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ITEM NUMBER
Budget records document the activities of the System and Campus Budget Offices in handling the various budgets of the University. Budget records include, but not limited to, correspondence related to budgets, worksheets/spreadsheets, computer reports, requests for budget and budget changes, approvals, procedures, budget policies, etc. UM System records related to Allocation of State Appropriations are not part of item 1. See item 2. below.
Authorized Retention:
Retain for reference purposes of not less than five (5) years or more than ten (10) years, then destroy.
2. Allocation of State Appropriations (UM System Budget Office Only)
Records in this series include spreadsheets and other documents related to the decisions made in the allocation of state appropriations.
Authorized Retention:
Retain for fifteen (15) years after end of the budget year the records relate to, and then destroy.
This authorization supersedes Records Retention Authorization 84-02.
Reviewed 2022-12-23