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Record Group: 4 UW
Record Sub-Group: 43
Records Title: UM System; President's Office; Office of Finance and Administration; Administrative and Other Records
Dates: 1911-2015
Volume: 172 and 1/3 cubic feet, 215.42 linear feet
Scope and Content Note
This Sub-Group contains records of the University of Missouri President's Office relating to the Office of Finance and Administration. This office was created in 1977 to replace the existing office of the Vice President for Finance and Treasurer. Until 1998, this office was known as the office of the Vice President for Administrative Affairs and, for a short time in 1997, the Office of the Executive Vice President of Administrative Affairs. Included are correspondence, reports, feasibility studies, photographs, project records, budget materials, appropriations materials, organizational charts, committee minutes, executive orders and guidelines, personnel files, UM-System Research Park records, and Board of Curators meeting materials.
Series Descriptions:
Series 1. - UW:4/30/2 (A82-32; A83-74; A83-116; A87-51)
This Series contains records of the University of Missouri Office of Vice President for Administrative Affairs, (1930-1987). The bulk of these records were created or received during the tenure of Vice President for Administrative Affairs, James R. Buchholz, from 1977 to 1985. Included in this Series are correspondence, a 1930 survey of "University Administrative Offices" (concerning the "Estimated Impact of a College or University on Local Economy"), photographs (including some of storm damage to Memorial Union Tower), Board of Curators meeting minutes, Board of Curators Finance Committee meeting minutes, affirmative action records, manuscript histories of the Memorial Union and the Columbia Missourian, budget materials, and executive orders and guidelines. Topics include the Medical Center service and research plan, the UM-System retirement plan, UM-System disability and death plan, cultural events costs, bequests and gifts to the University, the Missouri Publishers' Association, physical plant operations, security, facilities development, and the feasibility of creating a research park on the University's Weldon Spring property.
(15 c.f., 033447, 033448, 033449, 033450, 033451, 033452, 033453, 073631, 073632, 073634, 040130, 040131, 040132, 040133, 040134)
Series 2. - UW:4/30/3 (A89-43; A89-65)
This Series contains records of the University of Missouri Office of Vice President for Administrative Affairs relating to the work of the University of Missouri Retirement and Staff Benefits Committee, (1911-1987). Included in this Series are correspondence, committee meeting minutes, experience studies, analysis materials, a long term disability program actuarial analysis report, a self-insurance trust fund actuarial review, a report on early termination incentives, Carnegie Foundation Endowment recipients records, and retirement, disability, and death benefit actuarial valuations. Also included is a copy of the "UM Retirement, Disability, and Death Benefit Program: A Personal History of Its Development," by Raymond E. Peck.
(7 c.f., 033958, 033959, 033960, 033961, 033962, 033963, 033965; 1/3 c.f., UMLD1)
Series 3. - UW:4/30/NP (A95-40)
This Series contains records of the University of Missouri Office of Vice President for Administrative Affairs, (1988-1990). Included in this Series are administrative records pertaining to UM-System auditing, budgets, economic development, staff medical benefits, staff benefits "Special Review," hazardous waste, long range planning, and the National Association of State Universities and Land Grant Colleges.
(11 c.f., 039148, 039149, 039150, 039151, 039152, 039153, 039154, 039155, 039156, 039157, 039158)
Note to Researcher: Series 3 is currently unprocessed. Until processed and inventoried, portions may not be fully available to researchers.
Series 4. - UW:4/30/NP (A95-53)
This Series contains records of the University of Missouri Office of Vice President for Administrative Affairs, (1989-1990). Included in this Series are administrative correspondence and Board of Curators meeting minutes and related documents and records.
(7 c.f., 046221, 046222, 046223, 046224, 046225, 046226, 046227)
Note to Researcher: Series 4 is currently unprocessed. Until processed and inventoried, portions may not be fully available to researchers.
Series 5. - UW:4/30/NP (A97-29, A00-118)
This Series contains records of the University of Missouri Office of Vice President for Administrative Affairs, (1991-1994). Included in this Series are records pertaining to UM-System committees, records of Board of Curators meeting expenses, project records, Board of Curators "Plus Budget" files, and notebooks kept by Vice President for Administrative Affairs, James McGill.
Topics include: Sinclair Farm; Board of Curators committees; budgeting; the Columbia Campus Procurement Card System; Economic Development; Student Financial Aid; Quality Management; the University Park; the Rolla Campus; the St. Louis Campus; and Retirement.
