1180 - REPORTS, STATISTICS, STATEMENTS
•Records relating to financial reporting. Financial reporting identifies financial
responsibility and provides a budgetary control and reporting system that is designed to control
votes and appropriations and to report consumption of financial resources in relation to planned
operational performance.
Record types include: financial management reports, statistics and statements, working papers,
correspondence, and memoranda.
For administrative reports, statistics, and statements, see
primaries 440 (general), 442 (annual), 444 (monthly), 446 (quarterly and trimester) and 448 (weekly).
For audit reports,
see primary 975.
For personnel reports, statistics, and statements, see primary
1580 (central service) or appropriate ARCS primary.
non-OPR NOTE: Offices will retain non-OPR
copies of records for: SO nil DE
Primary-
Secondary |
Records Series |
|
OPR |
|
PIB/PUR |
| | |
A |
SA |
FD |
|
| 1180-00 |
Policy and procedures |
|
SO |
5y |
SR |
|
| 1180-01 |
General |
|
FY+1y |
6y |
DE |
|
| 1180-02 |
Financial reporting systems |
|
FY+1y |
6y |
DE |
|
| 1180-03 |
Report requests |
|
FY+1y |
6y |
DE |
|
| 1180-20 |
Reports - paper
NOTE: Please notify Corporate Records Management Branch if the volume
of reports necessitates a special schedule authorizing earlier disposition. |
|
FY+1y |
6y |
DE |
|
| 1180-30 |
Reports - microfiche
NOTE: Hardcopy printouts from reports held in microfiche may be disposed
of in accordance with the special records schedule for transitory output
records (schedule 102901). |
|
FY+7y |
nil |
DE |
|
| •1180-35 |
Reports - electronic |
|
FY+7y |
nil |
DE |
|
| •1180-40 |
Report working records
NOTE: Code by report identifier and include the full name/title of
the report. The records include transaction, status, trial balance,
variance and all other financial reports. Reports issued only in
paper
must be retained under secondary -20. |
|
FY+1y |
6y |
DE |
|
