Information on Utah Valley University:
1 Where does policy management sit at your institution (Compliance
Office, HR, Other)?
At UVU, the Policy Office is a separate entity. We work alongside the
Compliance Office, HR, General Counsel, etc.
2 Do you use a policy management software? If yes, which one?
No, we have an in-house developed system.
3 How many FTE’s are dedicated to policy management?
One full-time position (policy officer)
One part-time position (assistant editor)
One student intern (part-time)
4 Are these FTE’s specifically a policy management position or is it part
of another position?
The FTE and PTE positions are devoted to the policy office.
Regards,
Cara O'Sullivan, Policy Officer, Utah Valley University
-----Original Message-----
From: [email protected]
[mailto:[email protected]] On Behalf Of Association of
College and University Policy Administrators digest
Sent: Tuesday, November 08, 2016 10:02 PM
To: acupa-l digest recipients <[email protected]>
Subject: acupa-l digest: November 08, 2016
ACUPA-L Digest for Tuesday, November 08, 2016.
1. Policy Office and Resource Questions
2. RE: Policy Office and Resource Questions 3. Re: Policy Office and Resource
Questions 4. RE: Policy Office and Resource Questions 5. RE: Policy Office and
Resource Questions 6. RE: Policy Office and Resource Questions 7. RE: Policy
Office and Resource Questions 8. Signing Authority/Spend Threshold - Policy or
Guidelines 9. Re: Signing Authority/Spend Threshold - Policy or Guidelines
----------------------------------------------------------------------
Subject: Policy Office and Resource Questions
From: Erica Heffner <[email protected]>
Date: Tue, 8 Nov 2016 15:42:43 +0000
X-Message-Number: 1
Good Morning,
We are looking at more formalizing our policy administrative structure and were
wondering if schools would be willing to share information, specifically the
following questions. If there has been a formal survey that addresses this
information, maybe someone could kindly point me to where it is available.
I’d be happy to summarize the responses back to the group.
1 Where does policy management sit at your institution (Compliance
Office, HR, Other)?
2 Do you use a policy management software? If yes, which one?
3 How many FTE’s are dedicated to policy management?
4 Are these FTE’s specifically a policy management position or is it part
of another position?
Best Regards,
Erica Heffner, MEd, CCEP
Asst. Director Compliance Services
University of Vermont
[email protected]<mailto:[email protected]>
p. (802)-656-1398
Ethics and Compliance Reporting and Help
Line<https://secure.ethicspoint.com/domain/media/en/gui/24544/index.html> or
Toll Free (877) 310-0413
**********CONFIDENTIALITY NOTICE*********** This e-mail and any attachments may
contain private, confidential, and privileged information for the sole use of
the intended recipient. This information is intended for receipt and use by
authorized addressees only. If you are not the intended recipient, please
notify the sender immediately; any dissemination, distribution or copying is
strictly prohibited.
----------------------------------------------------------------------
Subject: RE: Policy Office and Resource Questions
From: Joshua Adams <[email protected]>
Date: Tue, 8 Nov 2016 15:45:04 +0000
X-Message-Number: 2
Erica,
We will be posting the results of the survey (which I think you just saw) in
the next few weeks. We’re waiting for a few more responses.
Josh
Joshua Adams, Cornell University
ACUPA Vice-Chair for Administration
341 Pine Tree Road
Ithaca, NY 14850
p: 607.255.8279
f: 607.254.1555
w: www.policy.cornell.edu<http://www.policy.cornell.edu/>
ACUPA 2017<http://acupa.site-ym.com/?page=ACUPA2017Proposal>, May 22-24, 2017
in Minneapolis
ü Please consider the environment before printing this e-mail.
From: [email protected]
[mailto:[email protected]] On Behalf Of Erica Heffner
Sent: Tuesday, November 08, 2016 10:43 AM
To: ACUPA-L <[email protected]>
Subject: [acupa-l] Policy Office and Resource Questions
Good Morning,
We are looking at more formalizing our policy administrative structure and were
wondering if schools would be willing to share information, specifically the
following questions. If there has been a formal survey that addresses this
information, maybe someone could kindly point me to where it is available.
I’d be happy to summarize the responses back to the group.
1 Where does policy management sit at your institution (Compliance
Office, HR, Other)?
2 Do you use a policy management software? If yes, which one?
3 How many FTE’s are dedicated to policy management?
4 Are these FTE’s specifically a policy management position or is it part
of another position?
