Skip to main content

Financial Services records

 Collection
Identifier: UA 5439

Scope and Contents

Collection includes annual reports, assistant administrative vice president files, and Jerusalem Center financial records. Dates range from 1967 to 2010.

Dates

  • 1967-2010

Creator

Conditions Governing Access

Restricted. Closed for 50 years from the date of creation of the records, and thereafter open to the public in accordance with the L. Tom Perry Special Collections Restriction Policy. Requests to access restricted materials in the University Archives should be submitted to the University Archivist.

Conditions Governing Use

It is the responsibility of the researcher to obtain any necessary copyright clearances. Permission to publish material from Financial Services records must be obtained from the Supervisor of Reference Services and/or the L. Tom Perry Special Collections Board of Curators.

Administrative History

Financial Services (1967-) is a subunit of Brigham Young University.

Financial Services began overseeing all financial aid in 1971. This office awarded scholarships and grants to students. The director of Financial Services was Lyman J. Durfee (1968-1987). Sometime between 1975 and 1979, the director of Financial Services was given the title Associate Administrative Vice President-Finance. Clyde R. Morrell filled this role from 1987 to 2000. Brian Evans became Associate Administrative Vice President-Finance in 2000. In 2003, the title of Chief Financial Officer was added to Evans's title as Associate Administrative Vice President.

Financial Services oversaw awarding of scholarships which were awarded based on financial need and academic achievements. Scholarships ranged from one to four year renewable scholarship.

Financial Services has thirteen departments: Accounts Payable; Administrative Solutions; Asset Management; Budget Office; Endowments, Gifts & Restricted Accounting; General Accounting; Grants and Contracts Accounting; Payroll; Procurement, Purchasing & Payments; Student Financial Services; Tax Office; Travel Management; and Treasury Services.

Extent

6 boxes (3 linear ft.)

3 cartons (3 linear ft.)

Language

English

Arrangement

Collection arranged into three series: 1. Financial Services annual reports, 1967-2010. 2. Financial Services administrative records, 1988-1989. 3. Financial Services records on the Jerusalem Center, 1990-1991.

Custodial History

Transferred from Records Management in installments between 2009 and 2014.

Immediate Source of Acquisition

Transferred; Records Management; February 2009.

Transferred; University Archivist; February 2009.

Transferred; Records Management; May 2014.

Appraisal

Office files (University Archives collecting policy, July 2003).

Processing Information

Processed; Kayla Quinney; March 2009.

Processed; Sarah Markle; May 2014.
Title
Register of Financial Services records
Status
Completed
Author
Kayla Quinney
Date
2009
Description rules
Describing Archives: A Content Standard
Language of description
English
Script of description
Latin
Language of description note
Finding aid written in English in Latin script.

Repository Details

Part of the L. Tom Perry Special Collections Repository

Contact:
1130 HBLL
Brigham Young University
Provo Utah 84602 United States