|
Search
Hours & Contacts
Policies & Procedures
Holdings:
* UM-System
* Columbia
Topical Guides
Online Exhibits
Links
* Archival
* General
MU Libraries
|
Record Group: 4 UW
Record Sub-Group: 51
Records Title: UM System; President's Office; Office of the Comptroller; Administrative and Other Records
Dates: 1918-2008 (bulk, 1950-1990)
Volume: 40 and 5/6 cubic feet, 51.04 linear feet
Scope and Content Note
This Sub-Group contains records of the University of Missouri President's subordinate Office of the Comptroller and its successors, the Office of Vice President for Finance and Comptroller and the Office of Vice President for Administrative Affairs. Included in this Sub-Group are correspondence, memoranda, telegrams, photocopied materials, vouchers, brochures, mortgage notes, promissory notes, investment and loan fund records, general obligation notes, investment certificates, federal grant allocation records and reports, a survey of future UM-System needs, organizational by-laws, Memorial Stadium Corporation incorporation documents, Memorial Stadium Corporation dissolution documents, reports on the use of state and federal grants to the University of Missouri College of Agriculture, announcements, statements concerning University appropriation requests, informational bulletins, pamphlets, and rules and regulations regarding trust funds and grants.
Also included in the Sub-Group are guides for the preparation of research proposals, reports from the Price Waterhouse accounting firm (concerning various funds of the University), retirement benefits payment information, questionnaires (received and answered by the Office of the Comptroller), Business and Financial Management Advisory Council (BFMAC) records, grant proposals, final project reports, research grant records, University of Missouri Extension Division financial reports, indenture documents, interest bearing bonds, interest coupons, audit reports, cancelled coupon receipts, legal contracts, statistical charts, equipment inventories, real estate purchase and sale records, business policies and procedures manuals, newspaper clippings, news releases, informational leaflets, official agreements, working papers, meeting minutes, action items, and insurance records relating to Medical Center professional liability.
Historical Note:
The Office of University of Missouri Comptroller was created in 1950. Initially the Comptroller reported to the Vice President for Business Operations. That Vice Presidency was eliminated in 1956 and duties of the vacated position were divided among three offices: the Comptroller, the Business Manager, and the Secretary of the Board of Curators. During the 1960's, the UM-System Comptroller was assigned ever-increasing responsibility for the business affairs of all four UM-System campuses. Due to these growing responsibilities, the Comptroller's title was changed (1970) to Vice President for Finance and Comptroller. In 1973, it was decided to no longer appoint a Treasurer for each UM-System campus. The UM-System Office of Vice President for Finance and Treasurer was created at this time, assuming the duties of the four former Treasurers and of the Vice President for Finance and Comptroller. In 1977, the title for this position was again changed, to Vice President for Administrative Affairs, and again in 2011, to Vice President for Finance and Administration.
Series Descriptions:
Series 1. - UW:4/41/1 and UW:4/41/11 (A75-58)
This Series contains records of the University of Missouri Office of the Comptroller (1954-1971). The bulk of the records included in this Series were created or received by UM-System Associate Comptroller, Marvin T. Caldwell, Jr. (1955-1970). Included in Series 1 are correspondence, memoranda, brochures, and photocopied materials relating to management of UM-System fiscal affairs. Topics include departmental finances, designation of accounts, balancing of accounts, relations with professional associations, personnel policies, rental of office and warehouse space, the "Youth Corps" program, office staffing, gifts and grants, "Big 8" Business Officers meetings, inventories, audits, updating the Business Procedures Manual, student organization finances, financial collections procedures, salaries, bad checks, group insurance, University investments, student enrollment, tax sheltered programs, staff benefits, federal scholarships, "AID" contracts with India, and purchase of supplies and equipment. Also included are correspondence and reports concerning various UM-System office holders and the business officers of the four UM-System campuses. Topics of these latter records include ongoing projects, membership in professional organizations, staff meetings, staff salaries, budgets, and extra compensation.
