401 20 205

Activity
IV.01. FINANCE, ADMINISTRATION AND INFRASTRUCTURE/Budget
Series Name
Budget Preparation and Administration
Series ID
401-20-205
Custodians
Any creating unit
Budget and Resource Planning
Description

Document budget planning, requests, and management; does not include budgets related to sponsored awards or self-sustaining programs. These records found in all media (paper, digital, or other) may include but are not limited to:  

  • budget preparation instructions; 
  • proposals; 
  • worksheets; 
  • reports; 
  • encumbrance or other related reports; 
  • work papers; 
  • related documentation. 
Retention and Disposal Instructions

(a) Units retain for 5 years after current year, purge;

(b) Budget and Resource Planning retains for 10 years after current year, 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. 

Citations
OAR 166-300-0025 (12) Budget Preparation Records
OAR Predecessors
OAR 166-475-0015 (1) Annual Budget Records
Related Series
401-20-105: Self-Sustaining Program Budgets
206-30-105: Sponsored Research Pre-Award Phase: Proposals
206-30-450: Sponsored Research Post-Award Phase: Project Changes