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Accession 03-050,  Smithsonian Institution, Office of the Under Secretary for Finance and Administration,  Administrative Records, 1997-2002

Repository: Smithsonian Institution Archives, Washington, D.C. Contact us at osiaref@si.edu.
Creator: Smithsonian Institution, Office of the Under Secretary for Finance and Administration
Title: Administrative Records
Dates: 1997-2002
Quantity: 5.5 cu. ft. (5 record storage boxes) (1 document box)
Collection: Accession 03-050
Language of Materials: English
Summary:

This accession includes the records of C. Austin Matthews and Keith M. VanderBrink, Executive Assistants, respectively, to the Under Secretary for Finance and Administration; and Claire L. Muldoon, Planning Officer. Materials include correspondence, memoranda, and notes documenting Smithsonian budget issues, fundraising, computer information systems, fellowships and awards, contracts, facility planning, employment, grants, fundraising, and the accessibility program. Also includes meeting agendas and minutes; statistical reports; committee information; office performance statements and goals; cost proposals; and survey data.

Descriptive Entry

This accession includes the records of C. Austin Matthews and Keith M. VanderBrink, Executive Assistants, respectively, to the Under Secretary for Finance and Administration (OUSFA); and Claire L. Muldoon, Planning Officer. Materials include correspondence, memoranda, and notes documenting Smithsonian budget issues, fundraising, computer information systems, fellowships and awards, contracts, facility planning, employment, grants, fundraising, and the accessibility program. Also includes meeting agendas and minutes; statistical reports; committee information; office performance statements and goals; cost proposals; and survey data.

Use Restriction

Restricted for 15 years, until Jan-01-2018; Transferring office; 11/19/2002 memorandum, Johnstone to Brown; Contact reference staff for details.

This collection is indexed under the following access terms. These are links to collections with related topics, persons or places.

Name

Subject

Physical Characteristics of Materials in the Collection

Preferred Citation

Smithsonian Institution Archives, Accession 03-050, Smithsonian Institution, Office of the Under Secretary for Finance and Administration, Administrative Records

Container List

Box 1

C. Austin Matthews Files

Secretary's Goals, 2000-2001

Box 1 of 6

OUSFA Goals, 2000

Box 1 of 6

Service Goals, 2000

Box 1 of 6

Budget, 2001

Box 1 of 6

Source 402 Funding Explanations, 2000 [three folders]

Box 1 of 6

Outstanding Commitments, 2000

Box 1 of 6

Smithsonian Business Ventures: Budget, 2000

Box 1 of 6

Smithsonian Business Ventures: Budget, 2001 [two folders]

Box 1 of 6

Smithsonian Budget, 2001-2002

Box 1 of 6

Items of Increase, 2000-2002

Box 1 of 6

Allocations, FY 2000-2001

Box 1 of 6

New Financial System, 2000

Box 1 of 6

Briefing Book, 2000

Box 1 of 6

Smithsonian 150th Anniversary Deficit, 2000

Box 1 of 6

Reprogramming, FY 2000-2001

Box 1 of 6

Organization Structure and Coding, 2000

Box 1 of 6

Congressional Activities re: Smithsonian Budget, 2000

Box 1 of 6

Average Salary Costs, 2000

Box 1 of 6

Endowment Information, 2000

Box 1 of 6

Year End, FY 2000

Box 1 of 6

Major Projects, 2000

Box 1 of 6

Trust Actuals, FY 2000

Box 1 of 6

Fundraising Costs, 2000

Box 1 of 6

Impact Statements, 2001-2002

Box 1 of 6

FY 2003 Budget Formulation, 2001-2002

Box 1 of 6

January Budget Templates, 2001

Box 1 of 6

Spring Budget Templates, 2001

Box 1 of 6

Actuals by Unit, FY 2000

Box 1 of 6

R&R/Construction Funds (Hiring Staff)

Box 1 of 6

Secretary Heyman Materials

Box 1 of 6

Secretary Small: Directive, 2000

Box 1 of 6

Current Finance Issues, 2000

Box 1 of 6

Major Museum Funding, FY 2000

Box 1 of 6

Alterations and Modifications Program, 2001

Box 1 of 6

NASM (National Air and Space Museum)/NMAI (National Museum of the American Indian) Projects, 2001

Box 1 of 6

KPMG Consulting Contract, 2000

Box 1 of 6

NAPA Study, 2000

Box 1 of 6

Smithsonian Astrophysical Observatory: Fellowships, 1999

Box 1 of 6

Smithsonian Institution Archives, 2000

Box 1 of 6

Space Issues, 2000

Box 1 of 6

Victor Building, 2000 [two folders]

Box 1 of 6

Woodrow Wilson International Center for Scholars

Box 1 of 6

Regents: Audit & Review Committee, 2000

Box 1 of 6

Regents: Finance & Investment Committee, 2000 [two folders]

