Name and Legal Status at the University of Toronto -...

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Turning Policy into Practice: Name and Legal Status at the University of Toronto Joseph Minichini Business Analyst, Registrarial Policy Enrolment Services [email protected] 416-946-4009 Neil Neebar Associate Registrar, Student Records, Registration and Graduation U of T Mississauga [email protected] 905-828-5388

Transcript of Name and Legal Status at the University of Toronto -...

Turning Policy into Practice: Name and Legal Status at the University of Toronto

Joseph MinichiniBusiness Analyst, Registrarial Policy

Enrolment [email protected]

416-946-4009

Neil NeebarAssociate Registrar, Student Records,

Registration and Graduation

U of T [email protected]

905-828-5388

Presentation Overview

Overview of U of T

Size and Structure Diversity

Name Change Policy

Background/History Why Change? What we did/Results Challenges/Risks Lessons Learned

Legal Status Background/History Why Change? What we did/Results Challenges/Risks Lessons Learned

Wrap-up Looking aheadWrap-up &

questions

Undergrad 14,073

Graduate668

Undergrad 43,568

Graduate17,127

Undergrad 13,132

Graduate298

Overview: Size & Structure

University of Toronto88,866

students

STG

60,695

UTSC

13,430

UTM

14,741

INT

50

DOM

248

INT

2,755

DOM

14,372

INT

9,416

DOM

34,152

INT

2,658

DOM

11,415

INT

206

DOM

462

INT

2,395

DOM

10,737

Overview: Size & Structure

• 19 Autonomous academic divisions offering a mix of undergrad and grad programs

• Bubble size represents number of registered students

Overview: Size & Structure

University of Toronto Registrar Offices

• Operationalizing name and legal status policy requires us to work laterally across a myriad registrar offices

• 28 registrar offices across 3 campuses

• Registrar offices manage name and legal status process

Overview: Diversity

Domestic, 71386, 80%

International, 17480, 20%

30

21

36

85

45

39

52

72

61

31

68

20

72

44

75

37

80

14

86

33

92

69

10

28

1

11

47

7

12

78

1

14

57

6

16

09

3

17

48

0

INTERNATIONAL STUDENT POPULATION, LAST 16 YEARS

International vs Domestic Students,

2016-2017

579% increase of international students in the past 16 years!

Name Change Policy:Background/History

2009 - Governing Council replaces 1986 policy on how students change their name

on the official academic record

Students may change their name and gender to something consistent with their

identity

Legal supporting documentation and a reason for a name change no longer

necessary

Available Online: http://www.governingcouncil.utoronto.ca/Assets/Governing+Council+Digital+Assets/Policies/PDF/ppapr162009.pdf

Name Change Policy:Why Change?

Supports the University’s mandate for equity, inclusiveness, and human rights

Addresses a growing community of transgender students, and a rising number

of international students seeking to anglicize their name

Allows students to choose a name consistent with their identity, e.g., trans

students, anglicizing names or other family circumstances (e.g., divorce,

blended family)

Name Change Policy: What We Did/Results

Stakeholder Meetings Working Group

• Formed working group with participants from registrar offices

• Identified best practices and needs

• Gathered concerns & suggestions

Results

• Request Form

• Staff Training (e.g., guide with best practices, PD sessions)

• More consistent service and advising across divisions

• Identified direction with input from relevant Leaders, e.g., Convocation, Sexual Gender & Diversity O, TCard Office, Transcript Centre

Name Change Policy:Risks/Challenges

• Non-legal names on the official academic record create complications with the verification of credentials and transcripts

• There is a potential for fraud and reputational damage when students use a preferred name on the official academic record

Name Change Policy:Lessons Learned

• Process is not enough – need to remain flexible

• In a complex, multi-divisional environment, the policy will always be applied with some variation between registrar offices

• Diversity between registrar offices will naturally mean that the policy will be applied differently e.g., Faculty of Medicine warning system

• Needs of the student vs needs of the Faculty/Division

Legal Status VerificationBackground/History

Summer 2004

UTM begins formal checking and verifying

legal status

Summer 2013

UTSC begins checking and verifying legal status

Summer 2015

UTM/UTSC legal process adapted at STG

Summer 2016

STG TCard office enhances services and begins

making minor changes to the student record

“Proof of citizenship is required in order

to begin your studies at the University of

Toronto”

Legal StatusWhy change?

• Growing international population

• Addresses issues with self-reported admissions data; e.g., OUAC

• Due diligence for reporting; e.g., DLI compliance, MAESD count reporting

o Legal status and international fee exemption information is reported to the Ontario Ministry of Advanced Education and Skills Development (MAESD)

o Legal status information is reported to Immigration, Refugees and Citizenship Canada (i.e., DLI Compliance reporting)

• Accuracy important for Fee verification - Used to determine a student’s tuition rate (e.g., domestic fees vs international fees) and funding

Legal Status:What we did

Registrars Office:

Standardized Process

Reporting: Accountable

to IRCC & MAESD

Immigration Officers:

Authorized Advisors

Student Experience: Streamlined Legal Status Verification

Process

Legal Status:What we did

• TCard office selected the Service Hub.

• Improve the onboarding experience for students

Service Hub

• Minor Changes based on Docs given

• Name Changes - correct spelling, change to match legal docs

Name Changes

• Domestic to Domestic Legal Status Changes

• International to International Legal Status Legal Status

• Simplified onboarding process for students (vast majority of students are verified by TCard offices across 3 campuses)

• Decreased volume for registrar offices who would otherwise be seeing students in a decentralized environment

• More consistent practices across divisions and campuses

All other Registrars,

3374, 40%

TCARD Office, 5074, 60%

Legal Status Verification, May 1, 2016 to Feb 7, 2017

Legal StatusResults

8448 students verified between May 1, 2016 and Feb. 7, 2017

Legal Status: Risks/Challenges

• Immigration matters are complex and laws change frequently

• Must refer to an Immigration Advisor to discuss issues

• Difficult to train staff on the multitude of legal status scenarios

• Pushback from students who are turned away at TCard office (e.g., domestic students without id)

Lessons Learned

• There isn’t always a black and white answer; i.e., some things have to be dealt with on a case-by-case basis

• More upkeep than originally thought; e.g., training documents need to be updated annually due to changing laws

• Federal and Provincial legal definitions differ which creates confusion e.g., common law and age of dependency

Looking Ahead

Name Changes

• Preferred first name system • Students would be able to change their first name (with limitations) on the

student information system• Legal name and preferred first name would be maintained and used separately

Legal Status

• Streamline services (e.g., TCard improvements, work with immigration officers)

Questions

THANK YOU!!!

Joseph MinichiniBusiness Analyst, Registrarial Policy

Enrolment [email protected]

416-946-4009

Neil NeebarAssociate Registrar, Student Records,

Registration and Graduation

U of T [email protected]

905-828-5388