Office of Business and Finance. Financial audits and reports. 1936-1994.

Finding aid prepared by University Archives staff, 1996 Jul; finding aid revised by Katharine A. Lawrie, 2014 Mar; machine-readable finding aid created by Katharine A. Lawrie, 2014 Mar.
UCLA Library Special Collections
Room A1713, Charles E. Young Research Library
Box 951575
Los Angeles, CA, 90095-1575
(310) 825-4988
spec-coll@library.ucla.edu
©1996 Jul


Title: Office of Business and Finance. Financial audits and reports.
Identifier/Call Number: University Archives Record Series 513
Contributing Institution: UCLA Library Special Collections
Language of Material: English
Physical Description: 20.0 linear ft. (20 cartons)
Date: 1936-1994
Abstract: Record Series 513 contains financial audits and reports generated by the the Office of Business and Finance at the University of California, Los Angeles.
Creator: University of California, Los Angeles. Office of Business and Finance.

Access

COLLECTION STORED OFF-SITE AT SRLF: Open for research. Advance notice required for access. Contact the UCLA Library Special Collections Reference Desk for paging information.

Publication Rights

Copyright of portions of this collection has been assigned to The Regents of the University of California. The UCLA University Archives can grant permission to publish for materials to which it holds the copyright. All requests for permission to publish or quote must be submitted in writing to the UCLA University Archivist.

Preferred Citation

[Identification of item], Office of Business and Finance. Financial audits and reports (University Archives Record Series 513). UCLA Library Special Collections, University Archives.

Historical note

The Office of Business and Finance at the University of California, Los Angeles is responsible for maintaining the University's financial accountability as well as budget and reporting services.

Scope and Content

Record Series 513 contains financial audits and reports generated by the the Office of Business and Finance at the University of California, Los Angeles. Files document committees, task forces, policies, internal audits, external audits, financial reviews, reports, and other financial and business activities. These materials regard academic departments, centers of study, medical centers, institutes, programs, projects, sources of private funding, taxes, payroll, budget reviews, and statuses. Additionally, the collection features administrative materials generated by the Office of Business and Finance.
This is an inactive record series; no additional University records are expected to be added.

Box 1

Jules Stein Eye Institute. 1979-1990.

Box 1

Biomedical amd Environmental Sciences, Lab of. 1975-1990.

Box 1

Law, School of. 1991.

Box 1

Letters and Science, School of. 1979-1991.

Box 1

Fowler Museum of Cultural History. 1976-1993.

Box 1

Neuropsychiatric Institute. 1978-1989.

Box 1

Nursing. 1980-1991.

Box 1

Obstetrics and Gynecology. 1985.

Box 1

Psychiatry. 1987.

Box 1

Psychology. 1975-1987.

Box 1

Public Health. 1978-1993.

Box 1

Radiation Oncology. 1991.

Box 1

Medicine, School of. 1975-1992.

Box 1

Faculty Compensation/Group Practice Plan. 1978-1980.

Box 1

Harbor/UCLA Medical Center. 1980-1991.

Box 1

VA Wadsworth Medical Center. 1979-1981.

Box 1

Howard Hughes Medical Institute. 1986-1987.

Box 1

Bowyer Clinic. 1987.

Box 1

Bovar. 1993.

Box 1

Theater, Film, and Television. 1972-1991.

Box 1

East Asian Languages and Cultures. 1983-1986.

Box 1

Tissue Typing Lab. 1979-1993.

Box 1

Brain Research Institute. 1971-1989.

Box 1

Chicano Studies. 1991.

Box 1

Southern Occupational Health Center. 1985-1986.

Box 1

International Students and Scholars. 1990-1993.

Box 1

White Mountain Research Station. 1987-1989.

Box 2

Recharges, revenues, and bond indentures. 1973-1991.

Box 2

Policies apply to campus accounts, organizations, and students, one card. 1993.

Box 2

POSSEE (Policy Committee on Sales, Services Activities, and Service Enterprises). 1987-1994.

Box 3

POSSEE (Policy Committee on Sales, Services Activities, and Service Enterprises). 1989-1993.

Box 3

Group A and B Housing System revenue. 1975-1990.

Box 3

Electronic Telephone and Telecommunications System revenue. 1984-1985.

Box 3

Parking System revenue. 1972-1986.

Box 3

Wooden Center revenue. 1972-1986.

Box 3

Student Union revenue. 1961-1986.

Box 3

Academic Department Support Units. 1980-1981.

Box 3

Resource Sharing Consortium. 1970-1990.

Box 3

Short Term Investment Fund (STIF) federal fund deficit. 1979-1993.

Box 4

Systems development. 1987.

