Welcome to the Enrollment Management Training Program

1

• Welcome to the Enrollment Management Training
  Program
• July 12, 2006
• 800 am 200 pm
• Presented by the
• Office of Enrollment Management

2
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3
Office of Admissions
Overview of Undergraduate Student Recruitment and
Admissions
Jo Ann Brown Office of Admissions 494-1776 jabrown
_at_purdue.edu
4
Role of the Office of Admissions

• Implement the EMPG/Academic Deans Enrollment Plan
• Admit/Deny Students for all Purdue Programs
• Recruit Students for all Academic Schools and
  Programs
• Implement all Central Recruitment Programs
• Maintain Prospective Student Database (SIS)
• Mail Appropriate Central Publications and
  Maintain Central Admissions Web Pages

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The funnel
Where do we obtain the names?
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How do we obtain the names?

• Venture Scholars
• PSAT
• Plan EOS (ACT)
• My College Options
• High school visits
• College fairs
• Phone calls
• Letters
• Web
• Regional receptions
• How many are we talking

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Direct market to students, parents, and secondary
schools

• Begin with 8th grade
• through freshman follow-up, Day On Campus and
  BGR invitations
• Some work on the telephones
• Adopt-a-student
• Personalized approach
• Parent/family piece
• High schools kept informed too (copy admit/deny
  letters)
• Programs for HS guidance counselors
• E and print
• Purdue Diversity Organization

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On-campus programs
Both
Prospective

• Saturday with the Boilermakers
• Fall Preview Days
• Campus Daily Visits (17K)
• Summer Visit Program
• Annual Partnership Day
• Twenty-first Century Scholars Day
• College/School programs
• Group visits

• Explore Purdue
• Introducing Purdue

Admitted

• Purdues For Me
• Purdue Scholars Day
• Destination Purdue

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Typical On-campus Program Agenda

• Information Fair - Most EM offices,
  colleges/schools, and campus clubs and
  organizations
• Student/Parent Panel - A panel of experts is
  available for students and parents to ask
  questions on topics ranging from student life and
  housing to financial aid and campus safety.
• Academic College/School Session(s) - Specific
  agendas of sessions are determined by
  college/school. Length varies.
• Lunch - Lunch is usually provided or a discount
  coupon is given. Typically lunch is in the
  residence halls, catered by the Union, or set up
  in food court style at the Union.
• Tour of Campus, Residence Hall, RSC, BCC, LCC,
  etc.

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High school visits and college fairs and
off-campus programs

• Attempt to visit all Indiana high schools
  annually and selected out-of-state high schools
  (600)
• All IACAC sanctioned fairs and selected
  out-of-state fairs (650) including P.A.R.T.
• NACAC
• NSSFNS
• National Hispanic Leadership Conference
  National Hispanic College Fairs
• Autopista (Puerto Rico)
• ISS travel
• Preview Purdue (receptions) (approx. 40)
• Indiana Association of School Principals
• Panels

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A Typical Day in the Admissions Office

• Officer of the Day (OD)
• All phone calls and walk-ins are directed to one
  of the two or three admission counselors who are
  OD for the day.
• Because OD assignments rotate, a student may meet
  different counselors on subsequent visits, unless
  otherwise requested. The office is open for
  walk-ins from 8-5 Monday through Friday and
  9-noon on Saturday (except during the summer).
• Lunch On-Duty (L-OD)
• - L-OD covers noon-1 so that our office is not
  closed to walk-ins and phone calls over the lunch
  hour.

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Typical Day- cont.

• Presenter
• Four 45-minute presentations per day (fewer over
  the summer), they include a Purdue Fast Facts
  slide show and Student Life video. They are
  followed by a 90-minute student-led campus tour.
• At 845 and 1245, presentations are given for
  admitted students. Counselors discuss students
  next steps including their matriculation deposit,
  housing contract, orientation, etc.
• At 945 and 145 presentations are given for
  prospective students. The application process is
  thoroughly discussed.

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Admissions Process
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Holistic Admissions and Recruitment Philosophy
At Purdue University, applications for admission
are reviewed on an individual basis. This
individual attention allows the admissions
committee to take a holistic approach in the
evaluation of a students application. First and
foremost, Purdue is seeking to enroll students
who are academically prepared for the rigors of
college and who will be successful in their
chosen field of study. In determining admission,
the depth and breadth of each students
application file is carefully analyzed.
Specifically, Purdues admission policy strives
to enroll students who will add to the rich
variety and diversity of our campus environment
by taking into account a students record through
a holistic admissions review process. Diversity
is one of the major elements of Purdues
strategic plan, and efforts are supported by a
holistic admissions review process as well as
programs that provide scholarships and K-12
outreach. Purdues goal is to ensure that the
student body reflects the increasingly diverse
population. This diversity enriches the academic
journey for all students as they experience, and
come to appreciate, diverse ideas and
perspectives.
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Admissions Requirements

• Applicants are evaluated individually on the
  following factors
• Number of subject-matter units (English, math,
  foreign language, lab science, and social
  science)
• Overall grades in academic coursework, especially
  coursework related to intended major
• Individual courses taken (including senior year
  of high school)
• Trends in achievement (how/when the grades were
  earned)
• Class rank, overall GPA, and core GPA
• Strength of college prep program
• SAT and/or ACT scores
• Ability to be successful in selected major
• Time of year, space availability
• Overall attributes and characteristics of the
  applicant

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Rolling Admissions

• Apply Early
• We strongly recommend that students apply as
  early as possible in their senior year
  (preferably in September or October).
• We begin reviewing applications and making offers
  of admission in September.
• Qualified Indiana students who cant be admitted
  to WL are offered general admission to College of
  Technology/regional campuses.
• March 1 is Purdue's preferential application
  deadline. Students may apply after that date, but
  admission will be based on space availability and
  academic quality.
• Because of limitations of staff resources and
  facilities, Purdue University reserves the right
  to close admission to any academic program once
  it is filled and to stop accepting and reviewing
  applications at any point in the admissions
  cycle.

