Business and Financial Policies and Procedures
 

Keeping Travel Records

Definitions

Records – Records are official and trustworthy documents used for accountability and transparency. Requirements for retaining records are mandated by federal and state laws and regulations.

Working Documents – Working documents are unofficial yet trustworthy documents used to support business activities. Examples include copies of official records retained for your convenience or preliminary planning documents.

Temporary Documents – Temporary documents are transitory and not records or working documents. Examples include drafts, reference materials, and routine correspondence.

Historical Documents – Some documents may have enduring cultural or historical value and should be retained indefinitely.

OBFS Responsibilities

OBFS retains vendor invoices, original or scanned invoice vouchers, and employee reimbursement vouchers for the current fiscal year and 5 previous fiscal years.

Unit Responsibilities

Your unit retains original documents you receive before scanning and submitting to the Travel Expense Management System (TEM) for 1 year.

For assistance, consult your unit Records Liaison or records contact, if you have one, or your campus Archivist.

Last Updated: January 22, 2013 | Approved: Senior Associate Vice President for Business and Finance - September 2012