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Preliminary Guide to the President’s Advisory Committee on Resources Records (PACOR), 1988-1995

Abstract

The President's Advisory Committee on Resources was established by President H. Keith H. Brodie in the summer of 1989 following a recommendation of the Academic Council's Task Force on University Governance. Its predecessor was the University Committee on Resources (1988-1989). PACOR was a broad-based committee, chaired by a faculty member, which advised the President on the allocation of the University's financial, human and physical resources.

Material includes minutes, reports, handouts, correspondence, memoranda, spiral-bound publications, diskettes, microcassettes and standard cassettes. Materials range in date from 1988-1995.

Descriptive Summary

Repository
University Archives, Duke University
Creator
Duke University. President's Advisory Committee on Resources.
Title
President’s Advisory Committee on Resources records (PACOR) 1988-1995
Language of Material
English
Extent
21.5 Linear Feet, 21,000 Items
Location
For current information on the location of these materials, please consult the Library's online catalog.

Collection Overview

Material includes minutes, reports, handouts, correspondence, memoranda, spiral-bound publications, diskettes (floppy disks), microcassettes and standard cassettes. Materials range in date from 1988-1995.

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

David Barber
Box 1
Salaries
Box 1
Minutes -- July 12, 1989 - May 7, 1990
Box 1
Meeting files
Box 1
Academic Incentive Agreements
Box 1
Academic Priorities Committee
Box 1
Adcock, Jack
Box 1
"Adcock letter to Brodie for (Mr. Fitzgerald S.) Hudson"
Box 1
"Adcock's memo on Budgeting"
Box 1
Administrative Services Division
Box 1
Administrative Services Support Units
Box 1
Alumni Affairs and Development (John Piva)
Box 1
Annual Process Cycle
Box 1
Auxiliary Services
Box 1
"Brodie Communications"
Box 1
Budget shortfall
Box 1
Capital Budgeting
Box 1
Center for Jewish Life
Box 1
Communications Div. Report
Box 1
Computing
Box 1
Confidentiality
Box 1
Copy Center and Electronic Publishing
Box 1
Cost Allocation
Box 1
Cost Allocation System Subcommittee
Box 1
Day Care Center
Box 1
Dean's Council
Box 1
Deferred maintenance proposal
Box 1
Deficit -- long-term Department Chairs
Box 1
"Depreciation and Betterments Reserve"
Box 1
"Development office presentation -- John Piva"
Box 1
Discrete Organizational Forecast Units
Box 1
Distribution of faculty, monthly and bi-weekly staff of Duke Univ.
Box 1
Dowell, Earl
Box 1
Duke Univ. Athletic Association [DUAA]
Box 1
DUAA -- correspondence
Box 1
Enrollment
Box 1
Facilities Planning and Management [FP and M] Report
Box 1
FP and M Subcommittee
Box 1
Forecast
Box 1
Forecast
Box 2
Forecast Information Responses
Box 2
Forecast presentation, Sept. 7 -- McLamb
Box 2
Forecast data
Box 2
Forecast mailings/handouts
Box 2
FY1991/92 Forecast
Box 2
Forecast procedures
Box 2
Formulas
Box 2
"A Framework for Responding to Calls for Greater Accountability and Productivity"
Box 2
Funding Initiatives [see also New Initiatives]
Box 2
G and A Contributions [General and Administrative]
Box 2
General Ledger System
Box 2
Governance Committee
Box 2
Griffiths, Philip A.
Box 2
Historical data on Budgets
Box 2
Housing
Box 2
"How an Ivory Tower Turns Research into Start-Ups" [Wall St. Journal 9/19/89]
Box 2
Human Resources
Box 2
Indirect Cost Recoveries
Box 2
"Informational" [Budget 1985/86-1989/90]
Box 2
"Informational" [Summary of unrestricted forecasts, budgets and actuals]
Box 2
Investment and Endowment income
Box 2
Investments/E.J. MacDonald
Box 2
Investment Policy Subcommittee
Box 2
John Wessels/Wes Magat proposal on Decentralization of Physical Plant
Box 2
"Letter to Mark Kuhn and Letter from Provost Griffiths [10-89]"
Box 2
Correspondence -- Allen C. Kelley to Wes Magat
Box 2
Libraries [Jerry Campbell -- Sept. 12 presentation]
Box 2
Litigation
Box 2
Mail service
Box 2
Management Issues [newsletter]
Box 2
Material Support
Box 2
Medical School
Box 2
Meetings/agendas
Box 2
Memoranda [from Wes Magat, Chair]
Box 2
Mission Statement
Box 2
New [Funding] Initiatives
Box 2
"PACK"? [computing at Duke Univ.]
Box 2
Parking budget request
Box 2
Planning Office -- Financial Snapshot
Box 2
Provost's Formula
Box 2
Provost's presentation
Box 2
Public Safety