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Non-Degree Students

• A non-degree student is a student who takes
  regular credit coursework but is not enrolled in
  a degree program at the University
• Temporary student
• High school student
• Post-baccalaureate student
• Admissions counselors advise and register
  non-degree students for courses

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Questions?
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Financial Aid at Purdue How Does the Division
of Financial Aid Impact Enrollment Management?
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Agenda

• New Enrollment Management Staff will learn about
• Financial Aid at Purdue
• DFA Organization/Staffing
• DFA Services
• Counseling Goals
• Financial Aid Timeline

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Division of Financial Aid (DFA) Overview

• 38,653 enrolled in West Lafayette in 04-05
• 31,251 received some type of financial assistance
  (including part-time employment) in 04-05
• Administer student aid for 11 School of
  Technology Statewide sites
• In 04-05 administered 381.1 million in aid
• 91.4 million in Scholarships/Grants
• 15.3 million in Institutional Statutory Fee
  Remits
• 156.4 million in Loans
• 117.8 million in Employment and
  Employment-Related

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DFA Part of Enrollment Management

• Joyce Hall, Executive Director of Financial Aid
• DFA reports to Doug Christiansen, VP for
  Enrollment Mgmt/Dean of Admissions
• Bonnie Joerschke is Senior Associate Director
  responsible for DFA daily operations

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DFA Staffing Overview

• 34 administrative staff
• Executive Director Senior Associate Director
• 3 Associate Directors 5 Assistant Directors
• 15 Financial Aid/Program Administrators
• 5 Data Programmers 1 Research Analyst
• 1 JLD Administrator 2 Administrative Assistants
• 13 support staff
• 7 data processing clerks (Client Service
  Assistants)
• 5 secretarial staff, 1 mail/supply clerk
• 33 part-time student positions
• 13 undergraduate peer counselors
• 19 clerical/data/filing/support staff
• 1 graduate research assistant

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Division of Financial Aid, Purdue
University - West Lafayette
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DFA Services Overview

• Desk Counseling Schleman 305, 8am-5pm, M-F
• Sit-Down Office Counseling Schleman 305,
  9am-5pm on Mon, Tue, Wed, Fri and 1pm-5pm
  Thursdays
• Call Center Counseling [phone], 8am-5pm
  M-F
• E-Mail Inquiry Service facontact_at_purdue.edu
• Outreaches (Admissions, High School Nights, etc.)
• Information Website www.purdue.edu/dfa
• Student Date on SSINFO www.ssinfo.purdue.edu
• Student Employment Services Schleman Hall Room
  302, [phone]

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Need-Based Aid Eligibility

• Need-based aid eligibility determined by
  measuring family financial strength with the Free
  Application for Federal Student Aid (FAFSA)
• Formula-driven
• Cost of Attendance
• Less Expected Family Contribution (EFC)
• Demonstrated Financial Need
• EFC is index of eligibility for most aid
  programs, but may or may not represent family
  situation well

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Purdue Merit-Based Scholarships

• University-wide scholarships and awards from
  academic schools/colleges based on academics
• Goal is for all awards to be announced by early
  April
• Review brochure for eligibility criteria

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Private/Outside Awards

• Through high school, family, friends, employers,
  affiliations, free internet research sites like
  www.finaid.org
• Through scholarship search services like
  www.fastweb.com
• 14.6 of undergraduates at Purdue receive outside
  award (46 of these students are incoming
  freshman)

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Other Financing Alternatives

• Federal Tax Credits (Hope Lifelong Learning
  Purdue issues 1098-T forms)
• Private Credit/Alternative Loans
• Home Equity Loans
• IRA Withdrawals/Loans

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Financial Aid Counseling Goal Provide Big
Picture Perspective

• The only thing more expensive than college is
  not going to college
• Higher education is an investment
• More than 75 of Purdue students receive aid
• Three financing strategies Past Savings, Current
  Earnings, Future Earnings (loans)
• Self-help aid a big part of financing strategy
• Consider four years of debt and consider future
  earnings power

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Financial Aid Counseling Goal Confirm Situation

• Is data correct?
• Will income be changing?
• Any other special circumstances?
• Examples of what are special circumstances
• What are not special circumstances

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Financial Aid Counseling Goal Evaluate Expenses

• Explain cost of attendance estimates
• Explain direct costs versus indirect costs
• Explain old costs (living expenses) versus new
  costs (tuition/fees, books/supplies, etc.)

