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	Date Last Revised	Next Rev. Due
1.0 Personnel/Payroll (.xls, 43K) | (.pdf, 76K) Direct Questions to: 1.0 Contact	10/10/2007
2.0 Fiscal Direct Questions to: 2.0 Contact	Due Oct 2009
3.0 Environmental Health & Safety (.xls, 30K) | (.pdf, 41K) Direct Questions to: 3.0 Contact	10/10/2007
4.0 Student Records (.xls, 150K) | (.pdf, 131K) Direct Questions to: 4.0 Contact	7/23/2008
5.0 Facilities (.xls, 81K) | (.pdf, 35K) Direct Questions to: 5.0 Contact	3/4/2008
6.0 University Police (.xls, 43K) | (.pdf, 110K) Direct Questions to: 6.0 Contact	12/12/2007
7.0 University Advancement (.xls, 53K) | (.pdf, 25K) Direct Questions to: 7.0 Contact	11/18/2008
8.0 Academic Personnel (.xls, 25K) | (.pdf, 28K) Direct Questions to: 8.0 Contact	10/23/2007
9.0 Curriculum & Accreditation (.xls, 140K) | (.pdf, 82K) Direct Questions to: 9.0 Contact	5/18/2009
10.0 Research & Sponsored Programs (.xls, 47K) | (.pdf, 148K) Direct Questions to 10.0: Contact	6/22/2009
11.0 Institutional Records (.xls, 382K) | (.pdf, 101K) Direct Questions to: 11.0 Contact	5/18/2009