(13 c.f.: 7 c.f., 014742, 014743, 014744, 014745, 014746, 014747, 014748; 6 c.f., 047594, 047595, 047600, 047607, 047625, 047627)
Note to Researcher: Series 1 contains some records which may be confidential and restricted. See the restrictions note at the end of this finding aid. For more on the career of Marvin T. Caldwell, Jr., see Series 1, Sub-Group 42 of Record Group 1 C.
Series 2. - UW:4/41/2
This Series contains records of the University of Missouri Office of the Comptroller (1951-1958). Included in Series 2 are correspondence, memoranda, inter-departmental orders, notices of appointment, inventories, audits, account statements, account codes, applications for federal program grants, Board of Curators regulations and authorizations, federal grant allocation records and reports, and a survey of future University of Missouri needs. Topics include Alumni Association finances, staff benefits, staff insurance, tax deferments, athletic scholarships, Veteran's Administration reimbursements, budgets, ROTC training, cash transaction policies, staffing policies, payroll, bad checks, student health services, faculty and staff travel, educational discounts, state appropriations, UM-System Medical Center charges, operation of KOMU-TV, bank reconciliation's, and building construction and repair.
(5 c.f., 009433, 009458, 009459, 009476, 009485)
Note to Researcher: Series 2 contains some records which may be confidential and restricted. See the restrictions note at the end of this finding aid.
Series 3. - UW:4/41/3
This Series contains records of the University of Missouri Office of the Comptroller pertaining to the University of Missouri Memorial Stadium Corporation (1925-1949). Included in the Series are correspondence, incorporation documents, dissolution documents, indenture records, interest bearing bonds, interest coupons, audit reports, cancelled coupon receipts, and a report entitled, "History and Outline of the Stadium and Field House Bonded Indebtedness."
(2 5/6 c.f.: 1 c.f., 048902; 1/3 c.f., Ellis; 1/6 c.f., Ellis; 1 c.f., 048904; 1/3 c.f., Ellis)
Note to Researcher: Some of the records in Series 3 pre-date the 1950 creation of the University of Missouri Office of the Comptroller.
Series 4. - UW:4/41/4
This Series contains records of the University of Missouri Office of the Comptroller (1933-1959). Included in Series 4 are correspondence, financial statements, investment coupons, memoranda, reports, financial ledgers, and statistical charts. Topics include fees paid to hospitals accepting patients sponsored by the "Crippled Children's Service" (a state-funded, University-administered service which was responsible for the care of Missouri's disabled youth), budget preparation, health insurance plans for University employees, and fiscal year-end closing and auditing of accounts. Additional topics include a National Science Foundation survey of expenditures on research and development at colleges and universities, the University of Missouri's participation in the federal Veterans Administration "Institutional on-the-Farm Training Program," Maneater and Columbia Missourian financial accounts, financial accounts pertaining to the 50th Anniversary of the School of Journalism (1955), and costs of financing, construction, and operation of University of Missouri-Columbia and University of Missouri-Rolla student dormitories and of the Memorial Union at MU.
(5 c.f., 046103, 046104, 046124, 046125, 046126)
Note to Researcher: Some of the records in Series 4 pre-date the 1950 creation of the University of Missouri Office of the Comptroller.
Series 5. - UW:4/41/5 (A74-7)
This Series contains records of the University of Missouri Office of the Comptroller (1942-1966). The records in this Series were created or received by the office of UM-System Comptroller, Ray Benzoni (1950-1970). Included in this Series are informational pamphlets, memoranda, bulletins, guides for the preparation of research proposals, and reports from the Price Waterhouse accounting firm (concerning various UM-System trust funds). Topics include rules and regulations on tax withholding, policies regarding travel allowances, policies regarding trust funds and grants, appropriations requests, retirement benefits payments, and University of Missouri policies concerning use of telephones and telegrams.
