Scholarships and Bursaries - School Policies

 
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School Policies

       Scholarships and Bursaries
                                         January 2012

 SOM: Scholarships and Bursaries. January 2012
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                                                       Contents

Rationale ........................................................................................................................ 2

Aims................................................................................................................................ 2

Fee Concessions for Pupils of Staff ................................................................................ 2

Advance Payment .......................................................................................................... 3

Bursaries ........................................................................................................................ 3

Scholarships ................................................................................................................... 4

Offer Letters ................................................................................................................... 6

Marketing and Promotion of Scholarships .................................................................... 6

Annex 1: Confidential Statement of Financial Circumstances ...................................... 8

Annex 2: Recommendation (bursary). ........................................................................ 21

Annex 3: Confidential Letter to Parents (Bursary) ...................................................... 22

Annex 4: Confidential Letter to Parents (Scholarship) ............................................... 23

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                              Scholarships and Bursaries

Rationale: GEMS schools offer a range of academic and other scholarships in order
to encourage and provide for pupils who are more able/gifted and talented. The
school is sympathetic to parents experiencing financial hardship and actively explore
ways of giving support including bursaries. Members of staff who support the school
by sending their own children to the school may receive a fee reduction in the form
of a ‘gift’. Scholarships and bursaries must be approved by the Director of Schools.

Linked Policies and cross-references: SOM: GEMS Values; Charging Policy; Financial
Management and Control Policy.

GEMS point of reference: Chief Education Officer

Aims

   To award academic and other scholarships to pupils of ability.
   To explore ways of supporting parents experiencing financial hardship.
   To acknowledge support from staff who send their children to the school in
    which they are employed.

Fee Concessions for Pupils of Staff

Fee concessions in the form of a ‘gift’ must be arranged in liaison with the Director of
Schools. Fee concessions apply to the core fees. Before and after school clubs and
holiday clubs are charged at the full rate. Multiple discounts over 50% may not be
given e.g. staff discount plus sibling discounts. Double staff discount if both parents
are working at the school may not be given. Honorary Scholarships may be awarded
to children of staff if they are receiving a staff discount. This enables staff children to
have the honour of being a scholar even though they are not able to receive a
multiple financial award.

Consideration will be given to the number of spaces available. If the number of
spaces is 10% or less, fee concessions may not be available for the children of staff.

Such agreements will be included as a confidential clause within the Terms and
Conditions of admission.

Principal/Principal/Senior Head Office Staff

75 % for each of the first two children. 50 % for subsequent children.

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Teachers/Senior Non-Teaching Staff

50% for the first two children. 25% for all others.

Fee concessions will be adjusted on a pro-rata basis for part-time staff provided they
work a minimum of 0.5.

Non-Teaching Staff

30% of fees for the first two children. 15% for all others.

Fee concessions will be adjusted on a pro-rata basis for part-time staff provided they
work a minimum of 0.5.

Advance Payment

A discount of 2% for is given for fees paid one year in advance. Fees paid by
corporate bodies must be negotiated in liaison with the Director of Schools.

Bursaries

An application form (Annex 1) must be completed by parents and submitted to the
principal. The principal must submit the application to the CEO and Director of
Schools. The Director of schools is responsible for informing the principal of the
decision with regard to the bursary application.

The principal then informs the parents and the FA. The finance officer must keep a
record of all discounts as this information is used for budget planning and calculating
the Full Time Equivalent of pupils (FTE).

In liaison with the Director of Schools, the school may consider allowing parents to
phase the payment of fees if they are experiencing short-term difficulties. This
agreement should be for a set period with a review date.

Alternative means of obtaining funding e.g. Charitable Trusts should be explored
before considering offering an internal bursary. (Refer to Educational Grants
Directory ISBN 1 903991 26 9). Such sources of funding generally provide up to 25%
of the fees.

A financial amount for scholarships and bursaries must be approved by the Director
of Schools/UK CEO within the school budget. Bursaries of up to 50% may be
awarded. Proposed bursaries must be given on a weekly basis to the Director of
Schools for approval by the CEO.

