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Guide to the Business and Finance Division records, 1956-1983

Abstract

Contains the records of the Business and Finance Division of Duke University. The Business and Finance Division, divided between three departments (Accounting, Business Auxiliaries, and Data Processing), existed from 1962 until 1985. Prior to 1962, the unit was called the Business Division. Types of materials include memoranda, correspondence, manuals, handbooks, grant proposals and newsletters, and organizational records from three departments. Major subjects include Duke University administration, auxiliary services, Business Division, Business and Finance Division, data processing, finance, Office of the Executive Vice President, and student housing.

Descriptive Summary

Title
Business and Finance Division records 1956-1983
Creator
Duke University. Business and Finance Division.
Extent
10 Linear Feet, 10,000 Items
Repository
University Archives, Duke University.
Location
For current information on the location of these materials, please consult University Archives, Duke University.
Language
English.

Collection Overview

Contains memoranda, correspondence, printed matter including manuals, handbooks, grant proposals, newsletters, and organizational records from the three departments of the Business and Finance Division (and its predecessor, the Business Division. The Accounting Department Records (1956-1978, bulk 1965-1978), primarily include publications, handbooks and memorabilia, organized by the office of origin. Offices represented in this collection are the Controller, Accounting Operations, Cost Accounting, and Plant Accounting. The Business Auxiliaries Records (1968-1978) are the office subject files of director Hamilton Hoyler, and represent especially the Housing, University Stores, and Computing/Data Processing departments under his supervision. Data Processing Records, (1961-1983, bulk 1964-1979), include materials from the Duke University Computing Center (DUCC), Triangle Universities Computation Center (TUCC), Institutional Data Processing Office, Academic Computing Office, and various technology related committees, both prior to and after the department's incorporation into Business Auxiliaries. These records include the subject files and chronological files of director Hamilton Hoyler, as well as printed matter from later Computation Center heads. Materials range in date from 1956 to 1983 (bulk 1964-1979).

Administrative Information

A majority of collections are stored off site and must be requested at least 48 business hours in advance for retrieval. Contact Rubenstein Library staff before visiting. Read More »

warning Access Restrictions

Researchers must register and agree to copyright and privacy laws before using this collection.

For a period of twenty-five years from the origin of the material, permission in writing from the office of origin and the University Archivist is required for use. After twenty-five years, records that have been processed may be consulted with the permission of the University Archivist.

In off-site storage; 48 hours advance notice is required for use.

warning Use Restrictions

Copyright for Official University records is held by Duke University; all other copyright is retained by the authors of items in these papers, or their descendants, as stipulated by United States copyright law.

Contents of the Collection

The Accounting Department series is arranged into four subseries. The Office of the Controller's records include memoranda, two General Accounting Procedures handbooks, and a small unbound booklet. The Accounting Operations Office records contain memoranda and correspondence from the Chief Accountant, and later the Manager of Accounting Operations. The Plant Accounting Office, which managed capital assets (especially equipment) and space utilization, contains Plant Accounting memoranda. Cost Accounting Office records contain an oversized spiral bound volume containing fully allocated cost schedules of all revenue producing components of the university, including the schools, medical center, service departments and business auxiliaries.

Includes memoranda, two General Accounting Procedures handbooks that were issued by the Controller, and a small unbound booklet.

General Accounting Procedures Volume II ca. 1974
Box 1
General Accounting Procedures Volume II Continuedca. 1974
Box 1
Memoranda, 1950, 1966-1978
Box 1
Memoranda, 1965-1974
Box 1
Chart of Accounts and Object Codes booklet, 1968
Box 1
General Accounting Procedures, 1971-1976
Box 2
Object and Component Codes, 1971-1974
Box 2
Fund Codes, 1971-1976
Box 2

This office was headed by the Chief Accountant, and later the Manager of Accounting Operations. Contains memoranda.

Memoranda, 1956, 1958, 1961, 1968-1974
Box 2
Memoranda, 1974-1977
Box 2

Don Underwood managed this department from 1971 until 1977, is the author of most of the memoranda in this folder. The Plant Accounting Department was responsible for managing capital assets.

Memoranda, 1972-1973
Box 2

This office was created in 1970, with John Adcock as Manager. During that fiscal year, the Cost Accounting Department, as a part of its implementation of a new cost accounting system, published an oversized spiral bound volume containing fully allocated cost schedules of all revenue producing components of the university, including the schools, medical center, service departments and business auxiliaries.

Duke University Financial Results, Fiscal Year 1970-1971, Fully Allocated Cost Schedules
Box 2

Hamilton Hoyler, as Director of Business Auxiliaries, was responsible for the departments of Administrative Data Processing and the Computer Center, Dining Halls, Housing Management and University Stores. Contains subject files, memoranda, correspondence, and printed matter.

