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Schedule Number
FM3050
Primary Title
Research Accounting
Office of Primary Responsibility
UBCV: Research Finance
UBCO: Office of Research Services
Description
Series consists of records relating to the administration of Project Grant (PG) on behalf of Principle Investigators conducting research at the university. Records include budget, speed charts, financial and progress reporting and revenue collection. Also included in this series is audits conducted on the Project Grant either internal or external.
Note: Once records are loaded and approved in Workday the record holder should destroy the referent records.
Vital: Yes
PIB: No
Authority:
BoG Policy LR2: Research
Tri-Agency Guide on Financial Administration
Budget Transparency and Accountability Act [SBC 2000] Chapter 23
Records Management Office Digitization Standard
Date Approved: 20220729
Retention Schedule Secondaries
| Secondary No. | Secondary Title, Scope & Content | Retention, Destruction & Disposition |
|
01 |
Policies and Procedures |
EV+5Y, FR EV=Date superseded or obsolete FR=UA will fully retain records from this series |
|
05 |
General |
EV+5Y, D EV=Date superseded or obsolete |
|
10 |
Audit |
FY+7Y, D |
|
13 |
Compliance Reporting |
FY+7Y, D |
|
15 |
Funds Transfer |
EV+7Y, D EV=Date of transfer |
|
25 |
Project Grants Accounts |
EV+7Y, D EV=At end of research term or end or when account is empty |
|
60 |
Reports |
CY+5Y, SR SR=UA will selectively retain records from this series |
Acronym Key: AY = Academic Year; CY = Calendar Year; D = Destroy; EV = Event; FY = Fiscal Year; FR = Full Retention by University Archives unless otherwise noted; OPR = Office or Department responsible for source of truth records; SO = when superseded or obsolete; SR = Selective Retention by University Archives; UA = University Archives; Y = Year