Washington state rules require that state agencies keep policies, procedures, 
rules, and regulations for 6 years after superseded, and then send them to the 
applicable archives for appraisal and selective retention.  (The large 
universities, like WSU and UW, have their own archives. Other state agencies 
are obligated to send archival documents to the State Archives.)

However, our office maintains in-house paper and PDF archives of previous 
administrative policies and procedures we’ve been responsible for publishing 
since 1975.  Our paper archives goes back to 1975 and the PDF archives goes 
back to 1997, when we began publishing the manuals we maintain in online 
versions.

Hope this helps —
Deb
-------------------------

Deb Bartlett
Director
Office of Procedures, Records, and Forms
Washington State University
Pullman, WA 99164-1225
Phone: 509-335-2004
Fax:  509-335-3969
Email:  [email protected]


From: 
<[email protected]<mailto:[email protected]>>
 on behalf of "Horr, Doug Dwight" <[email protected]<mailto:[email protected]>>
Reply-To: Association of College and University Policy Administrators 
<[email protected]<mailto:[email protected]>>
Date: Thursday, February 18, 2016 at 10:56 AM
To: Association of College and University Policy Administrators 
<[email protected]<mailto:[email protected]>>
Subject: RE: [acupa-l] Policy and Procedure Library Resources

Thanks to everyone who has posted on this topic. We are hoping to post for our 
first policy Director very soon.  On the topic of managing you system content 
(which we are building in OnBase) how long does everyone typically maintain 
prior versions of policies? 7 years, 10 years, forever?  Lots of schools of 
thought on that, and legal of course has its own opinion. Wondered what the 
people who are handling the actual work do :)?

Thanks,
Doug

From: 
[email protected]<mailto:[email protected]>
 [mailto:[email protected]] On Behalf Of Michele Gross
Sent: Thursday, February 18, 2016 11:25 AM
To: Association of College and University Policy Administrators
Subject: Re: [acupa-l] Policy and Procedure Library Resources

For those of you who at 1 FTE or fewer, do you have technical people in your IT 
office that manages your website?  Are you or someone else responsible for 
placing the policy content into your library tool?  While our numbers are heavy 
(2.5), my folks are fully responsible for our application on the content 
management tool, creates and revises the website, and manages the forms library 
(>500 forms).

So my second question is this:  where are all the forms that are attached to 
your policies stored?  Does this fall within your duties or are the forms on 
lots of sites, depending on the nature of the form (e.g., all HR forms are on 
the HR site)?

Thanks,
Michele

On Wed, Feb 17, 2016 at 3:13 PM, Heather Foster 
<[email protected]<mailto:[email protected]>> wrote:
Hi Jennifer,

It’s a one woman show down here. The percentage of time I spend on each 
activity fluctuates quite a bit depending on the number of policies actively 
under review.

Best,
Heather

From:[email protected]<mailto:[email protected]>
 
[mailto:[email protected]<mailto:[email protected]>]
 On Behalf Of Meeks, Donna W.
Sent: Wednesday, February 17, 2016 3:03 PM
To: 'Association of College and University Policy Administrators' 
<[email protected]<mailto:[email protected]>>

Subject: RE:[acupa-l] Policy and Procedure Library Resources

Jennifer,

0.5 FTE (one-half of my position) is dedicated to all things policy-related at 
ODU.

Donna W. Meeks
Old Dominion University
University Policy Manager and
Executive Secretary to the Board of Visitors
2010E Koch Hall
Norfolk, VA  23529
757-683-3072<tel:757-683-3072> / FAX 757-683-5679<tel:757-683-5679>
[email protected]<mailto:[email protected]>
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[cid:[email protected]]

From:[email protected]<mailto:[email protected]>
 [mailto:[email protected]] On Behalf Of Rebecca G. 
Deardorff
Sent: Tuesday, February 16, 2016 12:23 PM
To: Association of College and University Policy Administrators
Subject: RE:[acupa-l] Policy and Procedure Library Resources

Hi Jennifer,

My office has 2 FTE, however, about a fourth of both jobs handle duties outside 
policy management.  I act as the University of Washington’s rules coordinator – 
a rule-making role mandated for each state agency in Washington State – that is 
separate from policy management, and my colleague also handles another 
administrative duty in maintaining the UW’s organizational leadership lists and 
the UW organizational chart.  So, in truth, we have about 1.5 FTE devoted 
exclusively to policy management.

I hope this helps in evaluating your situation.

My best,


Rebecca
REBECCA GOODWIN DEARDORFF
Director of Rules Coordination
Office of the President
448 Gerberding Hall Box 351210
Seattle WA 98195-1210
206.543.9219<tel:206.543.9219>
[email protected]<mailto:[email protected]>  /  
washington.edu/rules<https://urldefense.proofpoint.com/v2/url?u=http-3A__washington.edu_rules&d=CwMFaQ&c=y2w-uYmhgFWijp_IQN0DhA&r=FbxNVDpb0dMHqW5PgsfqtA&m=SYXqwjuWEKSWniw9s2dPnWE_CBGuSAx9XDX3ViBgSdc&s=GIvN1AySE9Ykqf4QIyr7d-MxQZUrmMmbZrpvDDJfKy0&e=>
[logo]



From:[email protected]<mailto:[email protected]>
 [mailto:[email protected]] On Behalf Of 
[email protected]<mailto:[email protected]>
Sent: Friday, February 12, 2016 8:58 AM
To: Association of College and University Policy Administrators 
<[email protected]<mailto:[email protected]>>
Subject: [acupa-l] Policy and Procedure Library Resources

Hi All,

In March 2015, I sent an email to ACUPA members inquiring about the development 
of an online policy and procedure library (and received a lot of great 
feedback). Now that we have implemented an online library using a SharePoint 
platform, we are doing some benchmarking to look at resources necessary to 
effectively manage and maintain our library.

My question is, how many FTE’s does your institution devote to oversight, 
management, and maintenance of the policy and procedure library? Expanding on 
this, it would be helpful to know how much of the FTE’s time is allocated to 
oversight/management, review/approval, and/or online system maintenance.

I appreciate any information you can provide.

Thank you,

Jennifer

Jennifer S. Mudd, CPA, CCEP
Compliance Manager
Institutional Compliance Office
University of Louisville
425 W. Lee St.
Louisville, KY 40208
502-852-5709<tel:502-852-5709>

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Michele Gross, Director
University Policy Program
University of Minnesota
356-1 McNamara, 200 Oak street
Minneapolis, MN  55454
612-624-8081

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