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Bursaries, Scholarships, and Awards Oil & Gas Aboriginal Trades & Technology (OGTT) General Application For First Nations, Inuit & Métis Studying in Alberta, British Columbia & Ontario Deadline: April 30 and November 30 annually Page 1 o f 17 Background Indspire is a nationally registered charity with a mandate to provide financial support to First Nations, Inuit and Métis individuals who are pursuing education, technical training and professional development. To help meet the demand for trades and technology workers in Alberta’s oil and gas industry, in 2007 the Oil & Gas Trades and Technology (OGTT) Bursary and Scholarship program was launched with the support of BP Canada, TransCanada, Suncor Energy Foundation and Petro Canada. Application due dates The deadline for the submission of applications is April 30 and November 30 annually. Complete application packages must contain current information and be post-‐marked, in the mail or dropped off at Indspire by the deadline date. Applications that are post-‐marked after the deadline date will not be reviewed or returned. Who can apply? You are eligible to apply for financial assistance if you are: • A Canadian resident Indigenous individual who is either First Nation status or non-‐status*, Inuit or Métis and recognized by the Federal Government. o *In these guidelines Non-‐status First Nation person means a person who is not registered on the Government of Canada’s Indian Band Registry List, however, is a direct descendant of a parent(s) or grandparent(s) who is on the Government of Canada’s Indian Band Registry List and holds a valid Certificate of Indian Status card. • A Non-‐Status First Nation is a nation that the Federal Government has designated and recognizes as a Non-‐ Status First Nation. • A registered First Nation, Inuit, or Métis apprentice in Alberta, British Columbia taking technical education in the Oil and Gas Trades and Technology Fields; and • Studying trades such as: Electrician, Gasfitter, Heavy Duty Mechanic, Heavy Equipment Operator, Heavy Equipment Technician, Instrument Technician, Insulator, Machinist, Mechanic, Millwright, Pipe fitter – Construction, Process Operator, Valve Technician, Welder and others; or • Studying technologies such as: Chemical Technologist, Control, Corrosion, Environmental Technologist, Inspection, Instrumentation-‐Electrical, Board, Systems, Voltage, Petroleum Engineering Technologist, Power Engineering, Managing Boiler, and others. Who cannot apply Financial assistance is not provided for: • Programs not related to the Oil and Gas sector. • Studies outside of Alberta, British Columbia and Ontario. • Students receiving funds from Indspire for studies taking place between September 2015 and August 2016 through the Post-‐secondary Education, Aboriginal Health Careers, LSAP, FAAY. • Existing college and university programs supported by other Indspire bursaries (Bachelor Arts, Masters, or PhD program). • Research studies. Types & Amount of Awards Available Through OGTT Awards Program Bursary Awards: A bursary is a monetary award agreed upon and awarded by a Jury to applicants who meet the established criteria and show they have a financial need. All applications are assessed in accordance with established criteria. Bursary awards do Page 2 of 17 not have to be repaid. Applicants who do not demonstrate a financial need are not eligible to receive a bursary award; however, may be eligible to receive a scholarship and/or an incentive award. Amount of Bursary Awards: Submitting an application does not guarantee that an applicant will receive funding. There is no set amount for bursaries – every applicant is assessed individually. The level of financial assistance varies according to the financial need of applicants, the number of applicants, and the availability of funds. Very few applicants receive the full amount of their requests; therefore, it is necessary to explore other possible sources of revenue to complement any award received from Indspire. Scholarship Awards: A scholarship is a monetary award agreed upon and awarded by a Jury to applicants who meet the established criteria and who demonstrate academic merit with marks. Scholarships in the amount of $500 are awarded to applicants who have achieved an average of 70 percent or higher on their official/unofficial transcript. Scholarship awards do not have to be repaid. Incentive Awards: There are 2 types of incentive awards. • $500 Yearly Incentives are awarded upon successful completion of each year or period of the program. • $1000 Completion Incentives are awarded for successful completion of the entire program. • Incentive awards do not have to be repaid. What awards can be applied for If