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Cost of Attendance Estimate 2005-06

• Resident Nonresident
• Tuition Fees 6,458 19,824
• Room Board 6,830 6,830
• Books Supplies 980 980
• Travel 240 330
• Personal 1,560 1,560
• Total 16,068 29,524
• Engineering, Management, and Flight have
  additional fees

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Financial Aid Counseling Goal Discuss Student
Employment

• Student Employment Services available within
  Division of Financial Aid
• Significant earnings possible in summers
• Plenty of part-time employment, 10-15 hours per
  week equals about 2000-3000
• Cooperative education is an option depending on
  program
• All jobs posted on SSINFO, no placement

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Financial Aid Counseling Goal Discuss Loans
Payment Plans

• Student loans have limits
• Parent loans are credit-based financing plans
• Alternative loans are higher interest,
  credit-based, usually require co-signer
• Refer to loan counseling charts re educational
  debt payment
• Discuss 10-payment Budget Plan (prepay),
  6-payment Installment Plan, Purdue-pay on SSINFO
  with bank account (no credit cards)

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Financial Aid Counseling Goal Dispel Purdue
Financing Myths

• In-state residency after one year
• An abundance of upperclassmen scholarships
• Student can go independent
• Student can borrow all the costs of attendance
• Parent loan payments can be deferred until
  graduation

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Financial Aid TimelineFebruary File For
Financial Aid

• The Free Application for Federal Student Aid
  (FAFSA) is the one application for Federal, State
  and Purdue need-based aid
• The FAFSA is required to qualify for low interest
  student loans federal student loans are
  available regardless of income level or need
• The FAFSA process occurs annually, so reminders
  will be sent to students every year

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March FAFSA Verification Time

• A percentage of FAFSA filers subject to
  verification
• Respond to requests for information promptly
• Parents may need to help student respond to
  requests for information

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April Award Notice Time

• Mailed in early April to those with complete
  files
• Contains cost, need, and aid figures
• Lists all aid awarded
• Student and parent loan instructions/information
  will be included
• No need to reply unless reporting other awards or
  rejecting loan or work programs

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May Follow Up Time

• Follow instructions included with award
  notification
• Submit student and/or parent loan request forms
  online or via mail (instructions with award
  notice)
• Report any high school or private scholarship
  awards to our office
• Consider Purdue Budget Plan to divide direct
  bills into ten monthly payments

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June/July Visit Campus Again

• Attend Purdue Day on Campus orientation and
  Division of Financial Aid workshop
• Set up SSINFO access for student and parent
• Set up direct deposit with Bursar
• Receive Bursar bill with financial aid credits in
  mid-July
• Sign loan Promissory Notes

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August Enroll

• Fall semester payment due 10 days prior to start
  of classes
• Excess financial aid for books and other
  educational expenses will be disbursed to
  students at beginning of term

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September-January Manage/disburse funds, recruit
for next year

• Preliminary Financial Aid Estimate part of
  Admissions process
• Unique service for such a large public university
• Provides good estimate of anticipated financial
  aid eligibility
• Encourage all to complete for planning purposes

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Closing

• Questions?
• Comments?

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• Break Time
• Meet back in 15 minutes

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UNIVERSITY RESIDENCES

• Were part of Enrollment too

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Campus housing is an integral part of

• Admissions process
• Enrollment decision
• Retention initiative
• Student success

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Student Housing Market Dynamics

• Students not required to live on campus largest
  system in US without residency requirement
• Students have greater expectations for housing
  (amenities, dining, etc.)
• Oversupply of off-campus student housing (nearly
  2000 beds)

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Factors That Drive Housing Choice

• Proximity to campus
• Convenience and amenities
• Relationship with University
• Dining options
• Community and privacy
• Value

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Housing Objectives

• Guarantee campus housing for beginning students
• Provide high-value housing that enhances
  educational experience for todays student
• Offer range of rates and accommodations
• Generate funds for R R projects and major
  facilities upgrades

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Goals

• For enrollment purposes, our goals are two
• Provide quality housing for all beginning
  students who want to live on campus
• Provide quality housing for all other students
  who want to live on campus

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Single Student Capacity
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Projects

• Cary Quad Upgrade completed Summer 2006
• Windsor Halls Major rehab project for Windsor
  doing one building per year. Starts 2007
• Wiley Dining Court 500 seats opening August
  2008
• Sprinkling We will be over 50 sprinkled by
  August 2006, and 96 by 2012
• Air conditioning active projects to add
  air-conditioning to Earhart, Harrison, McCutcheon
  and Windsor

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Cary Renovation

• Completed Summer 2006 in 6 phases
• Last building, Cary Southeast reopens Aug 2006
• Popularity continues to confirm upgrade decisions
• Funded from reserves and 1.5 surcharge each year
  for 5 years, ending 2005-06

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Windsor Halls Renovation

• 748 Spaces
• 53 M Project Budget
• 5 phases
• Paint-up, fix-up, with student room air
  conditioning
• Expected to start in 2006, but high bids forced
  delay to Summer 2007
• Completed Fall 2012

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Dining Services

• Currently planning last of 5 projects
• Wiley Dining Court
• Earhart, Ford and most recently Windsor Dining
  Court confirm popularity
• Funded through annual savings and efficiencies of
  4.4 M by 2006 - 07

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Fire Sprinkling

• Sprinkled for Fall 2006
• - Cary - Shreve
• - Warren - Vawter
• - Tarkington - Hawkins
• - Hillenbrand - Earhart
• - Owen - One wing of Wiley
• Remaining halls have projects planned to
  complete through 2012

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Student Room Air Conditioning

• Shreve completed
• Earhart Complete Summer 2006
• 3,700 spaces to date of 6,567 at completion
• Funded from reserves and user surcharges

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Next Projects

• Expand McCutcheon garage Jan 2007
• Wiley Dining Court Fall 2008
• Replacement housing 2009
• New community center for Purdue Village - 2008
• Replace Meredith Hall 2015?
• Replace Hilltop Apartments when Intramural Drive
  is extended to Cherry Lane 2020?
• Even longer term replace Owen, Tarkington and
  Wiley

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New Garage
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Current Issues

• Electronic housing applications assignments
• Discovery Park and Purdue Village
• Transportation master plan
• 2,000 empty apartment beds in the community
• Fee waivers for Resident Assistant staff
• Keeping residence halls in line with enrollment
  objectives

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UNIVERSITY RESIDENCES

• Were part of Enrollment too

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Office of the Registrar
Robert Kubat University Registrar Hovde Hall,
Room 60 494-6133 rkubat_at_purdue.edu The Office of
the Registrar is open between the hours of 8 a.m.
and 5 p.m., Monday through Friday. The office
is located on the ground floor of Hovde Hall.
http//www.purdue.edu/Registrar
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Mission

• The mission of the Office of the Registrar is to
  provide accurate and timely academic record
  information, while maintaining the privacy and
  security of those records.

