General Record Category Type of Record Retention Period OAR #
Annual Budget Records Operating budget expense by categories and functions report Permanent 166-475-0015(1)
Annual Budget Records Estimated Gifts Permanent 166-475-0015(1)
Annual Budget Records Grants Permanent 166-475-0015(1)
Annual Budget Records Contracts and clearing account summary report Permanent 166-475-0015(1)
Annual Budget Records Student fee income and application of funds report Permanent 166-475-0015(1)
Annual Budget Records Statewide public service source and application of funds Permanent 166-475-0015(1)
Annual Budget Records Other reports specified in yearly instructions from the Chancellor's Office Permanent 166-475-0015(1)
Annual Budget Records Institutional budget preparation instructions 10 years for year end activity report 166-475-0015(1)
Annual Budget Records Budget requests 10 years for planning and preparation records 166-475-0015(1)
Annual Budget Records Budget status reports 10 years for planning and preparation records 166-475-0015(1)
Annual Budget Records Budget change requests, registers and logs 10 years for planning and preparation records 166-475-0015(1)
Annual Budget Records Budget detail reports 10 years for planning and preparation records 166-475-0015(1)
Annual Budget Records Working papers including spread sheets 10 years for planning and preparation records 166-475-0015(1)
Annual Budget Records Expenditure projections 10 years for planning and preparation records 166-475-0015(1)
Annual Budget Records Salary andĀ  budget worksheets 10 years for planning and preparation records 166-475-0015(1)
Annual Budget Records Allotment, capital outlay and equipment need reports 10 years for planning and preparation records 166-475-0015(1)
Annual Budget Records Unit budget preparation instructions 10 years for planning and preparation records 166-475-0015(1)
Annual Budget Records Working papers 10 years for planning and preparation records 166-475-0015(1)
Annual Budget Records Memoranda and planning materials 10 years for planning and preparation records 166-475-0015(1)
Annual Budget Records Final summary reports and spread sheets 10 years for planning and preparation records 166-475-0015(1)
Annual Budget Records Budget change request forms 4 years for change records 166-475-0015(1)
Annual Budget Records Budget change suspense records 4 years for change records 166-475-0015(1)
Annual Budget Records Budget change registers 4 years for change records 166-475-0015(1)
Annual Budget Records Authorization forĀ  budget change forms 4 years for change records 166-475-0015(1)
Annual Budget Records Copies of revised unit initial budgets 4 years for change records 166-475-0015(1)
Annual Budget Records Fund transfer notices 1 year 166-475-0015(1)
Annual Budget Records Spread sheets 1 year 166-475-0015(1)
Annual Budget Records Expenditure and obligation reports 1 year 166-475-0015(1)
Annual Budget Records Allotment records 1 year 166-475-0015(1)
Annual Budget Records Related Documentation and Correspondence 1 year 166-475-0015(1)
Budget Reports Records Records used to monitor funding distribution within the university system and individual instructions' Permanent for OUS final adopted budget; 10 years for annual report "orange book"; 4 years for summaries 166-475-0015(2)
Cooperative Federal Program Budget Preparation, Projection and Allocation Records Budget expenditure statements 10 years 166-475-0015(3)
Cooperative Federal Program Budget Preparation, Projection and Allocation Records General ledger statements of accounts 10 years 166-475-0015(3)
Cooperative Federal Program Budget Preparation, Projection and Allocation Records Salary work sheets 10 years 166-475-0015(3)
Cooperative Federal Program Budget Preparation, Projection and Allocation Records Budget exhibits 10 years 166-475-0015(3)
Cooperative Federal Program Budget Preparation, Projection and Allocation Records Project detail sheets 10 years 166-475-0015(3)
Cooperative Federal Program Budget Preparation, Projection and Allocation Records Budget requests 10 years 166-475-0015(3)
Cooperative Federal Program Budget Preparation, Projection and Allocation Records OUS-Institutional Use Code budget forms (CO-119) 10 years 166-475-0015(3)