(6 c.f., 013682, 014202, 065978, 015781, 015782, 067188)
Note to Researcher: Series 5 is currently unprocessed. Until processed and inventoried, portions may not be fully available to researchers.
Series 6. - UW:4/30/NP (A97-47)
This Series contains records of the University of Missouri Office of Vice President for Administrative Affairs, (1991). Included in this Series are correspondence and related records pertaining to several UM-System research parks. Also included in this Series are personnel files concerning UM-System employees who worked at these research parks.
(6 c.f., 009536, 019853, 021650, 039643, 044181, 044182)
Note to Researcher: Series 6 contains some records which are confidential and restricted. See the restrictions note below. Series 6 is currently unprocessed. Until processed and inventoried, portions may not be fully available to researchers.
Series 7. - UW:4/30/NP (A01-18)
This Series contains records created by the Office of Finance and Administration, (1984-1995, bulk 1994-1995). This collection contains project files, budget working files, financial reports, administrative records, agendas, meeting minutes, and presentations of the System General Officers (1994-1995), and correspondence with State Officials (1994-1995) and individual Board of Curators members (Cozad, McHugh). Also included in this Series are TENET records consisting of background information, correspondence and memoranda, presentation materials, financial impact statements, and copies of the proposed Management Agreement. TENET is a private health care administrator.
(7 c.f., 015783, 015784, 067018, 067019, 067187, 067439, 067440)
Note to Researcher: Series 7 is currently unprocessed. Until fully processed, portions of this collection may not be fully available to researchers.
Series 8. - UW:4/30/1 (A02-42)
This Series contains records of the University of Missouri System Office of Finance and Administration, (1989-1996). Included in this Series are general files including budgets, reports, meeting minutes, etc. concerning the following offices, people, topics, or bodies: Academic Affairs, Administrative Affairs, Administrative Management Council, Auditing, Board of Curators, Controller, Coordinating Board for Higher Education (CBHE), Council on Public Higher Education (COPHE), Deloitte and Touche, Development, Extension, Facilities Planning and Development, General Officers, Governmental Relations, Hospitals and Clinics, Human Resource Services, Intercampus Faculty Council, Investment and Banking, Kansas City campus (UMKC), Libraries, Management Services, Missourians for Higher Education, Missouri Innovation Center, Licensing, Planning and Budget, Retirement, Risk and Insurance Management, Rolla campus (UMR), St. Louis campus (UMSL), Staff Benefits, State of Missouri, Travel Allowances, Workers Compensation, and Information Technology.
(4 c.f., 046415, 046416, 046417, 046418)
Note to Researcher: This Series is currently unprocessed. Until fully processed, portions of this collection may not be fully available to researchers.
Series 9. - UW:4/30/5 (A03-24)
This Series contains records of the University of Missouri System Office of Finance and Administration, (1991-1997). The records consist of alphabetical project files and other administrative records, including capital requests, operating budget requests, correspondence, meeting records, reports, contracts and feasibility studies. Topics and administrative units addressed in this Series include: Academic Affairs, the University Press, the Board of Curators Finance Committee, Board of Curators members, the Coordinating Board for Higher Education and Mission Enhancement, a Student Fee Task Force, the Missouri Research Park, University of Missouri-St. Louis expansion, University of Missouri Library logo design and acquisitions, the Kauffman Foundation, the Missouri Rehabilitation Center, including its transfer to the University of Missouri, (1995), and a proposal and marketing study for a new sports arena, (1996).
(4 c.f., 013659, 013665, 013669, 013673)
Note to Researcher: This Series is currently unprocessed. Until fully processed, portions of this collection may not be fully available to researchers.
Series 10. - UW:4/30/6 (A04-23)
This Series contains records of the University of Missouri System Office of Finance and Administration, (1993-1998). The records consist of alphabetically-arranged project files, (1993-1998), and Board of Curator books, (1997-1998). Topics and administrative units addressed in this Series include: Academic Affairs, budget, (1998), various Board of Curators Committees, the Coordinating Board for Higher Education Commission on the Affordability of Higher Education, (1997-1998), Engineering Programs at Washington University and University of Missouri-Rolla, (1997-1998), Financial Aid, University Hospitals and Clinics, strategic planning, Retirees Advisory Group, (1993-1997), and the State Auditor, (1998).
(6 c.f., 005466, 005467, 005468, 040381, 125282, 125283)
Note to Researcher: This Series is currently unprocessed. Until fully processed, portions of this collection may not be fully available to researchers.
Note to Archivist: Box lists are available for parts of this Series.
