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Finding Aids to Official Records of the Smithsonian Institution Archives

Accession 15-256

Smithsonian Institution. Office of the Under Secretary for Finance and Administration

Administrative Records, 1993-2013

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: 1993-2013
Quantity: 9 cu. ft. (9 record storage boxes)
Collection: Accession 15-256
Language of Materials: English
Summary:

This accession consists of records created and maintained by Albert G. Horvath, Under Secretary for Finance and Administration, 2011- . Materials predating his tenure as Under Secretary were created and maintained by Alison McNally, Under Secretary for Finance and Administration, 2007-2010, or were compiled for background and reference purposes. These records relate to budgets, facilities, personnel, and program planning. Materials include correspondence, reports, meeting minutes, agendas, notes, brochures, and floor plans. Some materials are in electronic format.

Descriptive Entry

This accession consists of records created and maintained by Albert G. Horvath, Under Secretary for Finance and Administration, 2011- . Materials predating his tenure as Under Secretary were created and maintained by Alison McNally, Under Secretary for Finance and Administration, 2007-2010, or were compiled for background and reference purposes. These records relate to budgets, facilities, personnel, and program planning. Materials include correspondence, reports, meeting minutes, agendas, notes, brochures, and floor plans. Some materials are in electronic format.

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Use Restriction

Restricted for 15 years; until Jan-01-2029. Box 9 contains materials restricted indefinitely; see finding aid. Transferring office; 11/19/2002 memorandum, Johnstone to Brown; Contact reference staff for details.

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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

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Preferred Citation

Smithsonian Institution Archives, Accession 15-256, Smithsonian Institution. Office of the Under Secretary for Finance and Administration, Administrative Records

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Container List

Box 1

National Museum of African American History and Culture (NMAAHC) Staffing

Box 1 of 9

NMAAHC Exit Audit Preparation Meeting, August 28, 2012

Box 1 of 9

NMAAHC Retreat

Box 1 of 9

NMAAHC Oversight Meetings, 2010 (2 folders)

Box 1 of 9

NMAAHC Oversight Meetings, 2012

Box 1 of 9

Cooper-Hewitt, National Design Museum (CHNDM) Oversight Meetings, 2008 (2 folders)

Box 1 of 9

CHNDM Oversight Meetings, 2009

Box 1 of 9

CHNDM Oversight Meetings, 2010

Box 1 of 9

CHNDM Oversight Meetings, 2011

Box 1 of 9

CHNDM Oversight Meetings, 2012

Box 1 of 9

Hirshhorn Museum and Sculpture Garden (HMSG) Bubble Project, May 3, 2012

Box 1 of 9

HMSG Oversight Committee Meeting, September 13, 2011

Box 1 of 9

William H. Gross Stamp Gallery Expansion Project Plan, 2009-2012

Box 1 of 9

National Postal Museum (NPM) Oversight Meetings, 2009

Box 1 of 9

NPM Oversight Meetings, 2010

Box 1 of 9

NPM Oversight Meetings, 2011

Box 1 of 9

NPM Oversight Meetings, 2012

Box 1 of 9

Capitol City Brewing Company/NPM

Box 1 of 9

NPM Financial Summaries

Box 1 of 9

NPM New Philatelic Center Project

Box 1 of 9

Executive Committee Call Meeting, October 4, 2011

Box 1 of 9

Executive Committee Meeting, August 21, 2012

Box 1 of 9

Executive Committee Meeting, September 5, 2012

Box 1 of 9

Regents Finance Committee Meeting, April 11, 2011

Box 1 of 9

Regents Finance Committee Meeting, January 17, 2012

Box 1 of 9

Regents Finance Committee Meeting, April 23, 2012

Box 1 of 9

Regents Audit and Review Committee Meeting, January 19, 2012

Box 1 of 9

Regents Audit and Review Committee Meeting, April 16, 2012

Box 1 of 9

Regents Audit and Review Committee Meeting, August 9, 2012

Box 1 of 9

Box 2

Regents Audit and Review Committee Meeting, October 2, 2012

Box 2 of 9

Regents Audit and Review Committee Meeting, April 18, 2013

Box 2 of 9

Regents Investment Committee - General

Box 2 of 9

Regents Teleconference Investment Committee Meeting, June 21, 2011

Box 2 of 9

Regents Investment Committee Meeting, September 21, 2011

Box 2 of 9

Regents Teleconference Investment Committee Meeting, November 29, 2011

Box 2 of 9

Regents Investment Committee Meeting, January 23, 2012

Box 2 of 9

Regents Teleconference Investment Committee Meeting, September 19, 2012

Box 2 of 9

Steering Committee Meeting, October 30, 2012

Box 2 of 9

Secretary Off-site Meeting - Udvar-Hazy Center, October 31, 2011

Box 2 of 9

Regents Liaison Group Meeting, September 15, 2011

Box 2 of 9

Regents Liaison Group Meeting, Supreme Court, April 26, 2012

Box 2 of 9

Regents Liaison Group Meeting, Supreme Court, June 21, 2012

Box 2 of 9

Regents Liaison Group Meeting, June 21, 2012; Regents Meeting, June 25, 2012

Box 2 of 9

Board of Regents Special Meeting, October 18, 2011

Box 2 of 9

Board of Regents Meeting, January 23, 2012

Box 2 of 9

Board of Regents Meeting - Dinner/Activities, April 29, 2012

Box 2 of 9

Board of Regents Meeting, April 30, 2012 (2 folders)