ACUTA (Assoc. of College and University Telecommunications Administrators), 1975
Box 3
Administrative Aids Book, 1968
Box 3
Administrative Systems Planning Study, 1978
Box 3
Association of College Auxiliary Services, 1973-1975
Box 3
Budget Committee, 1975-1976
Box 3
Budget Committee, 1976-1977
Box 3
Cablevision, 1977
Box 3
Budget, 1970/1971 - 1974/1975
Box 3
Budget, 1974/1975
Box 3
Personnel
Box 3
Security, 1974
Box 3
Construction Management, 1972
Box 3
Contingency Plans, 1973-1974
Box 3
Disaster Plan, 1973-1974
Box 3
Duke Endowment, 1969-1971
Box 3
Duke Endowment, 1972-1975
Box 3
Environmental Concerns Committee (DUECC), 1971-1972
Box 3
Environmental Concerns Committee (DUECC), 1973
Box 3
Environmental Concerns Committee (DUECC), 1974
Box 3
Educational Facilities Committee, 1970-1971
Box 3
Educational Facilities Committee, 1972
Box 3
Educational Facilities Committee, 1974
Box 3
Equal Employment Opportunities, 1974-1975
Box 3
Equal Opportunity Office, 1970-1977
Box 3
Fund Codes, 1975
Box 4
Gift Records, 1968-1975
Box 4
Grants and Grant Management, 1972-1975
Box 4
General, 1970-1976
Box 4
Apartments, 1972-1974
Box 4
Budget, 1974-1976
Box 4
Central Campus, 1972-1974
Box 4
Housing Operations, 1966-1973
Box 4
Housing Operations, 1974
Box 4
Housing Operations, 1975-1978
Box 4
Personnel, 1973-1977
Box 4
Hoyler, Personal Notebook
Box 4
Institutional Data Processing, 1967-1968
Box 4
Institutional Data Processing, Business and Finance Conference Exhibit, 1967
Box 4
Institutional Data Processing, 1969
Box 4
Management Science Class, 1977
Box 4
Medical Center Organization, 1972-1973
Box 4
Jan.-May, 1974
Box 4
June-Aug. 1974
Box 4
Sept.-Dec. 1974
Box 4
Jan.-April, 1975
Box 4
Payroll Policies, 1973-1974
Box 4
Personnel Dept., 1973-1974
Box 4
Personnel Support, Medical Center, 1972-1973
Box 4
Phillips, Ellis L. Foundation, 1970-1972
Box 4
Plant Accounting, 1973
Box 4
Policies, 1971-1973
Box 4
Research Triangle Park, 1977
Box 5
Residential Life, 1969-1972
Box 5
Safety, 1972-1974
Box 5
Self-Study, 1975-1977
Box 5
Stores, Budget, 1974-1976
Box 5
Stores, Medical Center Bookstore, 1976-1978
Box 5
Stores Operations, 1970-1978
Box 5
Store Facilities/Space, 1970-1972
Box 5
Student Activities, 1969-1975
Box 5
TelCom, Budget, 1975-1976
Box 5
TelCom Operations, 1969-1975
Box 5
TelCom Operations, 1976-1977
Box 5
TelCom Plant, 1974-1976
Box 5
Traffic Commission, 1976-1977
Box 5
Triangle Universities Computation Center (TUCC), 1970
Box 5
Unions, Local 77, 1972-1977
Box 5
Unions, Local 465, 1972-1973
Box 5
Unions, Misc., 1970-1976
Box 5
University Planning Committee Reports University Union, 1973-1974
Box 5
Vending, 1972-1974
Box 5
Wage and Salary, 1976-1978
Box 5
Wage and Salary Compensation Survey Report, 1978
Box 5
Auxiliary Enterprises Financial Statements, ca. 1973
Box 6
Duke University Hospital Project
Box 6
Hospital Revenue Bonds Report, 1978
Box 6
Self-Study, 1975
Box 6
Self-Study, 1976
Box 6

Contains Duke University Computing Center and Triangle Universities Computing Center materials, including the Duke University publication, Data Dump, memoranda, and correspondence.

