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Record Retention Schedules

Records Retention.

Financial and Space Planning and Information File

Arranged By:   Chronological by report type
Application Number:   89-24
Item Number:   100.04
 

Purpose:

This series contains the computer tapes, printouts, and supporting materials/reports setup and maintained by the Office for summarizing both capital and financial planning information.  Primary examples of reports and related working papers summarized and/or included within this series consist of building and classroom utilization and scheduling reports, floor space inventories, space/enrollment matches, Capital Budget Requests, Internal Budget Non-appropriated Funds, Internal Budget Appropriated Funds, Working Papers All Funds, Working Papers (Internal Budget), and RAMP Operations and Grants Resource Requirements.
 

Procedure:

Retain in office for three (3) years, then with the assistance of the University Archives staff, review files and transfer to University Archives for permanent retention materials possessing archival/ research value and dispose of balance of materials after completion of the foregoing review(s), providing no litigation is pending or anticipated.  (Computer tape data are to be maintained and disposed of upon discretion of the office).  Hard copy documents rejected by University Archives staff for archival preservation are to be disposed of upon rejection.

 

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