| Activity | AD2200 University Budgeting |
| Records Series | 32 - Departmental Budget |
| OPR | Department/Unit |
| Description | Records documenting the budgeting process for various university departments/units. This may include budget proposals, financial reports, expenditure summaries, approval documents, and adjustments. Excludes department's/unit's contribution to the university-wide budget process. |
| Retention Trigger | FY |
| Total Retention | 7 years |
| Final Action | D |
| Disposition Plan | |
| 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 Monday, Mar 31 2025