you are eligible, you can apply for all three types of awards (bursary, scholarship & incentive), however, you can choose to apply for only the incentive award. If you choose to apply for only the incentive award you must use the “OGTT Incentive Award Application Package”. All applicants must ensure they provide all supporting documentation along with the application form. Page 3 of 17 How to apply 1) Submit an application by the appropriate deadline date. 2) Applicants who want to be considered for bursary, scholarship and incentive awards must complete all sections of the application form. 3) Applicants must provide the following documents with their application forms. Include new definitions • Proof of First Nations, Inuit or Métis status as recognized by the Federal Government -‐ all applicants must have a valid Band/Treaty; valid Métis membership card; or valid Inuit Beneficiary card and provide a photocopy of both the front and back of the card. o Students who are non-‐status First Nation persons must send a photocopy of the Federal Government card issued to parents or grandparents along with the long-‐form birth certificate(s) or baptism certificate(s) clearly showing the relationship to person on the band status card. o Students who are members of a Non-‐Status First Nation must provide a letter from their registry office stating that the Federal Government has designated and recognizes their nation as a Non-‐ Status First Nation. o Students who are Métis aged 18 and over must have their own card. In the case where an applicant is awaiting issuance of their own Métis card, they can submit a photocopy of the card issued to parents along with the long-‐form birth certificate(s) or baptism certificate(s) that clearly shows the relationship to the person on the Métis card. An official letter (on organization letterhead, dated, signed) from the Métis organization can be provided that identifies that person on the card is a registered member in good standing with that Métis organization. Documentation must also be provided to show that Indspire’s applicant has made application to become a member of their Métis organization. • One completed Letter of Recommendation Form. • Current resume. • A copy of your most recent marks or record of studies, however if this information is not available at the time the application is due, and applicants must provide the documentation to Indspire as soon as it becomes available. • Confirmation of enrolment/admission from training provider if it is available when application is submitted; otherwise it can be submitted when it becomes available. Who reviews the application? Applications are reviewed by a Jury of program stakeholders. Currently Suncor Energy Foundation, Shell Canada, Imperial Oil and TransCanada each have 1 representative. Page 4 of 17 How applications are assessed The Jury will be looking at the following: • Demonstrated financial need – income & expenses, how you are contributing to your education costs, other sources of income such as loans, other bursaries or scholarships applied for, is the budget reasonable under the circumstance, etc. • Involvement and contribution with/to the First Nation, Inuit or Métis community – how you are involved and how you contribute to the indigenous community. This is generally shown through your volunteer work, coaching, committees you sit on, participating in ceremonies, attendance at community events, educating others on indigenous ideals, views and issues, etc. • Suitability and commitment to Trades leading to the oil and gas sector – how you feel about working in a trade in the oil & gas sector, why you are passionate about it, plans to stay working in Alberta’s oil & gas sector. • Work and academic performance – how your elder/teacher/principal/community leader/employer assesses your work performance and/or the marks you received in school the last time you attended. When are applicants notified if they are successful? All applicants – successful or otherwise – will receive email notification of the Jury decision regarding their individual application within two months of the deadline date. Conditions of an Award • Awards allocated must be used for the program of study and the training period specified on the application form. • Awards are deemed as income by the Canada Customs and Revenue Agency and must be reported as such. You will receive a T4A form from Indspire in the amount of your award. • Sponsors may choose to publish your name as well as acknowledge and congratulate your scholastic achievements publicly. Accordingly, Indspire provides recipient contact information to sponsors. Submitting a financial report form When submitting the completed Financial Report Form to Indspire please attach the