RRS_Series: Reconciliations

Activity
IV.04. FINANCE, ADMINISTRATION AND INFRASTRUCTURE/Business Affairs
Series Name
Reconciliations
Series ID
404-20-110
Description

Document accounting for and reporting on financial transactions.

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

  • interfund transactions;
  • designated operating funds;
  • reconciliations
  • receipts;
  • quarterly and annual reports;
  • related documentation and correspondence, including email.
Retention and Disposal Instructions

(a) 10 years for annual reports and statements, purge;

(b) 6 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.