| Activity | AD2750 Financial Reporting to External Funding Sources |
| Records Series | 31 - Financial Reporting (External) |
| OPR | Department/Unit |
| Description | Records consist of annual financial statements, draft and final reports, compliance documents, tax filings (e.g. CRA), any supporting and/or ancillary documents used in the preparation of the report, any raw data collected or utilized in the report, reviews, commentary and any approvals prior to issuance, and all correspondence related to the production of the report. Excludes financial reporting related to research projects funded by external sources and reporting to donors through Advancement. |
| Retention Trigger | Activity concluded. |
| 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 Sunday, Mar 30 2025