Box 2 of 9

Status Meeting on the Off-site Regents Room, February 16, 2012

Box 2 of 9

Architects/Engineers (AE) Selection Panel Criteria Meeting, A. Trowbridge and M. Carrancho, May 17, 2012

Box 2 of 9

Follow Up on Campaign Master Spreadsheet, August 2, 2011

Box 2 of 9

Campaign Endowment Training, June 19, 2012

Box 2 of 9

Campaign Needs Committee Meeting, October 3, 2011

Box 2 of 9

Campaign Budget Review Updates, February 29, 2012

Box 2 of 9

Campaign Update Meeting, March 20, 2012

Box 2 of 9

Campus Master Plan Update - Meeting to Review Retreat Report, June 27, 2012

Box 2 of 9

Campus Master Plan - Phase 1, Scope of Work (SOW) and Independent Government Estimate (IGE), December 12, 2012

Box 2 of 9

Campus Master Plan - Phase 1, Steering Committee, April 26, 2012

Box 2 of 9

Campus Plan AE Selection, August 14, 2012

Box 2 of 9

Campus Plan AE Selection Interviews, August 1-2, 2012

Box 2 of 9

Campus Plan Retreat, June 7, 2012

Box 2 of 9

Campaign Needs Review Committee, August 11, 2011 (2 folders)

Box 2 of 9

Regents Facilities Committee Meeting, December 7, 2011

Box 2 of 9

Preparation for Regents Facilities Committee Meeting, March 7, 2012

Box 2 of 9

Regents Facilities Committee Meeting, March 20, 2012

Box 2 of 9

Regents Facilities Committee Meeting, September 27, 2012

Box 2 of 9

Regents Facilities Revitalization Committee - General, 2005-2007

Box 2 of 9

Regents Finance Committee Meeting, August 27, 2012

Box 2 of 9

Regents Governance Committee Recommendation #21 - Travel Expenses

Box 2 of 9

Regents Governance Committee Recommendation #22 - Board Review of Smithsonian Institution Budget

Box 2 of 9

Regents Governance Committee Recommendation #23 - Financial Reports and Internal Controls

Box 2 of 9

Governance Team #23 - Internal Controls

Box 2 of 9

Castle and Ripley Center Exhibition Space and Review Committee

Box 2 of 9

Box 3

Castle Building Directors Meeting, October 24, 2011

Box 3 of 9

Chief Financial Officer (CFO) Group Meeting, October 27, 2011

Box 3 of 9

Weekly CFO Staff Meeting, December 2, 2011

Box 3 of 9

CFO Group Meeting, February 7, 2012

Box 3 of 9

CFO Understanding Quarterly Reporting, March 25, 2009

Box 3 of 9

Corporate Health Achievement Award (CHAA) Reception, July 10, 2012

Box 3 of 9

Charge Card Program, March 6, 2012

Box 3 of 9

Consortia and Office of the Under Secretary for Finance and Administration (OUSFA) Introduction, April 9, 2012

Box 3 of 9

Second Dashboard Report Meeting, July 1, 2011

Box 3 of 9

Dashboard Meeting, September 12, 2011

Box 3 of 9

Dashboard Status Meeting, January 3, 2012

Box 3 of 9

Debt Discussion Materials, Morgan Stanley, December 16, 2011

Box 3 of 9

Meeting with Deborah Rafi, January 3, 2012

Box 3 of 9

Diversity Committee

Box 3 of 9

Education Growth Advisors - Smithsonian Institution (SI) Overview and Market Primer, June 2012

Box 3 of 9

Berkery Noyes Investment Bankers - SI Discussion Materials, June 2012

Box 3 of 9

Pitsco Education, Berkey Noyes Investment Bankers - SI Discussion Materials, June 2012

Box 3 of 9

Office of the Secretary (OS) - General, 2009-2010

Box 3 of 9

OS Best Practices Advisory Group

Box 3 of 9

Preparation Meeting for May 12 Budget, May 9, 2011

Box 3 of 9

Preparation Session for House Interior Appropriations Subcommittee Meeting, March 5, 2012

Box 3 of 9

Preparation Session for House Interior FY 2013 Budget, March 19, 2012

Box 3 of 9

Fall Administrative Retreat, October 22-23, 2012

Box 3 of 9

Lunch with Scott Dahl, February 2, 2012

Box 3 of 9

Managements Response to Top Management Changes for 2013

Box 3 of 9

Office of the Inspector General (OIG) Privacy Audit Recommendation Meeting, April 18, 2012

Box 3 of 9

Privacy Audit Report to Close OIG Audit Recommendation #676

Box 3 of 9

OIG Proposed Edits to Smithsonian Directive (SD) 107, January 25, 2012

Box 3 of 9

Proposed Recommendations Summit Meeting, July 27, 2012

Box 3 of 9

OIG Semiannual Report to Congress, March 31, 2012

Box 3 of 9

OIG Audit Recommendation Numbers 668, 670, 671, and 675

Box 3 of 9

COMM/Office of Public Affairs (OPA) - Night at the Museum II Filming

Box 3 of 9

COMM/Office of Government Relations (OGR) - General

Box 3 of 9

Office of Equal Employment and Minority Affairs (OEEMA) - General

Box 3 of 9

GovTrip Delegation of Authority, October 4, 2011

Box 3 of 9

Helicopter Charter, April 19, 2012

Box 3 of 9

OUSFA Metrics Overview Meeting, December 7, 2011

Box 3 of 9

Horvath Orientation Meeting #1 - Trust Investment of OS, October 5, 2011

Box 3 of 9

Horvath Orientation Meeting #2 - Funding Sources and Budget Philosophy, October 6, 2011

