ITEM NO.
3. Conference or Course Fiscal Folders
These files contain all the routine fiscal records for conferences and courses offered through University Outreach and Extension or the Continuing Education divisions. They may include: 1) copies of money received reports documenting receipt of fee payments and other monies, and 2) copies of accounting forms documenting all expenses involved in producing programs
Authorized Retention:
- For those programs that are funded internally or fully through fees charged participants, retain routine fiscal records for a period of reference value only, not to exceed two (2) years. then destroy.
- For programs that are funded through grants, retain fiscal records for five (5) years or as required by granting agency, then destroy.
This authorization supersedes authorizations: 75-19, items 11 to 17; 77-9; 81-10; 81-11; 81-12; 81-13; 81-15, items 2 to 7; 81-18; 81-23; 82-11; and another authorization dated prior to this authorization that contains retention items related to conferences and non-credit programs and credit programs.
Reviewed 2019-08-05