Title and statement of responsibility area
Title proper
Office of Budget and Planning fonds
General material designation
- Textual record
Parallel title
Other title information
Previously: Office of Budget, Planning, and Systems Management fonds.
Title statements of responsibility
Title notes
- Source of title proper: Title based on the provenance of the fonds
Level of description
Fonds
Repository
Reference code
Edition area
Edition statement
Edition statement of responsibility
Class of material specific details area
Statement of scale (cartographic)
Statement of projection (cartographic)
Statement of coordinates (cartographic)
Statement of scale (architectural)
Issuing jurisdiction and denomination (philatelic)
Dates of creation area
Date(s)
-
1952-2003, predominant 1961-1984 (Creation)
Physical description area
Physical description
5.16 m of textual records
Publisher's series area
Title proper of publisher's series
Parallel titles of publisher's series
Other title information of publisher's series
Statement of responsibility relating to publisher's series
Numbering within publisher's series
Note on publisher's series
Archival description area
Name of creator
Administrative history
The Office of Budget and Planning was established initially as the Office of Budget, Planning, and Systems Management, in October 1984; the name was shortened to its current form in 1990. It succeeded Budget, Analysis, and Planning, which had superseded Institutional Analysis and Planning, which in turn had followed the Office of Academic Planning, dating back to 1961. The office and its predecessors were formerly responsible for helping design new campus buildings and planning the allocation of office, classroom, and storage space; however, that function was transferred to Physical Planning and Development (now Campus Planning and Development) in 1988. From 1976 to 1978, it provided information to the University's anti-inflation board to monitor or control salary levels. Some of its staff have served on the British Columbia Post-Secondary Education Enrollment Forecasting Committee (BCFC), an inter-institutional body based at UBC. The office's current functions are to formulate, maintain, and monitor the General Purpose Operating Budget and the University Development Fund. It provides information to the President's Office, the Board of Governors, the Senate, and other University bodies and individuals. The Office publishes the annual Budget and Planning Narrative, the University Fact Book, and other reports. The President's Office provides information to the provincial government and other external agencies and individuals.
Custodial history
Scope and content
The fonds consists of correspondence, reports (both published and unpublished), statistics, written notes, and minutes. Some records pre-date the establishment of the original Office of Academic Planning. The fonds also includes records of the Anti-Inflation Board and reports issued by British Columbia Post-Secondary Enrollment Forecasting Committee (BCFC). It is arranged in 6 series: Subject Files (1975-89), Student Statistics Reports (1952-85), Institutional Analysis and Planning Reports (1974-84), Budget Analyses (1976-83), Anti-Inflation Board (1976-78), BCFC Reports (1972-84), and Budgets (1961-2003). Most files from the Subject Files series have, on the folders, initials corresponding to either the name of the office where they opened (IAP, BAP, or BPSM) or the name of former director William L. Tetlow (WLT); these initials were retained as part of the file title.
Notes area
Physical condition
Immediate source of acquisition
The records were acquired in several stages. The first four accessions were received in February, April, and September 1988, and September 1993. Documents in the Budget series were transferred to the Archives from the President's Office in January 2011.
Arrangement
Language of material
Script of material
Location of originals
Availability of other formats
Restrictions on access
These are institutional records and subject to the Freedom of Information and Protection of Privacy Act. Researcher access to these records is subject to review.
Terms governing use, reproduction, and publication
Finding aids
Online Finding Aid
Please see the finding aid for the file list.
Uploaded finding aid
Associated materials
The records of the Office's predecessor, Institutional Analysis and Planning, are described separately. Other related records may also be found in the fonds of Campus Planning and Development, Physical Plant, and the Department of Facilities Planning sous-fonds within the Campus Planning and Development fonds.
Accruals
Further accruals are expected.
Alternative identifier(s)
Standard number area
Standard number
Access points
Subject access points
Place access points
Name access points
Genre access points
Control area
Description record identifier
Rules or conventions
Status
Level of detail
Dates of creation, revision and deletion
Revised June 2020