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.
Disposition schedules are based on the length of time records are needed to meet internal program management needs; satisfy external statutory and regulatory requirements; and to ensure the university has a reliable institutional memory. Questions should be addressed to the CWRU Archives at 368-3320 or archives@case.edu.
