The University of Massachusetts Amherst
Robert S. Cox Special Collections & University Archives Research Center
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University of Massachusetts Amherst. Chancellor

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University of Massachusetts Amherst. Chancellor

1885-2007
365.75 linear feet
Call no.: RG 004

The position of Chancellor for the Amherst Campus was created in 1970, when the office of the University President was given oversight of the entire UMass system. The Chancellor is the chief administrative officer of the campus and is responsible for carrying out policies and procedures as established by the Board of Trustees and the University President. He or she coordinates the major administrative units of the campus, assumes responsibility for campus-wide strategic planning and, in particular, guides activities that involve different administrative units, including the budget, enrollment management, facilities planning, and some labor relations.

The Chancellor’s records include information on the University budget (1908-2007), the administrative records of individual Chancellors, and records documenting the activities of the Chancellor’s Office. Since 1983, most Chancellors have issued the annual Chancellor’s Report, which addresses the state of the campus and special topics such as student needs, the future of the University, relationships with the Commonwealth, and budget issues. The papers of individual Chancellors are filed separately in UMarmot under the individual’s name.

Access restrictions: Much of this record group is stored off-site and requires advance notice for retrieval.

Historical Note

The position of Chancellor, Amherst Campus, was created in 1970 when the office of the University President moved to Boston; the first person to serve as Chancellor was Oswald Tippo in 1970. The Chancellor is the chief administrative officer of the campus and is responsible for carrying out policies and procedures as established by the Board of Trustees and the University President. The Chancellor also coordinates the major administrative units of the campus, each supervised by the Deputy Chancellor or Vice Chancellor. The Chancellor is responsible for campus strategic planning and, in particular, for proposing and reviewing activities that involve different administrative units, such as budget reallocations, enrollment management, facilities planning and some labor relations. Externally, the Chancellor speaks for the campus to such audiences as trustees, state and federal legislators, alumni, state and local public officials, business and community leaders. In addition to the Deputy Chancellor and the Vice Chancellors, the Director of Athletics reports to the Chancellor, as does the Associate University Counsel, who advises the Chancellor and other members of the University community about legal issues.

Materials in the series Budget Documents (1908-2007) including news clippings (1885-2007) were first maintained in 1908 by Ralph J. Watts, the College’s first full-time Secretary to the President. Robert Hawley, his successor, became the College’s Treasurer in 1940. When the President’s Office moved to Boston, the early budget files became part of the Chancellor’s record. In 1969 the Office of Budgeting and Institutional Studies was created and it assumed budget responsibilities.

The Chancellor’s materials consist primarily of the administrative records of individual Chancellors; additional series document activities of the Chancellor’s Office. Since 1983, various Chancellors have issued The Chancellor’s Report, an annual report of the Amherst Campus. Included in the report is the state of the campus and special topics such as student needs, the future of the University, relationships with the Commonwealth, and budget issues. The Institutional Studies series is a collection of facts and reports, which have been compiled since 1960, including information on campus enrollment, degrees, programs, budget, and other institutional issues. The Chancellor’s Lecture Series (1974-2007) documents this on-campus lecture program and its participants; VHS tapes are available for most of these lectures.

Scope and Contents

The records of the Chancellor’s Office are organized into three major series (Individual Chancellors, Budget Documents and Institutional Studies) and a number of smaller series. Individual Chancellors has two major accretions: 1970-1982 and 1979-1984. These early records of the Chancellor’s Office are arranged by subject heading and then alphabetically within each grouping.

1908-2007

00. Publications (except as noted below) 1978-1987
1. Individual Chancellors 1970-2007
2. Budget Documents
Early presidential budget papers, 1908-1945

News clippings, 1885-2007

3. Institutional Studies
1. Office of Institutional Studies (OIS) 1960-1969
2. Office of Budgeting and Institutional Studies (OBIS)
1969 – Budgeting and Institutional Research

1974 – Budgeting, Institutional Research and Planning

1977 – Office of Budgeting and Institutional Studies (OBIS)

1980 – OBIS changed to Office of Planning and Budget (OPB)

3. Office of Planning and Budget (OPB)
1980 – Planning and Budgeting

1982 – Planning/Institutional Research (subsumed as an Administrative task in the Chancellor’s and Provost’s offices)

1982 – Budget Office (Organized under Vice Chancelor for Administration and Finance)

1983 – Institutional Research and Planning (OIRP)

4. Office of Institutional Research and Planning (OIRP)
1983 – Institutional Research and Planning

1983 – Administered by Executive Vice Chancellor and Provost

1985 – Associate Vice Chancellor for Academic Affairs assumed direct responsibility

5. Office of Institutional Research (OIR)
ca.1991 – Planning segment dropped from OIRP.

6. Office of Academic Planning and Assessment (OAPA)
1993 – OAPA Picks up planning segment of OIRP.

4. Office of Grant and Contract Administration 1965-2007
5. Assistant to the Chancellor 1971-1983
6. Office of Human Relations 1982-2007
7. Affirmative Action Office/Equal Opportunity and Diversity Office 1982-2007
8. Ombuds Office 1980-2007
1. Multicultural Conflict Resolution Team 1993
9. Chancellor’s Working Group for Economic Development
No records in archives.

1. Quest Program 1985-2007
10. Office of Industrial Relations and Regional Development 1987-2007
11. Amherst Campus Council 1992-2007
12. Chancellor’s Lecture Series 1974-1986
13. Chancellor’s Executive Committee (CEC) 1988-2007
14. Office of Space Management (OSM)/ Office of Campus Planning and Space Management 1996-2007
15. Office of Economic Development (OED)
1. Working Group on Economic Development
16. University Counsel
17. Counsel on Community Diversity and Social Justice 1997-2007
18. Deputy Chancellor

Subjects

University of Massachusetts Amherst--Finances

Contributors

University of Massachusetts Amherst. Chancellor