Series 11. - UW:4/30/7 (A04-116)
This Series contains records created and received by the Office of the Treasurer within the UM-System Office of Finance and Administration, (1984-2000). The records include the following types and topics: Hospital and Garage Repair revenue bond files, (1984-1989); request-for-proposals; Administrative Systems Project Finance Work Team files regarding the PeopleSoft implementation, (1998-2000); manager meetings; Mellon Trust performance reports, (1997-1998); various UM-System investment reviews and policy reports; signed financial contracts; and investment manager position searches.
(5 c.f., 005100, 038829, 038869, 074384, 128960)
Note to Researcher: This Series is currently unprocessed. Until completely processed and inventoried, portions may not be fully available to researchers.
Series 12. - UW:4/30/8 (A06-57)
This Series contains administrative records created and received by the University of Missouri System Office of Finance and Administration, (1995-1999). The records include the following types and topics: financial impact statements and supporting documents for Board of Curator meetings, (1999); department correspondence; University of Missouri-St. Louis property acquisition information; State of Missouri Debt Management Advisory Group, and a proposal for the transfer of the St. Louis Mercantile Library to the University of Missouri.
(2 c.f., 040391, 112614)
Series 13. - UW:4/30/9 (A08-26)
This Series contains records created and received in the University of Missouri System Office of Finance and Administration, (1979-2001, bulk 1990-2000). The records include the following types and topics: general correspondence, Administrative Management Council meetings, internal auditing, project files, University of Missouri radio stations, Board of Curators, investments and banking, Coordinating Board for Higher Education, pension and retirement, and budgets.
(13 c.f., 040376, 040380, 040450, 040503, 040539, 040570, 040573, 040574, 040586, 040648, 112611, 112612, 112613)
Note to Researcher: This Series is currently unprocessed. Until completely processed and inventoried, portions may not be fully available to researchers.
Note to Archivist: The box lists for this Series are available online. They can be accessed by following this link.
Series 14. - UW:4/30/10 (A11-14; A12-113; A20-14)
This Series contains administrative records created and received by the University of Missouri System Office of Finance and Administration, (1993-2006). The records consist of the following types and topics: correspondence, meeting files, informational files, quarterly reports, program proposals, fees, Missouri Care, the Hunter Group Advisory Task Force, the Tobacco Settlement, Internal Audit Steering Committee, Bi-State Development Agency, strategic planning, Missouri Research Park, and the Board of Curators.
(21 c.f., 008474, 008475, 008476, 012279, 012287, 012288, 012289, 012303, 012305, 052187, 052189, 133334, 133335, 133336, 133337, 012254, 012256, 012257, 012258, 012278, 062914)
Note to Researcher: This Series is currently unprocessed. Until completely processed and inventoried, portions may not be fully available to researchers. Series 14 contains records which are confidential and restricted. See the restrictions note at the end of this finding aid.
Note to Archivist: The box lists for this Series are available online. They can be accessed by following this link.
Series 15. - UW:4/30/11 (A20-28)
This Series contains administrative records created and received by the University of Missouri System Office of Finance and Administration, (1982-2014, bulk 2005-2010). The records consist of the following types and topics: correspondence, reports, proposals, meetings, accountability measures, information technology, government relations, Institutional Research, System facilities, strategic initiatives, Minority-Owned/Women-Owned Businesses Program, audits, PricewaterhouseCoopers, actuarial valuations, capital projects, benefits, shared services, Council on Public Higher Education, System campuses and administrations, Risk and Insurance Management, University President's staff, and Board of Curators' meetings.
(63 c.f., Follow this link for box locations.)
Note to Researcher: This Series is currently unprocessed. Until completely processed and inventoried, portions may not be fully available to researchers. Series uw-rg4-s43 contains records which are confidential and restricted. See the restrictions note at the end of this finding aid.
Note to Archivist: The box lists for this Series are available online. They can be accessed by following this link.
Series 16. - UW:4/30/12
This Series contains printed and duplicated materials created by the University of Missouri System Office of Finance and Administration, (2015). The records consist of a copy of InFocus Quarterly Newsletter from Feburary 2015.
(Electronic Records)
Restrictions Note: The Archives of the University of Missouri-Columbia is required by law and Board of Curator's policy to restrict access to some files and information. Student records are held as confidential under the Federal Educational Rights and Privacy Act of 1974 and by University policy. Faculty promotion and tenure records and Academic Personnel files are restricted for 75 years, or the lifetime of the individual. All grievance, disciplinary, and medical records are treated as confidential files. Consultations with legal counsel, both in-house and external, are protected by the attorney/client privilege and will not be released.
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