Box 1 of 6

Regents: September Presentation, 2000

Box 1 of 6

Box 2

Finance and Administration Management Team: Efficiency Work Group, 2000-2001

Box 2 of 6

Finance and Administration Management Team: Matrix, 2000

Box 2 of 6

Finance and Administration Management Team: Management Information System, 1999-2001 [three folders]

Box 2 of 6

Finance and Administration Management Team: Workload Data, 2000-2001

Box 2 of 6

Finance and Administration Management Team: Unit Naming Opportunities, 2001

Box 2 of 6

Development: Corporate Sponsorship, 2001

Box 2 of 6

Development Analysis, 1999-2001

Box 2 of 6

Smithsonian Business Ventures: Data, 2000-2001

Box 2 of 6

Smithsonian Business Ventures: Financial History, 2001

Box 2 of 6

Information Technology: Current Issues, 2000

Box 2 of 6

Information Technology: IRM (Information Resources Management) Pool Distribution, 2000-2001

Box 2 of 6

Information Technology: Enterprise Resource Planning (ERP), 2001

Box 2 of 6

Information Technology Roadmap 2000-2002

Box 2 of 6

Human Resources: Current Issues, 2000

Box 2 of 6

Human Resources: Competitive Areas, 2001

Box 2 of 6

Human Resources: Transit Pass, 2000

Box 2 of 6

Human Resources: Merit Pay/Severance Policy

Box 2 of 6

Smithsonian Turnover Statistics, 2001

Box 2 of 6

Office of Contracting: Assessment and Plan, 2000

Box 2 of 6

Office of General Counsel, 2000-2001

Box 2 of 6

Facilities: Current Issues, 2000

Box 2 of 6

Facilities: Delivering Effective Facility Services, 2000

Box 2 of 6

Facilities: OPS Outsourcing, 2001

Box 2 of 6

Museums and Facilities: Critical Assessment and Improvement Objectives

Box 2 of 6

Smithsonian Institution Libraries, 2000

Box 2 of 6

Accessibility Program, 2000

Box 2 of 6

Education Survey, FY 2001

Box 2 of 6

Fellowships and Awards, 2000

Box 2 of 6

Grant and Contract Information, 2000-2001

Box 2 of 6

Office of Inspector General: Recommendations, 2000-2002

Box 2 of 6

Indirect Cost Proposals

Box 2 of 6

Equal Employment Opportunities Data (confidential), 2000-2001 [three folders]

Box 2 of 6

Box 3

Equal Employment Opportunities Data (confidential), 2000-2001

Box 3 of 6

Hewitt Employee Survey Information, 2000 [two folders]

Box 3 of 6

Executive Search Firm, 2000

Box 3 of 6

Chief Financial Officer Candidates, 2000 [two folders]

Box 3 of 6

Chief Technology Officer Candidates, 2000

Box 3 of 6

Facilities Officer, 2001

Box 3 of 6

Director of Diversity Initiatives Search, 2000 [two folders]

Box 3 of 6

Nancy Gwinn/Smithsonian Institution Libraries: Goals and Objectives, 2000

Box 3 of 6

Carolyn Jones/Office of Human Resources: Goals and Objectives, 2000

Box 3 of 6

Dennis Shaw/Chief Technology Officer: Goals and Objectives, 2000

Box 3 of 6

John Huerta/Office of General Counsel: Goals and Objectives, 2000

Box 3 of 6

Rick Rice/Office of Physical Plant: Goals and Objectives, 2000

Box 3 of 6

Alice Maroni/Office of International Relations: Goals and Objectives, 2000

Box 3 of 6

Peoplesoft Customer Connection, 2001

Box 3 of 6

OUSFA Proposed Meeting Schedules

Box 3 of 6

National Museum of American History (NMAH) Strategic Framework, 2000

Box 3 of 6

Organization Charts: EPS, Commerce Department, Dept. of Justice, etc.

Box 3 of 6

OUSFA Call for Budgets, FY 2002/03

Box 3 of 6

IRS/Congressional Justification, FY 2001

Box 3 of 6

Expenses by Program, FY 1999

Box 3 of 6

OUSFA Call for Plans, FY 2001-2002 [two folders]

Box 3 of 6

Smithsonian Sources and Uses of Funds, 2000

Box 3 of 6

Budget Estimates, FY 1999-2001

Box 3 of 6

Budget Decisions: Federal and Trust Sources, FY 2002/03

Box 3 of 6

Budget Reductions: Federal and Trust Sources, FY 2002 [two folders]

Box 3 of 6

Box 4

Budget Reductions: Federal and Trust Sources, FY 2002

Box 4 of 6

Budget Decisions: Federal and Trust Sources, FY 2001-2002

Box 4 of 6

OUSFA First Quarter Review, FY 2001

Box 4 of 6

Performance and Strategy Plan, FY 2001

Box 4 of 6

Planning and Budget Process, FY 2001 [two folders]