Budget, FY 1967
Box 7
Budget, FY 1968
Box 7
Computer Advisory Committee, 1966-1968
Box 7
Computer Planning Committee, 1967
Box 7
Computer Planning Committee, 1968
Box 7
Computer Planning Committee, 1969
Box 7
Computer Use, Introduction to
Box 7
Computer Utilization, 1965-1966
Box 7
"Esso Proposal" (for development of a Library of Computer Programs), 1972
Box 7
Freeman Task Force, 1967-1969
Box 7
Inventory, 1966
Box 7
1967
[4 folders]
Box 7
1968
[4 folders]
Box 7
1969
[4 folders]
Box 7
1969
[3 folders]
Box 8
1970
[5 folders]
Box 8
1971
[4 folders]
Box 8
1972
[4 folders]
Box 8
1973
[4 folders]
Box 8
1974
[2 folders]
Box 8
Academic Computing Services (ACS), 1975-1976
Box 9
Administrative Data Processing, 1976
Box 9
Business and Finance Div. Computer Support Notes
Box 9
Computer Aided Campus Planning, 1967
Box 9
Computer Task Force, Minutes, 1975-1976
Box 9
Computer Task Force, Misc., 1975-1976
Box 9
Computer Task Force Report, 1976
Box 9
Computer Task Force Report, 1976
Box 9
Computing Committee, 1969-1974
Box 9
Vols. 1-2 (1-17), 1967-1969
Box 9
Vols. 3-4, 1969-1971
Box 9
Vols. 5-6, 1971-1973
Box 9
Vols. 7-8, 1973-1975
Box 9
Vol. 9, 1975-1976
Box 9
Vol. 10, 1976-1977
Box 9
Index, 1967-1976
Box 9
Data Processing, Budget and Planning, ca. 1969
Box 9
Data Processing, Organization, 1966-1976
Box 9
Duke Hospital, IPAS System, PDC Computing, 1970-1975
Box 9
Budget, 1975-1976
Box 9
Memoranda, 1961-1977
Box 9
Misc., 1983
Box 9
Operations, 1974-1976
Box 9
Personnel, 1974-1976
Box 9
Specifications, 1965
Box 9
User's Manuals, 1970, 1975
Box 9
Miscellaneous materials, 1965-1966
Box 9
Miscellaneous materials, 1969
Box 9
Miscellaneous materials, 1975-1978
Box 9
Policies and Procedures Manual, 1971
Box 10
Proceedings, University Computing Centers Conference, 1976
Box 10
Program Analysis and Costing Technique (PACT), 1966-1968
Box 10
Program Analysis and Costing Technique (PACT), 1967-1968
Box 10
Proposal, Control Data Corporation, 1964
Box 10
Proposal, IBM, 1964
Box 10
Proposal, National Science Foundation (NSF), 1965
Box 10
Proposal, National Science Foundation (NSF), UNC, 1968
Box 10
Proposal, National Science Foundation (NSF), N.C. State, 1968
Box 10
Salary Computation System, 1966-1967
Box 10
Duke Microwave, 1974-1975
Box 10
Administrative Data Processing, 1973
Box 10
Board of Directors, meeting minutes, 1973-1975
Box 10
Finance Committee, 1972-1976
Box 10
Financial Statements, 1967-1971
Box 10
Financial Statements, 1972-1976
Box 10
Job Entry Terminal (JET) User's Guide
Box 10
Miscellaneous materials, undated
Box 10
"Rip-Off Incident", 1976
Box 10
Terminal Facilities Guide, 1972
Box 10
Usage, 1974
Box 10
Administrative Computing Services, 1974
Box 11
FY 1967
Box 11
FY 1968
Box 11
FY 1969
Box 11
FY 1969-1970
Box 11
FY 1970-1971
Box 11
Computer Technical Committee (Specifications Definitions Subcommittee), 1967-1968
Box 11
Computer Technical Committee, 1966-1968
Box 11
General financial materials, 1971
Box 11
Master Plan, 1967
Box 11
Master Files, [ 1973]
Box 11
Medical Center Data Processing, 1970
Box 11
1968
Box 11
1969
Box 11
1970
Box 11
1971
Box 11
1972
Box 11
1973
Box 11
1974
Box 11
1975
Box 11
1976
Box 11
Planning, Systems and Master, 1967
Box 11
Presentation Outlines, undated
Box 11
15 Dec. 1968
Box 11
15 Feb. 1969
Box 11
1 April 1969
Box 11
25 Aug. 1969
Box 11
25 Sept. 1969
Box 11
25 Oct. 1969
Box 11
25 Nov. 1969
Box 11
Proposal for a Central University Computer Facility, 1967
Box 11
Reports, FY 1968-1969 - FY 1969-1970
Box 11
Review of the Requirement and Resources for Computing at Duke, 1969
Box 11
Cost Accounting, 1970-1971
Box 12

Historical Note

In 1962, the university branch formerly known as the Business Division was reorganized and renamed. The newly formed Business and Finance Division was headed by the Vice-President for Business and Finance, the chief fiscal officer of the university, who reported to the president. The Business and Finance Division was organized into the following departments from 1962-1974: Accounting, Business Auxiliaries, Data Processing, Dining Halls, Management Services, Personnel, Plant Engineering and Maintenance, Physical Planning, and University Stores. The largest of these divisions were Accounting, Business Auxiliaries, and Data Processing.

