ALLA B C D E F G H I J K L M N O P Q R S T U V W X Y Z
A record of approved schedules which calculate equipment depreciation or use allowance that can be included in the recharge/service center rates.
Official Copy: Recharge/Service Centers
Retention: 6 years after end of fiscal year in which approved
Disposition Method: Recycle or Delete
Other Copy: Dean's Office/Vice President's Office and Management Accounting and Analysis
Retention: 3 years after rates approved or denied
Disposition Method: Recycle or Delete
A record of fee schedules and documentation supporting the determination of fees charged by recharge and service centers to users of their services.
Official Copy: Recharge/Service Centers
Retention: 6 years after end of fiscal year in which approved
Disposition Method: Recycle or Delete
Other Copy: Dean's Office/Vice President's Office and Management Accounting and Analysis
Retention:3 years after rates approved or denied
Disposition Method: Recycle or Delete
A record of refund checks issued for overpayments, cancellation of registration, cancellation of services, etc. May include reason for refund, receipts, record of checks issued, denied refunds, logs of blank checks that will be used for refunds.
Official Copy: Any Issuing Office
Retention: 6 years after end of fiscal year
Disposition Method: Shred or Delete
Note: These records are now generated through Workday and do not have to be saved or printed. Records created before July 2023 should be shredded.
Departmental requests for payment of an honorarium to visiting faculty and speakers.
Official Copy: Procurement Services
Retention: 6 years after end of fiscal year file closed
Disposition Method: Shred or Delete
Note: These records are now generated through Workday and do not have to be saved or printed. Records created before July 2023 should be shredded.
Requests for reimbursement of moving expenses for eligible new employees.
Official Copy: Procurement Services
Retention: 6 years after end of fiscal year file closed
Disposition Method: Shred or Delete
Note: These records are now generated through Workday and do not have to be saved or printed. Records created before July 2023 should be shredded.
Records related to checks returned by the bank for non-sufficient funds (NSF) or other reasons, including stop payments, stale-dated checks and non-negotiable or foreign items. May include returned check notices, deposit correction notices, correspondence with the check issuer and documentation of accounting adjustments.
Official Copy: Any department managing a depository bank account
Retention: 6 years after end of fiscal year in which paid or determined uncollectable
Disposition Method: Shred or Delete