Report of state or independent auditor Audits, External GS-ACC-05-2018 (external) and related records 4 years Archival Review FIN7010 Reports and records sent to and from BGSU FIN3000/ BGSU Foundation Files GS-ACC-06-2018 Foundation ACT + 7 years Destroy Rule Bids, Accepted GS-ACC-07-2018 For purchases ACT + 8 Destroy FIN8010 Bids, Rejected GS-ACC-08-2018 For purchases 3 years Destroy FIN8000 Budget reports and planning files. Includes Budget GS-ACC-09-2018 supporting documentation and working papers ACT + 1 year Destroy FIN2000 Deposits and Banking GS-ACC-10-2018 Deposits and banking records 4 years Destroy FIN1000 Annual report of funds received and expended Endowment Funds, Annual by endowment accounts. May be in form of FIN3000/ Reports GS-ACC-11-2018 report to donors ACT + 7 years Archival Review rules Endowment Funds, Periodic reports of funds collected or FIN3000/ Periodic Reports GS-ACC-12-2018 expended by endowment accounts ACT + 7 years Destroy local rules Chronological files of negotiating fees, travel arrangements, and correspondence for visiting Events GS-ACC-13-2018 speakers and events 4 years Destroy ACC1000 Annual financial/budget reports at the University Financial Reports, Annual GS-ACC-14-2018 university, college, department/unit/area level 4 years Archives FIN7000
Audits, External GS-ACC-05-2018 Report of state or independent auditor (external) and related records 4 years Archival Review FIN7010 BGSU Foundation Files GS-ACC-06-2018 Reports and records sent to and from BGSU Foundation ACT + 7 years Destroy FIN3000/ Rule Bids, Accepted GS-ACC-07-2018 For purchases ACT + 8 Destroy FIN8010 Bids, Rejected GS-ACC-08-2018 For purchases 3 years Destroy FIN8000 Budget GS-ACC-09-2018 Budget reports and planning files. Includes supporting documentation and working papers ACT + 1 year Destroy FIN2000 Deposits and Banking GS-ACC-10-2018 Deposits and banking records 4 years Destroy FIN1000 Endowment Funds, Annual Reports GS-ACC-11-2018 Annual report of funds received and expended by endowment accounts. May be in form of report to donors ACT + 7 years Archival Review FIN3000/ rules Endowment Funds, Periodic Reports GS-ACC-12-2018 Periodic reports of funds collected or expended by endowment accounts ACT + 7 years Destroy FIN3000/ local rules Events GS-ACC-13-2018 Chronological files of negotiating fees, travel arrangements, and correspondence for visiting speakers and events 4 years Destroy ACC1000 Financial Reports, Annual GS-ACC-14-2018 Annual financial/budget reports at the university, college, department/unit/area level 4 years University Archives FIN7000
BGSU_GeneralSchedule_REVISED_June2018.docx