5.2 Financial Records
Statement
The management of financial records, including supporting documents (such as purchase orders, personnel appointment forms, service unit billing statements, etc.) and summary financial reports, must conform to the retention and disposition guidelines found in the Standard Practice Guide (SPG) section 604.1.
Responsibility of the Office Generating the Records
It is the responsibility of the generating unit to follow the SPG in the disposition of financial documentation. Most financial documentation may be disposed of at the conclusion of the appropriate retention period with the exception of summary budget material which should be reviewed by the Bentley Historical Library's University Archives and Records Program (UARP) for possible transfer to the university archives. Units should consult with Financial Operations if they cannot conform to the SPG due to the relocation, downsizing, or discontinuance of the unit.
UARP Records Policy and Procedures
Manual - January 1993, 1st ed.,
September 2002, 2nd ed.