Such awards may be means tested and require the parent(s) to complete an
application form (Annex 1) and to produce written evidence of income.

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Sibling discounts may be given in recognition of loyalty shown by families to the
school. They are not added on to other discounts e.g. staff, scholarships or
bursaries. These will apply where there are two or more children in a family. In this
instance, 10% will be awarded for the second child and 15% for the third, 20% for
the fourth child and so on whilst there are at least two pupils actually attending the
school. No discounts be that scholarship or in the form of a bursary can exceed the
maximum of 50%.

Individual schools may find in specific circumstances that a variation to the above
policy is justified e.g. corporate concessions. Such instances are dealt with on a case
by case basis in consultation with the Director of Schools and the CEO.

Scholarships

A financial amount for scholarships and bursaries must be approved by the Director
of Schools/UK CEO within the school budget. Scholarships up to 50% may be
awarded.

Guidance for Academic Scholarship Awards:

          level    Assessment/Test Score             Scholarship Award
          1        91 - 100%                         50% award
          2        81 - 90%                          25%
          3        76 – 80%                          20%
          4        70 - 75 %                         10%

The principal is responsible for managing the administration of scholarships.
Assessments for scholarships may be conducted at any time throughout the year.
Applicants may enter for a scholarship no more than twice in any one year.

Appropriate staff e.g. head of department, must be involved in setting the
examination papers and determining the selection criteria and in the selection
process. A record of each pupil’s performance and the reasons why a scholarship has
or has not been offered must be kept.

Academic Scholarships

Primary                                         Maths and English paper
Year 7                                          on-entry assessments
Year 8 and above                                two papers in their chosen subject

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Sports and Dance Scholarships

A sports award is offered on the basis of exceptional all round sporting ability which
usually includes representation at county level or above.

Applicants will be invited for a practical assessment and interview with the Head of
PE. Additional reports from team coaches are also taken into consideration.

Dance applicants will be interviewed and asked to demonstrate excellence in their
preferred area of dance. Candidates are required to prepare a dance to perform to
the assessor. Candidates must bring a portfolio of their dance experience and
achievements and be prepared to discuss this during an interview.

Music Scholarships

Music scholarships at scholarship levels 1 and 2 include funding for one instrument.
They are awarded on the basis of audition and interview. Candidates usually offer
two instruments; 7+ entrants at least one at Grade 2; 10+ entrants Grade 3; 13+
entrants Grade 5 or higher.

Applicants are required to prepare two contrasting pieces; one on their main
instrument and one on their second instrument. Ability to sing will be taken into
consideration. Applicants should prepare one song for the audition. Students
should also bring a portfolio of achievements and a letter of reference from their
current Head of Music and instrumental teacher.

Applicants will also be given some aural and sight reading tests. Students who play to
a grade 6,7 or 8 must provide their own accompanists.

Art and Design Scholarships

Candidates are required to bring a portfolio of their work produced at school and
outside of school. They will be expected to discuss their work using appropriate
terminology; demonstrating enthusiasm and passion for their subject and areas for
further development.

Art applicants are required to produce a timed still life drawing and to complete a
written paper.

Drama Scholarships

All applicants will be interviewed and asked to demonstrate excellence in either
dramatic performance or technical skills. Candidates are expected to demonstrate a
strong appreciation of theatre outside of the school context.
Performance: Candidates are required to perform a solo piece of their choosing off
by heart. It can be from any genre and about one minute duration.

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Each candidate will be presented with an unseen piece of text and asked to give a
‘read’ performance. There will also be an improvisation assessment within a group.

Candidates will be asked about performances they have given and their aspirations.

Technical: Candidates will be interviewed and required to provide evidence of work
they have completed for a production in any area of technical theatre. Evidence
should include notes, diagrams and audio visual recordings. Candidates will be
expected to demonstrate commitment to working backstage and being part of a
team.

Offer Letters

Following the selection process the principal sends a letter to each candidate either
offering a scholarship or explaining that the candidate has not met the criteria on
this occasion. Unsuccessful applicants should be offered the opportunity of a full fee
paying place if there are vacancies within the school.