Box 4

Accounting System. 1974-1975.

Box 4

Accounts Payable System (PAC)/Walker Interactive System. 1971-1992.

Box 4

Cash Register/Remittance System. 1985-1990.

Box 4

Financial Systems. 1975-1992.

Box 4

Financial System Work Group - minutes. 1981-1989.

Box 4

Payroll System. 1984-1994.

Box 5

Recharge Billing System. 1987-1991.

Box 5

Contract and Grant Automation Task Force. 1988-1992.

Box 5

Student Systems Management. 1982-1993.

Box 5

Billing and Receivable (BAR) System. 1988-1992.

Box 5

UCLA Standard Policy Manual. 1992.

Box 5

Relations with external auditors. 1972-1987.

Box 6

Establishing and reviewing funds for sales and services of educational activities. 1979-1990.

Box 6

Self supporting recharge activities. 1976-1989.

Box 6

UCLA Standard Procedures Manual. 1990-1992.

Box 6

Use of facilities. 1971-1985.

Box 6

Academic Business Officers Group (ABOG). 1989-1991.

Box 6

Accounting officers meetings. 1987-1992.

Box 6

South Africa/Apartheid. 1986-1987.

Box 6

Affiliation/other agreements. 1974-1980.

Box 6

Alumni Association. 1978.

Box 6

Adding endowment income to principle. 1984-1985.

Box 6

Laubich Foundation. 1985.

Box 6

Weschler, Irving R. Memorial Fund. 1983-1986.

Box 6

Endowments/funds acting as endowments. 1969-1984.

Box 6

Faculty Center. 1980-1990.

Box 6

Gifts and private grants. 1974-1988.

Box 6

Gifts - five percent administrative fee. 1982-1989.

Box 6

Gifts and private grants - check processing. 1983-1984.

Box 6

Private support reporting requirements. 1983-1985.

Box 6

Adams, John M. Medal. 1983.

Box 6

Parvin Foundation. 1972-1976.

Box 6

Leo G. Reeder/American Sociological Association. 1980-1988.

Box 6

Robert Wood Johnson Foundation. 1981-1986.

Box 6

Cedars-Sinai Hospital. 1971-1974.

Box 6

Charles Drew Postgraduate Medical School. 1992-1993.

Box 7

Charles Drew Postgraduate Medical School. 1979-1991.

Box 7

Harbor Hospital Professional Staff Association. 1972-1976.

Box 7

International Student Center. 1976-1988.

Box 7

UCLA Foundation. 1980-1991.

Box 7

UCLA Council of Support Groups. 1986-1987.

Box 7

University membership in organizations. 1972-1991.

Box 7

University support groups policy. 1980-1988.

Box 7

James A. Doolittle Theater and UCLA Theater Group. 1985-1991.

Box 7

Management Research Association. 1980-1984.

Box 7

Audits. 1986-1989.

Box 7

Audits - external - Regents' auditors. 1972-1993.

Box 7

Regents' audits - general correspondence. 1978-1992.

Box 7

Regents' audits.

Scope and Contents note

Includes Federal Research Project (1977-1990); County of Los Angeles Operating Agreement (1976-1992); Financial Aid for US Government (1977-1990); NCAA Intercollegiate Athletics (1986-1992); Management Research Association (1980); and Medical Faculty Compensation (1987-1988).
Box 8

Regents' audits.

Scope and Contents note

Includes OMBA-110 for US Government (1981-1990); UCLA Foundation Deloitie, Haskins & Sells (DH&S) Audit of Development Program (1979-1981); UCLA Foundation Compliance Review (1987-1988); and UCLA Theater Group (1986-1991).
Box 8

Regents' audit - Deloitie, Haskins & Sells (DH&S). 1976-1980.

Box 9

Regents' audit - Deloitie, Haskins & Sells (DH&S). 1980-1983.

Box 9

Regents' audit - Peat, Marwick, Mitchell & Co. (PM&M). 1984-1991.

Box 10

School of Public Health - indepth review. 1986-1990.

Box 10

Administrative Affairs Council - report of audits. 1988-1989.

Box 10

Audits - external - US Government (Federal). 1972-1991.

Box 10

Federal audit - general correspondence. 1977-1992.

Box 10

Federal audit - specific areas. 1977-1992.

Box 10

Audits(?)

Scope and Contents note

Includes Campus Computing Network (1969-1984); Biology (1982-1984); Financial Aid (1990-1992); Microbiology and Immunology (1982-1988); Payroll (1981-1983); Surgery Oncology Cost Transfer (1977-1985); DOE Lab of Biomedical Environmental Science (1874-1987); NIH-Patient Care (1986-1987); Health Professions Student Loan Program (1986); and American Institute of Maghrib Studies (1985-1987).
Box 10

Federal audit - resolution/extrapolation of sample data. 1973-1986.

