Fonds I0132 - Financial Services fonds

Title and statement of responsibility area

Title proper

Financial Services fonds

General material designation

  • Textual record

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Level of description

Fonds

Reference code

I0132

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Edition statement

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Issuing jurisdiction and denomination (philatelic)

Dates of creation area

Date(s)

  • 1974 - 2004 (Creation)
    Creator
    Concordia University. Financial Services

Physical description area

Physical description

44 m of textual records
ca. 200 microfiches ; 14.5 x 10.5 cm.

Publisher's series area

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Archival description area

Name of creator

(1974-)

Administrative history

Organized in the wake of the Loyola College and Sir George Williams University merger in September 1974, the Office of the Treasurer of Concordia University assumed the responsibilities for general accounting, accounts payable, accounts receivable (Student Accounts), payroll, insurance, and operating budget. However, for some years, controlling of the capital budget was the responsibility of the University physical resources management area.

The main premises of the Office of the Treasurer have been on the Sir George Williams (SGW) campus but there was also an office mainly for Student Accounts on the Loyola campus until 1992.

Between 1974 and 1995, the Office of the Treasurer was under the direction of the Assistant Vice-Rector and Treasurer who was part of the portfolio of the Vice-Rector Administration and Finance until 1985 and then under the Vice-Rector Institutional Relations and Finance. In November 1995, part of a reorganization of the senior administration, the position of Vice-Rector Institutional Relations and Finance was split in two, creating the position of Chief Financial Officer (CFO), reporting directly to the Rector, in order that the CFO could be charged exclusively with the management of the University’s financial affairs. With this administrative reorganization, the Office of the Treasurer was renamed Financial Services. Payroll was also moved under Human Resources at the same period.

In 1974, the first Assistant Vice-Rector and Treasurer was William (Bill) M. Reay – who had been before the merger, the Treasurer of Sir George Williams University. He stayed in office at Concordia until the end of 1981. He was followed by Wilfred (Fred) G. McManus until August 1988. Jean-Paul Lauly was then the Concordia Treasurer until the arrival of the first University Chief Financial Officer, Larry English, in July 1996.

Custodial history

Scope and content

The fonds documents the financial management of Concordia University.

The fonds includes financial statements, general ledgers (on microfiches for some years) and account charts, control budget reports, some committee minutes (e.g. Budget and Audit committees) and general administrative records. There are also file copies of financial reports sent to the Quebec government such as the Rapport financier annuel, the Rapport périodique de dépenses d’investissement.

Notes area

Physical condition

Immediate source of acquisition

The documents were transferred to Records Management and Archives by Financial Services between 1989 and 2003.

Arrangement

Arrangement was done by the archivist, in accordance with the Concordia University Records Classification and Retention Plan (RCRP) - 2012

Language of material

  • English

Script of material

Language and script note

Most of the material is in English. A few documents are in French.

Location of originals

Availability of other formats

Restrictions on access

There are no restrictions on access.

Terms governing use, reproduction, and publication

Finding aids

Box listings available.

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Accruals

Further accruals are expected.

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Standard number

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Status

Final

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