Thank you, Rick - I appreciate the information. 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: szal...@uillinois.edu<mailto:szal...@uillinois.edu> 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. From: bounce-119528161-71510...@list.cornell.edu [mailto:bounce-119528161-71510...@list.cornell.edu] On Behalf Of Witmer, Rick Sent: Wednesday, August 12, 2015 10:13 AM To: Association of College and University Policy Administrators <acup...@list.cornell.edu> Cc: Witmer, Rick <r...@psu.edu> Subject: RE: [acupa-l] Updated, Approved, Effective: Dates Associated with Policies Hi Scott, At Penn State, I'm the policy facilitator who works with our "policy stewards." We have a policy steward for each of our 10 major policy categories, ranging from Administrative Policies to Travel Policies. After a thorough vetting process, I solicit the approval of the policy steward. At the bottom of our policies, we list the following: Effective Date: December xx, xxxx Date Approved: December xx, xxxx Date Published: December xx, xxxx (Editorial changes, March 17, 2015) In our system, the effective date is the key one. In most cases, the Effective, Approved and Published dates are the same, but not always, for a variety of reasons. But the effective date is typically the "official" date the policy goes into effect. If minor, editorial changes become necessary, I will make the change and note it, as stated above (typos, a title change, etc). But the effective date is unchanged. If MAJOR changes are flagged, then we commence with another policy review process, involving the policy steward and the appropriate policy review team. I hope this helps. Rick Rick A. Witmer Senior Procedures Specialist / Supervisor Penn State University Systems and Procedures / GURU Website https://guru.psu.edu<https://urldefense.proofpoint.com/v2/url?u=https-3A__guru.psu.edu_&d=AwMFAg&c=8hUWFZcy2Z-Za5rBPlktOQ&r=f7-KnyfH-XHNqTzTL-KVQsICLxgFnNDUhZ7lfOTEyBI&m=bERVTG-SojVGpKxqs7H8aa23EiVU39ZWtOF7SFa3b7E&s=yPUeYenAC7mi98HpqzWoz5QwyErPkxLlrMqmBgrmE9Y&e=> 202B James M. Elliott Building 814-863-8658 OFFICE 814-865-0533 FAX From: bounce-119486687-73213...@list.cornell.edu<mailto:bounce-119486687-73213...@list.cornell.edu> [mailto:bounce-119486687-73213...@list.cornell.edu] On Behalf Of Zalatoris, Scott R Sent: Tuesday, July 28, 2015 10:41 AM To: Association of College and University Policy Administrators <acup...@list.cornell.edu<mailto:acup...@list.cornell.edu>> 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: szal...@uillinois.edu<mailto:szal...@uillinois.edu> 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. ATTN: Please be aware that when you respond to an ACUPA-L e-mail, the reply will be distributed to the ENTIRE list of members. If you do NOT want to send an e-mail to everyone, please reply directly to the individual who initiated the query (their e-mail address appears in the "From" line of their original e-mail). If you wish to remove yourself from the ACUPA e-mail list, please go to the following website and complete the form. 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