![[logo]](http://ead.lib.virginia.edu/vivaead/logos/lva.jpg)
Library of Virginia
The Library of Virginia© 2023 By The Library of Virginia. All Rights Reserved.
Processed by: Roger Christman
Collection is open to research.
Confidential, privacy-protected and attorney-client privileged records are closed for 75 years per Code of Virginia, 2.2-3705.1, 2.2-3800 and 42.1-78. Restricted records in this collection have been sealed but not removed from the collection. Office of the Attorney General legislative recommendations within the Legislative Files subseries (boxes 1-4; part of box 5) are restricted from public access for 75 years per Code of Virginia 42.1-78 but have not been sealed or removed from the collection. It will be necessary for a reference archivist to review any records in the Legislative Files before records can be used by patrons for research purposes.
Records of the Policy Office, Governor Terry McAuliffe, 2002; 2006-2008; 2010-2018 (bulk 2014-2017), Accession 52177, 52782 and 53533, State Records Collection, Library of Virginia
Office of the Governor, Patrick Henry Building, 1111 E. Broad Street, Richmond, Virginia, 23219, accession 52177 transferred on 12 January 2018 and accessioned on 17 January 2018; accession 52782 transferred and accessioned on 24 July 2019; accession 53533 transferred on 14 January 2022 and accessioned on 3 February 2022.
Series I. Legislative Guidance and Review, Subseries A. Legislative Files was processed using minimal standards: the records have not be refoldered and the original order was maintained. The remainder of the collection, for the most part, was in no recognizable order. When possible, the processing archivist organized the files by policy office staff member and alphabetical thereunder. Accession 52782 and 53533 were interfiled with accession 52177.
The Policy Office is a division of the Office of the Governor in the Executive Branch of Virginia state government. During Governor Terry McAuliffe's administration, the Policy Office was responsible for identifying emerging issues, implementing gubernatorial initiatives, and providing policy and political advice to the Governor. The Policy Office worked with the Cabinet and Administration to develop gubernatorial policies and conduct outreach to key stake holders. The Policy Office was responsible for managing the legislative process (preparing bills and legislative packages, legislative liaisons to the General Assembly and reviewing bills), assisting in the development of executive orders, reviewing budget requests, assisting the press office, scheduling office and chief of staff with policy background and analysis, and ensuring agency performance in implementing the administration's agenda.
Major policy initiatives focused on the economy, education, health care, natural resources, public safety and transportation. Some of the education initiatives included increased funding for pre-K and early childhood education, expanded workforce credentials and apprenticeship programs, and reforming the Standards of Learning (SOL) test. In health care, the Governor created the Task Force on Prescription Drugs and Heroin Abuse to address the heroin and opioid epidemics. The administration failed to expand Medicaid via the Affordable Care Act. Those efforts are included in this collection.
The Governor Terry McAuliffe, Policy Office, Records are housed in 24 boxes. The collection is arranged into two (2) series. Series have been designated for: I. Legislative Guidance and Review; and II. Subject Files. These records include agreements, reports, correspondence, e-mail, memorandums, legal files, legislation, budget documents, agendas, handouts, talking points and meeting notes. These records document the work of the Policy Office during the McAuliffe administration and were created or collected between 2014-2018, though some documents in this collection pre-date this time period.
This collection is arranged into the following series:
I. Legislative Guidance and Review, 2002; 2013-2017; II. Subject Files, 2004; 2006-2008; 2010-2018 (bulk 2014-2017).OFFICE OF THE GOVERNOR-TERRY MCAULIFFE
The Governor Terry McAuliffe Administration Web Archive Collection, 2014-2018
The Executive Orders Digital Collection includes the executive orders and executive directives issued by Governor Terry McAuliffe.
LIVE WEBSITES
The Virginia General Assembly's Legislative Information System contains searchable databases for bills and resolutions from 1994 to the present and reports to the general assembly. It also includes links to the Code of Virginia, Virginia Administrative Code, Constitution of Virginia, Charters, Authorities, Compacts and Uncodified Acts.