Box 3 of 9

Horvath Orientation Meeting #3A - Financial Services and Resources Management, October 17, 2011

Box 3 of 9

Horvath Orientation Meeting #4 - Infrastructure, Assets and Services, October 12, 2011

Box 3 of 9

Chief Financial Officer (CFO)/Office of Planning, Management and Budget (OPMB) - Executive Compensation, 2008

Box 3 of 9

CFO/OPMB - Budget, FY 2009

Box 3 of 9

SI FY 2010 Budget Justification to Congress (2 folders)

Box 3 of 9

CFO/OPMB - Budget, FY 2010

Box 3 of 9

CFO/OPMB - Budget, FY 2011

Box 3 of 9

CFO/OPMB - General

Box 3 of 9

CFO/OPMB - Hiring Freeze Review

Box 3 of 9

CFO/OPMB - Quarterly Report of Open Audit Recommendations

Box 3 of 9

Office of the Chief Information Officer (OCIO) Transition Book, 2007 (2 folders)

Box 3 of 9

CFO - General

Box 3 of 9

CFO - GovTrip

Box 3 of 9

CFO/Office of the Comptroller (OC) - General

Box 3 of 9

CFO/OC - Personal Property Inventories

Box 3 of 9

CFO/OC - Time and Labor Project

Box 3 of 9

CFO/Office of Contracting and Personal Property Management (OConPPM) - Personal Property Management

Box 3 of 9

CFO/OConPPM - General

Box 3 of 9

Hiring Freeze Board Meeting, March 13, 2011

Box 3 of 9

Eric Wild, Morgan Stanley, September 21, 2012

Box 3 of 9

CFO/Office of the Treasurer (OT) - Advances

Box 3 of 9

CFO/OT - Discovery Center Refinancing

Box 3 of 9

Box 4

OCIO - Center Digitization Office

Box 4 of 9

Chief Information Officer (CIO) Search, December 6, 2012

Box 4 of 9

CIO Search Meeting, December 21, 2011

Box 4 of 9

OCIO - Federal Information Security Management Act (FISMA)

Box 4 of 9

OCIO - General

Box 4 of 9

OCIO - Microsoft Gift Agreement

Box 4 of 9

OCIO - Personally Identifiable Information (PII) Tabletop Exercise

Box 4 of 9

OCIO - Server Consolidation

Box 4 of 9

OCIO - Strategic Planning

Box 4 of 9

OCIO - Web Strategy and Assessment

Box 4 of 9

SI Procurement Redesign Presentation, December 12, 2011

Box 4 of 9

Horvath Orientation Meeting #5 - Mission Enabling Functions, October 13, 2011

Box 4 of 9

Horvath Orientation Meeting #8 - SI Redesign, J. Abrams, October 21, 2011

Box 4 of 9

Horvath Orientation Meeting - National Campaign Needs, November 4, 2011

Box 4 of 9

Horvath Orientation Meeting - SI Redesign Briefing, November 10, 2011

Box 4 of 9

Investment Committee Orientation Materials, October 2011

Box 4 of 9

Smithsonian Conservation Biology Institute (SCBI)/George Mason University (GMU) Cooperative, July 30, 2012

Box 4 of 9

OUSFA - General

Box 4 of 9

Government Accountability Office (GAO)/SI Entrance Conference, February 22, 2012

Box 4 of 9

Forward Pricing Rate Submission Plan, March 19, 2012

Box 4 of 9

Forward Pricing Rates, July 30, 2012

Box 4 of 9

Financial Management Service (FMS), March 13, 2012

Box 4 of 9

Finance and Administration Campaign Needs, October 7, 2011

Box 4 of 9

FY 2013 Federal Budget Briefing, February 8, 2012

Box 4 of 9

Finance and Administration Management Team (FAMT) Meetings, 2011

Box 4 of 9

FAMT Meetings, 2012

Box 4 of 9

Office of Exhibits Central (OEC) - Transition Information

Box 4 of 9

OEC Director Position, December 1, 2011

Box 4 of 9

OEC - General

Box 4 of 9

Office of the Chief Financial Officer (OCFO) Transition Book Outline, September 7, 2007 (2 folders)

Box 4 of 9

FY 2011 Collections Care and Preservation Fund Recommendations, March 11, 2011

Box 4 of 9

Pan-Institutional Database for Advancement (PANDA) and Enterprise Resource Planning (ERP) Kick Off Meeting, July 9, 2012

