| Activity | AD8150 Information Technology Project Management - IT Services |
| Records Series | 40 - Information Technology Project, Non-Enterprise |
| OPR | IT Services |
| Description | Records documenting the planning, execution, and management of non-enterprise information technology (IT) projects. It encompasses project charters, project plans, project change requests, project close-out documents, and project approvals. Records may also include project proposals, feasibility studies, procurement documents, organizational change management plans, communications plans, risk assessments, compliance reports, progress 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 | 5 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 = Disposition Plan
- FY = End of Fiscal Year
- OPR = Office of Primary Responsibility
- P = Permanent
- PIB = Personal Information Bank
Printed on Tuesday, Nov 10 2026