The Virginia State Budget Portal provides information about Budget Bills, Budget Amendments, and Committee Reports related to the budget from 1996 to the present.
The Virginia Department of Planning and Budget assists the Governor's Office, General Assembly, and state agencies develop and implement the budget. The website contains information on Virginia's budget from 2000 to the present.
The Virginia Regulatory Townhall website is a source of information about proposed changes to Virginia's regulations, including a meetings calendar and board minutes. This site also facilitates public participation through online comment forums and an email notification service.
The Legislative Guidance and Review series is housed in 10 boxes and is arranged into two (2) subseries. Subseries have been designated for: A. Legislative Files (Session) and B. Legislative Files (Policy Analysts). These files include correspondence, legislative files, budget documents, along with subject files and supporting materials such as briefs, meeting records, presentations, and reports. This series documents the Governor's Policy Office guidance to, as well as the review by, Planning and Budget, Cabinet officials, Executive staff and agency heads in regards to legislative and budget matters.
This subseries is housed in 7 boxes. The original file order has been maintained. Each legislative file usually contains: the text of each bill including any amendments, bill tracking information, Governor's Summaries (prepared by the Division of Legislative Services), Legislative Action Summaries (for bills tabled, withdrawn or killed in committee), Governor's Policy Office Enrolled Bill Review Forms, Enrolled Bill Reviews (by Cabinet Secretary), Department of Planning and Budget Fiscal Impact Statements, and the Attorney General's Recommendations to the Governor (restricted for 75 years - attorney/client privilege).
This subseries is housed in three (e) boxes and is further divided by policy analyst. The legislative files documents the drafting and review of governor's bills, meetings with stake holders and legislative priorities from interest groups. The files may contain bill draft, talking points and correspondence regarding legislation.
The Subject Files series is housed in 14 boxes and is arranged into eleven (11) subseries. Subseries have been designated for: A. Anna Healy James, Policy Office Director; B. Jennifer Wicker, Deputy Legislative Director; C. Jennie Moline O'Holleran, Senior Policy Advisor to the Governor/Policy Director; D. Jay Swanson, Deputy Policy Director; E. Suzanne Gore, Policy Advisor; F. Massey Whorley, Senior Policy Advisor; G. Matt West, Policy Assistant; H. Margaret Chambers, Special Assistant for Policy; I. Erik Johnston, Deputy Policy Director; J. Connor Andrews, Policy Assistant; and K. Miscellaneous. These files include correspondence, memorandums, email, legislative files, budget documents, briefs, meeting records, presentations, reports, talking points, executive orders, and notes. This series documents the work of individual members of the Policy Office and the McAuliffe administration's policy initiatives. Those initiatives include, but are not limited to: Medicaid expansion, education, early childhood education, workforce development, Governor's Task Force on Prescription Drugs and Heroin Abuse, energy policy, and transportation.
This subseries is housed in 3 boxes and arranged alphabetically by subject. On 6 January 2014, Governor-elect Terry McAuliffe appointed Anna Healy James as Policy Office Director. In addition to overseeing the Policy Office, James' policy areas included education, energy, finance, health and human resources, Medicaid expansion, and taxation. James previously served as Special Assistant to Governor Mark Warner for policy, where she established and oversaw the Governor's Healthy Virginians initiative as well as advised the Governor on issues such as teacher quality, K-12 education, healthcare and higher education. Prior to her appointment to the McAuliffe administration, James served as Manager for State Government Affairs for Troutman Sanders Strategies. James left the McAuliffe administration in September 2016.
This subseries is housed in two (2) boxes and arranged alphabetically by subject. The processing archivist created folder titles for loose records. On 14 January 2014, Governor Terry McAuliffe announced the appointment of Jennifer Wicker as Deputy Legislative Director. Wicker's policy areas included education, health and human services and workforce. Wicker served previously as Legislative Coordinator in the office of Richmond Mayor Dwight C. Jones. She also worked as Legislative Assistant to Delegates Viola Baskerville and Jennifer McClellan. Wicker left the McAuliffe administration in March 2015. See also Series I.B.1 - Legislative Files (Policy Analysts), Jennifer Wicker.