Best Regards,
Erica Heffner, MEd, CCEP
Asst. Director Compliance Services
University of Vermont
[email protected]<mailto:[email protected]>
p. (802)-656-1398
Ethics and Compliance Reporting and Help
Line<https://secure.ethicspoint.com/domain/media/en/gui/24544/index.html> or
Toll Free (877) 310-0413
**********CONFIDENTIALITY NOTICE*********** This e-mail and any attachments may
contain private, confidential, and privileged information for the sole use of
the intended recipient. This information is intended for receipt and use by
authorized addressees only. If you are not the intended recipient, please
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Replying to Messages: Replying (using Reply) to an ACUPA-L e-mail will
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----------------------------------------------------------------------
Subject: Re: Policy Office and Resource Questions
From: Michele Gross <[email protected]>
Date: Tue, 8 Nov 2016 09:45:02 -0600
X-Message-Number: 3
Good morning Erica,
Here are your answers from the U of Mn.
1) Compliance Office, which rolls up to the President's Office
2) We use Drupal, an open content management system
3) 2.5 in the central office, but the 1.5 are the technical people (database
and graphic designer)
4) I think I answered it with #3.
Michele
On Tue, Nov 8, 2016 at 9:42 AM, Erica Heffner <[email protected]> wrote:
> Good Morning,
>
>
>
> We are looking at more formalizing our policy administrative structure
> and were wondering if schools would be willing to share information,
> specifically the following questions. If there has been a formal
> survey that addresses this information, maybe someone could kindly
> point me to where it is available.
>
>
>
> I’d be happy to summarize the responses back to the group.
>
>
>
>
>
> 1 Where does policy management sit at your institution
> (Compliance Office, HR, Other)?
>
> 2 Do you use a policy management software? If yes, which one?
>
> 3 How many FTE’s are dedicated to policy management?
>
> 4 Are these FTE’s specifically a policy management position or is it
> part of another position?
>
>
>
>
>
> Best Regards,
>
>
>
>
>
> Erica Heffner, MEd, CCEP
>
> Asst. Director Compliance Services
>
> University of Vermont
>
> [email protected]
>
> p. (802)-656-1398
>
>
>
>
>
> *Ethics and Compliance Reporting and Help Line*
> <https://secure.ethicspoint.com/domain/media/en/gui/24544/index.html>
> or Toll Free (877) 310-0413
>
>
>
> **********CONFIDENTIALITY NOTICE***********
>
> This e-mail and any attachments may contain private, confidential, and
> privileged information for the sole use of the intended recipient.
> This information is intended for receipt and use by authorized addressees
> only.
> If you are not the intended recipient, please notify the sender
> immediately; any dissemination, distribution or copying is strictly
> prohibited.
>
>
>
>
>
> *Replying to Messages:* Replying (using Reply) to an ACUPA-L e-mail
> will distribute your message to the *ENTIRE list of members*. To send
> a message privately, reply directly to the individual who sent the
> message (their e-mail address appears in the "From" line of their original
> e-mail).
>
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> html and complete the form. We will remove you from the list within 24
> hours, during normal business hours.
>
> *Questions about the ACUPA e-list?* Contact Jamie Parris at
> [email protected]
> <[email protected]?subject=ACUPA%20e-list%20assistance> or
> 607-255-6837.
>
>
--
Michele Gross, Director
Policy Program
University of Minnesota
356-1 McNamara, 200 Oak street
Minneapolis, MN 55454
612-624-8081
http://policy.umn.edu/
----------------------------------------------------------------------
Subject: RE: Policy Office and Resource Questions
From: "Merrill, Deena" <[email protected]>
Date: Tue, 8 Nov 2016 15:46:37 +0000
X-Message-Number: 4
Erica,
1. Ours is in Finance and Administration
2. We use PowerDMS policy management software – love it so far.
3. We have 2 FTEs (we’re in a critical rebuilding phase as the office had
not had a lot of attention for previous four years)
4. Both FTEs are currently dedicated to policy management, tracking,
archiving, web, etc.
From: [email protected]
[mailto:[email protected]] On Behalf Of Erica Heffner
Sent: Tuesday, November 08, 2016 9:43 AM
To: Association of College and University Policy Administrators
<[email protected]>
Subject: [acupa-l] Policy Office and Resource Questions
Good Morning,
We are looking at more formalizing our policy administrative structure and were
wondering if schools would be willing to share information, specifically the
following questions. If there has been a formal survey that addresses this
information, maybe someone could kindly point me to where it is available.