following: • Photocopies of receipts for books, course materials, tuition, or other receipts that are directly related to your education costs; and • Final grade transcripts that cover the school terms/sessions for which you received an award; if the transcripts are not available at the time of submission, please forward to Indspire as soon as they are available. What to do if you are successful Applicants who are successful will receive an email explaining what is required to receive the award. If you have questions about the email notice and what is required, contact the Indspire Education Department at 866.463.7747 x223. Changes in Circumstance Applicants are to provide notification of change of circumstances that may impact their application. Page 5 of 17 Contacting applicants It is very important to provide a phone number where you can be reached. Due to the time zone differences between provinces, applicants are strongly encouraged to provide an alternate phone number where messages can be left. Email is used to stay in contact with applicants; therefore, applicants are required to provide an email address. Applicants are requested to advise Indspire Education staff of any changes to their mailing address, telephone numbers, email address or related contact information throughout their studies. What to include with the application form Applicants will provide: 1. One current Indspire OGTT General Application fully completed and signed in the designated areas. 2. Proof of First Nation, Inuit or Métis status. 3. Current resume. 4. Letter of Recommendation (Section 6) from Elder, Teacher, Principal, Employer, Coach or Community Leader. 5. Proof of enrolment / admission into the program, OR proof of continuing enrollment (if not yet enrolled in studies this can be provided after you enroll) 6. A copy of your most recent marks (report card or transcript from high school, college or other institute last studied at). Page 6 of 17 Where to send completed application & supporting documents Mail all information to: Indspire Attention: Education Department PO Box 5, 50 Generations Drive Ohsweken, Ontario N0A 1M0 Before you mail the application • Keep a copy of your application package for your personal records. • IMPORTANT -‐-‐ Indspire does not return any documents or materials. • Print your name clearly on each piece of documentation being submitted. • Please paperclip your documents together – no staples. • Application packages can be sent by mail, courier, or submitted in person – no faxes or emails. • Applications must be postmarked on or before the deadline date to be eligible for Jury consideration. Questions If you have any questions please contact: Telephone Toll Free: 1.855.463.7747 x223 Email: [email protected] Website: www.indspire.ca Page 7 of 17 OGTT General Application Form Section 1 -‐ INFORMATION SOURCE How did you learn about this award? (Check as many as applies) £College/University £Community Agency £Family Member £Financial Aid Office £Friend £Guidance Counselor £In remote community £In rural community £In urban community £Magazine £Newspaper £Poster, Brochure, Flyer £Previous Recipient £Radio £Teacher/Professor £Website £Employer £Blueprint for the Future Career Fair (BFF) £Other (Please identify)_______________________________________ Section 2 -‐ PERSONAL and CONTACT INFORMATION Family Name Given Name(s) Gender ¨ Male ¨ Female Social Insurance Number (Must be provided) Date of Birth (mm/dd/yyyy) Current Age Alberta Address While in School: Street Address City Province/Territory Postal Code Telephone Postal Code Telephone Permanent/Home Mailing Address: Street Address City Province/Territory Address you would like us to use: ¨ Permanent/Home Mailing Address ¨ School Address E-‐mail Address -‐ Applicants are updated by email throughout the application process E-‐mail Address Page 8 of 17 Section 3 -‐ INDIGENOUS HERITAGE Indigenous Ancestry Nation: (for example, Cree, Ojibway, Dene, etc.) ¨ Status First Nation Name of Reserve / Métis Association or Land Claim Organization: ¨ Non-‐Status First Nation Province / Territory: ¨ Métis ¨ Inuit Membership # Section 4 – EDUCATION / WORK HISTORY Identify institution you plan to attend? Admission confirmed? ¨ Yes ¨ No Name of the program you are entering/continuing in. Year you will complete your program? Is this your final year of study? ¨ Yes ¨ No Identify the Certificate/Diploma that you will receive upon completion of your program. ¨ GED ¨ Academic Upgrading or Preparation ¨ Pre-‐Trades Training ¨ Pre-‐Technology Training ¨ Pre-‐Employment Training ¨ SAIT Solace Certificate or Combination Studies ¨ Diploma ¨ Certificate ¨ Other: Please Specify: Start date this program End( date for this program (mm/yy) (mm/yy) What year/period of study