Box 4 of 9

Personal Property Inventory, FY 2012

Box 4 of 9

Procurement Redesign Meeting, July 17, 2012

Box 4 of 9

Public Domain Policy Meeting, March 8, 2012

Box 4 of 9

Quarterly Management Status Review Meeting, March 30, 2011

Box 4 of 9

Quarterly Management Status Review Meeting, April 5, 2012

Box 4 of 9

Advances and Investments in Trust-Funded Programs

Box 4 of 9

Collections Disclosure Information, November 3, 2011

Box 4 of 9

SI Ethics Advisory Board, 2010

Box 4 of 9

Sponsored Projects Redesign Event, April 18, 2012

Box 4 of 9

Next Steps for Sponsored Projects Redesign, 2012

Box 4 of 9

Exhibition Services Redesign, June 20, 2011

Box 4 of 9

Exhibition Redesign Update, February 24, 2011

Box 4 of 9

SI Code of Ethics and Standards of Conduct

Box 4 of 9

SI Community Committee (SCC), May 10, 2012

Box 4 of 9

SI Gardens, April 4, 2012

Box 4 of 9

SI Palmer Leadership Development Program (PLDP), 2007-2012

Box 4 of 9

PLDP Meeting, July 17, 2012

Box 4 of 9

Smithsonian Leadership Development Program (SLDP) Update, January 5, 2012

Box 4 of 9

SLDP Human Capital Working Group Meeting, October 20, 2011

Box 4 of 9

PLDP Meeting with Trish McKim, June 27, 2012

Box 4 of 9

Incurred Cost Proposal for 2011

Box 4 of 9

Allocation of Independent Research and Development (IR&D) Funding, June 11, 2012

Box 4 of 9

IR&D Bid and Proposal Meeting, June 30, 2011

Box 4 of 9

Insurance Program Overview, January 24, 2012

Box 4 of 9

Interagency Transfer Agreements, FY 2011

Box 4 of 9

KPMG Report to the Audit and Review Committee, 2011

Box 4 of 9

KPMG Representations Letter, February 24, 2012

Box 4 of 9

KPMG Weekly Meeting, January 11, 2012

Box 4 of 9

Next Steps (Kogod), January 9, 2012

Box 4 of 9

Marine Fleet Management Follow Up Meeting, March 7, 2012

Box 4 of 9

Marine Fleet Management Meeting, January 21, 2012

Box 4 of 9

Monthly Museum Meeting, November 18, 2011

Box 4 of 9

Conference Call with Moody Agents - Hazy Variable Rate Debt, July 18, 2012

Box 4 of 9

Chairman of the National Capital Planning Commission (NCPC) Letter, September 22, 2009

Box 4 of 9

NCPC Environmental Course, Draft, February 1, 2008

Box 4 of 9

NCPC, 2007

Box 4 of 9

National Coalition to Save Our Mall

Box 4 of 9

National Science Foundation (NSF) Funding Prohibition

Box 4 of 9

Accessibility Induction Loop, 2011

Box 4 of 9

Administrative Dismissal, 2007

Box 4 of 9

Admission Fees

Box 4 of 9

Box 5

Phone Interview with Office of Personnel Management for Human Capital Management Evaluation re Office of Human Resources Audit, November 28, 2011

Box 5 of 9

Pay Per Click (PPC) Recommendation for si.edu, November 3, 2011

Box 5 of 9

Secretary's All Directors Meetings, 2007-2009

Box 5 of 9

Directors Advisory Group (DAG) Meetings, 2011

Box 5 of 9

DAG Meetings, 2012

Box 5 of 9

Smithsonian Early Enrichment Center (SEEC) Board Meetings, 2011

Box 5 of 9

SEEC Retreat - Heidrick and Struggles, 2011

Box 5 of 9

Secretary's Travel, March 2, 2012

Box 5 of 9

Weekly Secretary's Cabinet Meeting, October 18, 2011

Box 5 of 9

OUSFA Senior Administrative Officer, 2010

Box 5 of 9

OUSFA Team Retreat, August 19, 2009

Box 5 of 9

Audit of Senior Executive Travel, June 21, 2012

Box 5 of 9

Shutdown Planning, December 2011

Box 5 of 9

Conference Call - Federal Budget, December 5, 2011

Box 5 of 9

Second Quarter Diversity Reports, 2011

Box 5 of 9

Diversity and Equal Employment Opportunity (EEO) Compliance Year End Briefing, FY 2011

Box 5 of 9

EEO Meeting with Era Marshall, February 13, 2012

Box 5 of 9

Office of External Affairs (OEA) - Capital Campaign, 2008

Box 5 of 9

OEA - Contributing Membership, 2009

Box 5 of 9

OEA - General, 2010

Box 5 of 9

OEA - Legacy Fund, 2008

Box 5 of 9

OEA/Development/Smithsonian National Board (SNB) - General, 2008

Box 5 of 9

SNB Fall Meeting, October 25, 2012

Box 5 of 9

Office of General Counsel (OGC) - Freedom of Information Act (FOIA) Requests, 2010

Box 5 of 9

Advancement Information System (AIS) Meeting, May 17, 2012

Box 5 of 9

Arts and Industries Building (AIB) and Castle Temporary Plan, February 7, 2012

Box 5 of 9

AIB Shell Project, June 21, 2012

Box 5 of 9

Status Meeting on AIB/Castle Master Plan, January 17, 2012

Box 5 of 9

AIB Advance Funds, June 21, 2012

Box 5 of 9

AIS Funding, September 12, 2011

Box 5 of 9

Aging of Separations Report

Box 5 of 9

ArtLab Laptop Thefts, April 26, 2012

Box 5 of 9

Exit Conference - Audit of Consulting, June 14, 2012

Box 5 of 9

Audit of SI Use of Consulting Services, December 1, 2011

Box 5 of 9

Booz Allen Hamilton Proposal for SI CFO Project, 2012

Box 5 of 9

Budget Executive Group (BEG) Meeting, July 27, 2012

Box 5 of 9

BEG Meeting, June 26, 2012

Box 5 of 9

BEG Meeting, June 29, 2011

Box 5 of 9

Evaluation of Impact of Smithsonian Enterprises (SE) Support Cost Allocation Change, 2009