I’d be happy to summarize the responses back to the group.
1 Where does policy management sit at your institution (Compliance
Office, HR, Other)?
2 Do you use a policy management software? If yes, which one?
3 How many FTE’s are dedicated to policy management?
4 Are these FTE’s specifically a policy management position or is it part
of another position?
Best Regards,
Erica Heffner, MEd, CCEP
Asst. Director Compliance Services
University of Vermont
[email protected]<mailto:[email protected]>
p. (802)-656-1398
Ethics and Compliance Reporting and Help
Line<https://secure.ethicspoint.com/domain/media/en/gui/24544/index.html> or
Toll Free (877) 310-0413
**********CONFIDENTIALITY NOTICE*********** This e-mail and any attachments may
contain private, confidential, and privileged information for the sole use of
the intended recipient. This information is intended for receipt and use by
authorized addressees only. If you are not the intended recipient, please
notify the sender immediately; any dissemination, distribution or copying is
strictly prohibited.
Replying to Messages: Replying (using Reply) to an ACUPA-L e-mail will
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Questions about the ACUPA e-list? Contact Jamie Parris at
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or 607-255-6837.
----------------------------------------------------------------------
Subject: RE: Policy Office and Resource Questions
From: "Lloyd, Lynda" <[email protected]>
Date: Tue, 8 Nov 2016 16:00:04 +0000
X-Message-Number: 5
Hi Erica,
See my answers in your original email below.
Lynda Lloyd, M.Ed., PHR
Director of Policy
Adjunct Faculty
NWACC Policy<http://www.nwacc.edu/web/policy/policy_procedure>
479-619-4248
ACUPA 2017<http://acupa.site-ym.com/?page=ACUPA2017Proposal>, June 21-23, 2017
in Minneapolis
This message is intended solely for the recipient to whom it is addressed. If
you are not the intended recipient, do not disclose, distribute or copy this
email. Please notify the sender immediately and delete this email from your
system.
From: [email protected]
[mailto:[email protected]] On Behalf Of Erica Heffner
Sent: Tuesday, November 08, 2016 9:43 AM
To: Association of College and University Policy Administrators
<[email protected]>
Subject: [acupa-l] Policy Office and Resource Questions
Good Morning,
We are looking at more formalizing our policy administrative structure and were
wondering if schools would be willing to share information, specifically the
following questions. If there has been a formal survey that addresses this
information, maybe someone could kindly point me to where it is available.
I’d be happy to summarize the responses back to the group.
1 Where does policy management sit at your institution (Compliance
Office, HR, Other)? The office of Policy, Risk Management and Compliance (One
Exec. Dir., one Compliance Officer, one Policy Director, one administrative
assistant, 30 police officers and one Chief of Police)
2 Do you use a policy management software? Yes If yes, which one?
Compliance Bridge
3 How many FTE’s are dedicated to policy management? One- and I share
a full time administrative assistant with the department
4 Are these FTE’s specifically a policy management position or is it part
of another position? In addition to policy management, I also coordinate
employee leadership programs for college employees.
Best Regards,
Erica Heffner, MEd, CCEP
Asst. Director Compliance Services
University of Vermont
[email protected]<mailto:[email protected]>
p. (802)-656-1398
Ethics and Compliance Reporting and Help
Line<https://secure.ethicspoint.com/domain/media/en/gui/24544/index.html> or
Toll Free (877) 310-0413
**********CONFIDENTIALITY NOTICE*********** This e-mail and any attachments may
contain private, confidential, and privileged information for the sole use of
the intended recipient. This information is intended for receipt and use by
authorized addressees only. If you are not the intended recipient, please
notify the sender immediately; any dissemination, distribution or copying is
strictly prohibited.
Replying to Messages: Replying (using Reply) to an ACUPA-L e-mail will
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Questions about the ACUPA e-list? Contact Jamie Parris at
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or 607-255-6837.
