Welcome to A&E •  As Berkeley's front door, Admissions and Enrollment (A&E) helps people

reach their dreams by providing support and solutions for success, whether for student, faculty, staff, or alumni.

•  A&E leads nationally and serves locally through its innovation, ongoing

improvement, and exceptional expertise. •  A&E supports staff by empowering them to make decisions guided by

policies and goals, and supported through staff training.

A&E What We Do The A&E units play critical roles in shaping the Cal student experience from prospects through to alumni and beyond. We also serve the needs of faculty and staff, academic and administrative departments, the University of California Office of the President (UCOP) and external agencies.

Our organization Admissions & Enrollment Associate Vice Chancellor

Anne De LucaA&E Analyst

Joan ShaoExecutive Assistant

Anastacia Kaser

Financial Aid & Scholarships Asst. Vice Chancellor & Director

Rachelle Feldman

Undergraduate AdmissionsAsst. Vice Chancellor & Director

Amy W. Jarich

Office of the RegistrarUniversity Registrar

Walter Wong

Cal Student CentralDirector

Carmen Ortiz

Our collaborative culture

As A&E staff, the main principle that guides our culture of collaboration is simple: Mutual understanding brings mutual respect. We create formal and informal opportunities to learn about each other’s work, to understand how our actions impact others and to allow us to rely on one another to deliver on our goals. We will continue to build our culture of collaboration through resources that will enable both seasoned and new staff alike to develop a mutual understanding of each other’s work. Through our culture of collaboration, we create opportunities to innovative across departmental lines, to build relationships that improve our daily work and to ultimately, be invested in a place that is invested in us.

How we serve students

How we serve students (zoom 1)

How we serve students (zoom 2)

How we work together

Admissions • Outreach •  Transcript Clearing •  Yield

Financial Aid •  Packaging of Students

(New and Continuing) •  Review of continued

eligibility (SAP) •  Yield

Office of the Registrar •  Residency • New and Continuing

student data information •  Yield

Cal Student Central •  Front-line •  Questions from

Students / Families •  Escalation

Department Focus

Financial Aid (FASO) Overview •  Helps students and parents navigate financial aid processes •  Offers innovative aid programs to make higher education affordable •  Counsels students so they understand their options (financial aid

eligibility) and feel empowered to make the best choices (financial literacy) to manage their financial lives

Mission Statement

FAFSA  and  Dream  Act  applications  come  through  Federal  and  State  systems

FASO  Verifies  student  eligibility  every  term  (for  Satisfactory  

Academic  Progress  and  status)

Financial  Aid  package  is  generated  or  no  

financial  aid  package  is  generated  (e.g.  if  

student  is  coded  for  SAP  or  has  a  FAFSA  

reject

Student  (SAP,  FAFSA  reject)  or  parent  (FAFSA  reject)  resolves  issues  to  move  from  conditional/no  package  to  actual  financial  

aid  package

Financial  aid  package  changes  from  conditional/no  

package  to  actual  financial  aid  package  

Student  appeals  or  requests  changes  (e.g.  

Budget  Appeal,  Parent/Student  

Contribution  Appeals)  to  their  financial  aid  

package

FASO  reviews  information  and  

repackages

If  package  is  actual/complete

FASO work overview

What you need to know about FASO 1. Peak work periods:

–  March-May: Summer and new student packaging/outreach –  August-October: Fall startup –  December-January: Spring startup

2. Major deadlines for student submission: –  March 2nd

•  FAFSA •  California Dream Act •  Cal Grant GPA verification

–  March 30th

•  Verification Documents –  September 12- Fall, February 6- Spring

•  Satisfactory Academic Appeal (SAP) –  October 1st- Fall-only students, February 1st- Fall/spring or spring-only students

•  Parent/student contribution appeal –  December 12- Fall-only students, May 1- Fall/spring or spring-only students

•  Budget appeal

What you need to know about FASO 3. FASO is divided into 5 groups

Counseling, Compliance, Federal and State Programs, Undergraduate Scholarships, Prizes, and Honors (SPHO), Fiscal Management.

4. FASO serves both undergraduate and graduate students Loans are the only form of financial aid available for graduate students Department awards for Graduate Students are handled through the Graduate Division

5. FASO delivers a range of financial aid Scholarships (institutional, philanthropy, outside) Loans (federal, private, institutional) Grants (federal, institutional, state) Work-study (federal, institutional)