Letters offering scholarships must state:

   the value of the scholarship;
   the period for which the scholarship applies or will be reviewed;
   in what ways the scholar is expected to make a contribution;
   Circumstances where the scholarship may be withdrawn.

Parents are required to confirm acceptance of the scholarship in writing within one
month. External candidates are also required to register with the school at the
same.

Scholars are monitored and reviewed by the head of subject for which the
scholarship has been awarded and the principal. This process involves discussion
with the pupil and assessment of his or her attainment and progress in the area in
which the scholarship has been awarded. The pupil must continue to show the
potential and commitment seen at the time of the award in order to retain it.

Marketing and Promotion of Scholarships

Scholarships should be promoted as widely as possible as per the following action
plan:

School website                                  Promote scholarships on home page
                                                Detailed information section about
                                                scholarships available to download.
Local Paper; interest stories                   Ensure local media receives news about
                                                successful scholars; scholars write up
                                                their own accounts e.g. sports success
                                                etc.

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Adverts                                         in local paper; church magazine etc. re
                                                scholarships (template available for
                                                advert)
Networking                                      Inform members about scholarships
                                                during networking meetings e.g. Women
                                                in Business; Rotary; BNI
                                                Scholars display board in school detailing
Celebrate success of scholars                   successes; local media; weekly/termly
                                                note to parents
Open days                                       Include scholarships in open day adverts.
                                                Up to 50 % available in GEMS schools.
                                                Prospective parents meet scholars when
                                                they visit school.
Leadership role of scholars in the school
                                                Enable scholars to have a positive
                                                leadership role within the school so that
                                                other children aspire to be scholars and
                                                parents talk about the scholarship
                                                programme e.g. doing a speech at
                                                speech day; meeting and greeting
                                                visitors; leading an initiative within the
                                                school e.g. no bullying.

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Annex 1: Confidential Statement of Financial Circumstances
In support of an application for a Bursary

   1. CHILD’S DETAILS

Full name of child for whom bursary required:
Date of birth:
School name where bursary required:
School Year and Date of Entry (If not yet enrolled):

   2. DETAILS OF PERSONS WITH PARENTAL RESPONSIBILITY (see note 2)

Full name of mother:
Address:

Home telephone:
Work telephone:
E-mail address:
Occupation:
Name and address of
employer/business:
Indicate whether employed, self-
employed, retired, unemployed:

Full name of father:
Address

Home telephone:
Work telephone:
E-mail address:
Occupation:
Name and address of
employer/business:
Indicate whether employed, self-
employed, retired, unemployed:

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Any other Person with Parental Responsibility for the above named child

Full name:
Address;

Home telephone:
Work telephone:
E-mail address:
Occupation:
Name and address of
employer/business:
Indicate whether employed, self-
employed, retired, unemployed:

3. ANNUAL INCOME (see note 3)
(Please include your current earnings and all expected income this year from any
other source)

                                                     Father           Mother
 a)   Gross Salary & other similar
      earnings(include all taxable benefits
      & emoluments):
b)    Profits from Business
      (please indicate below what share
      of the profits this represents):
 c)   Gross Pension, Widows Pension etc:

d)    Gross Investment Income from
      Building Societies/Banks:

      Dividends:

      Other Sources e.g. ISAs:

 e)   Gross Income from Property:

 f)   Social Security Benefits
      (including Child Allowance):
 g)   Separation or Maintenance
      Allowance:

h)    Is there a Court Order/Separation              Yes/No           Yes/No
      Agreement:
      If Yes please state annual amount

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       payable for school fees:
 i)    Benefits in kind provided free by
       reason of employment:
 j)    Any other income not included in
       (a) to (i) above :
       TOTAL INCOME (carry forward to 5
       below):