are you entering? (year bursary award will be applied to) ¨ ¨ ¨ ¨ ¨ ¨ 1 2 3 4 5 6 Total Length of program? ¨ ¨ ¨ ¨ ¨ ¨ 1 2 3 4 5 6 What job/career/occupation in the Oil & Gas sector do you hope to have when you graduate? Please list the last three schools, colleges, or universities that you have attended. FROM TO NAME OF INSTITUTION PROGRAM Degree/Diploma Granted (mm/yy) (mm/yy) __________ _________ ____________________________ ___________________ ______________________ __________ _________ ____________________________ ___________________ ______________________ __________ _________ ____________________________ ___________________ ______________________ Page 9 of 17 Please list work history. Current employer? Date of employment? Position held? Duties & responsibilities? Past employer? Date of employment? Position held? Duties & responsibilities? Past employer? Date of employment? Position held? Duties & responsibilities? Section 5 – PREVIOUS INDSPIRE FUNDING How much financial assistance have you received from Indspire in the past? 2010/11 $ __________ 2010/09 $_________ 2009/08 $____________ 2008/07 $___________ 2007/06 $__________ Other Years$_________ REMINDER: If you received an award from Indspire prior to this application, the Financial Report Form must be submitted before this application can be considered for funding. Page 10 of 17 Name of Applicant:___________________________________________________________________________ Section 6 -‐ LETTER OF RECOMMENDATION Relationship to the applicant: ¨ Elder ¨ Teacher ¨ Principal ¨ Community Leader ¨ Employer 1. How do you know the applicant? _________________________________________________________________________________________________________ _________________________________________________________________________________________________________ _________________________________________________________________________________________________________ 2. Length of time you’ve known the applicant? _____________________________________________________________________ 3. Why would you recommend the applicant for this bursary/scholarship award? _________________________________________________________________________________________________________ _________________________________________________________________________________________________________ _________________________________________________________________________________________________________ _________________________________________________________________________________________________________ 4. Why do you think the applicant will do well in the field of study? _________________________________________________________________________________________________________ _________________________________________________________________________________________________________ _________________________________________________________________________________________________________ _________________________________________________________________________________________________________ 5. Additional Comments. _________________________________________________________________________________________________________ _________________________________________________________________________________________________________ _________________________________________________________________________________________________________ Once completed by the assessor, original assessment forms may be returned to the applicant to be included with their application OR they can be mailed directly to Indspire. Name of Assessor (Please Print/Type): Institution: Position and Department: Address: Telephone: ( ) Fax: ( ) E-‐mail address: Signature of Assessor Date If you have any questions feel free to contact Indspire Education Department (toll-‐ free) at: 1.855.463.7747 x253 Fax: 1.866.433.3159 Indspire Attn: Education Department P.O. Box 759 50 Generations Drive Ohsweken, Ontario N0A 1M0 Page 11 of 17 Section 7 -‐ DETERMINING FINANCIAL NEED -‐ BUDGET • • • • For the current school year, from the start date to the end of the school period (depending on your program of study this may be a few weeks or months). Provide a summary of the financial resources/income anticipated and estimated financial expenses using the tables provided. Married and common-‐law students should indicate their total family income (after tax and other compulsory deductions) and total family expenses. Indspire encourages all students to make a personal financial contribution to the costs of their education. Your budget must include a projection of income. Budgets that list only expenses without a projection of income will be deemed incomplete and will not be presented to the Jury. Residency While in School (Check all that apply) ¨ On