Box 4 of 6

Planning and Budget Process, FY 2000

Box 4 of 6

Under Secretary for Science: Budget, 1999-2002

Box 4 of 6

International Art Museums Division: Budget, 2000-2001

Box 4 of 6

OUSFA Budget Templates, 2001-2002 [two folders]

Box 4 of 6

Under Secretary for American Museums and National Programs: Budget, 2000 [two folders]

Box 4 of 6

Science Performance Plans, c. 2000

Box 4 of 6

OUSFA Office Budgets, 2000

Box 4 of 6

Smithsonian Council Meeting, 2001

Box 4 of 6

Improved Efficiency of Smithsonian Operations, 2000

Box 4 of 6

OUSFA Call for Plans, FY 2001-2002

Box 4 of 6

OUSFA Budget Planning, c. 2000 [two folders]

Box 4 of 6

Budget, 2000-2001:

Box 4 of 6

Smithsonian Astrophysical Observatory

Box 4 of 6

National Zoological Park

Box 4 of 6

Smithsonian Center for Materials Research and Education

Box 4 of 6

Office of Fellowships and Grants

Box 4 of 6

National Science Resources Center

Box 4 of 6

Box 5

Smithsonian Environmental Research Center

Box 5 of 6

Smithsonian Tropical Research Institute

Box 5 of 6

National Museum of Natural History

Box 5 of 6

Smithsonian Institution Press

Box 5 of 6

Office of Sponsored Projects

Box 5 of 6

Hirshhorn Museum and Sculpture Garden

Box 5 of 6

Keith M. VanderBrink Files

Office of Exhibits Central, 2001

Box 5 of 6

Office of Facilities and Engineering Operations (OFEO) Customer Survey, c. 2001

Box 5 of 6

National Academy of Public Administration Report, 2001

Box 5 of 6

Facilities Integration Initiative, 2001-2002

Box 5 of 6

Enterprise Resource Planning System, 2001-2002

Box 5 of 6

Committees and Councils, 2001

Box 5 of 6

Regents Meeting, January 2001

Box 5 of 6

Duplicating Branch, 2002

Box 5 of 6

Wageworks Commuter Option Plan, 2002

Box 5 of 6

Capital Planning Board, 2000-2002

Box 5 of 6

Office of Contracting/Office of the General Counsel, 2001-2002

Box 5 of 6

Office of Museum Support Services, 2002

Box 5 of 6

OUSFA Management Team, 2001-2002

Box 5 of 6

American Art/Portrait Gallery (AA/PG) Library Space Planning, 2002

Box 5 of 6

Program Codes, FY 2000

Box 5 of 6

Office of Imaging, Printing and Photographic Services, 2001

Box 5 of 6

Smithsonian Institution Archives, 2001

Box 5 of 6

Suitland Master Plan, 2001

Box 5 of 6

Admission Fee System, 2001

Box 5 of 6

Secretary's Town Meetings, 2001

Box 5 of 6

Gifts/Grants Breakdown, 2001-2002

Box 5 of 6

Smithsonian Productions, 2001

Box 5 of 6

Buyout Initiative, 2001

Box 5 of 6

Office of Protection Services, 2001-2002 [two folders]

Box 5 of 6

Office of Sponsored Projects: Overhead/Indirect Costs, 2001

Box 5 of 6

Federal Reductions, 2001-2002

Box 5 of 6

Trust Fund Budget Reductions, 2001 [two folders]

Box 5 of 6

Smithsonian Business Ventures, 2001

Box 5 of 6

Information Technology: Support Costs, 1997-1999

Box 5 of 6

Patent Office Building: Oversight Board, 2001

Box 5 of 6

NASM: Hazy Center Oversight Board, 2001

Box 5 of 6

Modernizing the Smithsonian's Infrastructure, 2001

Box 5 of 6

OUSFA Performance Report, FY 2001

Box 5 of 6

SI Telecommunications Strategic Plan, September 2001

Box 5 of 6

CFO Strategic Plan, 2001

Box 5 of 6

Budget, FY 2002/03 [two folders]

Box 5 of 6

Box 6

Miscellaneous/General Expenses Budget, 2001-2002

Box 6 of 6

OUSFA Trust Fund Allocations, FY 2002

Box 6 of 6

Trust/Central Source Funding, 2001

Box 6 of 6

Trust/Central Reduction, FY 2002

Box 6 of 6

Federal/Trust Statistics, 2001-2002

Box 6 of 6

Claire Muldoon Files

OUSFA Management Team Meetings, 2000-2001

Box 6 of 6

Management Information System, 2000 [three folders]

Box 6 of 6

Smithsonian Space Use, 2000

Box 6 of 6