Financial Management & Budget Department Budget Submission 2 10 years 10 years Departmental Admin.: Finance & Documents – Line Items, Policy – Budget Spreadsheets and Org Charts Controller’s Dept. Budget Submission Documents Retention plus 5 yrs Financial Management & Budget Department Budget Backup 2 2 years 2 years Departmental Admin.: Finance & Support Policy – Budget Controller’s Budget Documents/ Work Papers Retention Financial Management & Financial Supplemental Appropriation 1 Keep 5 years Departmental Admin.: Finance & Request indefinitely Policy Budget Financial Management & Personnel Employee Personnel Folders 2 5 years after Until 5 years Departmental Admin.: Personnel final separation separated Policy if there is no litigation or review by regulatory agency pending Financial Management & Personnel Employee information 2 5 years after Until 5 years Departmental Admin.: Personnel final separation separated Policy if there is no
Financial Management & Admin.: Finance & Budget Budget Department Budget Submission Documents – Line Items, Spreadsheets and Org Charts 2 10 years 10 years Departmental Policy – Controller’s Dept. Budget Submission Documents Retention plus 5 yrs Financial Management & Admin.: Finance & Budget Budget Department Budget Backup Support 2 2 years 2 years Departmental Policy – Controller’s Budget Documents/ Work Papers Retention Financial Management & Admin.: Finance & Budget Financial Supplemental Appropriation Request 1 Keep indefinitely 5 years Departmental Policy Financial Management & Admin.: Personnel Personnel Employee Personnel Folders 2 5 years after final separation if there is no litigation or review by regulatory agency pending Until separated 5 years Departmental Policy Financial Management & Admin.: Personnel Personnel Employee information 2 5 years after final separation if there is no Until separated 5 years Departmental Policy