(1/6 c.f., UMLD1)
Note to Researcher: Some of the records in Series 5 pre-date the 1950 creation of the University of Missouri Office of the Comptroller. Some of the records in this Series were created by or under the supervision of University of Missouri Vice President for Business Operations, Leslie Cowan (1945-1956).
Series 6. - UW:4/41/7 (A74-20)
This Series contains records of the University of Missouri Office of the Comptroller (1955-1960). Included in the Series are correspondence, telegrams, memoranda, vouchers, statistical charts, and reports relating to questionnaires received and answered by the Office of the Comptroller. Questionnaire subjects include financing of the UM-System physical plant, employee salaries, state appropriations, tuition, administrative organization, operating expenditures, incidental student fees, state oversight and control, staff benefits, research program funding, and the impact of finances on UM-System planning.
(1/3 c.f., UMLD1)
Series 7. - UW:4/41/8 (A74-20)
This Series contains records of the University of Missouri Office of the Comptroller (1936-1958). Included in Series 7 are correspondence, draft reports, handwritten notes, telegrams, and sample forms relating to the preparation of various reports required by state and federal governments in regard to funds allocated to the University of Missouri under agriculture-related acts and legislation. Reports dealt with in this Series include Agricultural Experiment Station Reports, Agricultural Extension Service Reports, Farm Labor Act Reports, War Food Administration Reports, and Smith Hughes Act Fund Reports.
(1 c.f., 014677)
Note to Researcher: Some of the records in Series 7 pre-date the 1950 creation of the University of Missouri Office of the Comptroller. For more information on University of Missouri College of Agriculture administrative reports, see Sub-Group 43 of Record Group 4 UW.
Series 8. - UW:4/41/9 (A75-39)
This Series contains records of the University of Missouri Office of the Comptroller pertaining to scholarships and student aid funds (1918-1942). Included in Series 8 are correspondence, student loan notes, balance-due lists, tabulations of disbursements, loan fund bond lists, investment securities lists, and background information concerning various scholarships and student aid funds. Among the scholarships and student aid funds documented in this Series are the Gregory Educational Aid Fund, the Eugene Field Scholarship, the Crumbaugh Scholarship Medal, the Frank P. Blair Scholarship, the Jay L. Torrey Fund, the John Jewell Scholarship, and the Watson Loan Fund. Also included in Series 8 are records relating to Peabody Fellowship research grants.
(1/6 c.f., UMLD1)
Note to Researcher: The records in this Series were created or received by the Office of the University of Missouri Auditor, which performed many of the duties of the University of Missouri Comptroller's Office before the latter was created in 1950.
Series 9. - UW:4/41/10 (A75-43)
This Series contains records of the University of Missouri Office of the Comptroller pertaining to research grants awarded to University of Missouri faculty members (1955-1966). Included in the Series are correspondence, application forms, data forms, grant proposals, letters of award, records of gifts (funding research), records of the Board of Curators approved grants, lists of award recipients, and research project final reports.
(1 1/3 c.f., UMLD1)
Series 10. - UW:4/41/12 (A86-63)
This Series contains records of the University of Missouri Office of the Comptroller (1941-1969). Included in Series 10 are correspondence, memoranda, UM-System Extension Division financial reports, inventories of equipment, inventories of buildings, Agricultural Experiment Station budget records, Alumni Achievement Fund financial records, industrial development studies, bank reconciliation records, and records of real estate purchases by the UM-System.
(2 c.f., 015533, 015534)
Series 11. - UW:4/41/13 (A76-37; A91-9)
This Series contains records of the University of Missouri Office of the Comptroller (1957-1990). Included in this Series are two complete copies of the University of Missouri Business Policy and Procedure Manual, dated 1969 and 1989. Also included are numerous supplemental revisions and additions to the manuals, some pre-dating the 1969 edition. Topics covered by the manual include policies and procedures for business organization, budgets, personnel and payrolls, inter-departmental orders (IDO's), storeroom inventories, purchasing, travel expenses, sale of UM-System property, cash receipts, equipment inventories, use of UM-System buildings, and gifts and grants to the University.
