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It seems to me that the challenge is helping the board understand why it needs a written policy about scope of collections. Do you have other board-approved collections policies? What about explaining that this is just one among the many policies that are necessary for good (professional standard) collections stewardship (which is their fiduciary responsibility). Also, you might draft a scope of collections statement that clearly allows for exceptions. Jenny, is the workshop that you referred to the one that AASLH put together for StEPs? If so, it has several examples of scope of collections statements that you can draw from. (If not, contact Cherie Cook at AASLH to find out who in Utah may have taken the train-the-trainer workshop on the topic).