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UNIVERSITY ARCHIVES

 

Case Western Reserve University
Records Disposition Schedule

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Do not destroy records that are part of - or you are aware that they will be part of - any legal action, audit, investigation, or review.

Budgeting Records

Description Documents budget development and performance monitoring
Confidential Information Present

Salary

Office of Record Budget Office
Controller’s Office (See also Controller's Office Retention Schedule)
Each school or division unit responsible for budget development and monitoring
Other Offices Convenience copies maintained by other units should be destroyed by shredding or file wiping when no longer needed for administrative purposes. Convenience copies should be kept no longer than the periods specified for the Office of Record.
Keep while active, then destroy. Destroy by shredding or file wiping if confidential information is present.
  • Budget forecasts
  • Budget submissions from units other than schools or divisions
  • Cost estimates
  • Working papers and drafts
  • Related correspondence, including email
Keep 5 years after fiscal year, then destroy. Destroy by shredding or file wiping if confidential information is present.
  • Monthly expense statements
  • Monthly salary distribution reports
  • Related correspondence, including email
Transfer to the Archives for permanent retention.
  • Budget guidelines and economic assumptions
  • Budget submissions of each school and division
  • Final University budget
  • Merged Expense Statements (Operating and Endowment)
Effective Date December 2006
Revision Date not applicable

 

Do not destroy records that are part of - or you are aware that they will be part of - any legal action, audit, investigation, or review.

 

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