(1/3 c.f., UMLD1)
Series 12. - UW:4/41/15 (A77-24)
This Series contains records of the University of Missouri Office of the Comptroller (1961-1973). Included in the Series are correspondence, general obligation notes, promissory notes, and canceled mortgage notes, as well as related documents pertaining to loans repaid in full by the University of Missouri.
(1/6 c.f., UMLD1)
Series 13. - UW:4/41/16 (A77-44)
This Series contains records of the University of Missouri Office of the Comptroller and its successor, the Office of Vice President for Finance and Treasurer (1966-1980). The bulk of the records in this Series were created or received by the Office of UM-System Vice President for Finance and Treasurer, Donald S. Holm, Jr. (1977-1990). Included are correspondence, memoranda, newspaper clippings, news releases, copies official working papers and agreements, informational leaflets, and a report entitled "A Comprehensive Self-Study of the Staff Benefit Programs of the University of Missouri." Topics include internal audits, state audits, federal audits, use of commercial consulting firms, insurance programs, investments, budget planning, staff benefits, bad checks, payrolls, use of collection agencies, credit cards, scholarship funds, "Distinguished Professorship" funds, student loan programs, wage garnishments, salary overpayments, printing contracts, vacation and sick leave policies, service awards, and employee credit unions.
(4 c.f., 015438, 015439, 015440, 015441)
Note to Researcher: Series 13 contains some records which may be confidential and restricted. See the restrictions note at the end of this finding aid.
Series 14. - UW:4/41/17 (A86-103; A92-67)
This Series contains records of the University of Missouri Office of the Comptroller and its successor, the Office of Vice President for Finance and Treasurer (1966-1990). The bulk of the records in this Series pertain to the Business and Financial Management Advisory Council (formerly the Business Officers Advisory Council) whose Chairman was UM-System Vice President for Finance and Treasurer, Donald S. Holm, Jr. (1977-1990). Included in the Series are correspondence, statistics, Council reports, meeting minutes, and insurance records (relating to UM-System Medical Center professional liability). Topics include policies and procedures, accounting systems, federal regulations, budget systems, salary adjustments, rate increases, divestiture of UM-System South African investment holdings, employee benefit plans, and centralization and decentralization of administrative units. Additional topics include University of Kansas City Board of Trustees financial reports, a job classification report from the "Hayes and Associates Benchmark Committee," and investment management reports from the Retirement and Staff Benefits Committee.
(3 c.f., 040308, 040309, 041642)
Series 15. - UW:4/41/18 (A09-65)
This Series contains records created and received by the Office of the Controller in the University of Missouri-System Office of Finance and Administration, (1998-1999). The records consist of Request-for-Proposals from various companies to provide independent internal auditing services for the University of Missouri, (1999). The Series also includes records pertaining to the director search for Internal Auditing, (1998-1999) [RESTRICTED].
(1/3 c.f., UMLD1)
Series 16. - UW:4/41/19
This Series contains printed and duplicated material created by the Office of the Comptroller, (1948, 1955, 1957). The records consist of Revenue Bond General Information publications.
(1/6 c.f., UMLD1)
Note to Archivist: The box list for this Series is available online. It can be accessed by following this link.
Series 17. - UW:4/41/20 (A20-38)
This Series contains records created and received by the Office of the Controller in the University of Missouri-System Office of Finance and Administration, (2007-2008). The records consist of the following types and topics: external audit files, surveys, Risk Management and Insurance, and reports on chartering information for 501(c)3 organizations at the University of Missouri-Kansas City.
(1 c.f., 115896)
Note to Archivist: The box list for this Series is available online. It can be accessed by following this link.
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.
Search our Holdings
|
Copyright © Curators of the University of Missouri 1997 - 2001