6. FASO does not resolve all blocks on financial aid disbursement

7. FASO does not handle billing

FASO Organization

Click here to see our organizational chart

Working to resolve issues

Issues With Contact

DSAS Mia Brandon

Regents and Chancellors/Cal Opportunity Scholarships

Angie Harris

Berkeley Scholarships, SX01 Rita d’Escoto

Cal Grants Teresita Gutierrez

Pell Grants Betty Wong

PLUS Loans Josephine Parker

Institutional Loans Lanna Zhou

Work Study David Williams

Summer Financial Aid Raquel Sanchez-Funtanilla, Hong Dao

Education Abroad Programs (EAP) Richard Hardenbrook

Incentive Awards Program (IAP) Gabrielle Turner

Educational Opportunity Program (EOP) Jan Williams

Expertise directory

Expertise Contact

Counseling and Compliance Jenny French

Counseling and Outreach Nicole Hill

Federal and State Programs Leslie Wills

Undergraduate Scholarships, Prizes, and Honors

Andrea Bonifacio

Fiscal Management/Emergency Loans Blanca Nuila

Office of the Registrar (OR) Overview • Provide comprehensive support and services for the academic

mission of the university. • Advise students, advisors, and staff on: records (clearing/adding of

college credit, administration of grades, transcripts, diplomas); registration and enrollment; fee assessment; residency for tuition purposes; non-academic classroom reservations; degree audit; non-matriculated student processes (visiting, exchange, etc.)

• Academic support services include: class scheduling; classroom management (maintenance, renovations); general catalog/Berkeley Bulletin; academic calendar; new academic programmatic structure

Mission Statement

OR work overview

What you need to know about OR 1. OR’s work furthers the academic mission of the university. As such, our work is wide in scope, affecting every person connected to the university, from administrator to student! You just may not KNOW we manage all of these functions:

–  Administration: we own/manage student data including student data systems; administer campus/state/federal policies & regulatory processes (i.e. privacy & security), subpoenas

–  Faculty: we schedule academic courses, administer reporting of grades, Berkeley Bulletin (catalog), advise in new academic program structures

–  Staff: we handle room scheduling/space, the academic calendar, degree audit, fee assessment, fee waivers, course and class enrollment

–  Student: we manage registration/enrollment, residency, AB 540 eligibility, veterans services, visitor/exchange programs, academic records, diplomas, verifications, readmissions

2. In addition to our “regular matriculated students” OR serves non-matriculated student populations including:

Summer Sessions, EAP Reciprocity, UC Online, various exchange and visitor programs

What you need to know about OR 3. OR is divided into 4 general groups:

•  Student Services (Verifications, Registration/Enrollment, Fee Assessment, Residency for Tuition Purposes including AB 540 and immigration, Readmissions, Special Programs)

•  Records (Transcripts, diplomas, clearing/evaluation of credit, grades) •  Classroom Management and Scheduling (class renovation, academic calendar, student org/event

scheduling) •  Other (BearFacts, Berkeley Bulletin, Degree Audit, FERPA, census date reporting, compliance

and other regulatory processes/procedures/policies)

4. Our specialized work is high-volume, affecting every student..all of the time:

–  Classroom management/scheduling regularly works on three terms at one time and manages 223 classrooms with thousands of seats every semester! –  Students request a total of several thousand verifications every year (~3250 self service verifications for September 2014 alone)! –  Residency processes 14,000 evaluations and 2,000 waivers every year! –  Records is responsible for 600,000 academic records going back to 1868!

5. OR deadlines will vary from unit to unit, so please check with each particular unit!

OR Organization

Click here to see our organizational chart

Working to resolve issues

Issues With Contact Records, Grades, Transcript Evaluation & Course Credit (rotating alpha every term)

Lindsay Spolarich, Jene Madison, Carol Woodall, Janesa Sharer, Vanessa Gacutan, Lissette Torres

Diplomas & Graduate Student Records James Peavler

Transcripts Alisa Austin, Vanessa Robbins, Grace Padua

Registration and Enrollment/Telebears Kelly Cole

BearFacts, Quality Assurance and Access Dorothy Jones

Summer Sessions Doaa Vollmar

Residency for Tuition Purposes, AB 540 Annie Takahashi, Maria Solis, Rod Santos

Veterans James Collins, Michael Cooper

UC EAP, Exchange & Visitor Programs D’nean Perkins, Michael Cooper

Working to resolve issues

Issues With Contact

Verifications & Subpoenas Evan Omi

Readmissions Denise Bigbee

Withdrawals, Cancellations & Reinstatements

Amor Javier

Classroom Management & Renovations Pam Armstrong, Alyssa Mariscal, Joyce Peng

Academic Course Scheduling/DB2 Access Susan Tonus, Cheyanne Heath, Adrienne Mamin

Classroom Reservations Ricky To

Berkeley Bulletin Johanna Metzgar

Degree Audit Patti Ahuna, Lissette Torres

Expertise directory

Expertise Contact

FERPA, federal/state guidelines, regulatory processes

Walter Wong

Berkeley Bulletin Johanna Metzgar

Records, Transcripts Karen Denton

Classroom Management & Scheduling Pam Armstrong

Student Services (special programs, veterans, summer sessions, readmissions, verifications)

