Oct 2, 2020 10:15 am
ActivityAD2200 University Budgeting
Records Series

31 - University Annual Budgeting

OPROffice of Planning and Budgeting
DescriptionRecords consist of approved university annual budget reports and supporting documents, including budget guidelines templates, budget letters and memos, budget models and quarterly reports.
Retention TriggerFY
Total Retention 15 years
Final ActionDP/AR
Disposition PlanApproved 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.
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 Wednesday, May 22 2024