401 20 105

Activity
IV.01. FINANCE, ADMINISTRATION AND INFRASTRUCTURE/Budget
Series Name
Self-Sustaining Program Budgets
Series ID
401-20-105
Custodians
Any creating unit
Description

Document projecting annual budgets for units which operate on self-sustaining funds and to determine fees and fee-charging policies.

These records found in all media (paper, digital, or other) may include but are not limited to:

  • charts of accounts;
  • reports of receipts and disbursements;
  • fee schedules;
  • financial statements;
  • copies of vouchers;
  • purchase orders;
  • spread sheets;
  • expenditure projection work papers;
  • budget development schedules;
  • decision packages;
  • spending plans;
  • compensation plan proposals;
  • contingency/deviation plans;
  • current expenditure reports;
  • average expenditure reports;
  • related documentation.

 

Retention and Disposal Instructions

10 years, purge.

Exception: In the event of a subpoena, audit, legal hold, public records or similar state or federal information request, halt until further instructed any scheduled disposal activities, including purging or transferring material to University Archives.

OAR Predecessors
OAR 166-475-0015 (4) Self-Sustaining Program Budget Projection and Allocation R…