Peat Marwick Reports and Pappas Follow-up Studies, 1988-1996.

Collection Overview

Title: Peat Marwick Reports and Pappas Follow-up Studies, 1988-1996.

Record Series: 00/20/25

Creator: Peat Marwick

Date: 1988-1996

Extent: 1.25 linear feet, 1 box

Repository: Special Collections and University Archives, Rod Library, University of Northern Iowa.

Language: This material is entirely in English.

Access and Use

Accessing the Collection:

There are no restrictions on the use of this material.

Preferred Citation: [Identification of item] in the Peat Marwick Reports and Pappas Follow-up Studies collection, 1988-1996, Archives Record Series 00/20/25, [folder number], University Archives, Rod Library, University of Northern Iowa

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Scope and Content

In 1988 the Iowa Board of Regents contracted with the consulting firm KPMG Peat Marwick to perform a study of Regents institutions, including the University of Northern Iowa. This was designated as Phase II of a broad look at the Regents institutions. This study included many aspects of operations, policies, and procedures of the Board, UNI, and other Regents institutions. Specifically, the study considered financial operations, strategic planning, management and administration, faculty workload, and unnecessary duplication of programs.

The resulting recommendations sparked a certain amount of controversy on campus.

The Pappas group, associated with Peat Marwick, undertook a follow-up study in 1995-1996 to assess the university's reaction to and compliance with the original series of reports.

Individual Peat Marwick reports came to the University Archives piecemeal from various sources during the 1990s. In 2006 something approaching a complete set came to the Archives from the President's Office.

Inventory

Box 1 

Folder 1: Management audit, Phase I, draft, January 6, 1988

Folder 2: Board of Regents budgeting process, undated

Folder 3: Proposal for Phase II, organizational audit, March 8, 1988

Folder 4: Proposal for Phase II, organizational audit, March 14, 1988

Folder 5: Resource guide, April 25, 1988

Folder 6: Board of Regents and Regents institutions, strategic planning concept statement, October 24, 1988; undated draft included

Folder 7: Board of Regents and Board of Regents office, organizational review, December 20, 1988

Folder 8: Board of Regents faculty workload study, framework report, draft, January 23, 1989

Folder 9: Letter to President Constantine Curris on study of program duplication, February 7, 1989

Folder 10: Letter to Vice President and Provost James Martin on study of program duplication, February 10, 1989

Folder 11: Board of Regents faculty workload study, framework report, February 28, 1989

Folder 12: UNI faculty workload, March 1989

Folder 13: Board of Regents, financial and management reporting, final report, March 1, 1989

Folder 14: UNI organization and management operations, first draft, March 21, 1989

Folder 15: UNI organization and staffing review, final report, May 1989

Folder 16: Review of selected internal policies and procedures at UNI, final report, April 11, 1989

Folder 17: Methodology for evaluation of academic program review, May 1989

Folder 18: Evaluation of length of time to complete an undergraduate degree, June 8, 1989

Folder 19: Executive summary on program duplication, June 19, 1989

Folder 20: Review of program change methodology, July 21, 1989

Folder 21: UNI strategic planning and management process, July 21, 1989

Folder 22: Board of Regents study of program duplication, with appendices, July 21, 1989

Folder 23: Board of Regents strategic planning process, August 1989

Folder 24: Board of Regents length of time to complete an undergraduate degree, August 1989

Folder 25: Funding analysis, September 13, 1989

Folder 26: Follow-up by UNI on study of management environment, October 12, 1989

Folder 27: Exhibits for follow-up study conducted by Pappas Group on UNI compliance with Peat Marwick recommendations

Folder 28: Pappas Group final report on UNI compliance with Peat Marwick recommendations, February 9, 1996

Folder 29: Organizational audit assessment, February 1996

Processing Information

Material processed and finding aid prepared by University Archivist Gerald L. Peterson in June 2006; modified:  February 3, 2014 (GP). Updated by Library Associate Dave Hoing, October 2017 and again in February 2018. Linear Feet updated August 7, 2017.

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