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Budget

Fiscal

Budget
Title Major Revision Previous Schedules Schedule Item
Budget preparation file

for budget request or estimate submitted by department head, including but not limited to the preliminary or tentative budget, budget appropriation and staffing requests, estimates of revenues or expenditures, narrative of services, budget message, budget hearing and review files, and related records:
RETENTION: 6 years

 CO2 45; MU1 51; ED1 55; MI1 46 489
Annual budget


CO2 48; MU1 54; ED1 58; MI1 49 490

a: Official copy when not included in minutes:
RETENTION: PERMANENT

b: When budget is included in minutes:
RETENTION: 0 after officially recorded in minutes

c: Reporting office copy:
RETENTION: 0 after no longer needed

d: Copy of town, city or other budget used in determining tax levy:
RETENTION: 6 years
Special budget

filed with state or federal agency:
RETENTION: PERMANENT

 CO2 49; MU1 55; ED1 59; MI1 50 491
Budget status report

on allocation, receipts, expenditures, encumbrances, and unencumbered funds

 CO2 50; MU1 56; ED1 60; MI1 51 492

a: Cumulative report:
RETENTION: 6 years

b: Monthly or quarterly report:
RETENTION: 1 year
Budgetary change request,

(if not included in minutes) including approval or denial for change in approved budget and including but not limited to transfer of funds from one budget item to another, overtime authorization, or request for supplemental funds:
RETENTION: 6 years

 CO2 51; MU1 57; ED1 61; MI1 52 493
Copies of municipal, special district or other budgets,

received and maintained for informational purposes:
RETENTION: 0 after no longer needed

 CO2 845; MU1 720; ED1 453; MI1 718 494
School budget notice (official copy)

mailed to qualified voters and other residents, notifying them of budget to be voted on at annual or special election:
RETENTION: 6 years

 2020 (♦)
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