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Collection

Executive Vice President and Chief Financial Officer (University of Michigan) publications, 1917-2016 (majority within 1952-2013)

26 linear feet

Executive Vice-President and Chief Financial Officer publications includes the general university budgets in addition to budgets for the University Hospital and the residence halls. Also contains appropriation requests, audit reports, capital outlay reports, and department payrolls and accounts. Also includes financial reports and reports of investments.

The Publications series of the Vice President and Chief Financial Officer is divided into two subseries: Unit Publications and Sub-Unit Publications. The Unit Publications subseries is divided into Budgets and Reports. The publications includes the general university budgets in addition to budgets for the University Hospital and the residence halls as well as appropriation requests, audit reports, capital outlay reports, and department payrolls and accounts. Also included are financial reports and reports of investments.

Collection

Executive Vice President and Chief Financial Officer (University of Michigan) records, 1909-2016

227 linear feet — 1 oversize folder — 51 oversize volumes — 283 GB

Online
Central administrative office responsible for financial management of the University of Michigan and fiscal policy with oversight for the general fund and trust budget. Unit has undergone several name changes: Vice President in Charge of Business and Finance (1935-1966); Vice President and Chief Financial Officer (1966-1993); Executive Vice President and Chief Financial Officer (1993- ). Includes administrative records reflecting oversight of the university's financial assets, preparation of annual budgets, fiscal policy, investments and expenditures, and various financial issues. Documentation includes topical files, university budgets, and trust fund records. Includes files of office holders Shirley Wheeler Smith, Robert P. Briggs, Wilbur K. Pierpont, James Brinkerhoff, and Farris Womack, Chandler Matthews, Robert Kasdin, and Timothy Slottow.

Measuring 227 linear feet, 1 oversize folder, 51 oversize volumes, and 283 GB (online), the records of the Vice President and Chief Financial Officer document the fiscal history of the university beginning from 1909. At least since the 1950s, the vice president has taken responsibility for the creation of university policy in areas requiring special fiscal knowledge as well as for the preparation of the university's general fund and trust budgets. Other activities, such as policing actual expenditures or the day to day operations of specific service units within the university reporting to the vice president, have been delegated to subordinate offices.

Reflecting this division of responsibility, the records of the vice president document major fiscal issues facing the university and the preparation of the university's annual budgets. Some of the records are office files. However, the office also retained many key bound financial documents including an official set of the university's annual budgets.

The records are organized into six series: Central Topical Files; Supplemental Files; Assistant to the Vice President and Chief Financial Officer; Associate Vice President for Finance; University Budgets, Accounts and Reports; and Photographs. Most series are further divided into several subseries, reflecting different accessions. There is considerable overlap in date span of the topical files of the Vice President and Chief Financial Officer. Files created by one Vice President were sometimes retained for use by his successor(s) and transferred at a much later date than the bulk of his records.