Our policy template uses "Effective Date" and lists this on the first page of 
the document.  We record the approval dates internally but don't note this on 
the policy document itself.  In most cases the approval date is the same as the 
effective date, but not always (we have one right now that is approved but 
requires IT support, and so while already approved by our Board it will not be 
effective Sept 1st to allow IT the time needed to create the infrastructure).

We have also recently changed our "Last Revised Date" language and replaced it 
with "History", and then moved this portion to the end of the policy document.  
Previously we listed this on the first page of the policy, but felt that 
listing dates other than the Effective Date on the first page was not 
necessarily useful for the reader.

Sharon Sproule
General Counsel | University of Lethbridge

From: [email protected] 
[mailto:[email protected]] On Behalf Of Zalatoris, 
Scott R
Sent: Tuesday, July 28, 2015 8:41 AM
To: Association of College and University Policy Administrators
Subject: [acupa-l] Updated, Approved, Effective: Dates Associated with Policies

Colleagues,

The University of Illinois is reviewing lifecycle dates associated with our 
business and financial policies and procedures. Each policy currently has 
"approved on" and "last updated" dates listed. There has been some confusion 
regarding if the "approved on" date, is the same as an effective date.

How do your institution(s) list these dates? Is it part of a standard template? 
Has anyone recently changed or modified the way they list dates based on 
customer feedback?

Regards,

Scott R Zalatoris

Policy Specialist
University of Illinois | Office of Business and Financial Services
809 S Marshfield AVE | MC 079 | Chicago, IL 60612
Office: 312-355-5107 | Fax: 312-413-8369 | Email: 
[email protected]<mailto:[email protected]>
OBFS Website: www.obfs.uillinois.edu<http://www.obfs.uillinois.edu/>

Under the Illinois Freedom of Information Act (FOIA), any written communication 
to or from University employees regarding University business is a public 
record and may be subject to public disclosure.


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