----------------------------------------------------------------------
Subject: RE: Policy Office and Resource Questions
From: Mary L McLaughlin <[email protected]>
Date: Tue, 8 Nov 2016 16:06:34 +0000
X-Message-Number: 6
Dear Erica:
At Georgia State University we are in the Office of Institutional Effectiveness
We have a homegrown system for managing our policies but looking at Navex We
have .5 FTE in this office and a touchpoint in the Office of Legal Affairs The
policy duties are part of a position that also works on accreditation and
administrative assessment
From: [email protected]
[mailto:[email protected]] On Behalf Of Merrill, Deena
Sent: Tuesday, November 08, 2016 10:47 AM
To: Association of College and University Policy Administrators
<[email protected]>
Subject: RE:[acupa-l] Policy Office and Resource Questions
Erica,
1. Ours is in Finance and Administration
2. We use PowerDMS policy management software – love it so far.
3. We have 2 FTEs (we’re in a critical rebuilding phase as the office had
not had a lot of attention for previous four years)
4. Both FTEs are currently dedicated to policy management, tracking,
archiving, web, etc.
From:
[email protected]<mailto:[email protected]>
[mailto:[email protected]] On Behalf Of Erica Heffner
Sent: Tuesday, November 08, 2016 9:43 AM
To: Association of College and University Policy Administrators
<[email protected]<mailto:[email protected]>>
Subject: [acupa-l] Policy Office and Resource Questions
Good Morning,
We are looking at more formalizing our policy administrative structure and were
wondering if schools would be willing to share information, specifically the
following questions. If there has been a formal survey that addresses this
information, maybe someone could kindly point me to where it is available.
I’d be happy to summarize the responses back to the group.
1 Where does policy management sit at your institution (Compliance
Office, HR, Other)?
2 Do you use a policy management software? If yes, which one?
3 How many FTE’s are dedicated to policy management?
4 Are these FTE’s specifically a policy management position or is it part
of another position?
Best Regards,
Erica Heffner, MEd, CCEP
Asst. Director Compliance Services
University of Vermont
[email protected]<mailto:[email protected]>
p. (802)-656-1398
Ethics and Compliance Reporting and Help
Line<https://na01.safelinks.protection.outlook.com/?url=https%3A%2F%2Fsecure.ethicspoint.com%2Fdomain%2Fmedia%2Fen%2Fgui%2F24544%2Findex.html&data=01%7C01%7Cmmclaughlin%40gsu.edu%7C362ff9e1433443a63a6b08d407ee76f2%7C515ad73d8d5e4169895c9789dc742a70%7C0&sdata=oTHOk%2FubnrM2mPc3a391vx8Ti1gRMi22q7zd6Ho4QXc%3D&reserved=0>
or Toll Free (877) 310-0413
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Replying to Messages: Replying (using Reply) to an ACUPA-L e-mail will
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and complete the form. We will remove you from the list within 24 hours,
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Replying to Messages: Replying (using Reply) to an ACUPA-L e-mail will
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Questions about the ACUPA e-list? Contact Jamie Parris at
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----------------------------------------------------------------------
Subject: RE: Policy Office and Resource Questions
From: "Giroux, Shanea" <[email protected]>
Date: Tue, 8 Nov 2016 18:28:51 +0000
X-Message-Number: 7
Following, we are undertaking a similar process at Gonzaga and this information
would be very helpful.
Shanea
From: [email protected]
[mailto:[email protected]] On Behalf Of Erica Heffner
Sent: Tuesday, November 08, 2016 7:43 AM
To: Association of College and University Policy Administrators
<[email protected]>
Subject: [acupa-l] Policy Office and Resource Questions
Good Morning,
We are looking at more formalizing our policy administrative structure and were
wondering if schools would be willing to share information, specifically the
following questions. If there has been a formal survey that addresses this
information, maybe someone could kindly point me to where it is available.
I’d be happy to summarize the responses back to the group.
1 Where does policy management sit at your institution (Compliance
Office, HR, Other)?
2 Do you use a policy management software? If yes, which one?
3 How many FTE’s are dedicated to policy management?
4 Are these FTE’s specifically a policy management position or is it part
of another position?
Best Regards,
Erica Heffner, MEd, CCEP
Asst. Director Compliance Services
University of Vermont
[email protected]<mailto:[email protected]>
p. (802)-656-1398
Ethics and Compliance Reporting and Help
Line<https://secure.ethicspoint.com/domain/media/en/gui/24544/index.html> or
Toll Free (877) 310-0413
**********CONFIDENTIALITY NOTICE*********** This e-mail and any attachments may
contain private, confidential, and privileged information for the sole use of
the intended recipient. This information is intended for receipt and use by
authorized addressees only. If you are not the intended recipient, please
notify the sender immediately; any dissemination, distribution or copying is
strictly prohibited.