Percentage share of Profits from Business from Part (b) above: ………………………………

4. ANNUAL OUTGOINGS (see note 4)

                                                     Father       Mother
 a)     Tax payable on incomes declared
        above (including tax deducted at
        source):
 b)     National Insurance Contributions:

 c)     Pension Contributions:

 d)     Mortgage (include capital
        repayment as well as interest):
 e)     Endowment Mortgage Insurance:

 f)     Rent Repayments:

 g)     Utilities Bills

 h)     Council Tax:

  i)    Motoring Expenditure:

  j)    Food Expenditure:

 k)     Other Household Expenditure:

  l)    Maintenance Payable:

 m)     Life Insurance/ Medical
        Insurance:

 n)     Credit Card Payments:

 o)     Loan Repayments:

 p)     Professional Memberships/

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       Subscriptions (if compulsory for
       employment):
 q)    Any other regular expenditure
       not included in (a) to (p) above:
       TOTAL EXPENDITURE (carry
       forward to 5 below)

5. SUB TOTAL

                                                     Father    Mother
       INCOME(3):

       EXPENDITURE (4):

       INCOME – EXPENDITURE (3-4):

6. CAPITAL ASSETS (see note 5)

                                                      Father   Mother
a) Approximate market value of all
   investments:
       (i)   Building Society/ Bank
             Deposits:

        (ii)    Equity Investments/
                Government Stocks:

        (iii)   PEPs, ISAs, TESSAs:

b) Approximate Market Value of principal
   residence:

c) Approximate market value of other
   possessions (including house contents,
   car, etc.):
d) Cash on Account or elsewhere:

e) Approximate market value of all
   investments (please specify & include
   the market value of any insurance
   policies maturing in this tax year or the
   last five years):
f) Net worth/ Value of any businesses
   which you own or share
g) Approximate market value of any

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   other properties owned either at home
   or abroad:
h) Redundancy, employment, separation
   or lump sum payments:
i) Any other assets not included in (a) to
   (h) above:

      TOTAL ASSETS (carry forward to 7
      below):

7. CAPITAL LIABILITIES (see note 7)

                                                     Father   Mother
 a)     Mortgage
          (i)    Amount outstanding
                 on house:

            (ii)    Final payment date:

 b)     Long Term Loans
           (i)    Amount outstanding:

            (ii)   Final payment date:

 c)     Other Liabilities(please specify
        amounts and dates of final
        payment):

        TOTAL LIABILITIES (carry forward
        to 8 below):

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         8. SUB TOTAL

                                                              Father      Mother
                   ASSETS (6):

                   LIABILITIES (7):

                   NET ASSETS (6-7):

         Please indicate if there are any reasons why net assets cannot be converted or
         utilised to pay or fund payment of school fees:

         ……………………………………………………………………………………………………………

         …………………………………………………………………………………………………………

         9. ALL DEPENDENT CHILDREN (include the child to whom this application refers.)
         (see note 9)

(a) Family name:

(b) First names:

(c) Date of birth:

(d) School or university

(e) Total annual school or
other educational fees
(include extras and sundry
disbursements):
(f) Compulsory additional
school charges:

(g) Amount of fees shown
in (e) above covered by:
(i) Government Assisted
Places Scheme,
Scholarships, Bursaries or
allowance given by

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School/ College;

(ii) Annual sum arising
from capital repayment
scheme;

(iii) Services/ Diplomatic/
Company Education
Allowances (gross)
(state whether this sum
has been included in gross
salary at 3(a));

(iv) Annual Sum arising
from Educational
Insurance Policies;

(v) Assistance from any
other sources e.g.
grandparents, Step
Parents, Trusts,
settlements, etc. (please
specify below).
h) (i) Annual Income of
Child
( if any):
 (ii) Capital value of trust:

          DETAILS OF FINANCIAL ASSISTANCE PROVIDED BY OTHER SOURCES (Refer to
          Educational Grants Directory ISBN 1 903991 26 9)

          …………………………………………………………………………………………………………

          …………………………………………………………………………………………………………

          …………………………………………………………………………………………………………

          10. ANY OTHER DEPENDENTS (see note 10)

          ……………………………………………………………………………………………………………

          ……………………………………………………………………………………………………………

          ……………………………………………………………………………………………………………

          11. ANY OTHER RELEVANT INFORMATION (please continue on a separate sheet if
          necessary) (see note 11)

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12. VERIFICATION OF INCOME

Please enclose documentary evidence in support of the income figures in section 3.