Box 5 of 9

Renovations Committee (Alison McNally), 2008

Box 5 of 9

Reynolds Center Support, 2008 (includes electronic records)

Box 5 of 9

SI Safety Coordinators Meeting, 2012

Box 5 of 9

SI Safety Event at the National Museum of Natural History (NMNH), July 17, 2012

Box 5 of 9

Quarterly SI Safety Coordinators Meeting, 2012

Box 5 of 9

SI Safety Culture Meeting, July 14-15, 2011

Box 5 of 9

Safety Culture Initiatives Update, October 13, 2011

Box 5 of 9

SE/OCFO Meeting, December 20, 2012

Box 5 of 9

SEEC Educational Outreach Committee, April 2008

Box 5 of 9

SEEC - General, 2010

Box 5 of 9

Clearance for Use of Funds Handbook, March 23, 2011

Box 5 of 9

Smithsonian Channel - Taking Stock, Planning Ahead, July 30, 2012

Box 5 of 9

Smithsonian Channel - Showtime Networks Inc.(SNI)/SI Networks Financial Statements, 2011-2012

Box 5 of 9

Smithsonian Astrophysical Observatory (SAO), February 15, 2012

Box 5 of 9

Visit to Smithsonian Environmental Research Center (SERC), October 28, 2011

Box 5 of 9

SI Endowment, December 21, 2010

Box 5 of 9

Office of Facilities Engineering and Operations (OFEO)/Office of Planning and Program Management (OPPM) - Capital Planning Board - General

Box 5 of 9

OFEO/OPPM - Capital Planning Board, 2009

Box 5 of 9

OFEO/OPPM - Capital Planning Board, 2008

Box 5 of 9

OFEO/OPPM - Capital Planning Board, 2007

Box 5 of 9

OPPM Monthly Project Reports, November 2011

Box 5 of 9

OFEO/OPPM/Architectural History and Historic Preservation (AHHP) - General, 2010

Box 5 of 9

OFEO/Office of Protection Services (OPS) - Disaster Management, 2006

Box 5 of 9

OFEO/OPS - General, 2009

Box 5 of 9

OFEO/OPS - GAO Report - "National Mall: Steps Identified by Stakeholders Facilitate Design and Approval of Security Enhancements," 2005

Box 5 of 9

OFEO/Office of Safety, Health and Environmental Management (OSHEM) - Castle Emergency Shelter-In-Place Plan, 2008

Box 5 of 9

OFEO/OSHEM - Health Services, 2006

Box 5 of 9

OFEO/OSHEM - Safety, 2009

Box 5 of 9

Box 6

Office of Human Resources (OHR) - Buyout, FY 2009

Box 6 of 9

Briefing on Civil Service Laws and Regulations with Jim Douglas and OHR Team, March 29, 2012

Box 6 of 9

OHR - Customer Service Satisfaction Survey, 2007

Box 6 of 9

OHR - General, 2010

Box 6 of 9

OHR - Quarterly Performance Review, 2009

Box 6 of 9

OHR - "Achieving a Representative Federal Workforce: Addressing the Barriers to Hispanic Participation," 1997

Box 6 of 9

OHR - Merit Systems Protection Board (MSPB) Report - "Fair and Equitable Treatment," 2009

Box 6 of 9

OHR - MSPB Report - "Federal Appointment Authorities: Cutting through the Confusion," 2008

Box 6 of 9

OHR - MSPB Report - "The Power of Federal Employee Engagement," 2008

Box 6 of 9

OHR - SLDP 1.0, 2007-2009

Box 6 of 9

OHR - SLDP 2.0, 2009

Box 6 of 9

OHR - Senior Compensation, 2010

Box 6 of 9

OHR - Senior Compensation, 2008

Box 6 of 9

OHR - Office of Personnel Management Report on SI OHR, 2012

Box 6 of 9

OHR - Background Information, 2007

Box 6 of 9

Office of Investments (OI) - General

Box 6 of 9

OI Custodian Presentations, July 16, 2012

Box 6 of 9

OI - Office Space, 2009

Box 6 of 9

OI Staff Meeting, September 26, 2012

Box 6 of 9

Office of Policy and Analysis (OP&A) - Visitor Studies; George Mason University Partnership

Box 6 of 9

OP&A - "Visitor Expectations and Responses to Inscribing Meaning," March 2008

Box 6 of 9

OP&A - "Looking to the Future of Smithsonian Libraries: The Perspective of Scholars," February 2008

Box 6 of 9

OP&A - "A Summative Evaluation of the Young Ambassadors Program of the Smithsonian Latino Center," December 2007

Box 6 of 9

OP&A - "An Analysis of Visitor Comment Books from Six Exhibitions at the Arthur M. Sackler Gallery," December 2007

