| Activity | AD2200 University Budgeting |
| Records Series | 31 - University-wide Budget |
| OPR | Office of Planning and Budgeting and Department/Unit |
| Description | Records documenting the overall annual budgeting process for the entire university. This may encompass budget proposals, financial allocations, revenue projections, expenditure reports, and approval documents. |
| Retention Trigger | FY |
| Total Retention | Check Final Action and Disposition Plan (if available). |
| Final Action | DP/AR |
| Disposition Plan | If OPR = Office of Planning & Budgeting, at the end of the 15-year retention period, transfer approved annual budget reports to the Archives; destroy all other materials. If OPR ≠ Office of Planning & Budgeting, at the end of the 7-year retention period; destroy all materials. |
| 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
- P = Permanent
- PIB = Personal Information Bank
Printed on Saturday, Mar 29 2025