Box 2
Questions for Selected Organizational Units
Box 2
Reports [and letters] to the President
Box 2
Reprographic services
Box 2
Residence Hall Cost Comparison
Box 3
"Resources Committee" PACOR
Box 3
Salaries
Box 3
Schedules of meetings/memberships
Box 3
Science Resource Initiative [SRI]
Box 3
SRI -- correspondence
Box 3
Staffing data
Box 3
Stores operation
Box 3
Student Affairs
Box 3
Tel-Com
Box 3
Summary of Transit System Upgrade
Box 3
Summary of Unrestricted Forecasts, Budgets and Actuals
Box 3
Tuition
Box 3
Uninsured Litigation/Risk Fund
Box 3
Vending Machines
Box 3
Year-End Appropriations
Box 3
Year-End Funding
Box 3
Year-End Surplus
Box 3
Miscellaneous
Box 3
Minutes -- Sept. 18, 1990
Box 3
Meeting files
Box 3
Academic Priorities Committee
Box 3
Academic Enhancements
Box 3
Jack Adcock -- correspondence/memoranda
Box 3
"Adcock on Financial indicators"
Box 3
Agency for International Development seminar [A. Kelley]
Box 3
Annual Giving
Box 3
1990-1991 Annual Report
Box 3
Biodesign Building Project
Box 3
President Brodie -- correspondence
Box 3
"Budget cutting, streamlining" article [Stanford Observer, April-May 1990]
Box 3
Capital Budget
Box 3
Compensation Management Report
Box 3
Compensation Survey
Box 3
Computing Cost Accounting
Box 3
Deferred Maintenance/Capital Reminants
Box 3
Earl Dowell
Box 3
Duke Endowment
Box 3
Duke University Management Company [DUMAC]
Box 3
Enrollment
Box 3
Duke University Facilities Audit
Box 3
Facilities Planning and Management
Box 3
Financial Aid
Box 3
Financial Statements and Reports
Box 4
Forecast
Box 4
Forecast 1991/92
Box 4
Forecast and Budget
Box 4
Formulas -- master plan
Box 4
Formulas -- chart
Box 4
Formulas -- correspondence
Box 4
Formulas -- letter of transmittal [draft]
Box 4
Formula system
Box 4
Funding Initiatives
Box 4
General Fund
Box 4
The Graduate School
Box 4
"Harvard Visit by John (Wessels)," April 1991
Box 4
Health Care Committee
Box 4
Housing
Box 4
Incremental Tuition Revenue
Box 4
Investment Policy Subcommittee
Box 4
Investments
Box 4
Allen Kelley -- Dorm Deferred Maintenance
Box 4
Allen Kelley -- Building Manager Proposal
Box 4
Thomas Langford
Box 4
Wes Magat, chair
Box 4
Maintenance Deficiency Funding Proposal
Box 4
Management Center Budget and Formula Proposal
Box 4
Meeting agendas
Box 4
Mid-Year report for 1990-91
Box 4
PACOR bills, 1989-1991
Box 4
Provost Search Committee
Box 4
Charles Putman
Box 4
SRI
Box 4
Siemer Energy Committee
Box 4
Siemer report on Facilities Planning and Management
Box 4
Spending policy
Box 4
Summer Session
Box 4
Tax-Free Bonding Controversy
Box 4
Triangulation Experiment
Box 4
University Financial Aid Programs report
Box 4
Undesignated Gift, Grant and Contract Income
Box 4
University Operations
Box 4
Utilization of Classroom Facilities during the Academic Year
Box 4
John Wessels
Box 4
Minutes -- September 11, 1991 - April 29, 1992
Box 4
Meeting files
Box 4
Academic and Financial Planning
Box 5
ACCRA cost of living index
Box 5
Jack Adcock
Box 5
Adjusting Faculty Salaries for the Cost of Living
Box 5
Budget
Box 5
Auxiliaries
Box 5
Auxiliaries -- staffing
Box 5
Auxiliaries -- transportation
Box 5
President Brodie
Box 5
Analysis of Year-End Budget Surpluses
Box 5
Budget trends
Box 5
FY92/93 Budget Highlights (J.Adcock's presentation)
Box 5
Paula Burger -- correspondence
Box 5
Capital Projects Subcommittee report
Box 5
Central Administrative Costs of 1991-1992 Budget
Box 5
Compensation Committee
Box 5
Competitive Bidding
Box 5
Development Presentation
Box 5
Dorms and Capital Projects Committee
Box 5
Duke Endowment Gifts
Box 5
DUAA Budgets -- Summary FY91/92
Box 5
DUMAC
Box 5
East Campus Reviews and Planning
Box 5
Environment, pending
Box 5
Energy Conservation Advisory Committee [and Feb.92 report to PACOR]
Box 5
Facilities Planning and Management -- Internal Audit
Box 5
Financial Aid
Box 5
Forecast
Box 5
Forecast -- correspondence
Box 5
Forecast -- Forecasting procedures and Strategic issues
Box 5
Forecast -- possible candidates for FY91/92 revision
Box 5
Forecast -- University Forecast/Master formula
Box 5
"Pending -- Formula system"
Box 5
Formula -- Master Formula subcommittee
Box 5
"Formlua/Budget/Forecast subcommittee -- Hillerbrand"
Box 5
Governing Principles for Provost's area interim formula
Box 5
Graham, John [Planning Office Director]
Box 5
Harvard Yard Fence Restoration
Box 5
Allen C. Kelley
Box 5
