Budget and Funding Requests Preparation Materials
Who can use this?
All Offices
This is part of the WWU General Records Retention Schedule.
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
Recordkeeping Note
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.
Approved by State Records Committee
2021 August 04
Last Updated / Revised by UARM
2019 June 06