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Office of the Registrar Organizational Chart
Susan Schechter Assistant Registrar For
Information Servicesschechte_at_purdue.edu 494-6130

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• The office of the Registrar is comprised of
  approximately 40 full-time and part-time staff
  members. Every staff member is an intricate part
  of a team that supports one of the four following
  areas within our department
• Records, Registration, and Graduation (RRG)
• Academic Programs, Commencement, and FERPA (APCF)
• Executive and Departmental Support (EDS)
• Information Services (IS)

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The Office of the Registrar is responsible for

• Management of student records
• Academic policy
• Registration
• Course catalogs
• Commencement
• Transcripts
• Serves as the Family Educational Rights and
  Privacy Act compliance officer
• Course Repository

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Records, Registration Graduation

• Administers and oversees the Course Repository
• Certification of eligibility for NCAA
• Enrollment verifications (Insurance, loans,
  employers, etc.)
• Grading
• Graduation Processes
• Maintains academic records for all students
  across the Purdue system
• Processing of transcripts
• Residency classifications for current students
  in state tuition
• Veteran services

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Academic Programs, Commencement FERPA

• Maintains the Program of Study file
• Maintains progress reports
• Facilitates the approval of new degree programs
• Coordinates the commencement ceremonies
• Family Educational Rights and Privacy Act

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FERPA

• The Family Educational Rights and Privacy Act of
  1974 (as amended), also known as the Buckley
  Amendment, is designed to protect the privacy of
  students' education records and personally
  identifiable information. FERPA regulations
  influence many of the processes and procedures
  followed in the Office of the Registrar.
• Some of the processes affected are release of
  transcripts, certifications, and responses to
  subpoenas. Restricted records cannot be released
  without the written permission of the student.
  This permission must be signed and dated, specify
  the records to be disclosed, state the purpose of
  the disclosure, and identify the party or parties
  to whom the disclosure may be made. There are
  exceptions
• See the following Web site for further details
• https//www2.itap.purdue.edu/ITEATraining/asp/FERP
  A/Fwelcome.asp

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FERPA

• Students have the following rights under FERPA
• Right to inspect and review education records
• Right to seek to amend education records
• Right to have some control over the disclosure of
  information from education records
• Right to file a complaint with the FERPA office
  in Washington, D.C.
• Directory information that may be released
  without the consent of the student
• Name
• Local and home address
• Local and home telephone listing
• Electronic mail address
• School and curriculum
• Classification and credit hour load
• Dates of attendance
• Degrees, awards and honors received
• Participation in officially recognized activities
• Height, weight and position of members of
  athletic teams

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Executive and Departmental Support

• Robert Kubat, with his assistant Heather
  Wilkerson, is responsible for the overall
  management of the Office of the Registrar. All
  areas within the Office of the Registrar are
  highly integrated with one another and with the
  other offices within Enrollment Management.

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Information Services

• Ad hoc reports
• Auditing
• Calendaring
• Direct Student E-mails
• Distribution of reports
• Enrollment reports
• Mailings
• Schedule runs
• Student data reports

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IMPORTANT DATES TO REMEMBER

• Fall 2006
• Aug. 21 Classes Begin
• Aug. 25 Last Day for late registration
• Sept. 1 Last day to drop a course w/o a
  record
• Sept. 18 Last day to drop a course w/o a
  grade
• Oct. 2 Last day for grade correction
• Oct. 25 Last day a course can be cancelled
• Nov. 16 Deadline for pending incomplete
  grades
• Dec. 9 Classes end
• Dec. 16 Semester Ends
• Dec. 17 Commencement
• Dec. 19 Grades are due

• Spring 2007Jan. 8 Classes
  BeginJan. 12 Last day for late
  registrationJan. 22 Last day to drop a
  course w/o a recordFeb. 5
  Last day to drop a course w/o a
  gradeFeb. 19 Last
  day for grade correctionMar. 19 Last day
  a course can be cancelledApr. 10
  Deadline for pending incomplete
  gradesApr. 28 Classes EndMay 5
  Semester EndsMay 11-13 CommencementMay 8
  Grades are due

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Conclusion
Our work in the Office of the Registrar is
focused on meeting the needs and expectations of
the students, faculty, staff and colleagues with
whom we work. As a team, we are able to
accomplish our individual goals and the goals of
the Office of the Registrar in meeting the needs
of Purdue University.
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Bursars Office
130 Hovde Hall [phone] askbursar_at_purdue.edu

Is to provide timely, accurate information and
thoughtful guidance to students, parents,
faculty/staff, and others regarding University
processes and procedures, to manage key
University financial resources efficiently, and
to act as a central collection point for
University receipts.
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Bursars Office

• What we do
• The Bursars Office manages the following
• Fee Assessment
• Billing/Payment Processing
• Installment Plan/Budget Plans
• Financial Aid Disbursement
• Fee Remissions
• Federal Work Study
• Cashiering

78
Bursars Office

• Fee Assessment
• Students are assessed fees based on the rates
  approved by the Board of Trustees.
• The Bursars Office works closely with Enrollment
  Management and the Office of Budget and Fiscal
  Planning in order to establish fees, and assess
  fees to each student based on their course
  enrollment.
• Why do we do it?
• Fees will provide over 50 of the operating
  budget for Purdue at just under 400M in
  anticipated revenue for FY 2006. If these fees
  are not collected, Purdue does not operate.