Kuniholm, Bruce -- Policy Sciences Building
Box 5
Law School Presentation -- Pamela Gann
Box 5
Long-Range Planning Committee [Bd. of Trustees] -- January 1992 Planning Document
Box 5
Market Interest Rates
Box 5
Meeting agendas
Box 5
Nomination letters
Box 5
Office Services Division
Box 5
Personnel report -- John Wessels
Box 5
Pietrantoni, Joe -- Report on FTE analysis
Box 5
Pietrantoni, Joe -- Session on Planning
Box 5
Procurement Marshall Report
Box 5
Provost's Formula Agreement
Box 5
Provost's Interim Area Formula
Box 5
Provost Master Budget Incentive Agreement
Box 5
Report for 1991/92 academic year
Box 5
Residential Life
Box 5
Resolution on Human Resources [draft]
Box 5
Salaries and tuition
Box 5
Strategic Plans for Information Systems at Duke [July 1991 report]
Box 6
Student Employees Analysis
Box 6
Suggested Rules
Box 6
Total Compensation Committee
Box 6
Tax-exempt bonds
Box 6
Tax-free bonds
Box 6
Managing Tax-free bonds
Box 6
Undergraduate Enrollment
Box 6
Roy Weintraub [Academic Council, chair] on Enrollments
Box 6
Year-Round Education at Duke: A Summary of Relevant Issues
Box 6
Minutes -- September 2, 1992 - April 21, 1993
Box 6
Meeting files
Box 6
Forecast
Box 6
Forecast -- adjustment recommendations
Box 6
Master Formula subcommittee
Box 6
PACOR Planning and Pending
Box 6
Worker's Compensation
Box 6
Miscellaneous material [incl. University Forecast material]
Box 6
Minutes -- September 8, 1993 - June 16, 1994
Box 6
Meeting files [11/3/93 meeting]
Box 6
Capital Planning and Budgeting Project
Box 6
"Capital projects at Duke: Priority Setting, Approval Process, and Budgeting Procedures"
Box 7
Tuition policies
Box 7
Minutes -- August 31, 1994 - May 17, 1995
Box 7
Agendas, Meetings, etc.
Box 7
Managed Care
Box 7
Recreation and Fitness Facilities
Box 7
Academic Areas, 1989-1991 [incl. Provost's 9/19/89 presentation]
Box 7
Accounting Systems, 1988-1990
Box 7
Administrative Services, 1989
Box 7
Agendas 1989-1992
Box 7
DUAA 1990
Box 7
Auxiliary Services 1988-1992
Box 7
Board of Trustees/Strategic Planning/Feasibility Study, 1994 [miscellaneous material]
Box 7
Copy Center
Box 7
Correspondence 1988-1994
Box 7
Correspondence, July 1990 - October 1992
Box 7
Correspondence, October 1992 - September 1993
Box 7
Cost Accounting Subcommittee, 1990
Box 7
Facilities Planning and Management, 1987-1990
Box 8
FP and M, 1989-1992
Box 8
FP and M -- Energy Management Control System
Box 8
FP and M -- "Outrageous," 1990-1991
Box 8
FP and M -- Proposal for Enhancing the FP and M Function at DU, 1990
Box 8
Financial Aid 1991-1992
Box 8
Forecast, 1989-1990
Box 8
Forecast Information Responses, 1989
Box 8
Formula Schools, 1989-1991
Box 8
Funding Initiatives, 1990-1992
Box 8
G and A expenses, 1990-1991
Box 8
Gift income/Annual giving, 1989-1992
Box 8
Harvard University, 1990-1991
Box 8
Indirect cost revenues, 1989-1990
Box 8
Information systems, 1992-1993
Box 8
Internal Audit Office, 1988-1989
Box 8
Investment and Endowment Income, 1989-1993
Box 8
Key Documents
Box 9
Libraries, 1989-1991
Box 9
Medical Center, 1990-1991
Box 9
Plant Funds, 1989-1990
Box 9
Recycled Bond funds, 1991-1994
Box 9
PACOR recommendations, 1989-1993
Box 9
Reports, 1990-1994 [incl. Annual Reports]
Box 9
SRI, 1989-1994
Box 9
Staffing, 1989-1992
Box 9
Student Affairs, 1989-1993
Box 9
Summer Projects, 1989-1990
Box 9
Uninsured risk/Litigation fund, 1989-1990
Box 9
Year-end appropriations, 1990-1992
Box 9
Year-round operations, 1990-1991
Box 9
Working Files 1992/1993
Box 10
Forecast 1993/1994
Box 10
FP and M Subcommittee, Spring 1990
Box 10
PACOR office records -- accounting
Box 10
Membership and distribution lists
Box 10
1994 University Strategic Planning Committee ["Shaping Our Future"; includes minutes, email, reports, school summaries for the Board, and other material] Board of Trustees Committee on Institutional Advancement, Feb. 1995
Box 11
FP and M report, 1990
Box 11
Working/Subject Files 1989/1990 [formulas; cost allocation; computing; DUAA; Alumni Affairs; Endowment, Earnings]
Box 11
Budget process -- Princeton, 1988
Box 12
University Committee on Resources, 1988-1989 [predecessor to PACOR]
Box 12
1989 Child Care Proposal
Box 12
DukeNet Proposal
Box 12
2 Financial Aid reports for 1991 [duplicate] and 1992.
Box 12
Working/Subject Files [Student Affairs 1992; FP and M; Computing; Forecast 1992/93]
Box 12
Business and Finance Committee Volumes