James Collins

Registration & Enrollment Kelly Cole

Residency for Tuition Purposes Rod Santos

Degree Audit Patti Ahuna

Undergraduate Admissions (OUA) Overview •  Helps students, parents, counselors, etc. navigate admissions process -

requirements, selection, first steps •  Focuses on outreach and yield, on-campus and worldwide, for prospective

freshmen and transfer students •  Clears student files to become official UC Berkeley student •  Offers basic advising for pre-admission for transfers attending 4 year

institutions •  Handle customer service concerns via phone, online, and in-person •  Other on-campus student file responsibilities (add credits, revision of

admissions, course evaluation for independent study abroad programs)

Student  Submits  UC  Application;  

end  of  November

Receive  application  from  UCOP  while  

beginning  to  plan  yield  events;  December

Fix  any  application  errors  before  reading;  December

Readers  are  assigned  

freshmen  read  rate  goals

Readers  assigned  transfer  

applicants  to  evaluate

Readers  evaluate  and  score  transfer  

applicants;  February-­‐March

OUA  staff  hosts  yield  events  

throughout  the  country;  March-­‐

April

OUA  staff  writes  conditions  of  admissions  for  

assigned  group  of  students;  April

Each  Application  is  read  via  holistic  

review  and  scored  by  two  OUA  

readers;  December-­‐February

OUA  staff  works  with  colleges  to  make  admissions  

decisions.  Decisions  released;  end  of  

April.  

OUA  staff  works  with  colleges  to  make  

admissions  decisions.  Decisions  released;  

end  of  April

OUA Reading & Yield Overview

What you need to know about OUA 1.   Work cycle:

–  December - March: Read season –  March - May: Yield Season –  June - August: Clearing Season –  September - November: Outreach Season

2.   Major dates for students: –  November 30

•  UC application due –  End of March

•  Freshmen decisions released –  Mid-April

•  Opt-in to wait list •  Submit appeal to admissions decision (denied students)

–  May 1 •  Submit Student Intent to Register (SIR) •  Accept Conditions of Admission

–  End of April •  Transfer decisions released

–  July 1 •  All official transcripts and test scores due for admitted students

What you need to know about OUA 3. Admissions Officers have assigned in and out-of-state territories

1.  Questions and event inquiries can be directed towards the OUA rep assigned 2.  Reps work with schools and community organizations within their region(s)

4. Administrative blocks 1.  OUA can place and remove administrative blocks (i.e. missing official documents)

5. OUA manages several yield/ outreach events 1.  Request system via Admissions website to have Admissions Officer be present at events (college fair,

admissions presentations, college nights, etc.) 2.  The purpose of Yield is to encourage admitted students to submit their SIR

6. Clearing is a process that involves reviewing student documents and verifying students meet university requirements

1.  OUA receives documents, forwards them via Image Now to Records, Records sends file back when finished; 2.  OUA “01”s the student in , making them official UCB student (what does “01” mean?)

OUA Organization

Click here to see our organizational chart

Working to resolve issues

Issues With Contact

College-Specific Issues Chemistry - Quincy Jones Engineering - Henry Tsai; Jose Cordero Environmental Design - Maria Lazcon Zavala Haas - Geralyn Yparraguirre Natural Resources - Gianna Filomeo

Athletics Therese Groth

International Students Lin Larson; Schante’ Hayes-Granberry; Mu Chou; Tina Tiger

Summer Bridge Erica Sanchez

L&S Freshman Files A-K - Amy Goodman L-Z - Yanny Chavarria

Add Credit A-N - Jose Cordero O-Z - Nikolitsa Paranomos

Diversity Coordinators Mecca Shakoor; Bridget Neconie; Geralyn Yparraguirre

Customer Service Kelsey Bethel

Non-EAP Study Abroad:

Kesley Bethel

Expertise directory

Expertise Contact

Freshmen Reading Susan Pendo

Transfer Reading Michele Butler Larkrith, Ken Gonsalves, Lin Larson (International Students)

Operations Ralph Serrano

On-Campus Events Maryhelen Nicole Blake

Off-Campus Events Michele Butler Larkrith

Application Updates/ Withdraws/ Change of majors/ etc

Grace Reuyan

Expertise Directory-Regional Representatives (In-State)

Counties Representatives

Del Norte, Siskiyou, Modoc, Humboldt, Trinity, Shasta, Lassen, Tehama, Mendocino, Glenn, Butte, Sierra, Nevada

Henry Tsai, Quincy Jones

Lake Colusa, Sutter, Yuba, Placer, Yolo, El Dorado, Sacramento

Stephanie Bertagnole, Susan Kathy Payne

Sonoma, Napa, Solano, Marin Donna Brennan

Amador, Alpine, Contra Costa, San Joaquin, Tuolumne, Stanislaus, Mariposa, Mono, Merced

