401 20 210

Activity
IV.01. FINANCE, ADMINISTRATION AND INFRASTRUCTURE/Budget
Series Name
University Budget
Series ID
401-20-210
Custodians
Budget and Resource Planning
Description

Document budget and expenditure authorizations approved by the UO Board of Trustees, also known as the annual budget adopted by the university, including Projected Operating Budget Expenditures, Projected Operating Revenue, and Capital Project Expenditure Budgets. These records found in all media (paper, digital, or other) may include but are not limited to: 

  • fiscal year budget and expenditure authorizations; 
  • related documentation. 
Retention and Disposal Instructions

(a) The permanent copy of authorization is typically a part of the Board of Trustees June meeting records;  

(b) 10 years for all other records, 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 (33) Legislatively Adopted Budgets
OAR Predecessors
OAR 166-475-0015 (1) Annual Budget Records
Related Series
101-20-210: University of Oregon Board of Trustees Meetings and Actions