCIAL SUPPORT ANNUAL REPORT … · BOARD OF GOVERNORS SUBJECT STUDENT FINANCIAL...

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