                                                                   Please tick relevant
                                                                   boxes
P60:
March pay advice:
Schedule D tax assessment:
Schedule E tax assessment:
Bank statement for the last six months:
Report and Accounts (including Balance Sheet) for the years:
Other (please specify):

13. VERIFICATION OF ASSETS

Please enclose documentary evidence of capital assets and tick those you are
enclosing:

Property Valuation
Investment Portfolio Valuation
Mortgage Statement
Contents Insurance

14. VERIFICATION OF EXPENDITURE/ LIABILITIES

Please enclose documentary evidence of expenditure and tick those you are
enclosing

Bank Statements for the last 6 months
Most recent Credit Card Statement
Loan Account Statement
Council Tax Statement

15. DECLARATION

After having read the attached notes, the following declaration should be signed by
both parents/applicants (or see below):

We/I have read the notes and made a complete declaration of our/my income and
assets.

We/I understand that if we/I are/am offered a Grant for our/my child and accept a
place for him/her at the school:-

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a) Our/my child’s fees account with the school will be credited termly with the
amount of the grant;

b) We/I understand that any award or grant is subject to a termly review and that
we/I must complete an annual declaration of our/my financial circumstances on the
form sent to us/me by the school and supply all relevant supporting evidence by the
return date indicated;

c) Undertake to report immediately any material change in the financial position
declared;

d) The grant may be withdrawn or reduced, and in certain circumstances, past
payment reclaimed if:

       (i)     There is a breach of the School’s Terms and Conditions attached to
               the acceptance of a place for our/my child at the school;
       (ii)    We/I have knowingly and/or recklessly provided false information
       (iii)   We/I have failed to return the annual declaration of our/my financial
               circumstances by the return date indicated;
       (iv)    We/I have failed to produce any additional information required by
               the school to evidence our/my financial circumstances;
       (v)     There is in the view of the Head unsatisfactory work or conduct;
       (vi)    The School’s resources are insufficient to maintain the level of the
               award.
Signatures

Father …………………………………………………………………                           Date

Mother ………………………………………………………………..                          Date

If the above declaration is signed by only one parent, please delete as necessary
below:

I am Divorced/ Separated/ Widowed/ Other (state reason)

ASSISTANCE FROM OTHER SOURCES

In order to help the greatest number of parents who need financial assistance, all
those who apply for a grant from the school are asked first to enquire if they are
eligible for assistance from any other source.

Please state whether you have applied to trusts or foundations for a grant, and if so
to which and with what result.

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    NOTES FOR GUIDANCE FOR COMPLETION OF BURSARY APPLICATION FORM

Before completing the form, please read these notes carefully, and contact the
Bursar or Financial Administrator if further information or advice is required. These
notes refer to the corresponding paragraph on the form.

The school reserves the right to seek any further documentary evidence in support
of the income, asset and expenditure figures submitted, and to make enquiries
which it deems necessary.

All financial values should be shown in Sterling. References the Inland Revenue
should include the relevant national Taxation Authority.

2. Persons with Parental Responsibility

These are defined as:
    the natural father and mother of the child where they live together (whether
       or not they are married to each other) and the child normally resides with
       them both in the same household; or
    the parent of the child with whom the child normally resides and the partner
       (if any) of that parent where the partner normally resides with that parent
       and the child in the same household; or
    the child’s guardian appointed in accordance with section 5 of the Children
       Act 1989 (or any earlier enactment) and the partner (if any) of that guardian
       where the partner normally resides with that guardian and the child in the
       same household; or
    the person with whom the child resides in accordance with either:

          i.   A subsisting residence order made under section 8 of the Children Act
               1989; or
         ii.   Any subsisting court order (other than a residence order) which
               specifies who is to have actual custody or care and control of the
               child; or

Where a pupil either had no parents as defined above or the school is satisfied that
no such parents can be found and he is either looked after by a local authority or
provided with accommodation within the meaning of section 105(1) of the Children
Act 1989, the pupil shall be treated as one whose parents have no income for the
purposes of the scheme; or
where none of the above applies, the parent is the person with whom the pupil
normally resides in accordance with any informal care or fostering arrangement and
that person’s partner (if any) where the partner normally resides with that person
and the pupil in the same household.
if parents are separated or divorced before or while their child attends the school,
both the birth mother and father will be required to complete and sign the
application form.

