Budget and Funding Requests Preparation Materials

Who can use this?

All Offices

Record Description

Materials gathered and used to prepare budgets and funding requests, as well as well as copies of requests submitted to a higher-level unit for funding.

Retention Requirement

Retain until no longer needed for agency business

Disposition after Retention

Destroy

Disposition Authority Reference

GS 50008.0001.18353

Approved by State Records Committee

2021 August 04

Last Updated / Revised by UARM

2019 June 06

WWU Function

Display Notes

Since these records are not the final budgets (as approved by the State or uploaded into the university's financial system) they technically do not have any retention requirements. However, UARM recommends that these materials be kept for 3 years after the fiscal year for use in preparing future budgets.