Box 6 of 9

Office of Sponsored Projects (OSP) All Staff Meeting, February 3, 2012

Box 6 of 9

Department of the Navy - SI Disclosure Statement, 2012

Box 6 of 9

CFO - Request for Extension of Time to Address Open Audit Recommendations 699, 2012

Box 6 of 9

OSHEM - Management Evaluation and Technical Review of the OCIO Herndon Data Center, 2012

Box 6 of 9

Office of Personnel Management (OPM) - Quarterly Aging of Separations Report, 2012

Box 6 of 9

CFO - Response Memorandum for Addressing Domestic Violence in the Federal Workforce, April 18, 2012

Box 6 of 9

SI/Patent and Trademark Office Partnership - Interim Plan for the Arts and Industries Building, August 28, 2012

Box 6 of 9

OPMB - Directives Review Meeting Quarterly Status Report - Third Quarter, FY 2012

Box 6 of 9

CFO - Additional Space for National Museum of African American History and Culture (NMAAHC) Staffing Requirements, July 23, 2012

Box 6 of 9

Enterprise Risk Management (ERM) Working Group Briefing, July 24, 2012

Box 6 of 9

Advancement Management Reports for the Quarter Ending June 2012

Box 6 of 9

SI/Coca-Cola Company Agreement

Box 6 of 9

Market Environment Report, Summer 2012

Box 6 of 9

OSP All Staff Retreat, April 13, 2012

Box 6 of 9

OP&A - "An Analysis of Existing Data on Visitors to the Freer and Sackler Galleries," November 2007

Box 6 of 9

OP&A - "Globalization 1.0: A Study of Responses to 'Encompassing the Globe: Portugal and the World in the 16th and 17th Centuries' at the Arthur M. Sackler Gallery," November 2007

Box 6 of 9

OP&A - "Voices/Visions: Summary Report of Exploratory Interviews about the National Museum of African American History and Culture," October 2007

Box 6 of 9

OP&A - "Museum Visitation as a Leisure Time Choice," October 2007

Box 6 of 9

OP&A - "Gateways to Research: A Study of Nine Smithsonian Institution Libraries," September 2007

Box 6 of 9

OP&A - "Mapping Treaties: Concept Mapping as a Guide for Developing a New Exhibition at the National Museum of the American Indian," August 2007

Box 6 of 9

OP&A - "Visits to the Smithsonian: 1996 to 2006," May 2007

Box 6 of 9

OP&A - "Splendor in the Gallery: What Visitors Said about the Newly Reopened National Portrait Gallery," April 2007

Box 6 of 9

OFEO/Office of Design and Construction (ODC) - Arts and Industries Building Renovation, 1993-2000

Box 6 of 9

OFEO/ODC - Arts and Industries Building Renovation, 2003-2004

Box 6 of 9

OFEO/ODC - Arts and Industries Building Renovation, 2005-2009

Box 6 of 9

OFEO/ODC - Castle Renovation, 2006-2009

Box 6 of 9

AIB Status, December 7, 2010

Box 6 of 9

OFEO Client Satisfaction Survey - Design and Construction Services, August 19, 2011

Box 6 of 9

OFEO/ODC - Cooper-Hewitt, National Design Museum (CHNDM) Renovation, 2008-2009

Box 6 of 9

OFEO/ODC - NMAAHC Oversight Meetings, 2007-2009

Box 6 of 9

OFEO/ODC - National Museum of American History (NMAH) Renovation Briefing Correspondence, 2007-2008

Box 6 of 9

OFEO/ODC - NMAH Oversight Committee Meetings, 2007-2009

Box 6 of 9

OFEO/ODC - NPM Expansion, 2009-2010

Box 6 of 9

OFEO/ODC - National Zoological Park (NZP) Asia Trail II, 2006-2009

Box 6 of 9

OFEO/Office of Facilities Management and Reliability (OFMR) - Sustainability, 2010

Box 6 of 9

OFEO/OFMR - International Business Machines (IBM) Meeting, December 2008

Box 6 of 9

OFEO/OFMR - Annual Reports, 2010

Box 6 of 9

Box 7

OFEO/OFMR - CHNDM, 2005-2006

Box 7 of 9

OFEO/OFMR - GAO Report, September 2007

Box 7 of 9

OFEO/OFMR - GAO Report, April 2005

Box 7 of 9

OFEO/OFMR - General, 2009

Box 7 of 9

OFEO/OFMR - National Academy of Public Administration (NAPA) Report, June 2001

Box 7 of 9

OFEO/OFMR - NAPA Report, October 2001

Box 7 of 9

OFEO/OFMR - SI Support Center

Box 7 of 9

OFEO/OFMR - "Treasures in Trouble," Volume 1: AIB; Volume 2: NZP

Box 7 of 9

OFEO/OFMR - "Treasures in Trouble," Volume 3: NMAH

Box 7 of 9

OFEO/OFMR - "Treasures in Trouble," Volume 4: NMNH

Box 7 of 9

Capital Planning Board Meetings, 2012

Box 7 of 9

Capital Planning Board Meetings, 2011

Box 7 of 9

OFEO - Director Search, 2009

Box 7 of 9

OFEO - General, 2010

Box 7 of 9

OFEO - Integrated Facilities Teams (IFT) Retreat, October 26, 2012

Box 7 of 9

OFEO - Leased Space, 2008

Box 7 of 9

OFEO - Collections Storage: Pennsy Drive

Box 7 of 9

OFEO - Director's Employee of the Year Breakfast and Ceremony, January 25, 2012

Box 7 of 9

OFEO - Town Hall Meeting, November 2, 2011

Box 7 of 9

OFEO - Director Panel Meeting, February 7, 2012

Box 7 of 9

OFEO - Preserving Smithsonian Treasures: Building, Operating and Maintaining its Facilities Transition Book, 2007