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Bursars Office

• Fees are assessed based on
• Year of Enrollment
• Hours Enrolled
• Residency
• School
• Courses Enrolled
• Employment Status

Our tuition calculator is available at
http//www.purdue.edu/bursar/Calculator/Welcome.ht
ml, this can help you determine how much a
student will owe.
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Bursars Office

• Billing
• Bills are issued for
• Student Fees
• Housing Contracts
• Third party billing (i.e. employers)
• Non student receivables (UCO)
• Loans

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Bursars Office

• Billing Information
• Bills are mailed to students about a month and a
  half prior to the beginning of classes.
• Bills are generally due 10 day prior to the start
  of classes.
• Students who have not made payment by due date
  will be canceled!

82
Bursars Office

• Payments are accepted online, through the mail,
  or at teller windows in Hovde Hall
• In addition to paying the bills for Purdue
• Payment is the primary method to confirm
  enrollment at Purdue, and is relied upon to
  identify students that intend to attend.
• Cancellation generally occurs twice once the
  Monday following the due date, and the final
  cancellation the Monday (or first working day)
  following the first week of classes.

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Bursars Office

• Payment Methods
• Purdue-pay (ACH)
• Cash
• Check
• Money Order
• Wire Transfers
• No Credit Cards/Debit Cards
• We encourage online check payment!!!

84
Bursars Office
Installment and Budget Plans

• The Bursars office administers two types of
  payment options
• the Installment Plan
• the Budget plan
• Financial difficulty is a retention issue! These
  options provide students and parents with some
  flexibility to schedule payments for education.

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Bursars Office
The Installment Plan

• Students do not need to enroll, simply make
  payment for the minimum amount due on their
  billing statement.
• Installments are 40 due right away and the
  remaining 30 due at 30 and 60 days.
• A finance charge of 1.5 is added to the account
  to participate in this plan.

86
Bursars Office
The Budget Plan

• Students/Parents use a worksheet to determine the
  amount to budget for each semester, and pay the
  total over 10 equal installments.
• This plan begins in May for the following
  academic year.
• A 35.00 enrollment fee is charged for
  individuals selecting the Budget Plan.

87
Bursars Office
Financial Aid Disbursement

• The disbursement of financial aid is administered
  by the Bursars Office.
• Financial aid is first estimated, in order to
  provide the student with a billing statement with
  appropriate balances based on the aid we
  anticipate.
• In general, financial aid is first applied
  towards tuition and fees, then housing. Any
  excess financial aid is refunded to the student,
  or the parent in the case of a parent loan.
• We process grants/awards, fellowships,
  scholarships, loans, and athletic scholarships.

88
Bursars Office
Fee Remissions

• Faculty/Staff, Graduate Staff, Spouses of Staff,
  Children of Staff, Retirees, and Resident Hall
  Counselors are currently provided tuition
  remissions for courses taken at Purdue.
• These remissions and the associated policies are
  managed by the Bursars Office.

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Bursars Office
Cashiering

• In addition to fee payments, the Bursars Office
  is the central collection point for University
  receipts. Cashiers accept deposits from various
  departments across campus, allowing those
  departments to provide goods and services to
  students.

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Bursars Office
What they ask.

• My Bill is (____________)
• My Financial Aid is (__________)
• Will my classes be canceled because (_____)
• My Payment is (________)
• My remission is (_________)
• My Housing bill is (_________)
• Is this Work Study (_______)
• Can I make installments/plans because (_______)

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Bursars Office
.and who can answer.

• Billing/Assessment Questions Jane Reagan/Glenda
  Smith
• Financial Aid Questions Carole Perigo
• Cancellation/Registration Guyanne Lillpop
• Payment Questions Judy Hanna
• Remission Questions Glenda Smith/Jane Reagan
• Refund Questions Carole Perigo
• Work Study Paula Adams
• Our website answers many general questions, and
  provides useful information
• http//www.purdue.edu/Bursar/

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Bursars Office
Some things you can do to help us

• Direct student online
• Students can view their statement, pay their
  bills, confirm their registration, change their
  billing address, and obtain tax information
  online, it is more convenient for them, and give
  us the chance to respond to the more difficult
  questions and situations.
• Suggest Direct Deposit
• If a student indicates that they have financial
  aid, encourage them to sign up for direct
  deposit. It is faster for them, and we do not
  have to try to guess which address to be sending
  checks to.
• Encourage Students to Update their Billing
  Address
• They can do this online. It allows us to try to
  get bills to the address that they want the bill
  to go to.
• Urge students to confirm their enrollment
• Students are not registered until they have
  confirmed their enrollment, even if they have a
  zero balance because financial aid paid their
  bill. We still need to know that they are
  coming. Help them help themselves and ask them
  to verify that they confirmed their enrollment.

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Student Access, Transition and Success Programs
(SATS) Preparing, Welcoming and Supporting
Purdues Future and Present Students Presented
by Shawna Lusk, Senior Associate
Director Student Access, Transition and Success
Programs
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Content

• Staff (Who We Are)
• Major Programs (What We Do)
• Program Key Points (When, Where and How We Do It)
• Questions and Discussion

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Why SATS?

