Office of the Chief Information Officer

United States Department of Agriculture

Budget Preparation, Presentation, and Apportionment Records

Budget Planning – Material pertaining to budget planning.

Retention

Destroy 10 years after close of FY covered by budget.

GRS or Approved Records Schedule

N1-016-87-1, Item 2010

Disposal Authority

N1/016/87/1/2010

Record Type

Temporary

Related Forms

 

Date Updated

7/20/2017


Budget Development – Material pertaining to budget estimates, justifications, explanatory notes, narratives, and program performance.  Also included previous supplementary or amended budget material.

Retention

Break files annually. Transfer to NARA in 5-year blocks when most recent records are 20 years old.

GRS or Approved Records Schedule

N1-016-87-1, Item 2020

Disposal Authority

N1/016/87/1/2020

Record Type

Permanent

Related Forms

 

Date Updated

7/20/2017


Budget Execution – Material pertaining to approved budget implementation and maintenance of financial controls over appropriated funds.  Include apportionments, allocations, allotments and work plans, obligations and outlays, ceilings, requirements, reimbursements and non-appropriated funds.

Retention

Destroy 10 years after close of FY covered by budget.

GRS or Approved Records Schedule

N1-016-87-1, Item 2040

Disposal Authority

N1/016/87/1/2040

Record Type

Temporary

Related Forms

 

Date Updated

7/20/2017


Budget Presentation– Budget (original or revised) record copies submitted for Congress for approval.

Retention

Transfer to NARA in 5-year blocks when most recent records are 20 years old.

GRS or Approved Records Schedule

N1-16-87-1, Item 2030.a

Disposal Authority

N1/016/87/1/2030A

Record Type

Permanent

Related Forms

 

Date Updated

7/20/2017


Budget Presentation - All Other Copies

Retention

Destroy when no longer needed for reference.

GRS or Approved Records Schedule

N1-16-87-1, Item 2030.b

Disposal Authority

N1/016/87/1/2030B

Record Type

Temporary

Related Forms

 

Date Updated

7/20/2017


Budget Financial Priorities – Material pertaining to the status or activities of all financial priorities.

Retention

Destroy when 3 years old.

GRS or Approved Records Schedule

NC1-16-84-1, Item 2100-2

Disposal Authority

N1/016/84/1/2100/2

Record Type

Temporary

Related Forms

 

Date Updated

7/20/2017


Budget Internal Controls – Material that pertains to plans of organizations and all the coordinated methods and measures adopted by an agency to safeguard assets, check the accuracy and reliability of accounting data, promote operational efficiency, and encourage adherence to prescribed managerial policies.

Retention

Destroy when 3 years old.

GRS or Approved Records Schedule

NC1-16-84-1, Item 2100-3

Disposal Authority

N1/016/84/1/2100/3

Record Type

Temporary

Related Forms

 

Date Updated

7/20/2017


Budget Systems Review and Analysis – Indirect cost reviews and negotiations, Departmental financial management studies, and assessments of Departmental and agencies’ reporting needs.

Retention

Destroy when 3 years old.

GRS or Approved Records Schedule

NC1-16-84-1, Item 2100-4

Disposal Authority

N1/016/84/1/2100/4

Record Type

Temporary

Related Forms

 

Date Updated

7/20/2017