Peat Marwick reports

Collection Overview

Title: Peat Marwick reports

Record Series: 25/04

Record Group:

25 - University Small Collections

Creator: Peat Marwick

Date: 1988-1996

Extent: 5 boxes (1.88 linear feet)

Repository: Special Collections & University Archives at Rod Library, University of Northern Iowa

Language: Materials entirely in English.

Information for Users

Accessing the Collection:

No restrictions. Materials are open for research.

Immediate Source of Acquisition:

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.

Sensitive Materials Statement:

Manuscript collections and archival records may contain materials with sensitive or confidential information that is protected under federal or state right to privacy or similar laws, and the Iowa Open Records Law (see Iowa Code § 22.7). Researchers are advised that the disclosure of certain information pertaining to identifiable living individuals represented in this collection without the consent of those individuals may have legal ramifications (e.g., a cause of action under common law for invasion of privacy may arise if facts concerning an individual's private life are published that would be deemed highly offensive to a reasonable person) for which the University of Northern Iowa assumes no responsibility.

Preferred Citation: [Identification of item], in the [Series Title] #[series number], [folder number or title when applicable], [Collection Name], Rod Library, University of Northern Iowa.

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Scope and Content

Boxes 1 through 3, and folders 1 and 2 of box 4 relate to the Iowa Board of Regents decision to contract with 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 and 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; these materials are also part of this grouping.

The rest of this collection consists of various Peat Marwick reports focused on different aspects of the Regents institutions and UNI specifically, including academic freedom and accountability objectives; the Iowa Board of Regents budgeting process; and an analysis of UNI’s teacher education curriculum and UNI’s funding and equity.

 

Inventory

Box 1

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

Folder 2: Board of Regents budgeting process

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

Box 2

Folder 1: UNI faculty workload, March 1989

Folder 2: Board of Regents, financial and management final report, March 1, 1989

Folder 3: UNI organization and management operations, first draft, March 21, 1989

Folder 4: UNI organization and staffing review, final report, May 1989

Folder 5: Review of selected internal policies and procedures at UNI, final report, April 11, 1989

Folder 6: Methodology for evaluation of academic program review, May 1989

Folder 7: Evaluation of length of time to complete an undergraduate degree, June 8, 1989

Folder 8: Executive summary on program duplication, June 19, 1989

Folder 9: Review of program change methodology, July 21, 1989

Folder 10: UNI strategic planning and management process, July 21, 1989

Folder 11: Board of Regents study of program duplication, with appendices, July 21, 1989

Box 3

Folder 1: Board of Regents study of program duplication, with appendices, July 21, 1989

Folder 2: Board of Regents strategic planning process, August 1989

Folder 3: Funding analysis, September 13, 1989

Folder 4: Follow-up by UNI on study of management environment, October 12, 1989

Folder 5: Exhibits for follow-up study conducted by Pappas Group on UNI compliance with Peat Marwick recommendations, 1995-1996

Folder 6: Peat Marwick follow-up – exhibits, 1995-1996

Folder 7: Peat Marwick follow-up – exhibits, 1995-1996

Folder 8: Peat Marwick follow-up – exhibits, 1995-1996

Folder 9: Pappas Group final report on UNI compliance with Peat Marwick recommendations, February 9length of time to complete an undergraduate degree, August 1989, 1996

Box 4

Folder 1: Organizational audit assessment, February 1996

Folder 2: Board of Regents 

Folder 3: Peat Marwick Study of Strategic Planning for the Iowa Board of Regents Institutions: A Concept Statement, 1988

Folder 4: Iowa Board of Regents Review of Regents Budgeting Process (draft), 1988

Box 5

Folder 1: Report – Education

Folder 2: Report – Education

Folder 3: Report – Education

Folder 4: Report – Education

Folder 5: Report – Education

Folder 6: UNI Funding Analysis & Equity, 1989

Processing Information

Finding aid created by Library Associate Dave Hoing, March 2017. Updated October 2017 and February 2018 (dh). Linear Feet updated August 7, 2017. Materials in boxes 1-3 and folders 1 and 2 of box 4 processed and finding aid prepared by University Archivist Gerald L. Peterson in June 2006. Updated by Peterson February 3, 2014; and Library Associate Dave Hoing, October 2017 and again in February 2018. Linear Feet updated August 7, 2017. Collections consolidated and finding aid updated by Archival Processor Tessa Wakefield, February 2022.