• Its Strategic
• Its at the Core of What We Do (Our Mission)
• It is Modeled After How Students Live Their Lives
• It Maximizes Resources (State and Institutional)
• Conclusion Everyone Gains!

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Major Programs in SATS

• Boiler Gold Rush
• Day on Campus
• Learning Communities
• Purdue Opportunity Awards Program
• Twenty-first Century Scholars

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Other Programs in SATS

• Committee for Student Access and Success
• Fall Welcome
• Purdue HelpDesk
• Summer Welcome
• Winter Welcome
• Publications

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Boiler Gold Rush (BGR)

• August 12 17, 2006
• First-Year Student (and Transfer) Orientation
  Program
• Expect 4,900- 5,100 participants 490 student
  leaders
• 245 registration fee
• Invitations mailed in mid-May/Registration
  deadline was July 7
• Partial fee waivers available for those who
  qualify

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Day on Campus

• Takin Care of Business Day for all new
  students
• June 12 July 6, 2007
• (some Colleges/Schools do not meet on all days)
• Invitations mailed after Admissions cancel run in
  May
• Meet with advisor and register for classes
• Obtain Purdue I.D.
• Establish computer account
• (if they have not already done so)
• Visit assigned residence hall
• Take placement tests

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Learning Communities

• Defined at Purdue as one of the following
• First-Year Students Co-Enrolled in 2 or 3 Courses
  
• First-Year Students Residing on the Same
  Residence Hall Floor Based on an Academic Theme
• Both 
• In Class Curricular Cohesion and Out-of-Class
  Reinforcement through social/related programming
• Nearly 80 faculty/instructors involved in 2005-06
  
• 2005-06 45 LCs based on 23 themes with total
  participation of 1,329
• 2006-07 TARGET 48 LCs based on 27 themes with
  1,640 total participation (you may want to define
  this Total participation is based on the filled
  spaces associated with Learning Community
  offerings.  In some cases, students take part in
  more than one Learning Community, and if that is
  the case they are counted twice.) 
• Students who participate in an LC
• Earn higher grades
• Are more satisfied with their college experience
  
• Are retained and graduate at higher rates and
• Are more diverse than the undergraduate student
  body as a whole. 
• Applications mailed in late January/Early
  February
• Placements Announced Prior to Day on Campus
• Continued Enrollment Throughout Day on Campus

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Purdue Opportunity Awards Program

• Goal is to enroll and graduate Indiana students
  with high financial need and personal hardship or
  extenuating circumstances
• Consists of federal grants, work-study, State of
  Indiana grants, and additional Purdue funding
• Personal and academic support components/ Monthly
  Seminars, Peer Mentor Program
• Nominations accepted from admissions staff,
  students (can self-nominate), high school
  counselors, community leaders and other
  educators.
• To receive a POA application, students must be
  admitted to Purdue and financially qualified
  must complete Preliminary Financial Aid Estimate
  (PFAE).
• To be considered during POA selection process
  students must complete the POA application and
  the Free Application for Federal Student Aid
  (FAFSA) by March 1, 2007.
• 90 POA Scholars selected for 2004-05
• 91 POA Scholars selected for 2005-06
• 95 POA Scholars selected for 2006-07
• Will soon be recruiting class for 2007-08.
  Nomination and application process begins in
  October 2006

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Twenty-first Century Scholars

• Provides up to 8 semesters of tuition for
  eligible participants from Indiana to attend
  qualified public, private or proprietary higher
  education institutions in Indiana
• Purpose is to increase the number of high school
  graduates who go on to college in Indiana
• Must fulfill the Scholars Pledge
• Graduate from an accredited Indiana high school
  with at least a 2.0
• Not use illegal drugs. Alcohol or commit a crime
• Apply to an eligible Indiana college, university,
  or technical school
• Apply for state and federal financial aid on time
• Recruit and enroll 7th and 8th graders (enroll by
  June 30 of 8th grade year)
• Programming Support for 7th-12th graders
• Purdue Site serves 8 county region 1 of 14
  sites in the state
• Enrollment at Purdue Site is currently 2,432
  7th-12th graders

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Additional SATS Programs

• Committee for Student Access and Success
• EM Forums
• Fall Welcome August 19, 2006
• On-line Academic Advisors Resource Guide
• http//www.purdue.edu/advisors/index.html
• Purdue HelpDesk
• http//www.purdue.edu/helpdesk/
• Re-Registration/Re-Entry Efforts
• Summer Welcome June 9, 2007
• Twenty-first Century Scholars Postsecondary
  Support Network
• Winter Welcome January 6, 2007

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Current and Pending SATS Projects

• Departmental Synergies and Intentional
  Connections
• Investigating Creation of Upward Bound (TRIO)
  Program at Purdue
• NEXUS Project Proposal for Lumina Foundation

