Description
Documents budget development and performance monitoring
Confidential Information Present
Salary
Office of Record
Budget Office
Controller’s Office
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
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.