Oct 2, 2020 10:15 am
ActivityAD9100 Local Administration and Operations
Records Series

31 - Local Planning Files

DescriptionRecords documenting the senior level decision-making or recommendation activities of a university department or a unit. Includes strategic plans, memos, annual reports, department-wide reviews, etc.
Retention TriggerAY
Total Retention 10 years
Final ActionDP/AR
Disposition PlanIf a department or a unit follows fiscal year or calendar year, use FY or CY as retention trigger.

Selected material to be transferred to the Archives according to internal policies agreed upon by the department and the Archives. The rest of the records to be reviewed for destruction annually.
Retention Rationale
Retention based on anticipated operational use.
Vital Records

This schedule applies to official records in all media. Convenience or duplicate copies of official records are considered transitory and should not be kept longer than necessary, and in no event longer than the official copy.


  • AR = Transfer to Archives
  • AY = End of Academic Year
  • CO = Continuous OVerwrite
  • CY = End of Calendar Year
  • D = Destroy / Delete
  • DP = Special Disposition Plan
  • FY = End of Fiscal Year
  • OPR = Office of Primary Responsibility
  • PIB = Personal Information Bank

Printed on Thursday, Jun 20 2024