Oct 2, 2020 10:15 am
ActivityAD2570 Research Accounting
Records Series

31 - Research Project Files (Accounting)

OPRResearch Accounting
DescriptionRecords documenting routine balancing and status reports reflecting expenditures and receipts of a research project.
Retention TriggerResearch project closed.
Total Retention 7 years
Final ActionD
Disposition Plan
Retention Rationale
Retention based on anticipated operational use.
PIBPIB
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


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