my own ¨ With my parent(s) ¨ Student residence ¨ Subsidized housing ¨ With Roommate(s) ¨ With spouse or common law partner ¨ With child(ren) Current Marital Status ¨ Single ¨ Married ¨ Common Law ¨ Divorced ¨ Separated ¨ Widowed/Widower Dependents Number of dependents under the age of 18: ¨ 0 ¨ 1 ¨ 2 ¨ 3 ¨ 4 ¨ 5 ¨ 6 ¨ 7 and over Current Employment: Currently Working: ¨ Full Time ¨ Part-‐Time ¨ Occasionally ¨ Not Working Employment while in school: While in school, I will work part time. ¨ Yes ¨ No ¨ Not Sure Transportation • • • • • During the period of study, I will use public transportation ¨ Yes ¨ No During the period of study, I will drive a motor vehicle ¨ Yes ¨ No Do you own a motor vehicle? ¨ Yes ¨ No What is your monthly vehicle payment ? $_________________ What is your insurance payment while in school? $_________________ Student Loan(s) • Do you have a prior student loan? ¨ Yes ¨ No • What is the total amount of all government student loans that you have outstanding? $___________________ • Do you intend to apply for a student loan for this coming school year? ¨Yes ¨No If yes for what amount? $_________________ If yes, has your application been approved? ¨ Yes ¨ No Line of Credit • • • • Do you have a Student line of credit? ¨ Yes ¨ No What is the total amount of Line of Credit? $_____________________ What amount is currently available for use? $______________________ What is your monthly payment? $_______________________________ Other Bursaries & Scholarships • Have you applied or do you plan to apply for other bursaries / scholarships to help with this program? ¨No ¨Yes, listed below: Bursary/Scholarship Amount __ _________________________ ________________ Confirmed Confirmation Pending Unsuccessful ____________________________ ________________ Confirmed Confirmation Pending Unsuccessful ____________________________ ________________ Confirmed Confirmation Pending Unsuccessful Confirmed award amounts must be included in the Section 7 – Financial Resources – Income below. Page 12 of 17 Section 7 – FINANCIAL RESOURCES-‐INCOME Identify your sources of financial income: on a monthly basis and calculate the total amount for the number of months in your program for the school year (NOTE: Multiply the monthly amount by only one amount). If your program is a different length of time, please specify and calculate. TOTAL AMOUNT INCOME SOURCE Identify below the contributions you are making to your living expenses while in training/program SECTION A WEEKLY/ MONTHLY INCOME ¨ Weekly or ¨ Monthly -‐ Income from Savings or Work (after tax) ¨ Weekly or ¨ Monthly -‐ Income from Spouse or Partner (after tax) ¨ Weekly or ¨ Monthly -‐ Other income (please identify) ____________________________ ¨ Weekly or ¨ Monthly -‐ Financial Contribution from Parent(s) ¨ Weekly or ¨ Monthly -‐ Child Support ¨ Weekly or ¨ Monthly -‐ Child Tax Benefit/Family Allowance ¨ Weekly or ¨ Monthly -‐ Pension Income (orphan benefits, CPP) ¨ Weekly or ¨ Monthly -‐ Social Assistance SECTION A SUBTOTAL SECTION B -‐ INCOME DURING TRAINING/ PROGRAM Total HST Rebates During the School Year Total Confirmed Bursary & Scholarship amounts for the 2011 2012 school year Band/Community/Organization Funding for Tuition, Books and Materials Length of school year in weeks or months: _______ ¨ Weeks or: _______ ¨ Months Confirmed Confirmation Pending Funding unavailable **Amounts must be provided to ensure accurate need Band/Community/Organization Funding for Living Expenses Confirmed Confirmation Pending Funding unavailable **Amounts must be provided to ensure accurate need SECTION B SUBTOTAL TOTAL INCOME (add Section A Subtotal and Section B Subtotal) Page 13 of 17 Section 7 -‐ FINANCIAL EXPENSES • The Jury will exercise its discretion in determining whether the expenses provided are reasonable when considering the overall shortfall forwarded by the applicant. As an example, rents vary widely from city to small town, province to province and the Jury takes this into account when reviewing costs; • The budget should cover only the weeks/months that you are in school. • If you are sharing a dwelling with someone who is not a dependent, do not include the costs for the second person. TOTAL AMOUNT EXPENSE TYPE SECTION A Length of school year in weeks or months: _________ ¨ Weeks or: _________¨ Months Cost of Tuition /Training for Program **Must be completed even if receiving Band/Community/Organization Funding Cost of course materials for school year: Books $__________________________ ___ Equipment $_____________________ ___ Supplies $____________________________ Fees $ ______________________________ Other $__________________ _ __ Subtotal for SECTION A SECTION B Monthly Mortgage, Rent or Residence Costs $ Monthly Food $____________ Monthly Utilities ( heat, electricity, water) $ Monthly Telephone: $____________ Monthly Internet: $____________ Monthly Cable TV $____________ Transportation $___ ___ Bus Pass $_____ _ Parking $_____ _ Gas $____ _ Monthly Toiletries, Personal Care, Laundry $________ Monthly Childcare $__________ Monthly Entertainment, Recreation $___________ Monthly Clothing $_________ Mortgage Insurance $____ _ Car Insurance $ ___ Life Insurance $ ___ Gym Payment $_________ Other Monthly Expenses (Please Specify) Other $_________ Other $_________ Other $_________ Other $_________ Monthly Debt Payments: Credit Card $__________ $___________ $________ Miscellaneous Monthly Debts (Please Specify) Other $_________ Other $_________ Other $_________ Other $_________ Subtotal for SECTION B TOTAL SCHOOL YEAR EXPENSES (Add Subtotals for Section A and Section B) Page 14 of 17 Section 7 -‐ TOTAL FINANCIAL NEED Calculate your total financial need by subtracting your total expenses from your total income. _________________________ ( -‐ minus) _____________________ ( = equals) ____________________________ Total Expenses Total Income Total Financial Need ****Applicants who do not demonstrate a financial need are not eligible for a bursary award Section 8 -‐ ADDITIONAL INFORMATION • If there are additional details that you wish or are requested to provide, please use this space to do so. • Should you have circumstances that warrant special consideration, please specify below. • It is important that a full explanation of your financial circumstances be available to the Jury. _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ Section 9 -‐ INVOLVEMENT and CONTRIBUTION to the INDIGENOUS COMMUNITY This is an award for First Nations, Inuit, and Métis peoples; therefore, your involvement/engagement/participation in your First Nation, Inuit and/or Métis community is of utmost importance. Responses are required and limited to the space provided. 1. Where were you born? ____________________________________________________________________________ 2. Where did you grow up? ___________________________________________________________________________ 3. Tell us about yourself and the community you are from. _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ Page 15 of 17 4. Tell us why you are interested in pursing studies in the Oil & Gas and Technology sector and how this program of study will contribute to your future job. _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ 5. I participate and contribute in my First Nation, Inuit and/or Métis community by _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ _______________________________________________________________________________________________ Page 16 of 17 Section 10 -‐ CHECKLIST Use this checklist to ensure you are providing all the necessary documents with your application form. ¨ One current Indspire OGTT Application Form fully completed and signed in the designated areas. ¨ Proof of First Nation, Inuit or Métis status ¨ A recent clear colour photograph ¨ Current Resume ¨ Letter of Recommendation (see Section 6) from Elder, Teacher, Principal, Employer, Coach or Community Leader. ¨ Financial Report Form if you received an award the previous year and have not yet forwarded it to Indspire ¨ Proof of enrolment / admission into the program, OR proof of continuing enrollment (if not yet enrolled in studies this can be provided after you enroll) ¨ A copy of your most recent marks (report card or transcript from high school, college or other institute last studied at). Section 11 – DECLARATION and CONSENT • I have read and fully understand the guidelines that govern the application and Jury process, and I have provided answers to all questions which apply to me. • I certify that all information contained on this form is true and correct. I understand that any false statements intentionally given on this application, by email, or telephone will disqualify my application and will affect my ability to access future funding. • If I have not done so previously, I am attaching a Financial Report Form. • I hereby give consent that Indspire is authorized to release my contact information to donors that support the OGTT Award program (including name, telephone number, e-‐mail, and mailing address), so that they may contact me personally. • I hereby give consent for Indspire to use/publish my name, photo, and relevant information on Indspire’s website, in Indspire’s brochure, for promotion, marketing, advertising, or in our donor communications. • I understand that any award allocated by the Jury is ‘conditional’ and a cheque will be issued only once I submit all required documentation. Applicant’s Signature: ____________________________________ Date: _________________________ Page 17 of 17
