| Activity | AD8150 Information Technology Project Management - IT Services |
| Records Series | 30 - Information Technology Project, Enterprise |
| OPR | IT Services |
| Description | Records documenting the planning, execution, and management of enterprise information technology (IT) projects. It encompasses: project proposals, feasibility studies, project charters, project change requests, project plans, organizational change management plans, communications plans, project close-out documents, and project approvals. Records may also include procurement documents, progress reports, risk assessments, compliance reports, user training materials, test plans and results, and post-project evaluations. Excludes any financial, administrative records (e.g. budget, invoices) and executed contracts, which are covered by other retention schedules. |
| Retention Trigger | Project completed or abandoned. |
| Total Retention | 7 years |
| Final Action | DP/AR |
| Disposition Plan | At the end of the 7-year retention period, transfer project proposals or initiatives, project charters, plans, approvals or close-out documents to the Archives, destroy all other records. |
| 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 = Disposition Plan
- FY = End of Fiscal Year
- OPR = Office of Primary Responsibility
- P = Permanent
- PIB = Personal Information Bank
Printed on Monday, Nov 2 2026