Box 11

Federal audit guidelines. 1976-1991.

Box 11

Audits(?)

Scope and Contents note

Includes NIH-NPI Dr. Louis West (1988); Academic Summer Salaries (1974-1982); Audit Process (1979-1989); Computer Utilization (1971-1981); Cost Transfers (1979-1981); Equipment Procurement (1975-1981); Equipment Screening (1976-1982); Individual Campuses (1976-1977); Labor Distribution (1976-1977); Prior Approval (1978); Recharges (1975-1981); Unclaimed Federally Funded Checks (1977-1978); and Vacation Leave (1975-1977).
Box 12

Federal audits. 1976.

Box 12

State of California audits. 1980.

Box 12

State of California audits - general correspondence. 1987-1991.

Box 12

Audits(?)

Scope and Contents note

Includes Specific Areas (1978-1989); Auditor General (1978-1992); Fiscal Controls (1987); Hayden Warehouse (1982); and Tissue Typing (1985).
Box 12

External audits - other. 1980-1992.

Box 12

External audits - other - general correspondence. 1982-1992.

Box 12

Other audits.

Scope and Contents note

Including Specific Areas (1993); Harbor/UCLA Tripartite (1987); Laboratory of Biomedical Environmental Sciences (1986-1987); Samuel Goldwyn Foundation (1980-1984); Payroll (1984); and Workers' Compensation (1987).
Box 12

Other audits - NCAA guidelines. 1986.

Box 12

Campus Foundation audit guidelines. 1988-1991.

Box 12

Internal audits. 1984-1993.

Box 12

Internal audits - general correspondence. 1964-1992.

Box 13

Income tax. 1980-1992.

Box 13

Tax status of prizes and awards. 1984-1987.

Box 13

Withholding information and returns. 1980-1990.

Box 13

Alien payments. 1971-1992.

Box 13

Tax identification number. 1972-1991.

Box 13

Loyalty oaths. 1973-1976.

Box 13

Patent agreements. 1963-1975.

Box 13

Private Practice Plans. 1984.

Box 13

1099 corrections. 1985-1992.

Box 13

Retirement. 1985-1992.

Box 13

Public Employees Retirement System. 1975-1988.

Box 13

Phased retirement. 1991.

Box 13

Social Security (FICA)/Medicare. 1980-1991.

Box 13

UC Retirement System. 1986-1991.

Box 13

Severance pay plans. 1990.

Box 13

Salary payments. 1982-1993.

Box 13

Lump sum retroactive salary. 1979-1984.

Box 13

Summer faculty. 1989.

Box 13

Surepay. 1988.

Box 13

Unemployment insurance. 1981-1991.

Box 13

Union related payroll matters/supervisor's update. 1983-1984.

Box 13

Vacation/sick leave. 1979-1988.

Box 13

Worker's compensation. 1986-1989.

Box 13

Executive auto allowance. 1982-1993.

Box 14

Registration and Reg. Work Group. 1972-1993.

Box 14

Student Accounting Section. 1980-1987.

Box 14

Scholarships/grants and fellowships. 1984-1993.

Box 14

Tax treatment of scholarships and fellowships. 1987-1990.

Box 14

Graduate student health insurance. 1990.

Box 14

Sponsored students. 1980-1985.

Box 14

Taxes (other than income tax). 1971-1993.

Box 14

Tax alert. 1983-1993.

Box 14

Taxes - State of California. 1976-1993.

Box 14

California - sales and use tax. 1982-1986.

Box 14

Los Angeles City taxes. 1969-1991.

Box 14

City sales and use tax. 1968-1991.

Box 14

Commercial Tennants Occupancy tax. 1965-1992.

Box 14

Property tax exemption. 1972-1985.

Box 14

County sales and use tax. 1946-1986.

Box 14

US Government. 1982-1992.

Box 14

Tax exempt status. 1936-1991.

Box 14

Unrelated business income. 1969-1991.

Box 14

Applicability of sales and use tax. 1976-1986.

Box 14

Federal excise taxes. 1987.

Box 14

UBIT. 1993.

Box 14

Work study. 1983.

Box 14

Record and Resource Management Section. 1979-1992.

Box 14

Administrative Information Systems. 1978-1992.

Box 14

Administrative Vice Chancellor. 1972-1993.

Box 14

Administrative Computing Committee. 1989-1992.

Box 14

Architects and Engineers. 1974-1983.

Box 14

Business Enterprises administrative. 1989-1993.

Box 15

Faculty housing assistance. 1991-1992.

