I’m in charge of financial records in my office. What records do I need to keep and what records are maintained centrally?

ProCard and other records not attached to ARIBA must be retained by your office for their full retention period. For state, gift, and endowment budget records, see the Financial Records section of the General Schedule. For grant and contract budgets see the Research and Grant/Contract Records section.

How do I retain records that are considered confidential and/or private?

There are a variety of regulations regarding the privacy of records, and there are a number of offices at the university responsible for policies that oversee confidentiality. Regardless, while assuring the privacy requirements of your records are met, you must still observe the proper retention period outlined in the General Records Retention Schedule. The records must be accessible and readable by individuals with appropriate security clearance until they reach the end of the retention period.