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3. ANNUAL INCOME

a) Show here the gross annual amount of salaries and wages, including any earnings
from profit related pay and part time employment. Include any sum received as a
bonus, commission, statutory sick pay or statutory maternity pay giving the Gross
amounts (before the deduction of any tax, NI, Pension etc.) for the current or latest
financial year. Also include taxable benefits in kind as agreed with the Inland
Revenue (free or subsidised housing, meals, petrol, cars etc.) Show the amount
agreed for taxable purposes.

b) Profits from a business – show the amount of Gross income as agreed by the
Inland Revenue or relevant tax authority for the year in question. Only deductions
for Capital Allowances, Stock and Losses are allowable. Copies of the latest set of
accounts should be included.

d) All other investment income should be shown Gross of tax e.g. income from
National Savings Bank deposits, dividends, annuities etc. If tax was deducted at
source parents should add in the amount of tax paid or tax credit notified. Building
Society interest must be disclosed Gross.

e) All income received from property investment should be declared Gross of tax.

f) All social security benefits received should be declared and the type of benefit
specified.

g) Court Orders, Legal Separation Agreements and Voluntary Arrangements for
School Fees – Where a parent is required by a Court Order, or a legal binding
separation agreement (e.g. Deed of Separation) to pay part of the School fees then
only the part of the fees not covered by the Court Order/ Agreement will be used to
calculate any grant to be awarded. This is irrespective of whether or not the order
or agreement is being complied with. Where the whole amount of the fees are
required to be paid by virtue of a Court Order or separation agreement, applicants
are not eligible for a grant. You should indicate how many years are payable and any
annual variations. All receipts relating to maintenance payments, separation
allowances and sums in respect of Child Support maintenance must be declared. A
copy of the Court Order/Separation Agreement must accompany this application.

i) Include free benefits in kind as agreed by the Inland Revenue i.e. not subject to any
tax such as representative occupation of house, free meals.

j) Include here income from letting or subletting of property at the amount of the
Net profit agreed with the Inland Revenue. Also include royalties and all other
sources of income including entertainment and travel allowances etc.

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4. ANNUAL OUTGOINGS

a) Show Income Tax from employment and tax on unearned income, e.g. interest
from bank or building society accounts, separately

c) Show annual superannuation contributions and (if applicable) payments to other
pension schemes.

e) Only include this if repayment is by means of a full Endowment Policy

l) Show any maintenance payable for children from previous marriages.

o) Include bank overdraft and other loan charges incurred during the year (specifying
the purpose of the loan).

p) Show membership fees for professional bodies if they are needed in order to carry
out employment.

6. CAPITAL ASSETS

In addition to taking account of all relevant sources of income, the school takes
account of the following assets:

a) The capital sum of any monies on deposit with any bank, deposit taker or building
society.

Investments in stocks and shares, valued as near as possible to the date of
submitting the application form.

b) The current market value of your principal residence, this may be estimated by
parents.

f) If you run your own business or are partners in a business then you should show
the net worth of the business. Shares in a company not listed on a stock exchange
should be valued at the relevant proportion of the net value of the company.

g) In the case of second homes and/or other properties, these should also be
included at their estimated current market value; no allowance will be made for any
outstanding mortgage.

7. CAPITAL LIABILITIES

Details of the amounts of all liabilities should be provided along with the lender.

