404 20 105

Activity
IV.04. FINANCE, ADMINISTRATION AND INFRASTRUCTURE/Business Affairs
Series Name
Chart of Accounts
Series ID
404-20-105
Custodians
Business Affairs
Description

Document maintenance of the listing of all accounts used by University of Oregon, including every fiscal FOAPAL (Index, Fund, Organization, Account, Program, Activity and Location Codes) element used by the university and requested changes and terminations. 

Retention and Disposal Instructions

(a) retain chart of accounts, authorization and supporting documents of approved changes, additions, and terminations to indexes, funds, or organization, program, and activity code(s) indefinitely;

(b) 6 years after fiscal year 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.