INFORMATION FOR YALE OFFICES :: RECORDS SCHEDULES
In an effort to preserve
and maintain its history, Yale University seeks to retain certain documentation
concerning budgeting at Yale. Specific topics of interest include:
- Development and implementation of budgeting policies, procedures, and instructions;
- Budget planning for university programs, offices, schools, and departments;
- The financial
component in the planning, development, review, and continuation of
university programs;
- Determination of funding priorities and needs; and
- Negotiation and approval of budgets.
Archival records
(Permanent records should be transferred to the Archives.
Please arrange timing and frequency of records transfer with Archives
staff.)
- Actual closing budgets
- Annual budget plans and reports, with supporting programmatic materials
- Budgeting policies, procedures, guidelines, and instructions
- Correspondence
concerning budget development and negotiation as it pertains to program
development and implementation
- Meeting minutes
and supporting materials for committees and departments concerning budget
planning and justifications of programmatic activities for budget determination
- Publications concerning budgeting and budgets at Yale (2 copies)
- Topical files of the associate vice president of finance, the director of Budget
and Planning, provosts, deans, department chairs, and program directors
as they relate to budgeting for university programs
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Office of record
Finance and Administration, the Office of Budget
and Planning, and the Office of the Provost maintain the record copy
of documentation about budgeting. Deans, department chairs,
program directors, and business managers may also hold record copies
of certain unique materials. Individual units that are not responsible
for the creation of such records, but that maintain duplicates of
such works or related materials, should destroy these files after
they are no longer needed. |
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