ST40 – Scholarship & Award Development [DRAFT]

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





  • 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)