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230 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 230 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 seven 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; Photographs; and Enterprise Financial Planning and Analysis. 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.

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Folder

1929-1997

The 1929-1977 Topical File (1984 accession, boxes 1-25), includes records dating from 1929 to 1977, however, the bulk of this material dates between 1955 and 1975. The 25 linear feet of material is arranged in one alphabet according to subject headings devised by the office. This subseries generally documents the creation of policy in areas requiring financial expertise, such as investment or insurance, as well as the implementation of other university policies through the expenditure of funds. Major subject headings include: Budget, Capital Outlay Requests, Compensation, Fees, Gifts, Hospital, Indirect Costs, Insurance, Investment, Personnel, Plant Extension, Staff Benefits, and Willow Run. Several audits of the university and its hospital published by the state auditor are found within the vice president's records. They are located under the heading "Auditor General (State of Michigan)."