401 20 215

Activity
IV.01. FINANCE, ADMINISTRATION AND INFRASTRUCTURE/Budget
Series Name
University Budget Expenditure Reports
Series ID
401-20-215
Custodians
Budget and Resource Planning
Description

Document budget reports of all expenditure account types including Internal Sales Reimbursements (ISRs) and Transfers, with the exception of revenues, funds for sponsored research, plant, student loan and agency funds. These records found in all media (paper, digital, or other) may include but are not limited to: 

  • university budget 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.