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Contact SATS Staff we would love to hear from
you!   Student Access, Transition and Success
Programs staff members Andrew (Drew) Koch,
Director, 765/496-3618, akkoch_at_purdue.edu Emily
Bauer, Assistant Director, 765/494-2274,
ejbauer_at_purdue.edu Melissa Dyehouse, Graduate
Assistant for MLC and ELC Assessment,
765/494-0968, mdyehous_at_purdue.edu Cheryl
Hazelgrove, Twenty-first Century Scholars Asst.
Site Coordinator, 765/494-7993,
chazelgr_at_purdue.edu Sara Hunley, Secretary,
765/496-2459, sroth2_at_purdue.eduLuAnn Jones,
Secretary, 765/496-3619, jones35_at_purdue.edu Vera
Kurtz, Twenty-first Century Scholars Regional
Parent Coordinator, 765/494-7928,
vkurtz_at_purdue.eduTammy Lineback, Account Clerk,
765/494-9452, lineback_at_purdue.edu Shawna Lusk,
Senior Associate Director, 765/494-2329,
smlusk_at_purdue.edu Matthew Pistilli, Asst.
Director and Databases Statistics Coordinator,
765/496-3754 mdpistilli_at_purdue.edu Natalie
Rausch, Senior Assistant Director, 765/494-0969,
narausch_at_purdue.edu Maura Scully Murry, Assistant
Director and POA Program Director, 765/496-2462,
mmurry_at_purdue.eduYvonne Smith, Twenty-first
Century Scholars Site Coordinator, 765/494-7925,
ynsmith_at_purdue.edu Lisa Walkup, Administrative
Assistant, 765/494-7854, lawalkup_at_purdue.eduJenni
fer Wierda, Assistant Director, 765/496-3627,
jweirda_at_purdue.edu    
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The Graduate School

• System-wide
• One Graduate Council
• Cindy Nakatsu, Interim Dean
• Staff of 37
• Admissions, records, and degree audits for all
  campuses handled in Young Hall
• Some Graduate School initiatives focus on West
  Lafayette

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On the West Lafayette Campus

• 79 graduate programs
• Master's, Educational Specialist, and Doctor of
  Philosophy degree-seeking students
• Graduate Certificate students
• Doctor of Audiology and Doctor of Nursing
  Practice administered through the Graduate School
  
• International Special, Teacher's License,
  Postbaccalaureate, and Postdegree non-degree
  students
• Engineering has the largest number of graduate
  students (2,219)
• Veterinary Medicine has the smallest number of
  graduate students (94) 
• Does not include DVM and Pharm D students

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Graduate School Enrollment

• West Lafayette Campus - 6,932 (enrolled Fall
  2005)
• More men than women (62 vs. 38)
• More doctoral than master's (57 vs. 39)
• More domestic than international (58 vs. 42)
• Minority enrollment is 610 or 8
• More non-resident than resident (78 vs. 22)
• Average age of beginning students 27.4 years

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Differences Between Graduate and Undergraduate
Education

• The faculty are admission officers
• During Fall 2005, 64 (4,461) were Purdue
  employees
• Plans of study
• Major professors and advisory committees
• Production of knowledge
• Theses and dissertations

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Selected Graduate School Resources

• Recruitment Services -- Dana Werner, Director
• Admissions -- Marcia Fritzlen, Senior Coordinator
  
• Records -- Pat Springer, Senior Coordinator

• Multicultural Programs -- Dwight Lewis, Director 
  
• Ombudsman -- Tom Atkinson, Associate Dean
• Theses/Dissertations -- Mark Jaeger, Manager

• Fellowships and Professional
  Development -- Cyndi Lynch, Director

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The Graduate School

• To contact us
• gradweb_at_purdue.edu
• 494-2600
• For more information
• www.gradschool.purdue.edu

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International Students and Scholars
ISS is committed to the internationalization of
Purdue University by providing appropriate
services and support to international clientele
and various University departments and offices.
We seek to enhance the academic, cultural, and
social pursuits of students and scholars from
abroad through knowledge and expertise in
admissions, immigration, advising, and
cross-cultural programming.
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• Friendly and efficient knowledgeable and helpful
• Transparent
• Rankings, awards, and signature areas
• Excellence 21 awards
• Recruitment and total numbers of intl students
• International Friendship Program

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• We service
• - nearly 5,000 students from abroad
• - approximately 700 faculty and researchers
• from around the world
• - all of Purdue colleges, schools, departments,
  and offices

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• Immigration Services
• Extension of stay, employment authorization (OTP
  and CTP), travel endorsement, invitation letters,
  change of legal status
• SEVIS reporting
• Issuance of immigration documents to prospective
  undergraduate, graduate and professional students
  from abroad

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• Admissions and Recruitment
• review and evaluation of international
  undergraduate applications and determination of
  admissibility
• determination of transfer credit from foreign
  institutions for international and US students
• - trips to Middle East, Europe, Asia, Central and
  South America

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• Cross-Cultural Programming
• GO Purdue (GO Global Outreach)
• Trips
• Speakers Bureau program
• International Friendship Program

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Office of Enrollment Management
Bringing it all Together Creating Team-Oriented
Customer Service Thom Golden Office of
Enrollment Management
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Quality Customer Service

• To sustain a competitive edge, an organization
  must do more than simply satisfy customers.
• We must be able to provide customer service that
  is
• Reliable (i.e., well informed)
• Responsive
• Caring
• Understanding
• Source Heil Tate (1990)

121
Quality Customer Service

• Goals
• Dont just satisfy create a story
• Establish and maintain a reputation for personal
  service
• Get out of the Its Not My Job mentality

122
Quality Customer Service

• How we can get there
• One student at a time
• Listen
• Ask questions to define the problem
• Actively assist the student in solving the
  problem

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Quality Customer Service

• The art of listening . . .
• The foundation of all relationships
• Avoid impatience which can lead to jumping to
  conclusions
• People should not fall into categories
  Residency-question on line two
• Let me make sure Im hearing you correctly . .
  .

