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

Related Records | Responsible Unit | Information Steward | Information Confidentiality Classification | Retention | Disposition | Authority | Retention RationaleVersion Information

Content & Scope

The records Include donation agreements, award proposals, and eligibility requirements.

Related Records

  • For records of individuals receiving scholarships, bursaries, and awards, see ST28 – Scholarships, Bursaries, & Awards Case Files.
  • For unsuccessful applications for scholarships, bursaries, and awards, see: ST35 – Unsuccessful Financial Aid & Award Applications.

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.

Retention Rationale

Income Tax Regulations, 5800 specify 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.

Approval Date

26 July 2010