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9. ALL DEPENDENT CHILDREN

Use the first column for the child for whom you are now applying at his/her current
school rate. Enter in the other columns any other of your children who are
unmarried and at a school, university or other educational institution which attracts
fees and grants

e) The figures to be inserted here refer to the current academic year.

g) (iii) Members of HM Forces and Diplomatic service should include the amount of
any Education Allowances which they receive. Parents in other occupations should
include any similar sum.

g) (iv) Insurance Policies for School Fees – If any insurance policy for the payment of
school fees exists, then the amount declared is the amount receivable under the
policy for the academic year for which the application is being made. If the
insurance policy covers the full cost of the fees, then the pupil is not eligible for a
grant. The types of policy concerned are those which stipulate that the company
shall pay the school fees, in whole or in part, to the school in respect of the pupil.

g) (v) Where a trust deed has been drawn up in favour of the child for whom you are
applying, details of the annual amount available and the date of commencement of
payment under the deed shall be given.

Where financial assistance is available from grandparents, step parents or other
relatives give details of the annual amount available, and the date of cessation (if
applicable) of this assistance.

h) Where the child has any unearned income e.g. interest from National Savings,
bank or building society deposits, or receives share dividends, you should enter the
sources of income and the gross amount received before the deduction of any tax.
Do not include income from part time employment or student grants. You should
enter the capital value of any beneficiary or other trust set up for each child.

10. ANY OTHER DEPENDENTS

If you qualify for a Carer’s Allowance or have an aged grandparent or relative living
with you or dependent upon you, please provide details including age, address,
condition etc.

11. ANY OTHER RELEVANT INFORMATION

Please enter, on a separate sheet if necessary, any details which may affect the
assessment of a grant e.g. a significant change in income or outgoings for the coming
year.

SOM: Scholarships and Bursaries. January 2012                                       20
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Annex 2: Recommendation (bursary).

Name of Parent/Guardian:
Name of pupil:
Date:
Has annex 1 application form            Yes/No
been completed?
Total fees chargeable for the
period that the bursary is
requested:
Contribution towards fees:

Family or friends;
Bank or other loan;
Disposal of assets;
Phased payments;
Deferred payment;
Charitable Trust;
Other.

Reason for requesting a bursary. Give details of the length of time the bursary
is required and arrangements for returning to full fees.

Principal recommendation – amount and length of bursary and reasons for
award:

A bursary to the value of £ ………… is agreed/not agreed to by GEMS COO for a
period of one term/two terms/3 terms.

Signed……………………………..(COO)                  Date………………………

Review Date(s)……………………………… (At least termly)

SOM: Scholarships and Bursaries. January 2012                                 21
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Annex 3: Confidential Letter to Parents (Bursary)

[date]

[address]

Dear [name],

I am delighted to inform you that [name] has been awarded a [%] bursary.

The bursary is awarded under the following terms and conditions:

    1. The award will remain completely confidential. A breach of confidentiality
       will result in an immediate withdrawal of the bursary.

    2. The bursary will be reviewed [annually or termly].

If you wish to take up the bursary please sign the copy letter and return to me.

Yours sincerely,

We wish to take up the offer of a [% ] bursary for [child’s name], commencing
[date]. We agree to abide by the terms and conditions laid out above.

Signed (Mother) _____________________________________ Date ________

Signed (Father) _____________________________________ Date ________

SOM: Scholarships and Bursaries. January 2012                                      22
©This document may be copied for internal use only

Annex 4: Confidential Letter to Parents (Scholarship)

[date]

[address]

Dear [name],

I am delighted to inform you that [name] has been awarded a [%] scholarship for
[subject].

The scholarship is awarded under the following terms and conditions:

    1. The award will remain completely confidential. A breach of confidentiality
       will result in an immediate withdrawal of the scholarship.

    2. The scholarship will be reviewed annually. This will not necessarily involve
       testing but will be based on continuous assessment of [child’s name] school
       performance.

If [name] [work or performance] continues to be of a good standard and [his or her]
behaviour is in line with our Positive Behaviour policy, the scholarship will continue
for [length of time] at [school name].

If you wish to take up the scholarship please sign the copy letter and return to me.

Yours sincerely,

We wish to take up the offer of a [% ]scholarship for [name], commencing [date].
We agree to abide by the terms and conditions laid out above.

Signed (Mother) _____________________________________ Date ________

Signed (Father) _____________________________________ Date ________

SOM: Scholarships and Bursaries. January 2012                                      23
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