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.