Box 7 of 9

OFEO/ODC - Donald W. Reynolds Center - F Street Stair, 2007

Box 7 of 9

Trust Finance Teams, 2010

Box 7 of 9

The Smithsonian Associates (TSA) - Working Group Conference Call, March 28, 2012

Box 7 of 9

TSA - Oversight Committee Meeting, December 12, 2011

Box 7 of 9

TSA - Update Meeting, November 9, 2011

Box 7 of 9

TSA - Working Group Meeting, March 15, 2012

Box 7 of 9

TSA - Oversight Committee Meeting, August 9, 2011

Box 7 of 9

United Kingdom Trust Meeting, November 28, 2011

Box 7 of 9

Under Secretaries Reorganization

Box 7 of 9

Under Secretaries Meetings, 2011

Box 7 of 9

Under Secretaries Meetings, 2012

Box 7 of 9

American Recovery and Reinvestment Act, 2009

Box 7 of 9

Accessibility - General

Box 7 of 9

Wells Fargo - Trust Retirement Plan, November 30, 2011

Box 7 of 9

Weather Related Communication and Operating Decision Process, April 4, 2012

Box 7 of 9

Policies and Procedures, 2007

Box 7 of 9

Collecting Visitor Attendance, January 24, 2012

Box 7 of 9

Utilities Briefing, 2012

Box 7 of 9

Meeting with Secretary Clough and Roger Ferguson

Box 7 of 9

Travel Advisory Group Meeting, 2010

Box 7 of 9

Briefing Update on Travel, August 6, 2012

Box 7 of 9

Travel Compliance Review

Box 7 of 9

Non-Senior Staff Travel, March 20, 2012

Box 7 of 9

OP&A - "The Art Library as Space, Place, and Experience," April 2007

Box 7 of 9

OP&A - "Going Free?: Cooper-Hewitt National Design Museum and General Admission Fees," April 2007

Box 7 of 9

Renwick Gallery Revitalization - Financing, March 29, 2011

Box 7 of 9

OP&A - "Library Use at the National Museum of American History, Behring Center, National Museum of Natural History, and Smithsonian Institution Service Center," February 2007

Box 7 of 9

OP&A - "Library Use at the National Museum of American History, Behring Center, National Museum of Natural History, and Smithsonian Institution Service Center," September 2006

Box 7 of 9

Box 8

OP&A - "The Face of the Smithsonian: A Study of Volunteers in Visitor Information Services," January 2007

Box 8 of 9

OP&A - "Changing Faces: Museum Visitorship and Demographic Change," August 2006

Box 8 of 9

OP&A - "Hokusai: A Study of Visitors to the Exhibition at the Arthur M. Sackler Gallery," May 2006

Box 8 of 9

OP&A - "The Power of Now: A Study of 'African Art Now: Masterpieces from the Jean Pigozzi Collection' at the National Museum of African Art," March 2006

Box 8 of 9

OP&A - "Attitudes toward Portraiture: An Exploratory Study for the National Portrait Gallery," March 2006

Box 8 of 9

OP&A - "Do Portraits Speak and Tell Stories?: A Visitor Study of 'Retratos: 2,000 Years of Latin American Art'," February 2006

Box 8 of 9

OP&A - "'Caravan Kingdoms: Yemen and the Ancient Incense Trade': A Study of Visitors," February 2006

Box 8 of 9

OP&A - "Concern at the Core: Managing Smithsonian Collections," April 2005

Box 8 of 9

OP&A - "Does Size Matter?: A Study of Visitors to 'BIG/small' at the National Museum of African Art," November 2006

Box 8 of 9

Office of Special Events and Protocol (OSEP) - General, 2009

Box 8 of 9

Smithsonian Collections Advisory Committee, 2007

Box 8 of 9

National Collections Program (NCP) - Collections Care and Preservation Fund, 2010

Box 8 of 9

NCP - Collections Care and Preservation Fund, 2008

Box 8 of 9

NCP - Collections Management Assessment Report, 2002

Box 8 of 9

NCP - Collections Management Assessment Report, 2001

Box 8 of 9

NCP - Collection Statistics, 2004

Box 8 of 9

NCP - Collection Statistics, 2003

Box 8 of 9

NCP - Collection Statistics, 2002

Box 8 of 9

NCP - Collection Statistics, 2001

Box 8 of 9

NCP - Digitization Statistics, FY 2004

Box 8 of 9

NCP - Digitization Statistics, FY 2002

Box 8 of 9

NCP - General, 2008

Box 8 of 9

Ombudsman - General, 2009

Box 8 of 9

Smithsonian Institution Archives (SIA) - General, 2009

Box 8 of 9

SIA - National Geographic, 2009

Box 8 of 9

SIA - Smithsonian Photographic Services, 2009

Box 8 of 9

Center for Folklife and Cultural Heritage (CFCH) - General, 2009

Box 8 of 9

NCP - Transition Book, 2007

Box 8 of 9

SIA - Transition Book, 2007

Box 8 of 9

Office of the Under Secretary for Science (OUSS) Finance and Administration Meeting, 2011

