| Activity | AD9100 Local Planning and Operations |
| Records Series | 33 - Projects |
| OPR | Department/Unit |
| Description | Records documenting the planning, execution, and management of a project that is not a part of a unit's day-to-day operational activities. It encompasses project proposals or initiatives, timelines, resource allocations, progress reports, and final deliverables. Records may also include risk assessments, stakeholder communications, and performance evaluations. Exclude IT projects managed by IT Services department and construction or engineering projects managed by Facilities department. |
| Retention Trigger | Project completed or abandoned. |
| Total Retention | 7 years |
| Final Action | DP/AR |
| Disposition Plan | At the end of the retention period, transfer project proposals or initiatives, project charters, plans, approvals and close-out documents to the Archives, destroy the rest of the records. |
| Retention Rationale | Retention based on anticipated operational use. |
| PIB | No |
| Vital Records |
This schedule applies to official records in all media. Convenience or duplicate copies of official records are considered transitory and should not be kept longer than necessary, and in no event longer than the official copy.
GLOSSARY
- AR = Transfer to Archives
- AY = End of Academic Year
- CO = Continuous Overwrite
- CY = End of Calendar Year
- D = Destroy / Delete
- DP = Disposition Plan
- FY = End of Fiscal Year
- OPR = Office of Primary Responsibility
- P = Permanent
- PIB = Personal Information Bank
Printed on Friday, Jul 17 2026