Cooperative Federal Program Budget Preparation, Projection and Allocation Records Budget change sheets 10 years 166-475-0015(3)
Cooperative Federal Program Budget Preparation, Projection and Allocation Records Federal Agency Annual Reports (Computerized Research Information System (CRIS) Form Ad-419) 10 years 166-475-0015(3)
Cooperative Federal Program Budget Preparation, Projection and Allocation Records Federal agency status of fund reports 10 years 166-475-0015(3)
Cooperative Federal Program Budget Preparation, Projection and Allocation Records Governor's suggestion reports 10 years 166-475-0015(3)
Cooperative Federal Program Budget Preparation, Projection and Allocation Records Journal vouchers 10 years 166-475-0015(3)
Cooperative Federal Program Budget Preparation, Projection and Allocation Records Spread sheets 10 years 166-475-0015(3)
Cooperative Federal Program Budget Preparation, Projection and Allocation Records Expenditure projection work papers 10 years 166-475-0015(3)
Cooperative Federal Program Budget Preparation, Projection and Allocation Records Preliminary section budget proposals 10 years 166-475-0015(3)
Cooperative Federal Program Budget Preparation, Projection and Allocation Records Budget development schedules 10 years 166-475-0015(3)
Cooperative Federal Program Budget Preparation, Projection and Allocation Records Allotment reports 10 years 166-475-0015(3)
Cooperative Federal Program Budget Preparation, Projection and Allocation Records Decision packages 10 years 166-475-0015(3)
Cooperative Federal Program Budget Preparation, Projection and Allocation Records Spending plans 10 years 166-475-0015(3)
Cooperative Federal Program Budget Preparation, Projection and Allocation Records Compensation plan proposals 10 years 166-475-0015(3)
Cooperative Federal Program Budget Preparation, Projection and Allocation Records Contingency/deviation plans 10 years 166-475-0015(3)
Cooperative Federal Program Budget Preparation, Projection and Allocation Records Various federal publications 10 years 166-475-0015(3)
Cooperative Federal Program Budget Preparation, Projection and Allocation Records Reports 10 years 166-475-0015(3)
Cooperative Federal Program Budget Preparation, Projection and Allocation Records forms 10 years 166-475-0015(3)
Cooperative Federal Program Budget Preparation, Projection and Allocation Records Related Documentation and Correspondence 10 years 166-475-0015(3)
Self-Sustaining Program Budget Projections and Allocation Records Chart of accounts 10 years 166-475-0015(4)
Self-Sustaining Program Budget Projections and Allocation Records Reports of receipts and disbursements 10 years 166-475-0015(4)
Self-Sustaining Program Budget Projections and Allocation Records Fee schedules 10 years 166-475-0015(4)
Self-Sustaining Program Budget Projections and Allocation Records Financial Statements 10 years 166-475-0015(4)
Self-Sustaining Program Budget Projections and Allocation Records Photocopies of vouchers 10 years 166-475-0015(4)
Self-Sustaining Program Budget Projections and Allocation Records Purchase orders 10 years 166-475-0015(4)
Self-Sustaining Program Budget Projections and Allocation Records Spread sheets 10 years 166-475-0015(4)
Self-Sustaining Program Budget Projections and Allocation Records Expenditure projection work papers 10 years 166-475-0015(4)
Self-Sustaining Program Budget Projections and Allocation Records Budget development schedules 10 years 166-475-0015(4)
Self-Sustaining Program Budget Projections and Allocation Records Decision packages 10 years 166-475-0015(4)
Self-Sustaining Program Budget Projections and Allocation Records Spending plans 10 years 166-475-0015(4)
Self-Sustaining Program Budget Projections and Allocation Records Compensation plan proposals 10 years 166-475-0015(4)
Self-Sustaining Program Budget Projections and Allocation Records Contingency/deviation plans 10 years 166-475-0015(4)
Self-Sustaining Program Budget Projections and Allocation Records Current expenditure reports 10 years 166-475-0015(4)
Self-Sustaining Program Budget Projections and Allocation Records Average expenditure reports 10 years 166-475-0015(4)
Self-Sustaining Program Budget Projections and Allocation Records Related Documentation and Correspondence 10 years 166-475-0015(4)