Notable subjects include: Richmond 2015 UCI Road World Championships (September 19-27, 2015); Standards of Learning (SOL); Medicaid; and Abortion Clinic Facilities.
This subseries is housed in three (3) boxes. The records were in no discernible order; a large number of records were loose and not foldered. The processing archivist imposed an alphabetical arrangement by subject. Jennie Moline O'Holleran served as Senior Policy Advisor to the Governor and Policy Director from October 2015 to January 2018. O'Holleran served as Deputy Secretary of Education from January 2014 to October 2015, focusing on preK-12 education issues. Prior to that, she served as Director of Virginia Relations at the George Washington University. She previously served in Governor Tim Kaine's policy office.
In addition to reviewing legislation (see Series I.B.6), O'Holleran focused on economic development, education, and energy issues. She also kept a series of notebooks, arranged chronologically, containing daily handwritten notes from meetings and to-do lists.
This subseries is housed in three (3) boxes. The records were in no discernible order; a large number of records were loose and not foldered. The processing archivist imposed an alphabetical arrangement by subject. Jay Swanson served as Deputy Policy Director from January 2014 to July 2015. Swanson previously worked as a policy advisor on Terry McAuliffe's 2013 gubernatorial campaign. Swanson was assigned the following policy areas: agriculture and forestry, Natural Resources, Technology, and Transportation.
This subseries is housed in three (3) folders. The records were in no discernible order; the processing archivist created folder titles for all records. During the McAuliffe administration, Suzanne Gore served as Deputy Secretary of Health and Human Resources, Deputy Director of the Virginia Medicaid Program and a senior advisory on healthcare. Notable subjects in this subseries include: healthcare and Medicaid expansion. See also Series I.B.5 - Legislative Files (Policy Analysts), Suzanne Gore.
This subseries is housed in fifteen (15) folders. The original order has been maintained. Massey Whorley served as a senior policy advisor from September 2016 to January 2018. He policy assignment was health and human resources with a focus on healthcare and the Affordable Care Act. See also Series I.B.4 - Legislative Files (Policy Analysts), Massey Whorley.
This subseries is housed in four (4) folders. The original order has been maintained. In August 2017, Matt West was appointed tot he position of policy assistant. West previously served as 2017 Governor's Fellow.
This subseries is housed in ten (10) folders. Arranged loosely by subject, the original has been maintained. Margaret Chambers served as special assistant for policy from October 2016 to May 2017. Chambers previously served as special assistant to the Secretary of Education and support staff to the SOL Innovation and School Readiness Committees from October 2016 to September 2016. Chambers was also a 2014 Governor's Fellow. Her policy assignment was education. From May 2017 to January 2018, she served as special policy advisor to First Lady Dorothy McAuliffe. See also Series I.B.7 - Legislative Files (Policy Analysts), Margaret Chambers.
This subseries is housed in one (1) folder. The original order has been maintained. Erik Johnston served as deputy policy director from November 2015 to April 2017. His policy assignments were ABC, natural resources and transportation.
This subseries is housed in twelve (12) folders. The processing archivist created folder titles for this subseries. Connor Andrews was appointed policy assistant in May 2017, a position he held until the end of the McAuliffe administration. Andrews interned in the Office of the Secretary of Education and previously served as 2016 Governor's Fellow. His policy assignments were commerce and trade and education. See also Series I.B.3 - Legislative Files (Policy Analysts), Connor Andrews.
This subseries is housed in one (1) box. The Miscellaneous subseries contains records where the ownership was unclear. Arranged alphabetically by the processing archivist, notable subjects include the 2016 Governor's Fellows research project and briefing binders of annual meeting of Virginia's Congressional Delegation.