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- Archival Film Flashes Back to 70s Student Life
- Manuscript Traces SFU's Architectural History
- Early University News Publications Now Digitally Available
- Digitized Programs Commemorate SFU’s Opening & Installation Ceremonies
- Archives Celebrates Fall Convocation with Release of Digitized Programs
- Films Capture Visual History and Sentiment of Time Gone By
- Lost and Found: Simon Fraser Letters
- Oral History Provides Glimpse into Mind of SFU’s First Chancellor Gordon Shrum
- Early SFU Photos Tell a Story That Frames Our World
- Aerial Photos Capture Campus Landscape & Photographer’s Legacy
- You have what...?!! and other interesting things you didn't know about the SFU Archives
- Charting the course of history: documenting SFU's early days from the student perspective (Part 1)
- Charting the course of history: documenting SFU's early days from the student perspective (Part 2)
- Helping others find their history in the future: Preserving the records of the Students of Caribbean and African Ancestry at SFU
- Preserving the sparks of global revolution in the Adbusters Media Foundation fonds
- Reflections of a co-op student
- Debunking popular myths and conspiracies with the Barry Beyerstein fonds
- In "The Beginning...": First student film returns to SFU
- "Got any pictures of Terry Fox?"
- My summer in the archives: a co-op placement retrospective
- Seeing the world through Arthur Erickson's eyes
- Beer (records) in the Archives!
- Quartet in the Quadrangle: PSQ Records Come to SFU
- Navigating silences and filling gaps: finding Black stories in the Archives
- Boxes, boxes, and more boxes: my summer co-op at SFU Archives
- Finding queer joy in the SFU Archives: Out On Campus records now available
- The Selma Wassermann fonds
- Glossary
Budget Records
Function
Finances
PIB
No
RRSDA Number
2023-005
Department
All University Departments (General Records Series)
Description, purpose and use of records
This record series consists of final approved capital and operating budgets at both the university-wide and department levels.
Records include annual budget reports, detailed budget statements, and final approved budgets.
Retention periods
| Records | Active Retention |
Semi-Active Retention | Total retention | Final disposition |
|---|---|---|---|---|
| Capital budgets (University-wide level) | CFY + 1 year | 6 years | CFY + 7 years | Full Retention by Archives |
| Operating budgets (University-wide level) | CFY + 1 year | 6 years | CFY + 7 years | Full Retention by Archives |
| Departmental Budgets | CFY + 1 year | 6 years | CFY + 7 years | Full Retention by Archives |
Active = Active Retention Period, Keep in Office; Semi-Active = Semi-Active Retention period, transfer to University Records Centre; CY = Current calendar year; CFY = Current fiscal year; CS = Current semester; S/O = Superseded or obsolete; OPR = Office of Primary Responsibility; Non-OPR = All other departments
Authorities
These records are created, used, retained and managed in accordance with the following authorities:
- Income Tax Act (BC)
Retention rationale
In alignment with the Income Tax Act, records and books of account must be kept for verification purposes until the end of the sixth year after the taxation year to which the records relate. These records have long-term value as they document past budgets and inform future budgeting decisions. Therefore, a total retention period of "FY + 7 years" is sufficient to satisfy the requirements under this Act while also meeting the university's administrative and audit needs for these records.
Retention and filing guidelines
If print copies are created, retain three copies of final approved budgets (capital and operating) for transfer to Archives.
If only digital copies are created, retain one copy of final approved budgets for transfer to Archives.
related RRSDAs
Status
RRSDA is in force
Approval Date
9 Oct 2024
Last Revised Date
9 Oct 2024