Box 15

Leases/real estate. 1980-1993.

Box 15

Property Inventory Task Force. 1989-1991.

Box 15

Campus Activities Service Office. 1978-1991.

Box 15

Campus Counsel. 1974-1992.

Box 15

Central administrative charges. 1982-1985.

Box 15

Central Ticket Office. 1983-1987.

Box 15

Chancellor's Office. 1985-1993.

Box 15

IAU Conference. 1985-1986.

Box 15

Transforming Administration/Administrative Management Council. 1992.

Box 15

Child Care Center. 1976-1987.

Box 15

Mail Recharge Plan. 1988.

Box 15

Community safety. 1983-1991.

Box 15

Contract and grant administration. 1981-1992.

Box 15

Emeriti Service Center. 1991.

Box 15

Facilities. 1982-1992.

Box 15

Financial Aids Office. 1980-1989.

Box 15

Financial Aids Self Evaluation. 1979-1980.

Box 15

Graduate Division. 1987-1993.

Box 15

Graduate Division - tax reporting. 1992.

Box 15

Office of Financial Management Training. 1980-1992.

Box 15

Insurance and risk management. 1984-1992.

Box 16

Intercollegiate Athletics. 1979-1992.

Box 16

Tennis Center. 1979-1986.

Box 16

Lake Arrowhead Conference Center/Bruinwoods. 1985-1986.

Box 16

Student Health Service. 1994.

Box 16

Library. 1979-1991.

Box 16

Mail and Messenger. 1987-1990.

Box 16

Material management purchasing. 1971-1993.

Box 16

Medical Center. 1985-1991.

Box 16

Medical Center financial statements. 1987-1991.

Box 16

Medical malpractice insurance. 1978-1987.

Box 16

Hospital Financial System. 1983-1990.

Box 16

Clinical teaching support. 1978.

Box 16

Academic Computing, Office of. 1980-1993.

Box 16

OAC financial statements and annual reports. 1981-1992.

Box 16

Gateway/UCLA agreement. 1984-1989.

Box 17

Assistant Vice Chancellor - Business. 1985-1992.

Box 17

Student Affairs, Office of. 1989-1993.

Box 17

Parking. 1972-1992.

Box 17

Budget, Institutional Planning and Analysis. 1988-1992.

Box 17

Public Affairs. 1983-1992.

Box 17

Publication Services. 1989-1992.

Box 17

Registrar. 1984-1991.

Box 17

Residence Halls. 1977-1980.

Box 17

Campus Human Resources. 1984-1992.

Box 17

INS requirements. 1987.

Box 17

Advantage Program. 1990-1994.

Box 18

Storehouse. 1990-1994.

Box 18

Student Health Service. 1981-1992.

Box 18

Student Loan Office. 1980-1990.

Box 18

Summer Session. 1980-1987.

Box 18

Surplus property. 1984-1994.

Box 18

Telecommunications. 1989-1992.

Box 18

Undergraduate admissions and relations with schools. 1979-1989.

Box 18

University Extension. 1989-1990.

Box 18

Futures contract/wire transfers. 1985-1990.

Box 18

Vending operations. 1979-1994.

Box 18

Vice Chancellor - Capitol Programs. 1982-1990.

Box 18

Vice Chancellor - Research Programs. 1984.

Box 18

Vice Chancellor - Faculty Relations. 1980-1993.

Box 18

Student Academic Services. 1984-1989.

Box 18

Olympics. 1984.

Box 18

Transportation Services. 1983-1992.

Box 18

Capitol Programs/Capitol Assets. 1990-1993.

Box 18

Affirmative Action. 1987-1992.

Box 18

Business Affirmative Action/Development, small business. 1989-1992.

Box 19

Business Affirmative Action/Development, small business. 1989-1992.

Box 19

Latin Business Association. 1990-1993.

Box 19

ASUCLA. 1982-1993.

Box 19

ASUCLA - unpaid invoices. 1978-1991.

Box 19

Graduate Student Association. 1976-1989.

Box 19

ASUCLA employees integration into UCRS. 1977-1988.

Box 19

Appointment books. 1985-1987.

Box 20

Appointment books. 1988-1991.

Box 20

Organization charts. 1980-1992.

Box 20

Organization charts. 1974-1991.

Box 20

Student Affairs. 1980.

Box 20

Conflict of Interest Code. 1978-1984.

Box 20

Academic Planning and Budget, Office of. 1980-1992.

Box 20

Chancellor's Office. 1985.

Box 20

INS requirements. 1987.

Box 20

University Extension. 1991.

Box 20

Student Academic Services. 1982-1991.

Box 20

Academic Senate.

Box 20

Community and Government Relations, Office of. 1992.