| Activity | AD2200 University Budgeting |
| Records Series | 31 - University Annual Budgeting |
| OPR | Office of Planning and Budgeting |
| Description | Records consist of approved university annual budget reports and supporting documents, including budget guidelines templates, budget letters and memos, budget models and quarterly reports. |
| Retention Trigger | FY |
| Total Retention | 15 years |
| Final Action | DP/AR |
| Disposition Plan | Approved annual budget reports and selected material to be transferred to the Archives according to internal policies agreed upon by the department and the Archives; all other supporting and preparatory documents to be destroyed at the end of the retention period. |
| Retention Rationale | Retention based on anticipated operational use. |
| PIB | No |
| 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.
GLOSSARY
- 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 Tuesday, Apr 23 2024