Replying to Messages: Replying (using Reply) to an ACUPA-L e-mail will
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----------------------------------------------------------------------
Subject: Signing Authority/Spend Threshold - Policy or Guidelines
From: Robin Dionne <[email protected]>
Date: Tue, 8 Nov 2016 19:25:07 +0000
X-Message-Number: 8
Hello,
We are currently working to update our signing authority and spend
thresholds/limits, relating to who has this authority and/or titles, amounts,
and if available type of spend.
We are interested in gathering this information to be able to perform
benchmarking.
Thank you in advance! -Robin
Robin Dionne
Sr. Analyst for Research and Policy Development Enterprise Risk Management
University of the Pacific
3601 Pacific Avenue
Stockton, CA 95211
Tel: 209.946.2668 | Fax: 209.946.2806
[email protected]<mailto:[email protected]>
CONFIDENTIALITY NOTICE: This message, including any attachments, is intended
only for the use of the individual or entity to which it is addressed and may
contain information that is privileged and confidential. You are hereby
notified that any copying, dissemination or distribution of any attachments
without written permission is strictly prohibited. If the reader of this
message is not the intended recipient, you are hereby notified that any
dissemination, distribution, or copying of this communication is strictly
prohibited. If you have received this communication in error, please contact
the sender by reply e-mail and destroy all copies of the original message.
----------------------------------------------------------------------
Subject: Re: Signing Authority/Spend Threshold - Policy or Guidelines
From: Michele Gross <[email protected]>
Date: Tue, 8 Nov 2016 13:35:15 -0600
X-Message-Number: 9
Hi Robin,
I just have a question on your request. Are you primarily talking about
signing authority on purchasing? For example, our Board of Regents must sign
purchases greater than $1 Million per Board policy.
Here is the administrative policy and procedure that reflects limits.
http://policy.umn.edu/finance/purchasing and
http://policy.umn.edu/finance/purchasing-proc02
We also capture delegations by type of authority (hiring vs. purchasing vs.
research) down to a person. This is available here.
http://compliance.umn.edu/delegationHome.htm
If I missed a nuance of your request, please let me know.
Thanks,
Michele
On Tue, Nov 8, 2016 at 1:25 PM, Robin Dionne <[email protected]> wrote:
> Hello,
>
>
>
> We are currently working to update our signing authority and spend
> thresholds/limits, relating to who has this authority and/or titles,
> amounts, and if available type of spend.
>
>
>
> We are interested in gathering this information to be able to perform
> benchmarking.
>
>
>
> Thank you in advance! –Robin
>
>
>
> *Robin Dionne *
>
> *Sr. Analyst for Research and Policy Development*
>
>
>
> *Enterprise Risk Management University of the Pacific 3601 Pacific
> Avenue *
>
>
> *Stockton, CA 95211 Tel: 209.946.2668 <209.946.2668> | Fax:
> 209.946.2806
> <209.946.2806>*
>
> *[email protected] <[email protected]> *
>
>
>
>
>
> *CONFIDENTIALITY NOTICE:** This message, including any attachments, is
> intended only for the use of the individual or entity to which it is
> addressed and may contain information that is privileged and confidential.
> You are hereby notified that any copying, dissemination or
> distribution of any attachments without written permission is strictly
> prohibited. If the reader of this message is not the intended
> recipient, you are hereby notified that any dissemination,
> distribution, or copying of this communication is strictly prohibited.
> If you have received this communication in error, please contact the
> sender by reply e-mail and destroy all copies of the original
> message.*
>
>
>
>
>
> *Replying to Messages:* Replying (using Reply) to an ACUPA-L e-mail
> will distribute your message to the *ENTIRE list of members*. To send
> a message privately, reply directly to the individual who sent the
> message (their e-mail address appears in the "From" line of their original
> e-mail).
>
> *To Unsubscribe*: Go to http://www.acupa.org/MembershipForm_Discontinue.
> html and complete the form. We will remove you from the list within 24
> hours, during normal business hours.
>
> *Questions about the ACUPA e-list?* Contact Jamie Parris at
> [email protected]
> <[email protected]?subject=ACUPA%20e-list%20assistance> or
> 607-255-6837.
>
>
--
Michele Gross, Director
Policy Program
University of Minnesota
356-1 McNamara, 200 Oak street
Minneapolis, MN 55454
612-624-8081
http://policy.umn.edu/
---
END OF DIGEST
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