The Controller headed the Accounting Department. This position was occupied by S.C. Harward from 1961 until his promotion to Treasurer in 1972, whereupon J. Peyton Fuller, previously Assistant Controller and Information Systems director, was named Controller. John F. Adcock assumed the position of Deputy Controller in 1974. E. L. Heywood, J. W. Lipscomb, and S. J. Fultz all held the title of Assistant Controller during the Accounting Department's tenure under the auspices of the Business and Finance Division. The Accounting Operations Office employed the Chief Accountant, a position occupied by E. L. Haywood from 1938 to 1964, whereupon William Warrick took over service in this capacity. His title was changed to Manager of Accounting Operations in 1970, and he was succeeded by Homer Bass in 1974. The Plant Accounting Office was created in 1972 to manage capital assets (especially equipment) and space utilization. Don Underwood was the Manager of Plant Accounting from 1971 until 1977. The Cost Accounting Office was created in 1970, with John Adcock as Manager. During the Accounting Department's time in the Business and Finance Division, it also contained offices of Information Services, the Bursar, Insurance, Internal Audit, Accounting Systems and Procedures, and Budgets and Measurements.

The Business Auxiliaries Division was organized in 1974 in an effort to bring all the revenue producing branches of the Business and Finance Division under the domain of one office. The departments of Administrative Data Processing, Dining Halls, Housing Management and University Stores, along with the Computation Center, were all brought under the leadership of Hamilton Hoyler, former director of Data Processing.

Under the category of Data Processing fell the departments of Administrative Data Processing, Institutional Data Processing (later Academic Data Processing), the Computation Center, Medical Center Data Processing, and, for a short time, a Systems and Programming department. Data Processing was established in 1966 with Hamilton Hoyler as Director; when Data Processing became part of Business Auxiliaries in 1974, the department continued to report to Hoyler in his role as Director of Business Auxiliaries.

In 1974, the Business and Finance Division underwent major reorganization. Under the new setup, the Business and Finance Division consisted of several departments. The Accounting Department now included the offices of Accounting Operations, Accounting Systems and Procedures, Budgets and Measurements, Cost Accounting, Internal Audit, and Plant Accounting. The Business Auxiliaries Department now included Administrative Data Processing, the Computation Center, Dining Halls, Housing Management and University Stores. The Personnel Department remained its own entity. Public Safety now included the Police Department, Safety Office and Traffic Departments. The Special Utilities department included Tel Com Systems. The Treasurer's Department now included the Bursar's Office, Investment Management and Student Loans. The University Architect, Department of Physical Planning, and Physical Plant Department now included the divisions of Building Maintenance, Grounds Maintenance, Plant Engineering, Plant Operations, Plant Services, and Materials Support.

In 1985, upon the retirement of longtime Vice President for Business and Finance Charles Huestis (1966-1985), the department was again reorganized, this time falling under the direction of the Executive Vice President.

Subject Headings

Related Material

  • Vice President for Business and Finance records. (University Archives, Duke University. )
  • Business Division records. (University Archives, Duke University. )

Preferred Citation

[Identification of item], Business and Finance Division Records, Duke University Archives, David M. Rubenstein Rare Book & Manuscript Library, Duke University.

Provenance

Transfer; 1974; A74-18.

Transfer; 1974; A74-145.

Transfer; 1974; A74-176 .

Transfer; 1974; A74-192.

Transfer; 1975; A75-155.

Transfer; 1976; A76-30.

Transfer; 1977; A77-193.

Transfer; 1978; A78-9.

Transfer; 1978; A78-105.

Transfer; 1978; A78-125.

Transfer; 1979; A79-4.

Transfer; 1979; A79-34.

Transfer; 1979; A79-108.

Transfer; 1979; A79-120.

Transfer; 1980; A80-51.

Transfer; 1980; A80-114.

Transfer; 1982; A82-30.

Transfer; 1982; A82-109.

Box 1: A82-109, A74-18, A74-145, A77-193, A79-34

Box 2: A79-120, 79-34, 77-193, 74-145, A79-34, A80-114, A80-51

Boxes 3-5: A79-108

Box 6: A78-125, A78-105

Box 7-8: A76-30

Box 9: A74-192, A74-176, A82-30, A79-4, A82-30

Box 10: A82-30, A74-176, A74-192

Box 11: A78-9, A75-155

Processing Information

Processed by Cat Saleeby

Completed May 2002

Encoded by Emily Glenn, April 2003

This finding aid is NCEAD compliant.