Records of the establishment of scholarships, bursaries, and awards.

Related Records | Responsible Unit | Information Steward | Information Confidentiality Classification | Retention | Authority | Retention Rationale |  Version Information

Content & Scope

The records include copies of donation agreements, award proposals, and eligibility requirements.

Related Records

  • For executed agreements with donors, see AD80 – Contracts & Agreements.
  • For records of individuals receiving scholarships, bursaries, and awards, see ST50 –Scholarship, Award, & Financial Aid Recipients.

Responsible Unit

  • Registrar's Office, Student Awards & Financial Aid.
  • Graduate Studies and Postdoctoral Affairs.
  • Units responsible for administering scholarship, bursaries, and awards.

Information Steward

  • Registrar, for undergraduate student scholarships, bursaries, and awards.
  • Associate Vice-President, Graduate Studies and Postdoctoral Affairs, for graduate student scholarships, bursaries, and awards.
  • Information steward responsible for the area of University administration, for other scholarships, bursaries and awards (consult the directory of information stewards for more information).

Information Confidentiality Classification

Restricted.

Retention

Permanent.

Authority

  • University of Waterloo Act, 1972.
  • Income Tax Regulations (C.R.C., c. 945).

Retention Rationale

Income Tax Regulations, 5800 require that records of donations which must be held for 10 years or more be retained until 2 years after charitable registration is revoked. These records have long-term value in documenting scholarships and awards made available to students.

Under Review Date

24 January 2020

Previous Version

26 July 2010

(This records retention schedule replaces ST25 – Scholarships, Bursaries, and Awards)