Nikolitsa Paranomos

San Francisco, San Mateo Stefan Montouth

Santa Clara Gianna Filomeo, Jose Cordero

Santa Cruz, San Benito, Monterey, San Luis Obispo, Santa Barbara, Ventura

Bridget Neconie

Madera, Fresno, Kings, Tulare, Inyo, Kern Erica Sanchez, Marcia Breslin-Cantillana

San Bernardino, Riverside Violeta Bermudez-Estrella, Geralyn Yparraguirre

Los Angeles Ana Rafferty, Lauren Williams, Esperanza Bernal

Orange Maria Lazcon-Zavala

San Diego, Imperial Henry Tsai, Quincy Jones

Expertise Directory-Regional Representatives (Out-of-State)

States Representatives

Washington, Oregon, Alaska, Hawaii Bridget Neconie

Idaho, Montana, Wyoming, Utah, Colorado Marcia Breslin-Cantillana, Erica Sanchez

Nevada, Arizona, New Mexico Maria Lazcon-Zavala

N & S Dakota, Nebraska, Kansas, Minnesota, Iowa, Missouri

Nikolitsa Paranomos

Texas, Oklahoma, Arkansas, Louisiana Stephanie Bertagnole, Susan Kathy Payne

Wisconsin, Illinois, Indiana, Michigan, Ohio Stefan Montouth

Kentucky, Tennessee, Mississippi, Alabama Esperanza Bernal

New York, Pennsylvania, New Jersey, Delaware Violeta Bermudez-Estrella, Geralyn Yparraguirre

West Virgina, Virginia, DC, Maryland Donna Brennan

N & S Carolina, Georgia, Florida Mecca Shakoor

Maine, Vermont, New Hampshire, Massachusetts, Rhode Island, Connecticut

US territories Cordero

•  Through CSC, students are able to take care of matters related to financial aid, billing and payments, registration and enrollment in one visit, without having to be referred elsewhere.

•  CSC works hard to lift any barriers that may lead to attrition, and be a bridge of

communication for students--making it convenient and efficient for them to find all their answers and solutions in one location.

•  Examples of what CSC helps students with:

-Understanding their bill (related to tuition/fees) and payment options. -Granting access to their information (e.g. to your parent) using the online FERPA (authorization) form. -Residency questions, eligibility and appeals including impact on financial aid and fees. -Determining why students have blocks. -Intake as well as review completed financial aid documents.

CSC Work Overview

CSC Work Overview Students,  parents,  and  other  stakeholders  have  questions  related  to:  

Financial  Aid  and  ScholarshipsOffice  of  the  RegistrarBilling  and  Payments

Undergraduate  Admissions  (transcript  inquiries  only)

Students,  parents,  and  other  stakeholders  visit  CSC  in  person  to  have  questions  answered  and  concerns  addressed

Students,  parents,  and  other  stakeholders  call  CSC  with  questions  and  or  concerns

Students,  parents,  and  other  stakeholders  create  a  case  via  studentcentral.berkeley.edu

CSC  advisors  and  administrative  staff  answer  questions  proposed  and  track  interaction  via  Salesforce  (case  creation  system).

OR

Circumstances  beyond  the  scope  of  CSC,  advisors  correspond  with  point  people  of  partner  offices,  create  case  and  assign  to  appropriate  partner  office  queue  or  create  case  and  escalate  individuals  to  partner  office  (this  process  has  only  been  implemented  for  the  Office  of  Financial  Aid  ONLY)

CSC  advisors  answer  questions  proposed  and  track  call  through  Salesforce.

OR

Circumstances  beyond  the  scope  of  CSC,  advisors  correspond  with  point  people  of  appropriate  partner  office  and  or  create  case  and  assign  to  appropriate  partner  office  queue  for  further  research  and  or  investigation.

CSC  advisors  respond  to  case  with  resolution  expeditiously.  

OR

Circumstances  beyond  the  scope  of  CSC,  advisors  assign  case  to  appropriate  partner  office  and  resolution  is  rendered  to  the  student  ONLY  (via  e-­‐mail).

1.  CSC is a dedicated team of cross-trained student service professionals (12 FTE)

2.  One convenient front-facing location ( Sproul Hall rm. 120) 3.  A support department (Sproul Hall rm. 212) in collaboration with

partner offices (Financial Aid/Registrar/Billing & Payments) 4.  CSC provides a more consistent and convenient student experience with

self-service options

5.  Takes ownership of a student’s issue, and freeing up student’s time. 6.  Leverages technology to better help us serve and communicate (Qless,

SalesForce)

What you need to know about CSC

CSC Organization

Click here to see our organizational chart

Updating A&E connect

•  When and how this document is updated

•  Who has responsibility from each group and should be made aware of issues or content changes

End