13 spiral-bound volumes [12 and 1 duplicate] detailing operations of the Business and Finance Committee of the Board of Trustees -- dating from November 6, 1988-March 28, 1993. Contain information prepared for meetings of the B and F Committee.

Box 13
Other Volumes

Volumes: Duke University FY 1990/91 Budget; Actual Financial Operations FY 1898/90, 1990/91 [2 vol.]; Forecast 1989/90 and 1990/91; Administrative Services Division FY1990/91 Analysis; Wiley and Wilson Sewer System and Steam Distribution Studies, 1990-1991 [3 vol.]; Project Nexus [future of computing at Duke], 1989; Strategic Plans for Information Systems, 1991; Facilities Audit, 1990.

Box 14
Subject Files

Working/Subject Files [Energy Conservation, 1994; Heating Plant Task Force report; Infrastructure Summary report, 1992; Ad Hoc Committee on Formulas, Fall 1990; Formula Proposal, Fall 1990; Forecast, March 1990; 1991 Long-range Planning report titled "Strategic Issues in the 90s"]

Box 14
Alumni Affairs and Development, 1990-1995

Records include Carol O'Brien Associates Report on Development, 1995; 1994 draft of strategic plan for the Law School; minutes of the Alumni Affairs and Development [AA and D] Cabinet, 1994-1995; reports of various AA and D Task Forces, 1994, including materials on Duke Seminar planning; strategic plans for AA and D and the Alumni Association, 1993; and Operating Plans for AA and D from 1991-1994.

Box 15
Working Files, c. 1993-1995

1995 PACOR review of DUMAC; 9/14/94 report to PACOR, "Recreation Facilities and Cameron Annex Project" [dup.]; fund-raising publications from other institutions and from Council for Advancement and Support of Education; drafts of strategic plans for Arts and Sciences [1994], School of Engineering [1994?], Divinity School [1993], and Fuqua School of Business [1994].

Box 16
Working Files, ca. 1988-1993

Some records of the President's Committee on Health Care [1990, chaired by Jim Cox] and 1992 Strategic Planning Committee [Cox served]. PACOR subjects include Capital Projects Subcommittee; fundraising and development; strategic plans, 1992; planning initiatives at Princeton; 1988 report of Parking and Traffic Task Force; and the Chancellor's Committee on Year-Round Education.

Box 17
Reports, c. 1989-1995

1992-93 Compensation Management Report; 1990 Facilities Audit; President's Committee on Health Care, 1990-1991; 1992 Forecast Information; University Financial Snapshot -- Projections for 1990-1995 and 1991-1996; 1992 Residential Hall Communications Cabling [GTE]; and revenue trial balances and one line summaries, FY89/90 and 90/91 [4 vol.].