Box 8 of 9

OUSS/National Air and Space Museum (NASM) - Swoose Deaccession, 2008

Box 8 of 9

OUSS/NMNH - General, 2009

Box 8 of 9

OUSS/NZP - General, 2008

Box 8 of 9

OUSS/NZP/Conservation and Research Center (CRC) - Memorandum of Understanding with George Mason University, 2008

Box 8 of 9

SE - General, 2009

Box 8 of 9

SE - Licensing - General, 2010

Box 8 of 9

OHR - MSPB Report - "The Probationary Period: A Critical Assessment Opportunity," 2005

Box 8 of 9

Special Events Policy Committee, 2009 (2 folders)

Box 8 of 9

Haiti, 2010

Box 8 of 9

Memorandum of Understanding between Freer/Sackler Galleries of Art (FSG) and Smithsonian Enterprises, 2011

Box 8 of 9

FSG Capacity Building Committee Meeting, January 20, 2011

Box 8 of 9

Bubble Meeting, March 22, 2012

Box 8 of 9

NZP Request for Advance Funds for the NZP Conservation Carousel, 2012

Box 8 of 9

Smithsonian Enterprises Accounting Overview, March 2012

Box 8 of 9

Smithsonian Enterprises Allocation Discussion and SE Recommendation, June 5, 2012

Box 8 of 9

Smithsonian Enterprises April Year-to-date FY 2012 Review, May 17, 2012

Box 8 of 9

Discussion on CHNDM Collections, March 8, 2012

Box 8 of 9

NMAAHC Project Executive Meetings, 2012

Box 8 of 9

NMAAHC Construction Meeting, April 2, 2012

Box 8 of 9

HMSG Oversight Committee Meeting, March 17, 2011

Box 8 of 9

NMAAHC Ground Breaking Ceremony, February 22, 2011

Box 8 of 9

NMAH Oversight Committee Meetings, 2012

Box 8 of 9

NMAH Oversight Committee Meetings, 2011

Box 8 of 9

Tour of NMAH, February 21, 2012

Box 8 of 9

National Museum of the American Indian (NMAI) Accident, April 17, 2008

Box 8 of 9

Office of the Under Secretary for History, Art and Culture (OUSHAC)/Smithsonian American Art Museum (SAAM) - General, 2009

Box 8 of 9

OUSHAC/SAAM - Rockwell Exhibition, 2010

Box 8 of 9

Candidate Interview for Director of NMNH, June 28, 2012

Box 8 of 9

NMNH Request for Advance Funds for the Deep Time Exhibition, June 8, 2012

Box 8 of 9

NMNH Request for Advance Funds for the Human Genome Exhibition, April 25, 2012

Box 8 of 9

OUSS/NMNH - Human Origins Exhibition, 2010

Box 8 of 9

OFEO/ODC - NZP-GMU Facility, 2009

Box 8 of 9

NZP Police, 2010

Box 8 of 9

NZP - Meeting with Dennis Kelly, November 21, 2011

Box 8 of 9

NZP Request for Advance Funds for Elephant Trails, March 27, 2012

Box 8 of 9

SEEC Board of Directors - Conflict of Interest, 2010

Box 8 of 9

SERC/Capital Planning Board - Contee Farm and Mitigation Credits, 2010

Box 8 of 9

Smithsonian Tropical Research Institute (STRI) - Meeting with Biff Bermingham, March 29, 2012

Box 8 of 9

STRI - Tax Issues, 2011

Box 8 of 9

STRI - Meetings, 2011

Box 8 of 9

STRI - Issues, 2009

Box 8 of 9

STRI - Overseas Tour Renewal Agreement Travel (OTRAT), August 13, 2012

Box 8 of 9

Box 9

SI Facilities Overview Meeting with Secretary Clough, July 19, 2012

Box 9 of 9

Draft Partnership Inventory Survey Meeting, February 2, 2011

Box 9 of 9

Space Planning, 2009

Box 9 of 9

Crystal City Space, 2009

Box 9 of 9

Space Shuttle Discovery, April 19, 2012

Box 9 of 9

STRI Request for Advance Funds for Gamboa Real Estate Purchase, October 11, 2011

Box 9 of 9

Talking Points for Horvath regarding STRI Issues, 2011

Box 9 of 9

Technical Evaluation Committee (TEC) Review Meeting, August 4, 2012

Box 9 of 9

Special Events Compliance Review, February 15, 2012

Box 9 of 9

Special Events Spending Memorandum, May 1, 2012

Box 9 of 9

Staff Meal for Special Meetings, 2012

Box 9 of 9

Strategic Planning Steering Committee, 2009

Box 9 of 9

SI Executive Committee on Sustainability, 2009 (2 folders)

Box 9 of 9

SI Executive Committee on Sustainability, 2011

Box 9 of 9

Sustainability Strategic Plan Meeting, February 6, 2012

Box 9 of 9

Smithsonian Enterprises - Personnel, 2009 [RESTRICTED]

Box 9 of 9

OUSS/STRI - Personnel, 2009 [RESTRICTED]

Box 9 of 9