Budgets File

Description: 

Records concerning office, department, center, or program budget. File may include proposals, approved budgets, budget reports, requests for budget changes, budget authorizations, accounting information, breakdowns of allocations by line item, correspondence, reports, and other related records.

Creation Frequency: 
Annually
Restrictions: 
Access restricted for 25 years from date of creation.
Minimum Retention Period: 
Retain in office 5 years.
Recommended Disposal of Records: 

Transfer final budget reports to the custody of the DUMCA. For other budget files, follow guidelines as outlined in GAP 200.240, Retention Period Of Accounting Documents and consult with DUMCA staff at 919-383-2653 or dumc.archives@mc.duke.edu for assistance for records not listed.