Box 18
Bound Computer Printouts

[labeled "Confidential]: Allocated and restricted funds with activity, [FY89/90] and Allocated and restricted funds with limited activity, FY 89/90. Tapes of meetings -- micro and standard cassettes Diskettes 3.5"Enter scope/content note.

Box 19 and 22
Resources Committee, University, 1988 Apr.-1989 Apr. 30
Box 20
President's Advisory Committee on Resources, 1989 May 1-1989 July 31
Box 20
President's Advisory Committee on Resources, 1989 Aug. 1-1989 Sept. 30
Box 20
President's Advisory Committee on Resources, 1989 Oct. 1-1989 Oct. 31
Box 20
President's Advisory Committee on Resources: Documents for meetings, 1989 Oct. 5, 1989 Oct. 10
Box 20
President's Advisory Committee on Resources, 1989 Nov. 1-1989 Dec. 31
Box 20
President's Advisory Committee on Resources, 1990 Jan. 1-1990 Mar. 30
Box 20
President's Advisory Committee on Resources, 1990 Apr. 1-1990 Aug. 30
Box 20
President's Advisory Committee on Resources, 1990 Sept. 1-1990 Dec. 31
Box 21
President's Advisory Committee on Resources, 1991 Jan. 1-1991 Apr. 30
Box 21
President's Advisory Committee on Resources, 1991 May 1-1991 Oct. 31
Box 21
President's Advisory Committee on Resources, 1991 Nov. 1-1991 Dec. 31
Box 21
President's Advisory Committee on Resources, 1992 Jan. 1-1992 May 31
Box 21
President's Advisory Committee on Resources, 1992 June 1-1992 Sept. 30
Box 21
President's Advisory Committee on Resources, 1992 Oct. 1-1992 Dec. 31
Box 21
President's Advisory Committee on Resources, 1993 Jan. 1-1993 June 30
Box 21
President's Advisory Committee on Resources, 1993 Jan. 1-1993 June 30
Box 21
President's Advisory Committee on Resources, 1993 Jan. 1-1993-June 30
Box 23
Public Safety Report to the Advisory Committee on Resources
Box 24
Facilities Planning and Management Report to the Advisory Committee on Resources
Box 24
Communications Division Report to the Advisory Committee on Resources
Box 24
Material Support Report to the Advisory Committee on Resources
Box 24
Human Resources Report to the Advisory Committee on Resources
Box 24
Auxiliary Services Report to the Advisory Committee on Resources
Box 24
Academic Plan, Duke University Working Draft, volume 1, 1987 September 12
Box 24
Recreation Facilities and Cameron Annex Project, 1994 September 14
Box 24
Report to PACOR, University Financial Aid Programs, 1991 April 10
Box 24
Strategic Plans for Information Systems at Duke, 1991 July
Box 24
Cassette tapes of PACOR meetings, micro and standard size, 1990-1993
Box 25

Historical Note

The President's Advisory Committee on Resources was established by President H. Keith H. Brodie in the summer of 1989 following a recommendation of the Academic Council's Task Force on University Governance. Its predecessor was the University Committee on Resources (1988-1989). PACOR was a broad-based committee, chaired by a faculty member, which advised the President on the allocation of the University's financial, human and physical resources. Its twenty-one members consisted of five faculty, seven administrators, two students and seven ex officio non-voting members from the faculty, the administration and the student government. PACOR's chairs were Wes Magat of the Fuqua School of Business, Allen C. Kelley of the Economics Department, and Jim Cox of the Law School. John Wessels served as the staff director until 1995 when his position was eliminated. PACOR continued into President Keohane's administration but with different responsibilities and duties.

Subject Headings

Related Material

  • H. Keith H. Brodie, President, Records 1963-1984 (University Archives. Duke University.)
  • Alumni Affairs Records, 1851-2005. (University Archives. Duke University.)

Preferred Citation

[Identification of item], President’s Advisory Committee on Resources Records (PACOR), Duke University Archives, David M. Rubenstein Rare Book & Manuscript Library, Duke University.

Provenance

Materials were transferred over a period of time to the Archives from the President's Advisory Committee on Resources and the office of President H. Keith H. Brodie.

Processing Information

Processed by Archives Staff, April 2006

Encoded by Sherrie Bowser, November 2007

Accessions were merged into one collection, described in this finding aid.

Descriptive sources and standards used to create this inventory: DACS, EAD, NCEAD guidelines, and our local Style Guide.

This finding aid is NCEAD compliant.