Finance and Treasury

This website has links and resources to help campuses comply with requirements contained in Executive Order 1031, the CSU Records/Information Retention and Disposition Schedules. The objective of the executive order is to ensure compliance with legal and regulatory requirements while implementing appropriate operational best practices. Resources on this page include the official, numbered record series forms, which campuses can download.

Each campus must ensure that appropriate campus department(s) implements the records/information retention and disposition schedules for that area, including designating official campus custodian(s) for each type of record. Records/information custodians are responsible for controlling the administration of records/information in all media forms and for valuing such records/information in accordance with retention authority requirements. The retention and disposition of records/information are to conform to standards set forth within retention and disposition schedules issued in conjunction with this executive order.

These schedules are not to be abridged or altered except to add specific guidance regarding the retention and disposition of unique, campus-specific records/information. Each series or schedule will be periodically reviewed and updates will be posted to this website.

The Office of the Chancellor will identify subject matter experts, who can answer questions related to the retention and disposition schedule for each record series.

Not all schedules have been finalized. As schedules become available, they will be made live. Included for each finalized schedule is the date of the most recent revision. For those schedules that are not yet finalized, the targeted availability date is provided.

The Information Disposition Program is part of a larger, overall plan of Records Management that is still under development. Information about the Records Management Program will also be posted to this site.

Schedule Series: Subject Matter Experts Documents Date Last Revised Next Rev. Due
1.0 Personnel/Payroll
Direct Questions to: 1.0 Contact
.xls | .pdf 5/11/2016  
2.0 Fiscal
Direct Questions to: 2.0 Contact
.xls | .pdf 5/11/2016  
3.0 Environmental Health & Safety
Direct Questions to: 3.0 Contact
.xls | .pdf 5/11/2016  
4.0 Student Records
Direct Questions to: 4.0 Contact
.xls | .pdf 5/11/2016  
5.0 Facilities
Direct Questions to: 5.0 Contact
.xls | .pdf 5/11/2016  
6.0 University Police
Direct Questions to: 6.0 Contact
.xls | .pdf 5/11/2016  
7.0 University Advancement
Direct Questions to: 7.0 Contact
.xls | .pdf 5/11/2016  
8.0 Academic Personnel
Direct Questions to: 8.0 Contact
.xls | .pdf 5/11/2016  
9.0 Curriculum & Accreditation
Direct Questions to: 9.0 Contact
.xls | .pdf 5/11/2016  
10.0 Research & Sponsored Programs
Direct Questions to 10.0: Contact
.xls | .pdf 8/23/2018  
11.0 Institutional Records
Direct Questions to: 11.0 Contact
.xls | .pdf 5/11/2016  

Content Contact:
Ed Hudson
(562) 951-8431
Technical Contact:
Last Update: November 27, 2018