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Quality Customer Service

• Ask questions to define the problem
• Probing questions convey caring, but also can
  help us understand unique dynamics
• They didnt tell me about that . . .
• Ask (When, what, why, where?) then rephrase if
  necessary

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Quality Customer Service

• Actively assist the student in solving the
  problem
• Lay out the solution in steps
• When referring, dont just point to the way, lead
  the way
• Give a name
• Offer to connect them
• Try to be the last or next to last point of
  contact

126
Quality Customer Service
Consider each scenario and as a group, reach a
consensus on how you can best serve the
student. Discuss the problem, develop a solution
and nominate a group spokesperson to present that
solution to the larger group.
127
Quality Customer Service
Questions? Thank you for your time! Thom
Golden tcgolden_at_purdue.edu
128

• Additional Resources

129
OnePurdue
Lori Shipley Functional Lead - Enrollment and
Student Affairs Team
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OnePurdue
What is OnePurdue? OnePurdue is the Universitys
three-year, enterprise-wide initiative that will
change the way Purdue does business by
integrating mission critical enterprise data,
information and business processes. Once fully
implemented, OnePurdue applications will be used
by virtually everyone in the University.
131
OnePurdue Enrollment Student Affairs Team
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OnePurdue - Scope
Recruitment
Alumni
Admission
De-registration
StudentAccounting
EquivalencyDetermination
Student Master Data
Graduation
FinancialAid
StudentAcademicHistory
Academic Structure
Application
StudentAdministration
Teaching Study
Rules Regulations
Reporting
DegreeAuditing
Events
Academic Calendar
Registration
Change ofProgram
Resources
Scheduling
Event Planning
CourseRegistration
Re-registration
Examinationand Grading
Progression
Also includes Financial Aid, Scheduling and
Self Service
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OnePurdue - Scope for Enrollment Student
Affairs

• Student Recruitment
• Prospective Student Communication and Tracking
• Student Recruitment Marketing Campaigns
• Student Recruitment Events

• Admissions Orientation Services
• Student Admissions Credentials
• Undergraduate, Graduate, Professional Admissions
• Non-Degree Applicant Assessment
• New Student Orientation Coordination
• Transfer/ Advance/ Placement Credit Evaluations
• Communication Plans
• Decision Management

134
OnePurdue - Scope for Enrollment Student
Affairs

• Academic Structure
• Internal and External Academic Structure
• Academic Calendar
• Academic Advising Monitoring Services
• Student Plan of Study
• Academic Program Requirements

• Space Management and Event Scheduling
• Venue/Space Inventory Management
• Event Management
• Instructional Scheduling

135
OnePurdue - Scope for Enrollment Student
Affairs

• Enrollment Records and Registration Services
• Maintain Student Records
• Manage Student Program Enrollment
• Course Registration Scheduling
• Course Roster Reporting and Services
• Grade Processing
• Maintain Academic History
• Transcript Enrollment Certification Services
• Graduation Services
• Student Life Services

• Student Financial Resources
• PFAE / ADMS
• Application Processing
• Verification
• Needs Analysis
• Budgeting / Cost of Attendance
• Fund Management
• Awarding
• Maintain Institutional Eligibility
• Loan Processing
• Funds Disbursement/Authorization

136
OnePurdue - Scope for Enrollment Student
Affairs

• Tuition and Fee Management
• Student Account Services
• Student Account Management
• Manage Delinquent Accounts
• Create Payment Plans
• Manage Payment Exceptions
• Loan Processing
• Disbursements
• Private Scholarship/Awards Funds Management

• Refunds to Funding Sources
• Drawing Down Federal Funds
• Perkins and Institutional Loan Services
• Federal Tax Reporting
• Reconciliations

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OnePurdue - Accelerated SAP
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OnePurdue - Accelerated SAP
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OnePurdue - ASAP Roadmap
FI and HR Team is Here
ESA Team is Here
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OnePurdue - Timeline
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OnePurdue How you can learn more..

• Periodic Town Hall Meetings
• General Awareness (Fall 2005)
• Policy, Process and Organizational Changes (Early
  Spring 2006)
• End User Training and Support Services (Early
  Summer 2006)
• OnePurdue Website
• www.purdue.edu/onepurdue
• OnePurdue e-Newsletter
• subscribe at www.purdue.edu/onepurdue
• Inside Purdue
• frequent OnePurdue articles

142
Questions?
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Office of Enrollment Management
Associate Director for Outreach New position as
of 1/01/06 Work to recruit and retain
underrepresented students (specifically African
American and Latino students), as well as women
in the STEM fields.
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• How Will We Do This?
• Visit a select group of high schools in Northwest
  Indiana and build a relationship with the
  students and staff
• Develop programming for high schools that
  highlight successful Purdue alumni and showcase
  the various academic schools
• Offer on-site financial aid information sessions
  start talking with parents early about
  financing college
• Host a variety of on-campus visit programs

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• What Else Do We Hope to Do ?
• Host various programs in Northwest Indiana to
  assist in matriculation
• Offer scholarship money to encourage students to
  attend Purdue Purdue University Northwest
  Indiana General Scholarship
• Personally follow up with students as they go
  through high school and then attend Purdue to
  track their progress
• Start working with middle school students in
  Northwest, IN to peak interest in higher
  education

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• What Else Do We Hope to Do ?
• Work with the EM Team and other offices on campus
  to create programming to assist our
  underrepresented students and to keep their
  unique needs in the forefront so they succeed in
  college
• What Can you Do?
• Contact me if you come across a strong student
  who could use extra support I will try my best
  to provide it

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• Contact Information
• Patti Dulik
• Associate Director for Outreach
• Chicago Office Phone [phone]
• WL Office Phone [phone]
• E-Mail pfdulik_at_purdue.edu